电动两轮车制造商小牛电动（NIU）今日盘中意外大跌5.14%，这一走势与其近期强劲表现形成鲜明对比，引发市场关注。
小牛电动此前表现亮眼，盘前交易中曾上涨超过3%，延续了昨日12%的涨幅。该股今年以来累计涨幅已超过171%，显示出投资者对公司前景的乐观态度。瑞银近期发布的研报进一步支撑了这一看法，认为中国两轮车，尤其是电动两轮车行业存在巨大的出口增长机遇。瑞银预计，2026年实现本地化生产后，电动两轮车出口将加速，有望带来估值的重新评估。
然而，尽管基本面向好，小牛电动股价今日出现显著回调。分析人士认为，这可能是由于短期获利回吐压力所致。考虑到该股近期的强劲涨势，部分投资者可能选择在高位锁定利润。此外，整体市场情绪也可能对小牛电动造成影响，因为当日美股三大指数期货在盘前均呈现下跌趋势。投资者还可能在等待美联储最青睐的通胀指标——核心PCE物价指数年率公布后再做决策，这也可能导致部分投资者采取观望态度。尽管如此，小牛电动的长期增长前景仍然被市场看好，今日的回调可能为长线投资者提供了新的入场机会。
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