港股市场今日传来利好消息，中国电动车制造商理想汽车-W（02015）股价盘中大涨5.49%，引发投资者关注。该涨幅超过早盘4%的涨幅，显示投资者对理想汽车的信心持续增强。
值得注意的是，理想汽车并非今日唯一表现亮眼的中国电动车股。市场数据显示，蔚来-SW（09866）、小鹏汽车-W（09868）和零跑汽车（09863）等其他中国电动车制造商的股价也普遍上涨，涨幅均超过7%。这一现象反映出投资者对中国电动车行业整体前景保持乐观态度。
分析人士指出，尽管美国可能对进口汽车征收25%的关税，但这对中国汽车制造商的直接影响可能有限。数据显示，2024年中国向美国出口的汽车仅占中国汽车总出口量的1.81%。华泰证券分析认为，这一潜在关税主要影响日本、韩国和德国等国家的头部车企。相反，中国车企可能会在欧盟和东南亚等地区获得更多市场份额，这可能是推动今日中国电动车股普涨的一个因素。
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