周一盘中，港股汽车板块遭遇"瀑布式"下跌，其中理想汽车-W（02015.HK）股价大跌14.67%，引发市场广泛关注。截至11时56分，理想汽车报价84.35港元。
此次大跌主要受到美国新关税政策和中美贸易摩擦加剧的影响。美国政府日前宣布对进口汽车征收25%的关税，并将于4月3日生效。此外，汽车零部件的进口关税也将从5月3日开始实施。作为回应，中国对全范围美国产品加征34%关税，并推出对部分稀土出口管制等一系列反制措施。
尽管有分析认为25%的汽车关税对中国直接出口美国的车企影响有限，但投资者对整个行业前景的担忧情绪明显。港股恒生汽车主题指数大跌13.3%，其他新能源汽车股如比亚迪、蔚来、小鹏汽车等跌幅均超过12%。与此同时，恒生指数也遭遇重创，截至午盘收跌10.7%。值得注意的是，尽管大盘大跌，南向资金仍抄底扫货，半日净买额超150亿港元，显示部分投资者认为当前可能是低价入场的机会。
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