智通财经APP获悉，汽车股早盘普跌，截至发稿，长城汽车(02333)跌5.72%，报14.84港元；小鹏汽车-W(09868)跌4.75%，报82.15港元；理想汽车-W(02015)跌3.42%，报101.6港元；广汽集团(02238)跌1.87%，报3.15港元。
消息面上，美国总统特朗普周一表示，将在近期宣布针对汽车、制药等多个行业的新关税措施，这意味着其即将实施的“对等关税”之外还将叠加更多全面性关税。
海通国际此前指出，当前智能驾驶平权催化叠加价格战，车市分化趋势进一步加剧。行业头部企业正通过快速技术迭代构筑护城河，智驾竞争也将单纯的配置比拼转向用户体验之争。中越期货则指出，在中国汽车市场饱和率越来越高和居民储蓄率下降背景下，2025年传统汽车消费面临较大压力，新能源汽车增速或也将放缓。
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