异动解读｜宁德时代盘中下跌3.45%，外资机构减持叠加碳酸锂价格回落延续板块抛压

行情直击07-10

7月10日，宁德时代H股盘中下跌3.45%，报615.5港元，成交额9.7亿港元。

消息面上，近期多家外资机构集中调仓对股价形成持续压制。港交所数据显示，摩根大通持股比例从6.22%降至5.63%，空头头寸从2.70%升至3.21%；花旗集团多头持仓从5.32%降至3.82%。此外，碳酸锂主力合约价格从5月高点20万元/吨回落至16万元/吨以下，锂电池板块近期持续承压，行业个股普遍走弱。宁德时代H股AH溢价率为-32.94%，估值差异或进一步加剧H股抛压。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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