异动解读｜蔚来-SW盘中下跌3.9%，智驾负责人创立具身智能公司引发市场担忧

行情直击08-25 09:32

8月25日，蔚来-SW盘中下跌3.9%，报33.78港元/股，成交额788.0万港元。

消息面上，蔚来CEO李斌在智驾全员会上宣布，智能驾驶负责人任少卿已创立物理AI基础模型和具身智能独立公司，蔚来将战略投资并与之合作。新公司估值已达独角兽级别，据悉心理预期至少100亿元。尽管官方强调任少卿将继续担任蔚来智驾负责人，但市场对其精力分配及蔚来智驾研发连续性产生担忧。此前蔚来美股已因同一消息下跌5.18%，港股延续承压态势。

（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。）

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