我認為整個上半年受供給能力壓制的需求在 6 月集中爆發，但部分供應鏈問題並沒有得以解決。7 月是進入車市傳統既淡季，銷量小幅回落的同時，我認為交付壓力仍然存在。$蔚來汽車.US$小鵬汽車.US$理想汽車.US
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