Chinese electric vehicle stocks in Hong Kong, including NIO and XPEV, have experienced declines amid growing uncertainty over a potential US-China trade truce. Investors appear concerned that any easing of tensions could lead to renewed trade conflicts, impacting China’s EV sector. The broader market is reacting to shifting expectations about tariffs and regulatory pressures. Analysts are now assessing how these developments may reshape investment strategies within the country’s fast-growing electric vehicle industry.


NIO, XPEV, LI Fall In Hong Kong Amid US-China Trade Truce Jitters — Here’s What's Happening Across China’s EV Sector  tradingview.com