Bloomberg EV Price Return Index Falls 3.16% to 2,850.63

The breadth of the selloff matters more than the headline decline: nearly every constituent fell, and the deepest losses clustered in China-listed lidar and autonomy names rather than the legacy automakers, suggesting sector-specific de-rating rather than a single macro shock. The index is now within reach of its August 8 close, a level that has acted as a reference point for the recent range. Whether that floor holds, or whether the weakness in sensor and ADAS suppliers spreads to the broader EV complex, is the open question worth watching.