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BABA Diamond Holder$XIAOMI-W(01810.HK)
After Listening to the latest earnings call, I feel good about where Xiaomi is headed. Management seems on the right track.
Below are summary of the earnings call.
❤️ EV Demand Surges
· New SU7 pulled in 15k+ locked orders in 34 mins, over 30k in 3 days
· 60% of early buyers were iPhone users. A major brand crossover
· 2026 delivery target: 550k vehicles. European entry set for next year
❤️ Hardware Headwinds
Rising memory chip costs are squeezing smartphone & IoT margins. A potential price hikes ahead to protect profitability.
❤️ AI-First, No Gimmicks
R&D to hit ¥40B in 2026, with a focus on real integration,and not just “AI phone” hype.
❤️The Catch
Strong EV buzz vs. heavy cash burn for AI and supply chain pressures hence near-term profitability.
❤️Conclusion: I am comfortable holding Xiaomi shares for mid term.😁
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