Goldman Sachs released a research report stating that it anticipates more AI achievements to be announced in the coming quarters, which will be applied within XIAOMI-W's (01810) ecosystem and its globally largest AIoT-connected devices. These advancements are expected to drive differentiated development and support the company's "Human x Car x Home" ecosystem upgrade strategy. The firm maintains a "Buy" rating on XIAOMI-W with a target price of HK$53.5.
On December 1, ByteDance unveiled a technical preview of its Doubao Mobile Assistant, designed specifically for smartphone brands. The assistant integrates Doubao's large language model into mobile operating systems, enabling visual interpretation of screen content and multi-step tasks across applications. The preview version has already been embedded as an engineering prototype in the new nubia M153 smartphone model. Earlier, the Doubao Mobile Keyboard was launched on iOS and Android platforms in late November, signaling ByteDance's strategic expansion into mobile internet infrastructure and smartphone ecosystems.
Regarding XIAOMI-W's AI initiatives, the report highlights the company's active exploration of both edge-based and cloud-based large language models to meet diverse needs for flexibility and convenience across different scenarios. XIAOMI-W has introduced several specialized large language models covering vision, audio, speech, and localized intelligent assistants. On November 21, the company also launched its cross-embodied foundational model, MiMo-Embodied.
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