$XIAOMI-W(01810)$
š Xiaomi Rallies on Triple Launch: YU7 SUV, MIX FlipāÆ2 & AI Glasses
Xiaomi (HK:āÆ1810) surged ~8.5% as it unveiled three flagship products: the YU7 SUV (from Ā„253,500), the clamshell foldable MIX FlipāÆ2 (from Ā„5,999), and AI smart glasses (from Ā„1,999). Early indicators show robust demandāover 200,000 orders for YU7 within minutes and preāorders for MIX FlipāÆ2 climbing fast ļæ¼.
š Fundamental & Growth Outlook
YU7, challenging Teslaās ModelāÆY, targets Chinaās booming NEV market and supports Xiaomiās ecosystem ambition (phones ā homes ā cars). MIX FlipāÆ2 showcases tech maturity: Qualcomm SnapdragonāÆ8āÆElite, dualāLeica 50āÆMP cameras, massive 5,165āÆmAh battery, IPX8 water resistance, and advanced HyperOS integration ļæ¼.
š° Value Investor Perspective
Despite rallying stock, Xiaomi trades on a forward P/E near 13ā15āa discount to peersāsupported by a strong cash position, solid free cash flow, and strategic R&D in AIoT and EVs. The rapidly diversifying revenue base and improving margins fortify the bull case.
š Technical Outlook
Xiaomi stock recently broke a key resistance zone (~HK$4.65ā4.80), reaching ~HK$5.20ā5.30 on its launch, with 50-day MA above the 200-day MA (golden cross). Momentum and volume suggest continuation, though RSI nearing 70 hints at short-term consolidation risks.
In sum, Xiaomiās synchronized product releaseāEV, foldable, wearablesāsignals the companyās evolution into a multiāvertical powerhouse. With competitive pricing and ecoāsystem synergies, the triggers for further upside are in place.
PS: Not financial Advice and always do your own research
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Xiaomi released MIX Flip 2 series mobile phones, AI glasses and the first SUV car YU7. The stock price rose by more than 8.5%, and the pre-sale data exceeded expectations
Xiaomi released the MIX Flip 2 series of mobile phones at the Miren Chejia Full Ecological Conference, including the small-fold MIX Flip2, priced from 5,999 yuan, equipped with the Snapdragon 8 Extreme Edition processor, and the battery capacity exceeded 5000mAh for the first time. At the same time, Xiaomi Group also released Xiaomi AI glasses, which support third-party APP video calls, live broadcasts, QR code scanning payments, and translation functions. They weigh 40g, have a battery life of 8.6 hours, and are priced from 1,999 yuan. In addition, Xiaomi released its first SUV car, Xiaomi YU7, priced from 253,500 yuan, with ultra-long battery life. The standard version is 835km, equipped with V6s plus super motor, and the peak power is 288 kilowatts, challenging Tesla Model Y. Lei Jun said that YU7 is 10,000 cheaper than Tesla Model Y. There are 9 colors in the entire series, with high performance and luxurious configurations. Former Meizu executives questioned Xiaomi's AI glasses technology, which attracted industry attention. The smart glasses market is fiercely competitive, and the layout of various brands has intensified. After the press conference, Xiaomi's stock price rose by more than 8.5%. Xiaomi YU7 was scheduled to exceed 200,000 units, and the order volume in the first hour reached 289,000 units, attracting investors' attention. Goldman Sachs and Citigroup respectively raised Xiaomi's target prices, believing that YU7 will consolidate Xiaomi's leading position in China's high-end auto market. Lei Jun said that Xiaomi should dare to show its sword and pursue higher standards, demonstrating Xiaomi's successful model in the automotive industry.
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