Xiaomi’s stock, currently trading around HK$52, has seen a significant recovery and upward trajectory — and this might just be the beginning.
🔍 Why I’m Bullish:
• I’ve personally seen a 135% growth in my Xiaomi holdings since my initial investment.
• With the current momentum, I project a target of HK$100 within the next 18 months, marking another potential +90–100% upside from here.
📈 What’s Fueling Xiaomi’s Growth:
1. EV Expansion (Xiaomi SU7):
Their bold entry into the electric vehicle market with the SU7 has already shaken up the tech-auto industry in China. Demand is strong, and the delivery pace is impressive for a first-generation EV maker.
2. AI & IoT Integration:
Xiaomi is not just a phone company. Their connected ecosystem of devices — smart TVs, home automation, wearables — is growing rapidly and supported by powerful in-house AI development.
3. Global Smartphone Recovery:
With the Android flagship market heating up again, Xiaomi is regaining market share in Europe, India, and SEA with competitive pricing and premium features.
4. Strong Financials & R&D Push:
Aggressive reinvestment into R&D and expansion into high-margin services (e.g., Mi Pay, ads, ecosystem services) are improving profitability.
📊 Valuation Still Attractive:
Despite the rally, Xiaomi is still undervalued when compared to peers in the AI and EV space. HK$52 feels like a floor, not a ceiling.
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📌 Disclaimer: Always do your own research or speak to a financial advisor. I’m simply sharing insights from my own portfolio, and Xiaomi remains one of the most promising long-term tech plays from Hong Kong.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
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