MSXIAMI@EP2701A

$XIAOMI-W(01810.HK)

🚀 Xiaomi is officially far more than just a smartphone company!

Shares of XIAOMI surged over 6% this week after official approval for its MiMo AI model, a massive RMB 60 billion AI investment plan and groundbreaking new robotics releases.

🤖 What’s driving the excitement?

Sentiment is soaring around the launch of Xiaomi‑Robotics‑1, a Vision Language Action (VLA) model that marks a major leap forward in physical artificial intelligence.

As the infographic shows, this is no mere lab experiment:

• Trained on over 100,000 hours of real‑world movement data

• Follows clear scaling laws: performance improves predictably as data and model size grow

• Masters complex physical tasks – such as loading laundry or refilling printers – in under 10 hours of demonstration on average 🧺📦

Even more notable is real‑world industrial use: humanoid robots powered by Xiaomi‑Robotics‑0 are already being trialled on automotive assembly lines, carrying out precision work like fitting self‑tapping nuts and moving materials.

Together with Xiaomi‑Robotics‑U0 – a generative model that creates and enhances training data – Xiaomi is building a self‑sustaining robotics ecosystem.

Xiaomi is making a massive bet on its “Human‑Car‑Home Full Ecosystem” vision and the market is clearly taking notice.

Check out the infographic to see how these advances are paving the way for large scale robot deployment! 💥

$XIAOMI-W(01810.HK)

Think Xiaomi only makes phones and EVs? Think again! Let’s understand more about Xiaomi 😁

Many investors still see Xiaomi as just a smartphone brand or fast-rising EV maker. These two business segments are huge growth drivers but the other two segments are also equally important and they formed the full picture.

Xiaomi has grown into a fully integrated AI ecosystem giant, built on 4 core pillars:

1️⃣ Smartphones

Still one of the world’s top phone makers. This business brings in solid cash flow — and pulls users into Xiaomi’s wider ecosystem.

2️⃣ AIoT (AI + Internet of Things)

This is Xiaomi’s secret weapon! From TVs, fridges and washers to robot vacuums, wearables and smart cameras. Currently they have hundreds of devices run on its unified HyperOS. The more Xiaomi gear you own, the more locked-in and loyal you become.

3️⃣ Smart EVs

The SU7 and new YU7 have taken the world by storm. Xiaomi sees EVs as one long-term engine not the whole story. Their goal is to connect your car seamlessly to your phone and smart home.

4️⃣ Internet Services

Often missed, this is its high-margin, steady cash cow: ads, app store fees, cloud, gaming, subscriptions and more. Profits that keep flowing, even beyond hardware sales.

One simple strategy: People × Car × Home

All linked by HyperOS, powered by AI — one smooth experience across every part of your life.

📅 Watch Q2 2026 results closely for:

EV delivery numbers, better phone profit margins, AI monetisation progress and AIoT growth.

✅ Final take: Xiaomi does not just sell gadgets. It is building one of the world’s most complete AI consumer ecosystems.

Check out my infographic below for a clear visual breakdown of Xiaomi’s business segments plus the key metrics investors will be watching closely in the upcoming Q2 2026 earnings release 🤔

Xiaomi ran about +5% friday on strong June delivery numbers, plus they did a HK$4B buyback in June. the EV ramp is real and the phone business funds it. i'm long a small position, watching if it can hold above HK$22 on the reopen. buyback plus deliveries is a decent floor, adding on any dip back to 20.

Can't tell if it's tears or rain. $XTALPI(02228.HK) versus $XIAOMI-W(01810.HK), will it make you feel a little, just a little better? And there's Alibaba $BABA-W(09988.HK)

Choose the right stock, leave the rest to time.

Currently, it's a stage of extreme liquidity shortage, hang in there! Happy weekend.

If you think silicon-based is too risky and want to look at carbon-based, you should still be cautious about bottom-fishing in Chinese internet stocks in Hong Kong. Pharmaceutical leaders are relatively at low points and have the potential to emerge first.$XIAOMI-W(01810.HK)$BEONE MEDICINES(06160.HK)$INNOVENT BIO(01801.HK)

It is expected that Xiaomi will fall to around 15 yuan. In recent years, Xiaomi has raised over 110 billion yuan in the stock market with zero dividends, which foreign investors certainly do not approve of and will not intervene in. That's the first point. Car manufacturing is a war of attrition, similar to the current food delivery market. It is very difficult for companies without a foundation in car manufacturing to stand out. Xiaomi's impetuous mentality in car manufacturing is precisely a major taboo, with bleak prospects and severe bleeding. That's the second point. Furthermore, the original main business, whether in terms of profit or revenue, is also declining, lacking innovation and can only rely on internet celebrity hype to maintain popularity. So overall, Xiaomi's decline has just begun, and the heart-stopping moment has not yet arrived. Those holding Xiaomi are estimated to have to turn off the lights and eat noodles, waiting for the arrival of the darkest hour.

xiaomi is doing my head in sia. YU7 is selling like hotcakes and they just announced their biggest ever buyback near 20B HKD, but the EV unit still burned 3.1B RMB last quarter and the stock is down nearly 36% ytd. classic case of one number screaming buy and another screaming wait. holding a small position for now but not adding until the EV losses actually narrow.

$XIAOMI-W(01810.HK) It's estimated that Xiaomi will fall to around 15 yuan. Xiaomi has raised over 110 billion yuan in the stock market in recent years with zero dividends, which foreign capital definitely doesn't approve of. That's the first point. Car manufacturing is a war of attrition, similar to the current food delivery market. It's very difficult for companies without a foundation in car manufacturing to stand out. Xiaomi's impatient mindset in car manufacturing is precisely a major taboo, with bleak prospects and severe bleeding. That's the second point. Third, the original main business, whether in terms of profit or revenue, is also on a downward trend, lacking innovation, and can only rely on influencer hype to maintain popularity. So overall, Xiaomi's decline has just begun, and the thrilling moment has not yet arrived.

Looks like even an MOU and peace deal amounts to nothing when there are just people who don’t care. Hope peace prevails.

This charade has been going on far too long. There is only so much that the AI trade can carry the market as we move along.

$NIO Inc(NIO.US) Nio Inc will deliver its 120,000th third-generation ES8 shortly, marking a significant milestone just weeks after the 110,000th delivery. The third-generation ES8, pivotal in Nio's financial recovery, has reported strong monthly sales, reflecting its importance in the company’s lineup, accounting for 46.30% of total deliveries so far this year. A five-seat variant of the ES8 is set for pre-orders on June 28, aiming to expand customer access and maintain sales momentum. However, the overall chinese market is not at its strongest right now, and as outlined before, close rival in Xiaomi is also gaining market share. It might take some time before Nio can challenge to break resistance. @Bridge Buzz SG

After climbing and pulling back last week, the Singapore stock market may see another adjustment this week.

The situation of the Israel-Palestine conflict has not improved yet. Will there still be opportunities for oil and gold prices? Let's continue to observe this week.

AI chip trade still has plenty of room to run as demand for AI infrastructure keeps growing around the world. Continued spending by hyperscalers and increasing enterprise AI adoption should provide strong support for leading semiconductor companies. Valuations already stretched, future gains will likely depend on companies delivering strong earnings and guidance rather than AI excitement alone

sti index hit all time high 5212 on 18 June 2026.

It achieved this ATH despite the summer world cup lull, that's really commendable. sg market must be looking attractive to the global investors, trend shows up once world cup round of 24 comes around. more good days to come.

And as expected, the US-Iran Peace agreement is once more at stake when the market is closed. I'm not surprised at this point, and with Warsh's hawkish stance on his first FED meeting, the macro concerns have been piling up and putting pressure on the equities. Tech names are selling off the most, while certain staple sectors are still doing decently.

July till end 2026

Build HK tech and SG dividend portfolio with the ongoing sale!