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Q2 Adj. EPS: $0.20 vs $0.16 est ✅Q2 Sales: $508.437M vs $483.261M est ✅Raised FY2027 Adj EPS Guidance ✅Raised FY2027 Sales Guidance ✅🟩 +12.62%
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$XIAOMI-W(01810.HK)
⏰Xiaomi Update: Retesting Support – Trade Cautiously Ahead of Earnings
Last reviewed: 21 April 2026. Current price: HKD 30.14
Back in late March and April update, i flagged HKD 30.77 as a strong buy zone. Now in May, price has dipped to HKD 30.14, revisiting critical support and with Q1 2026 earnings looming large.
🔷Technical Analysis
🟢 Bollinger Bands: Price is pressing the lower band (~HKD 29.50–29.95) on 4H/Daily charts, signaling deep short-term oversold conditions. Bands are compressing, hinting at a volatility squeeze.
🟢RSI: Daily RSI at 40.74, 4H at 40.31 – oversold but no bullish divergence yet; downward momentum slowing, not reversed.
🟢Trend: Downtrend from HKD 60 is mature but no clear reversal confirmation.
🔷Fundamentals & Key Updates
🟢Upcoming Q1 2026 Earnings: Results are due on 22 May 2026. The market is focusing on smartphone margin recovery, IoT growth and EV (SU7) delivery/profitability updates. Expect heightened volatility around the release.
🟢Share Buybacks: Management confidence remains strong, with ongoing repurchases under the HK$2.5B program, forming a solid floor near current levels.
🟢Analyst View: Consensus is still Buy and overweight (targets HKD 40–55) but some have trimmed near-term estimates, citing cautiousness on margin pressures.
⚠️ Verdict: Cautious Trading & Measured Accumulation
This is a value zone but trade carefully ahead of earnings.
✅ Strong Support: HKD 29.50–30.00 (backed by buybacks)
🎯 Targets: HK$34.50 → HK$40.00
Good risk-reward but let price and earnings confirm the bounce first.
Not financial advice. Do your own DD.
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$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.😁
Trade Showcase: Trade, Show & Earn Rewards! - AFeatured
From the perspective of AI investment, Xiaomi's current AI efforts are more like "burning money to buy the future" rather than an immediately profitable business. The pressure from a 600 billion yuan level investment is real for them—mobile phone profits are being squeezed, the car business is still in the investment phase, and pouring more into AI at this time naturally makes short-term profits look less attractive.
The problem is, not investing is not an option either. This wave of AI is essentially redefining the "operating system" and the "entry point." If Xiaomi doesn't keep up, hardware like phones, cars, and IoT devices could become "carriers for others' AI" in the future, which would put them in a very passive position.
The key lies in Xiaomi's different approach:
It doesn't aim to make money by selling models, but rather wants to embed AI into its own hardware ecosystem—making phones smarter, cars more user-friendly, and home appliances more interconnected. As long as the user experience genuinely improves, there is a chance to raise prices a bit (this is crucial for countering the current decline in mobile phone gross margins).
But the risks are also very real:
If AI remains just PowerPoint material in launch events, or if users don't perceive a significant improvement, then this 600 billion yuan will essentially become pure cost, dragging down overall profits.
Short-term: It will definitely drag down profits; this is unavoidable.
Medium-term: It depends on whether the products deliver "genuine improvement" to determine if it's worth it.
Long-term: If it truly succeeds in connecting "people, cars, and homes" with AI, the money might be very well spent.
🔥 All Eyes on Xiaomi Earnings — What’s Your Call?
After a blockbuster spring launch — new SU7, three self-developed AI models, and a $8.3B AI investment pledge — Xiaomi drops its Q4 earnings today. The market‘s watching closely.
But here’s the catch:
📱 Phones under pressure — memory chip costs surging, IDC expects shipments down ~11% in Q4. Margins? Analysts say could dip to ~8% .
🚗 Cars gaining steam — Q4 deliveries hit ~140k units. New SU7 launched last week, 34 minutes to 15k pre-orders. But pricing got competitive (up only 4,000 yuan despite cost pressures) .
🤖 AI: the wildcard — MiMo-V2-Pro ranked top 8 globally. RMB 60B committed over 3 years. But this spend is hitting margins now .
Mixed signals everywhere. So — what‘s your read?
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Vote + pick one angle and go deep (80+ words) → SGD 2 Cash Voucher (one entry per user)
1. Can Xiaomi protect phone margins through premium push?
2. Will auto be the next growth engine?
3. AI investment — opportunity or margin killer?
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⏰ Deadline: 25 Mar 2026, 7:00 PM (SGT)
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$XIAOMI-W(01810.HK)$Xiaomi Corporation(XIACY.US)$XIAOMI-WR(81810.HK)
