$XIAOMI-W(01810.HK)I choose to discuss Xiaomi ability to protect phone margins through premium push?I am holding my shar…

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Fattycat

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Go Beyond!

Mar 24 at 03:24 AM

$XIAOMI-W(01810.HK)I choose to discuss Xiaomi ability to protect phone margins through premium push?

I am holding my shares but staying neutral on today's earnings call. It is because memory chip costs are hitting everyone hard right now, and it is a big threat to smartphone margins in 2026.

But I am not selling it! I still love the long-term vision. 😁

Xiaomi is getting smart by:

✅ Moving away from low-margin, budget phones.

✅ Pumping billions into AI to stay competitive

✅ Building a "closed-loop" ecosystem between your phone and your Xiaomi EV (like the SU7/YU7).

It is all about the ecosystem! We should be worry when a company do not invest in AI. Let us see how they navigate the "memory squeeze." Let’s go Xiao Mi😘

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Captain's Watch

🔥 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?

🎁 How to Join (Pick One)

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Vote + share this post + share your reasons (30+ words) → 288 Task Coins

🧠 Option 3: Deep Dive Reward

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?

⭐️ Top 3 insights → extra SGD 3 Cash Voucher each

⏰ Deadline: 25 Mar 2026, 7:00 PM (SGT)

Rewards out within 7 working days.

👇 Drop your call below!

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