BIXIAMI@EC2607B

Xiaomi expected to announce February 2026 EV delivery figures on March 1

Xiaomi's affordable 5G strategy boosts Latin America market growth by 13%.

Estimated Start of Xiaomi SU7 Ultra Deliveries

Redmi Note 17 officially launched with 108MP camera.

Xiaomi Continues Share Repurchase Program with HK$152 Million Buyback

Xiaomi UK teases new energy-efficient product launch for March 6.

Xiaomi Pad 8 expected to launch in India soon.

Xiaomi POCO X8 Pro Renders Surface Ahead of Expected Global Launch.

Xiaomi Auto's Wuhan Phase I factory is slated to begin production in May.

Global Launch of Xiaomi 17 Series and Ultra Model

Xiaomi EV cumulative deliveries surpass 600,000, new SUV tops sales charts

Xiaomi Emerges as Top Smartphone Brand in Indonesia for 2025

Xiaomi 17T Series Rumored to Launch Early in May 2026

Samsung to launch Galaxy S26 series on Feb 25, posing potential competition to Xiaomi's premium segment.

Xiaomi Malaysia Signs Strategic MOU with CG Computers

Xiaomi to Showcase HyperOS 3.1 and 'iOS Bridge' Features at MWC 2026

Xiaomi EV to expand 'Updated SU7' display to second wave of stores

MWC 2026 to kick off, Xiaomi expected to launch Xiaomi 16 Series globally

Xiaomi to showcase new technologies at MWC 2026

Lei Jun's 'boast' comes true, Xiaomi YU7's sales surpass Tesla

STARCOIN GROUP

DAISHOMICROLINE

IDT INT'L

GUANZE MEDICAL

BOER POWER

KNOWLEDGE ATLAS

CHINA INFO TECH

QINGHUA HOLD

SUPER STRONG

HAIZHI TECH GP

XIACY

01810

Xiaomi Corporation disclosed its financial report, stating that on February 20, it repurchased 4.2824 million shares on the Stock Exchange at a price ranging from HKD 35.32 to HKD 35.74 per share, involving a total amount of approximately HKD 152 million. Since the approval of the ordinary resolution (June 5, 2025), the company has repurchased a total of 24.2 million shares, accounting for 0.94% of the share capital

AASTOCKS

Xiaomi Corporation

XIAOMI-W

Xiaomi Corporation repurchased 4.2824 million shares, involving an amount of 152 million yuan

02800

00241

BABX

02828

KBAB

09988

03033

BABA

The total short selling amount in the Hong Kong stock market reached HKD 39.44 billion, accounting for 29% of the trading volume of shortable stocks. The previous day was 28.2%. The five stocks with the highest short selling amounts are: CSOP HS TECH short selling ratio 64.4%, amount HKD 4.83 billion; TRACKER FUND short selling ratio 52.1%, amount HKD 4.62 billion; HSCEI ETF short selling ratio 44.5%, amount HKD 3.37 billion; Alibaba-W short selling ratio 21%, amount HKD 2.2 billion; XIAOMI-W short selling ratio 47.8%, amount HKD 1.59 billion

TRACKER FUND

ALI HEALTH

BABA 2x Long Daily ETF - GraniteShares

HSCEI ETF

KraneShares 2x Long BABA Daily ETF

BABA-W

CSOP HS TECH

Alibaba

The total short selling in Hong Kong stocks for the day was HKD 39.44 billion, accounting for 29% of the turnover of shortable shares

513130

513600

The short selling amount in the Hong Kong stock market reached HKD 20.04 billion in half a day, accounting for 28.7% of the total shortable stock turnover of HKD 69.83 billion. The top five stocks by short selling amount include CSOP HS TECH with a short selling ratio of 65.6% and a short selling amount of HKD 3.09 billion; TRACKER FUND with a short selling ratio of 48.6% and a short selling amount of HKD 2.41 billion; HSCEI ETF with a short selling ratio of 38.6% and a short selling amount of HKD 1.49 billion; Alibaba-W with a short selling ratio of 22.6% and a short selling amount of HKD 1.22 billion; and XIAOMI-W with a short selling ratio of 52.9% and a short selling amount of HKD 780 million

Huatai-PB CSOP Hang Seng Technology ETF(QDII)

China Southern Hang Seng ETF

The short selling in Hong Kong stocks for half a day reached HKD 20.04 billion, accounting for 28.7% of the total turnover of shortable shares

TSLG

TESL

TSLA

TSLL

TSLT

515030

TSLR

Tesla Falters in China Again: How to Play TSLA Stock as Xiaomi Outsells

Barchart Option

GraniteShares 1.25 Long TSLA Daily ETF

Leverage Shares 2X Long TSLA Daily ETF

Simplify Volt TSLA Revolution ETF

Tesla

Direxion Daily TSLA Bull 2X Shares

T-Rex 2X Long Tesla Daily Target ETF

Hua Xia CSI New Energy Vehicles ETF

GraniteShares 2x Long TSLA Daily ETF

Tesla Falters in China Again: How to Play TSLA Stock as Xiaomi Outsells

SSNGY

00992

The Verge discusses the potential of foldable phones evolving into laptops, addressing the long-standing desire for phones to serve as laptops. With foldable technology, users can now have larger screens and improved usability, making it feasible to perform laptop-like tasks on a phone. This innovation could change how we view mobile computing.

- The evolution of phones has sparked interest in merging their functionality with laptops.  
- Foldable phones have addressed limitations like screen size and keyboard accessibility.  
- This innovation opens new possibilities for mobile computing.

The Verge

Samsung Electronics 

LENOVO GROUP

Lenovo Group

GF Fund CNI Semiconductor Chips ETF

VanEck Semiconductor ETF

iShares Semiconductor ETF

Spdr Select Tech

ChinaAMC Guozheng Semiconductor Chip ETF

Invesco Semiconductors ETF

China Merchants CSI Semiconductor Industry ETF

SPDR S&P Semicon

ISHRS S&P Glb It

Guotai CES Semiconductor Chip Industry ETF

Direxion Semicon Bull 3X

China Southern CSI Semiconductor Industry Custom ETF

First Trust Nasdaq Food & Semicon

Invesco PHLX Semiconductor ETF

Invesco S&P 500 Equal Weight Tech ETF

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

SP Funds S&P Global Tech ETF

Your next laptop could be a foldable phone

09888

89888

BIDU

HXXD

81810

HBUD

上週末，趁着國內臨近春節，美國又耍了個&#34;小手段&#34;，其國防部一度宣佈將包括阿里、百度、比亞迪在內的多家公司納入 Chinese Military Companies、即 CMC 清單。導致阿里等受影響的公司股價盤前一度跳水，但隨後美國防部又 “玩鬧式” 地迅速將此公告撤回了，相關公司最後也收回了大多數跌幅。實際上，美國的這種 “小手段” 已用過多次，海豚君在此前的《中概退市：這次 “狼真會來”？別怕，不是末日！》中有過比較詳細的討論，多少有些見怪不怪了。首先，被納入 CMC 清單的直接影響只是 -- 被禁止與美國國防部及其相關方進行合作往來，但不會直接影響美國資金投資於 CMC 清單內的企業，和直接影響民間的生意往來。只有被納入 “升級版” 的 NS-CMIC 清單內的企業才會被直接禁止美國資金對其進行投資，進而對相關公司股價產生實際性影響。但該 “NS-CMIC” 名單自 21 年 12 月後就再無更新。此前，小米和騰訊也曾短暫被納入國 CMC 清單，但隨後經過上述或溝通都被移出了清單，短暫的恐慌性下跌反而給了不錯的入場機會。結合這個小動作的時間節點，和發佈後又立刻撤回的操作，海豚君當前傾向於這更多隻是美國趁着國內喜慶過年時故意 “噁心”、並試探一下中方政府的態度，為特朗普可能在 4 月的訪華談判上一些籌碼。綜上，海豚君目前覺得大概率不會有什麼實質性的影響，但也不能排除之後美國不會又再有拉扯，把撤回的公告再發布出來，保持關注吧。$Alibaba(BABA.US) $Baidu(BIDU.US)

159565

516380

516110

159323

Xiaomi Automobile announced that it has officially become the official event partner of the 2026 Beijing Half Marathon. The Xiaomi YU7 will serve as the official vehicle for the 2026 Beijing Half Marathon

E Fund CSI Auto Components Thematic ETF

Hwabao WP CSI Intelligent Electric Vehicle ETF

Guotai CSI 800 Automobile and Parts ETF

ChinaAMC CSI Hong Kong Connect Automobile Industry Thematic ETF

Xiaomi Automobile has become the official event partner of this year's Beijing Half Marathon

Xiaomi Corporation disclosed its financial report, stating that on February 13, it repurchased 2.7 million shares on the Hong Kong Stock Exchange, with a price per share ranging from HKD 36.3 to HKD 36.48, involving a total amount of approximately HKD 98.36 million. Since the approval of the ordinary resolution (June 5, 2025), the company has repurchased a total of 236 million shares, accounting for 0.91% of the share capital

Xiaomi Corporation repurchased 2.7 million shares, involving an amount of 98.36 million yuan

YINN

BABO

The Trump administration is set to add Alibaba and other companies to a list of firms allegedly supporting China's military. This action, expected on Friday, is part of the Pentagon's 1260H list, which, while not imposing formal sanctions, communicates the U.S. military's stance on these firms to suppliers and government agencies. Some companies have contested their inclusion in the list.

- The Trump administration plans to add companies, including Alibaba, to a list of firms allegedly supporting China’s military.  
- This action is expected to occur by Friday, according to sources familiar with the matter.  
- While the Pentagon's 1260H list does not enforce sanctions, it signals to U.S. suppliers the military's stance on these firms, some of which have litigated against their listing.

Reuters

Direxion FTSE China Bull 3X

YieldMax BABA Option Income Strategy ETF

US expected to add Alibaba and other to list of firms allegedly aiding China's military, sources say

520920

513770

513180

KWEB

The short selling amount in the Hong Kong stock market reached HKD 20.27 billion in the first half of the day, accounting for 19.3% of the turnover of shortable shares. The main shorted stocks include TRACKER FUND, Meituan-W, CSOP HS TECH, XIAOMI-W, and Alibaba-W, with short selling ratios of 33.7%, 30.6%, 28.8%, 38.2%, and 11.7%, respectively

Tianhong Hang Seng TECH ETF(QDII)

Hwabao CSI HK Equities Internet ETF

ChinaAMC Hang Seng Technology ETF(QDII)

Dacheng Hang Seng Technology ETF(QDII)

Hang Seng TECH ETF I

E Fund CSI HK Connect Internet ETF

AXA SPDB CSI Hugangshen Game and Culture Media ETF

Krne Csi China Internet

ChinaAMC Hang Seng ETF

Meituan

MEITUAN

The short selling in Hong Kong stocks for half a day amounted to HKD 20.27 billion, accounting for 19.3% of the total turnover of shortable shares

00700

01024

On February 13th, the three major indices of Hong Kong stocks collectively weakened in the morning session, with the Hang Seng Index falling by 1.79% and the Hang Seng TECH Index dropping by 1.65%. Affected by regulatory interviews and profit-taking pressure, technology stocks fell across the board, with MEITUAN down 4.54%, Baidu down 3.78%, and JD.com down 3.04%. Although Tencent continued to attract attention from southbound funds, its stock price still adjusted down by 1.68%. Individual stocks showed divergence, with AI concept stock Zhipu surging over 28% against the trend, and catering leader Haidilao rising by 2.22%. Market risk aversion sentiment is rising, entering a phase of digestion and consolidation in the short term

- On February 13, Hong Kong's three major indices fell after a recent high, indicating profit-taking pressure amid heightened risk aversion.  
- The Hang Seng Index closed at 26,548.41 points, dropping 1.79%, with the technology and retail sectors, including Tencent and Alibaba, showing significant declines due to regulatory concerns.  
- Market focus is shifting to external liquidity and mainland economic recovery, as the upcoming macro data release is anticipated to influence market direction.

Market Heartbeat

TENCENT

BIDU-SW

KUAISHOU-W

JD-SW

MNSO

HAIDILAO

YUM CHINA

Tencent Holdings Limited

Tencent

Hang Seng TECH Index

Hang Seng Index

CAM HS TECH

HSTECH ETF

FL2 CSOP HSI

Baidu

FI2 CSOP HSI

Hong Kong Stock Midday Review | The Hang Seng Index fell 1.79%, tech stocks collectively declined, while AI concept stock Zhipu surged over 28% against the trend

Xiaomi's YU7 electric SUV topped sales in China in January, selling 37,869 units, double that of Tesla's Model Y, which sold 16,845 units. Launched in summer 2025, the YU7 is priced 10,000 yuan lower than the Model Y and claims superior features. Despite a slowdown in the electric car market, Xiaomi's YU7 outsold the Model Y, which fell from first to 20th place in sales. Analysts had predicted the YU7 would capture market share from Tesla, which remains a strong competitor in China.

- Xiaomi launched its YU7 electric SUV in summer 2025, targeting Tesla's Model Y.  
- In January, the YU7 outsold the Model Y, with 37,869 units sold compared to Tesla's 16,845.  
- Despite market challenges, Xiaomi aims to expand internationally while facing scrutiny over safety features of its earlier models.

CNBC

Xiaomi's electric SUV tops China sales in January, sells twice as many as Tesla's Model Y

That's right. Good companies won't be affected much. Most of their business is in China. Happy Chinese New Year.

2026 Resolution-Trade like professional . Do not FOMO. Keep more cash.

XIAOMI

Fattycat

BABA Diamond Holder

BABA Return Rate

BIDU-SWR

Xiaomi HK SDR 2to1

XIAOMI-WR

Baidu HK SDR 10to1

BIDU ADR US

Today’s Key News Recap

0212 | Dolphin Research Focus: 🐬 Macro/Industry 1) Doubao announced that its video-generation model Seedance 2.0 is now integrated into the Doubao app, desktop client, and web version. Users can create 5s/10s short videos from text prompts and produce clone-style videos, with upgrades to image quality, generation speed, and content fidelity. Leveraging ByteDance's ecosystem should accelerate user adoption and engagement, pushing AIGC toward mainstream, practical use...

Duolingo

Apple

T-Mobile US

Apple Group

Sirius XM

Coinbase

MINIMAX-WP

ByteDance

Meta Platforms

Shopify 

NTES-S

NetEase

LLMs race ahead as AI apps surge; Apple revamps Siri amid tech bottlenecks｜Daily News Recap

BIXIAMI@EC2607B(23341.HK)

Xiaomi Corporation repurchased 4.2824 million shares, involving an amount of 152 million yuan

The total short selling in Hong Kong stocks for the day was HKD 39.44 billion, accounting for 29% of the turnover of shortable shares

The short selling in Hong Kong stocks for half a day reached HKD 20.04 billion, accounting for 28.7% of the total turnover of shortable shares

Tesla Falters in China Again: How to Play TSLA Stock as Xiaomi Outsells

Your next laptop could be a foldable phone