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XIAOMI-WR

Today’s Key News Recap

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1217 | Dolphin Research Watchlist. 🐬 Stock 1: $XIAOMI-W(01810.HK)On Dec 17, Xiaomi partner and Group President Lu Weibing said at the 2025 Xiaomi 'Human-Car-Home' ecosystem partner conference that the company will invest RMB 200 bn in R&amp;D over the next five years. It expects to spend approx. RMB 40 bn in 2026.Funds will target consumer electronics, smart EVs, on-device AI, and upstream smart manufacturing. This supports its 'Human-Car-Home' strategy and ambition to be a global hard-tech leader...

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BYD Company Limited

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Xiaomi commits RMB 200 bn to R&D; BYD ramps up internal testing for L3 mass production | Daily News Recap

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AI glasses are regarded as the 'next-generation personal mobile gateway' and are also the most likely mobile terminal to challenge smartphones.

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Direxion Daily Googl Bear 1x Shares

Direxion Daily GOOGL Bull 2X Shares

Amazon

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Direxion Daily AMZN Bull 2X Shares

KraneShares 2x Long BABA Daily ETF

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Alibaba, ByteDance, and Li Auto are rushing into the market; are AI glasses becoming the 'next big thing'? (Minutes)

Meituan

Conference Minutes

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The following are the Minutes of the FY25 Q3 earnings call for $MEITUAN(03690.HK) organized by Dolphin Research. For an interpretation of the financial report, please refer to &#34;Meituan: A Loss of Nearly 20 Billion! Did Alibaba Really Succeed in Stealing the House This Time?&#34; 1. Review of Core Financial Data Performance Overview: Total Revenue: 95.5 billion yuan (YoY +2%). Profitability: Operating cost rate 73.6% (YoY +12.9pts), mainly due to rider incentives and rising overseas costs; adjusted net loss of 16 billion yuan, affected by irrational industry competition and strategic investments...

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Meituan HK SDR 5to1

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Haoxi Health Tech

First Trust Global Wind Energy

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YieldMax BABA Option Income Strategy ETF

BABA 2x Long Daily ETF - GraniteShares

Meituan (Minutes): 3Q loss peaks, but 4Q will continue the loss trend

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Confident in achieving quarterly breakeven in the fourth quarter

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Nio (3Q25 Minutes): Expects 20% vehicle gross margin in 2026, achieving full-year Non-GAAP profitability

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1125 | Dolphin Research Focus: 🐬 Stock 1, $Alphabet(GOOGL.US) It is reported that Meta is negotiating with Google to use TPU chips worth billions of dollars in its data centers by 2027, and plans to rent chips from Google Cloud next year. Although TPUs are not as flexible as NVIDIA GPUs, they have lower development costs and consume less power when running at full capacity. If TPUs are successfully supplied externally, it marks intensified competition in the AI chip market, potentially impacting NVIDIA's market share and pricing power. For Google...

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GraniteShares 2x Long NVDA Daily ETF

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YieldMax NVDA Option Income Strategy ETF

Direxion Daily NVDA Bear 1X ETF

T-Rex 2X Long NVIDIA Daily Target ETF

T-Rex 2X Inverse NVIDIA Daily Target ETF

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Google's TPU Sales Challenge Nvidia Dominance; Xiaomi Rallies on Lei Jun's Stake Boost. ｜Today's Important News Review

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1121 | Dolphin Research Focus: 🐬 Macro/Industry 1. Last night's non-farm payroll data was released, presenting a 'split' scenario. On one hand, the number of jobs grew beyond expectations, while on the other hand, the unemployment rate unexpectedly rose to a four-year high, leading to a setback in the Federal Reserve's rate cut expectations. The VIX fear index surged significantly during the day. Meanwhile, after NVIDIA's earnings report, its stock initially surged but quickly retreated, causing tech stocks to collectively decline, with Chinese concept stocks simultaneously falling. Market sentiment spread to Asia-Pacific, and today, both Hong Kong and A-share markets are under pressure...

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-1x Short VIX Futures ETF

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2x Long VIX Futures ETF

The market is in distress; Xiaomi Rises Courageously｜Today's Important News Review

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以下为海豚君整理的 $Baidu(BIDU.US) 2025 财年第三季度财报电话会议纪要， $BIDU-SW(09888.HK) 财报解读请移步《 百度，猛贴 AI 讲故事，真能救活自己吗？》一、财报核心信息回顾 1. $BIDU-SWR(89888.HK) AI 收入占比已达 40%：三季度，直接与 AI 相关的收入实现近 100 亿，这已达到总营收的 40%...

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Baidu (Minutes): AI native marketing is the future second curve

Financial Analysis

$Baidu(BIDU.US) released its Q3 results after Hong Kong market hours on 18 November 2025. Overall, the performance met expectations. The detailed disclosure of AI revenue demonstrates the company's eagerness to shed its traditional label and fully embrace its new AI narrative. Specifically (focusing solely on Baidu's core operations): 1. AI revenue contribution reaches 40%: During Q3, revenue directly attributable to AI activities amounted to nearly RMB10 billion, constituting 40% of total revenue...

Agora

Can the new Baidu, aspiring to AI, successfully shed its old advertising label?

Xiaomi

The following are the minutes of Xiaomi's Q3 2025 earnings call organized by Dolphin Research. For an interpretation of the financial report, please refer to &#34;Xiaomi: Without Subsidies, Can Cars Really Hold Up the Front?&#34; 1. $XIAOMI-W(01810.HK) Core Data Review Performance Overview: Total Revenue: Reached RMB 113.1 billion, a year-on-year increase of 22.3%. This marks the fourth consecutive quarter that the group's revenue has exceeded RMB 100 billion. Group Gross Margin: 22.9%, an increase of 2.5 percentage points year-on-year, setting a new historical high. Adjusted Net Profit: RMB 11.3 billion, a year-on-year increase of 81%...

Hudbay Minerals

MediaAlpha

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Ameriprise Financial

Xiaomi (Minutes): Rising storage costs have a greater impact on manufacturers with lower ASP.

Xiaomi Corporation (1810.HK) released its Q3 2025 financial report (ending September 2025) after the Hong Kong stock market closed on the evening of November 18, 2025, Beijing time. The key points are as follows: 1. Overall performance: $XIAOMI-W(01810.HK) revenue was 113.1 billion, a year-on-year increase of 22.3%. Among this, revenue from traditional businesses (smartphones x AIoT) only grew by 1.6% year-on-year. The growth this quarter was mainly driven by the automotive business. The gross profit margin increased to a relatively high level of 22.9%...

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Xiaomi: With subsidies withdrawn, can the automotive sector truly uphold its reputation?

Xiaomi launches the Xiaomi 17 Ultra Leica Special Edition

Xiaomi applies for XIAOMI ULTRA trademark and registers related copyrights

Xiaomi's investment arm participates in over 100 million yuan Angel round for dexterous hand company Xynova.

Xiaomi Smart Home Appliance Factory Achieves High Degree of Automation Production

Xiaomi 17 Ultra Leica Edition Sold Out Quickly After Launch, Appears on Resale Market at a Premium

Xiaomi Auto plans to launch a range-extender (EREV) SUV model in 2026

Xiaomi releases new smartwatch, Xiaomi Watch 5

Year-end auto market lacks a final spurt as consumers remain in a wait-and-see mode

Xiaomi President Lu Weibing announces cumulative deliveries of Xiaomi Auto have surpassed 500,000 units

Information on Xiaomi's Redmi A7 Pro phone has been leaked

Xiaomi Releases Its First Self-Produced Central Air Conditioner

Xiaomi 17 Ultra Achieves New Eco-link Experience with Apple

Guazi Used Car report states Xiaomi SU7's one-year value retention rate exceeds 90%, ranking first among new energy vehicles

Xiaomi Announces Full Ecosystem Strategy, Self-Developed Chip, and Starts Mass Production of Large Home Appliances in 2025

Xiaomi provides up to 100 million RMB in subsidies to dealers to improve store quality

Media reports that Xiaomi has initiated the MIX 5 new phone project

Southbound funds increased their holdings in Xiaomi Group by HK$1.001 billion.

The highly anticipated Xiaomi 17 Ultra smartphone is set to debut on December 25

Lei Jun announces Xiaomi will invest 200 billion in R&D over the next ten years

Sina Finance publishes a commentary analyzing Lei Jun's investment and strategic ambitions at Xiaomi

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