Technology Hardware, Storage and Peripherals

Xiaomi Corporation

Today’s Key News Recap

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1230 | Dolphin Research Focus: 🐬 Macro/Sector. HK and A-share robotics stocks rallied in tandem today.The move was likely driven by two market rumors. First, the Trump administration is said to plan an executive order (EO) on robotics in 2026, which could unlock policy tailwinds.Second, supply-chain firms have recently made intensive visits to North America, and the market expects Tesla's Optimus humanoid robot program to award contracts soon. Institutions forecast phased deliveries starting in Q1 2026, covering annual capacity of 80–100k units, and related component suppliers have begun to ramp up...

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Robotics rally, BIDU surges, POP MART 'stalls' again｜Daily News Recap

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1229 | Dolphin Research Focus: 🐬 Macro/Industry 1) On Dec 27, MIIT established the 'Humanoid Robotics and Embodied Intelligence Standardization Technical Committee' in Beijing. The committee is chaired by the ministry's Chief Engineer, with the secretariat housed at the Beijing Electronics Society.Corporate members account for 50%+, including leaders such as Xiaomi and Huawei. Its mandate is to set standards across foundational technologies, key components, and safety, prioritizing urgent areas like multimodal perception and system-level safety, while aligning with Intl norms.This is a key milestone for industry standardization. Unified standards can lower component compatibility costs...

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National Standards Committee for Humanoid Robots Formed; Huawei and Xiaomi Join; FAW invests RMB 3.7bn in Leapmotor | Daily 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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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 Bull 2X Shares

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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)

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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 (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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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 will launch the Redmi Note 15 series New Year Edition on January 1, 2026

Xiaomi launches new high-end smartphone, the Xiaomi 17 Ultra

Lei Jun's Year-End Live Stream Unwraps Car to Review 2025 and Look Ahead to 2026

Rumors suggest Xiaomi will launch a flagship phone supporting eSIM next year

Xiaomi repurchased 3.9 million Class B shares

Citibank Sets Target Price of HKD 50 for Xiaomi with Buy Rating

Citi Maintains 'Buy' Rating on Xiaomi with Target Price of HKD 50

Goldman Sachs Releases Positive Report on Xiaomi's High-End Strategy and AI Development

Report claims Xiaomi SU7 sold 260,000 units in one year, becoming number one among new EV forces

Xiaomi Group Experiences Stock Price Fluctuations

Xiaomi Auto Science and Technology Wins Patent for Lithium Iron Phosphate Material Preparation Method

Xiaomi is rumored to launch a tri-fold smartphone in August 2026.

Xiaomi Releases New Watch 5 Smartwatch, Debuting EMG Muscle Electrical Measurement

Xiaomi Auto's new battery patent is granted, significantly increasing energy density

Xiaomi officially confirms the Xiaomi 17 Ultra will have a global launch in 2026

Xiaomi plans to launch three new car models in 2026, including a large SUV codenamed 'Kunlun'

Xiaomi Group Co-founder Lin Bin Plans to Sell Company Shares

Robotics: Untapped global demand to drive next phase of robotic vacuum growth

Xiaomi Group to attend court hearing for a trademark infringement case on December 30

Eight of the top ten best-selling electric vehicles globally are from China, with Xiaomi on the list

Republic Power