--- type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/36601975.md" description: "$XIAOMI-W(01810.HK) Recently, the AI narrative has finally been rolled out. It's not easy for corporate narratives to strike a balance between capital and users. In the morning, the upgrade of assisted driving has already attracted bullish funds in the stock market.But the more closely watched event recently is the December 17 'Human-Vehicle-Home' conference. No matter how well the assisted driving AI performs, it still plays the role of a follower. In contrast, the 'Human-Vehicle-Base' large model system is completely different—it belongs to the leader quadrant in the market. Not only is it unique in its field, but it also hasn't been priced in by the stock market yet, and its moat is obvious. If you want to enter, sorry, but you'll need a billion-scale investment just to get a ticket. Only massive devices and data can lead to qualitative changes. Moreover, with top experts on board, I'm very interested to see if capital can find any reason to be bearish this time." datetime: "2025-11-21T04:24:41.000Z" locales: - [en](https://longbridge.com/en/topics/36601975.md) - [zh-CN](https://longbridge.com/zh-CN/topics/36601975.md) - [zh-HK](https://longbridge.com/zh-HK/topics/36601975.md) author: "[龟派投资](https://longbridge.com/en/profiles/16154980.md)" --- # $XIAOMI-W(01810.HK) Recently, the AI narrative has… ### Related Stocks - [01810.HK](https://longbridge.com/en/quote/01810.HK.md) - [XIACY.US](https://longbridge.com/en/quote/XIACY.US.md) - [81810.HK](https://longbridge.com/en/quote/81810.HK.md) - [HXXD.SG](https://longbridge.com/en/quote/HXXD.SG.md) ## Comments (38) - **Owhathappen · 2025-11-21T09:15:08.000Z · 👍 2**: Wow, Luo Fuli's debut - **McMing · 2025-11-21T09:13:01.000Z · 👍 4**: Stating a fact: Although I don't think highly of SMIC,its stock price rose from 60 to 90 in less than a month from September to October.Similarly, if CEO Lei wants to manage market capitalization, increase the delivery rate of Xiaomi cars (since some people indeed use car delivery funds to buy stock - **JensenWu要努力 · 2025-11-21T07:39:50.000Z · 👍 2**: A press conference is needed to save the public opinion, as the current efforts are just small-scale. The enemy is indeed attacking indiscriminately, with such a large scale, possibly involving many parties, almost identical to the coffin incident of mega and the quality of Li Auto owners some time - **一个赎罪的人** (2025-11-21T09:11:27.000Z): Li Auto is also pitiful, I really like Li Xiang himself. The public opinion in the world is probably the most complex in China, having to compete with the world while also preventing family members fr - **JensenWu要努力** (2025-11-21T09:34:50.000Z): Yes, domestic competition is still quite intense - **快乐牛牛 · 2025-11-21T07:08:40.000Z**: 🐢 Old man, how much do you see in this wave? - **龟派投资** (2025-11-21T08:08:09.000Z): There are serious disagreements, but both sides can justify their arguments. Those who believe in the valuation of home appliances, memory, and order issues can gradually withdraw during this rebound, - **Macintosh Lee · 2025-11-21T07:08:04.000Z**: I have an extremely privacy-conscious personality. Even if no one is watching me naked, I still feel very uncomfortable. I'm afraid of domestic phones, TVs, and cars that have cameras and microphones installed inside and out. The same goes for domestic apps—I try to keep them to the bare minimum and - **龟派投资** (2025-11-21T08:01:36.000Z): It should have been considered earlier, security and privacy, there will be privacy computing with data localization. - **D.g · 2025-11-21T06:25:04.000Z · 👍 1**: I still think today is mainly about short covering. After the earnings report in the past two days, the short positions officially increased in volume, and today is the settlement of the short covering. - **龟派投资** (2025-11-21T06:38:18.000Z): When posting, the morning rally had already passed, and the timing seems to align with the news about the AI-assisted driving system.You really can't focus on the short term after buying—no one knows - **Jasonforos** (2025-11-21T07:43:58.000Z): Not looking at the data, the short selling volume today is much higher than yesterday - **D.g** (2025-11-21T07:50:39.000Z): Indeed, we are optimistic about Xiaomi's efforts in home AI, but the AI in cars can only drive limited growth. - **财神的宠儿CC · 2025-11-21T06:23:32.000Z · 👍 4**: As long as you don't sell, institutions won't have the chips to close their positions - **各行其道 · 2025-11-21T05:44:57.000Z · 👍 4**: Bro, I feel like you're brainwashing yourself, constantly looking for evidence that this stock is undervalued. If it's too painful, you can uninstall the app and check the market again in a few months🙏 Just a friendly reminder, don't get mad. - **龟派投资** (2025-11-21T06:35:09.000Z): Look a little more, and you'll see how big the divergence between long and short positions is now. The practice of attributing everything to rising or falling is too simplistic. There is a huge diverg - **水人波高** (2025-11-21T06:35:58.000Z): Still uninstalling software? He's the hall master, he must have something to say. - **各行其道** (2025-11-21T06:41:12.000Z): Blame me for not having good eyesight😵 - **Seven. · 2025-11-21T05:04:56.000Z**: StockPro, is your Ami still there? 🥹 - **龟派投资** (2025-11-21T05:09:12.000Z): Of course, you need to understand a thing or two before you can hold on to it. The suffering is inevitable. But this lesson has also corrected a lot of investment knowledge and operations. - **一个赎罪的人** (2025-11-21T05:21:46.000Z): Since watching CEO Lei's internal speech at Tencent and the company's internal "Straw to Gold" speech, I've become a fan of Xiaomi. But even the most promising companies need a margin of safet - **牙签 · 2025-11-21T04:52:40.000Z · 👍 6**: I finally got it and know how to tell AI stories🥺 - **那什么拯救一只垃圾股** (2025-11-21T04:57:12.000Z): The market has already cooled down, and it's no use talking about it now. If we had been told before October, it wouldn't have fallen so hard. - **那什么拯救一只垃圾股** (2025-11-21T04:58:29.000Z): Always doing things like this, the child is gone before the milk comes - **牙签** (2025-11-21T05:04:01.000Z): It's indeed late, especially since the West has been talking about an AI bubble recently.