Total Assets
TeslaHere's a fact: although I don't think much 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 the car down payment to buy stocks first) and secure new orders, and more importantly, to crush short sellers and boost the confidence of Xiaomi employees and fans, he knows what to do. He has many cards up his sleeve. Moreover, he realizes that most of those who still firmly hold Xiaomi stocks are true fans (though some who bought at high prices and are not steadfast have temporarily turned into Xiaomi haters—they haven’t cut their losses only because they’re trapped).
After lying low for so long, it’s time for CEO Lei to go all out—show the real strength of Xiaomi in car safety, autonomous driving, AI, chips, and robotics. I still hold my previous view: if Xiaomi wants, it can easily push the stock price to around 70 or even higher by year-end. But if it doesn’t want to for now, that’s fine too—I’ll stick with it to the end. The only time I’ll sell Xiaomi is when CEO Lei retires or is no longer the legal representative. Respect.
$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.
Long Image
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
