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BABA Diamond Holder$XIAOMI-W(01810.HK)I choose to discuss Xiaomi ability to protect phone margins through premium push?
I am holding my shares but staying neutral on today's earnings call. It is because memory chip costs are hitting everyone hard right now, and it is a big threat to smartphone margins in 2026.
But I am not selling it! I still love the long-term vision. 😁
Xiaomi is getting smart by:
✅ Moving away from low-margin, budget phones.
✅ Pumping billions into AI to stay competitive
✅ Building a "closed-loop" ecosystem between your phone and your Xiaomi EV (like the SU7/YU7).
It is all about the ecosystem! We should be worry when a company do not invest in AI. Let us see how they navigate the "memory squeeze." Let’s go Xiao Mi😘


🔥 All Eyes on Xiaomi Earnings — What’s Your Call?
After a blockbuster spring launch — new SU7, three self-developed AI models, and a $8.3B AI investment pledge — Xiaomi drops its Q4 earnings today. The market‘s watching closely.
But here’s the catch:
📱 Phones under pressure — memory chip costs surging, IDC expects shipments down ~11% in Q4. Margins? Analysts say could dip to ~8% .
🚗 Cars gaining steam — Q4 deliveries hit ~140k units. New SU7 launched last week, 34 minutes to 15k pre-orders. But pricing got competitive (up only 4,000 yuan despite cost pressures) .
🤖 AI: the wildcard — MiMo-V2-Pro ranked top 8 globally. RMB 60B committed over 3 years. But this spend is hitting margins now .
Mixed signals everywhere. So — what‘s your read?
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1. Can Xiaomi protect phone margins through premium push?
2. Will auto be the next growth engine?
3. AI investment — opportunity or margin killer?
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⏰ Deadline: 25 Mar 2026, 7:00 PM (SGT)
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👇 Drop your call below!
$XIAOMI-W(01810.HK)$Xiaomi Corporation(XIACY.US)$XIAOMI-WR(81810.HK)
What's your call on Xiaomi earnings?
Single Choice
- 🚀 Bullish — AI + auto story outweighs phone weakness57%
- 📉 Bearish — margin pressure too real, guidance will disapp20%
- 🤷 Neutral — waiting to see how management frames 202622%
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