I think the rising cost of memory chips will impact on both phones and electric cars and will prove challenging for Xiaomi’s profit margin. The general market sentiment has also been quite negative looking at the charts. I am bearish on the stock’s near to mid term prospects.
🔥 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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👇 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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