Core Viewpoint - Xiaomi has seen significant inflows in the warrant market, ranking third in capital inflow with approximately 12 million HKD, indicating investor interest despite a recent lack of news [1] Group 1: Stock Performance - As of 13:32, Xiaomi's stock price was reported at 53.95 HKD, with a daily increase of 1.31% and a trading volume of 2.783 billion HKD [1] - The stock is currently in a consolidation phase, with key technical indicators showing a neutral to slightly bullish signal [1] - The Relative Strength Index (RSI) is at 53, indicating a balanced market between buyers and sellers [1] Group 2: Support and Resistance Levels - Initial support is identified at 52.3 HKD, with stronger support at 51 HKD [2] - The key resistance level is at 56.2 HKD, and if this is surpassed, the next target would be 57.4 HKD [2] - The stock is trading above the 10-day moving average (52.92 HKD) but near the 30-day and 60-day moving averages, indicating an unclear medium-term trend [2] Group 3: Derivative Instruments - Two notable call warrants are highlighted: UBS call warrant (14816) with a strike price of 61.05 HKD and a leverage of 7.2 times, and Morgan Stanley call warrant (18099) with a strike price of 60.65 HKD and a leverage of 6.9 times [7] - For bearish investors, HSBC put warrant (14333) offers a leverage of 3.9 times with a strike price of 46.45 HKD, while Bank of China put warrant (14387) provides a leverage of 3.3 times with the same strike price [9] Group 4: Technical Analysis - Xiaomi is at a critical decision point, with both bulls and bears contesting the current price level [12] - Investors should monitor whether the stock can maintain support at 52.3 HKD or break through resistance at 56.2 HKD, as this will dictate short-term price direction [12] - The momentum oscillators indicate potential buying signals, suggesting accumulating upward momentum [1]

Core Insights - The European smartphone market (excluding Russia) is experiencing a decline, with Q2 2025 shipments down 9% year-on-year to 28.7 million units, making it the worst-performing region globally [1][8] - Samsung remains the market leader with a 36% share, but its shipments fell 10% to 10.3 million units, impacted by EU regulations [1][8] - Apple ranks second with 6.9 million units shipped, a 4% decline, while Xiaomi saw a strong rebound in Italy, shipping 5.4 million units [1][8] Market Dynamics - The market is characterized by weak consumer demand and conservative inventory strategies among channels, influenced by new EU eco-design regulations [3][5] - The top five manufacturers now hold a record 87% market share, highlighting the importance of brand differentiation and scale for sustainable business models [5] - Direct sales channels are gaining traction as consumers seek better interaction with brands, while open market channels are driven by price considerations [5] Future Outlook - The smartphone market in Europe is expected to return to growth by 2026, driven by replacement demand for low-end devices and increasing consumer interest in AI applications [7] - Long-term growth projections remain modest, with an expected CAGR of 1.7% until 2029, emphasizing the need for manufacturers to understand evolving consumer purchasing motivations [7]

深港通（南向）十大活跃成交公司 | 公司名称 | 成交金额 | 净买入额 | | --- | --- | --- | | 美团-W(03690) | 61.45 亿元 | -2.97 亿元 | | 中芯国际(00981) | 55.65 亿元 | +3.18 亿元 | | 阿里巴巴-W(09988) | 47.26 亿元 | -3.76 亿元 | | 盈富基金(02800) | 40.29 亿元 | -40.01 亿元 | | 腾讯控股(00700) | 24.97 亿元 | -3.78 亿元 | | 康方生物(09926) | 16.81 亿元 | +5.12 亿元 | | 华虹半导体(01347) | 15.73 亿元 | +1.19 亿元 | | 小米集团-W(01810) | 15.63 亿元 | -3.00 亿元 | | 中国海洋石油(00883) | 13.81 亿元 | +2.53 亿元 | | 晶泰控股(02228) | 11.81 亿元 | +2.24 亿元 | 智通财经APP获悉，2025年8月28日当天，中芯国际(00981)、美团-W(03690)、盈富基金(02800)位居沪 港通（ ...

Core Viewpoint - Xiaomi has launched its third-generation operating system, 澎湃OS 3, which emphasizes user experience and introduces several new features, including a Xiaomi version of "Dynamic Island" and an enhanced AI assistant, Super Xiao Ai [1][10][12]. Group 1: Event Overview - The launch event was described as "the most special launch event in Xiaomi's history" due to its sudden announcement and the significant focus on the operating system [6][9]. - 澎湃OS 3 marks a renewed emphasis on operating systems by Xiaomi, indicating a strategic shift in prioritizing software development [9][10]. Group 2: System Performance Enhancements - 澎湃OS 3 has improved application performance, showing better response and completion latency compared to competitors [15]. - In gaming, the system has enhanced the minimum average frame rate by 1% and reduced power consumption during gameplay [17]. - For video consumption, the system allows for over an hour more usage on a 5000mAh battery compared to the second-best competitor [19]. Group 3: Core Technology Optimization - The operating system has optimized its core technology, including a self-developed micro-architecture scheduler and instruction compilation layer, improving CPU efficiency [23]. - Graphics technology has been enhanced to improve animation stability and rendering efficiency [24]. - The system performs well under high-pressure multitasking scenarios, achieving excellent response times and fewer exceptions [26]. Group 4: New Features and Design Updates - 澎湃OS 3 introduces a multi-island feature similar to "Dynamic Island," allowing for better information display and multitasking [32][35]. - The design has been overhauled, featuring a cinematic lock screen and improved user interface elements, including a new grid layout and customizable status bar [38][46]. - The photo album feature has been revamped for better customization and search capabilities, including pet recognition for easier photo management [48][56]. Group 5: Cross-Ecosystem Connectivity - The system supports cross-device connectivity, allowing Xiaomi devices to interact seamlessly with Apple products, including notifications and cloud photo sharing [61][64]. - Enhanced tablet features include improved handwriting recognition and multi-window support [67]. Group 6: AI Assistant Enhancements - The Super Xiao Ai assistant has been significantly upgraded for faster interactions and improved functionality, including scene-aware suggestions and enhanced photo recognition capabilities [72][76]. - The assistant can now perform tasks in a more human-like manner, streamlining user interactions [90]. Group 7: Privacy and Security Improvements - 澎湃OS 3 has implemented enhanced privacy measures, including a new security protocol and dual authentication for cloud data protection [99][100]. - The system encrypts data during transmission and employs post-quantum cryptography for future-proofing against potential threats [101][102]. Group 8: Beta Testing and User Feedback - The beta version of 澎湃OS 3 will be available for eight Xiaomi devices, with user feedback being a critical component of the testing process [112][114]. - The company aims to improve the operating system based on user experiences and has initiated a recruitment process for beta testers [120][121].

职位要求 小米汽车云端大模型算法工程师 职位描述 投递方式： https://xiaomi.jobs.f.mioffice.cn/index/position/7483098801416421485/detail? spread=W6B69ND 1. 负责数据驱动的云端大模型算法研发和优化，研发场景与标签的生成式算法技术，包括但不限于 4D真值自动化标注、多模态大模型等方向； 2. 基于海量量产数据，研发无监督/自监督算法，持续探索大模型的语义理解能力和空间感知能 力； 3. 研发和设计基于数据驱动的自动驾驶算法迭代链路，高效的自训练pipeline，提高数据闭环效 率。 1. 扎实的C++或Python语言知识及熟练运用, 扎实的数据结构与算法知识； 2. 在自动驾驶相关的感知算法（包括BEV感知/3D Detection/Segmentation/Occupancy Network/多 传感器融合/NerF/单目/多目深度估计/三维重建）中的一个或多个领域有过深入研究的经历； 3. 计算机、数学、机器学习、机器人、自动驾驶或相关专业优先； 4. 有使用 NeRF、3D 场景生成和传感器仿真等相关科研或应用 ...

Summary of Key Points Core Viewpoint - The Hong Kong stock market experienced significant net selling from northbound capital, with a total net sell of 204.41 billion HKD on August 28, 2023, indicating a cautious sentiment among investors [1]. Group 1: Northbound Capital Activity - Northbound capital saw a net sell of 132.97 billion HKD through the Shanghai Stock Connect and 71.44 billion HKD through the Shenzhen Stock Connect [1]. - The most bought stocks included SMIC (00981), Kangfang Biotech (09926), and Huahong Semiconductor (01347), while the most sold stocks were the Tracker Fund of Hong Kong (02800), Hang Seng China Enterprises Index (02828), and Tencent (00700) [1]. Group 2: Stock Performance and Predictions - SMIC received a net buy of 8.92 billion HKD, while Huahong Semiconductor had a net buy of 4.63 billion HKD, reflecting a renewed interest in chip stocks [6]. - Kangfang Biotech saw a net buy of 5.11 billion HKD, supported by positive clinical trial results for its drug [6]. - China Life (02628) received a net buy of 3.83 billion HKD, with expectations of steady growth in profits and new business value (NBV) [7]. Group 3: Sector Trends and Market Sentiment - The technology sector showed mixed results, with Meituan (03690) and Alibaba (09988) receiving net buys of 3.33 billion HKD and 3.29 billion HKD, respectively, while Tencent faced a net sell of 5.83 billion HKD [7]. - The AI sector is expected to be a key driver for Hong Kong tech stocks, with improved market sentiment due to easing trade tensions between China and the U.S. [7]. - Horizon Robotics (09660) reported a revenue increase of 67.6% year-on-year, indicating strong growth in the autonomous driving market [8]. Group 4: ETF and Fund Flows - Northbound capital also sold off ETFs, with the Tracker Fund of Hong Kong (02800) and Hang Seng China Enterprises Index (02828) facing net sells of 118.86 billion HKD and 47.76 billion HKD, respectively [9]. - Despite the selling pressure, there is an expectation for continued foreign capital inflow into the Chinese market, although the importance of foreign capital in the Hong Kong market has decreased [9].

《2024年中国消费趋势观察报告》的数据显示：在功能与品质相近的前提下，57.2%的消费者会优先选平替，其中95后、00后的选择占比高达72.3%。更 关键的是，这种选择不再是"预算有限"的妥协，而是被年轻人视作"消费智慧"的勋章。那么，平替产品为何能让年轻人的自信感不降反升？这背后又蕴含 着怎样的消费逻辑？ "算账式消费"成新趋势 过去，许多年轻人秉持着 "贵的就是好的""品牌即品质"的消费逻辑，将大量金钱花费在追求名牌产品上，认为拥有知名品牌的商品是身份、品位与社会 地位的象征。背着名牌包包、穿着大牌服饰走在街上，似乎能获得一种由外而内的满足感与自信感，彼时品牌的logo成了一种炫耀性消费的标签。 淘宝产品对比 但现在，"算账式消费" 成为主流。美妆赛道，完美日记、花西子靠 "大牌成分平替" 快速崛起；家电领域，小米、极米以 "性能对标国际大牌，价格砍半" 抢占市场；服装行业，UR、ZARA用 "设计平替" 分流奢侈品牌客群。平替不再是 "退而求其次"，而是 "同等价值下的最优解"。 小红书平台上，"平替""平替测评""评价替代" 三大标签浏览量均破亿次，网友互动量上百万。很显然，年轻人的消费决策链路已变 ...

格隆汇8月28日丨小米正式发布小米澎湃OS 3。据了解，小米澎湃OS 3将于2025年8月29日为首批Beta机 型开启陆续推送，覆盖Xiaomi 15系列、Xiaomi Pad 7S Pro 12.5、Xiaomi Pad 7 Pro、REDMI K80 Pro、 REDMI K80 至尊版，并将陆续为更多机型开启推送。 (责任编辑：宋政 HN002) 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com ...

人民财讯8月28日电，据小米澎湃OS微博，小米澎湃OS3正式发布，Beta版首批机型将于8月29日开启陆 续推送。 ...

Core Viewpoint - Xiaomi officially launched the Xiaomi Surge OS 3 at the "Everything Goes Smoothly" event on August 28, 2023, with a rollout planned for various devices starting August 29, 2025 [1] Group 1: Product Launch Details - The Xiaomi Surge OS 3 will be available for the first batch of Beta models, including the Xiaomi 15 series, Xiaomi Pad 7S Pro 12.5, Xiaomi Pad 7 Pro, REDMI K80 Pro, and REDMI K80 Supreme Edition [1] - Additional devices will receive the OS update in subsequent phases, with the rollout for other models expected to begin by September 17, 2023, for certain smartphones and tablets [3] - The Xiaomi MIX Flip 2, REDMI K80, Xiaomi Pad 7 Ultra, Xiaomi Pad 7, and REDMI K Pad are also included in the upcoming update schedule, with a broader rollout for Xiaomi TV S Pro Mini LED series planned by September 30, 2023 [3]