Core Insights - Xiaomi is set to launch a 3-nanometer mobile chip and plans to invest nearly $7 billion in chip design over the next decade [1] - The company's initiatives are part of China's broader strategy to achieve self-sufficiency in semiconductors amid ongoing U.S. trade tensions [2] Company Developments - The introduction of the 3-nanometer mobile chip signifies Xiaomi's commitment to advancing its technology capabilities [1] - The planned investment of $7 billion in chip design reflects a long-term strategy to enhance its semiconductor production capabilities [1] Industry Context - The move aligns with China's efforts to reduce reliance on foreign semiconductor technology, particularly in light of trade tensions with the U.S. [2] - The semiconductor industry is becoming increasingly critical for national security and economic independence, prompting companies like Xiaomi to invest heavily [2]

Core Viewpoint - Xiaomi Group's Chairman Lei Jun announced via Weibo that the Xiaomi Ring O1 utilizes the second-generation 3nm process technology [1] Group 1 - The introduction of the second-generation 3nm process technology signifies a technological advancement for Xiaomi in the semiconductor space [1]

小米集团(01810.HK)水下走强翻红，早盘一度跌超3%。 ...

Group 1 - The core point of the article is that Xiaomi Group's chairman Lei Jun announced on Weibo that the Xiaomi玄戒O1 utilizes the second-generation 3nm process technology [1]

Investment Rating - The report maintains a "Buy" rating for Xiaomi Group with a target price yet to be specified [3][11]. Core Insights - Xiaomi's release of its first self-developed mobile SoC, the Xuanjie O1, marks a significant milestone, positioning the company among the top global smartphone hardware manufacturers [1]. - The self-developed chip is expected to enhance Xiaomi's competitiveness in the high-end smartphone market, which remains a critical area for growth [2]. - The synergy between Xiaomi's self-developed chips, operating systems, and automotive business is anticipated to drive revenue growth and improve user experience [3]. Summary by Sections Company Overview - Xiaomi has invested in chip development since 2014, culminating in the launch of the Xuanjie O1 in May 2025, making it one of the two domestic manufacturers with self-developed chip capabilities [1]. Market Position - The self-developed SoC is seen as a strategic move to break into the high-end market segment (priced above 6000 RMB) and to establish a competitive edge through enhanced user experience and scale effects [2]. Financial Projections - The report forecasts Xiaomi's total revenue to reach 471.8 billion RMB in 2025 and 679.7 billion RMB in 2026, with net profits adjusted for shareholders expected to be 42.9 billion RMB and 85.5 billion RMB respectively [3].

Investment Rating - The report maintains a "Buy" rating for Xiaomi Group with a target price yet to be specified [3][11]. Core Insights - Xiaomi's release of its first self-developed mobile SoC, "Xuanjie O1," marks a significant milestone, positioning the company among the top global mobile hardware manufacturers [1]. - The self-developed chip is expected to enhance Xiaomi's competitiveness in the high-end smartphone market, which remains a critical area for growth [2]. - The synergy between Xiaomi's mobile, OS, and chip development is anticipated to drive innovation and improve user experience across its product lines [3]. Summary by Sections Company Overview - Xiaomi has invested in chip development since 2014, culminating in the launch of its first SoC in May 2025, making it one of the two domestic manufacturers with self-developed chip capabilities [1]. Market Positioning - The self-developed SoC is seen as a strategic move to break into the high-end smartphone segment, which is crucial for Xiaomi's growth [2]. - The report suggests that the self-developed chip will provide Xiaomi with a competitive edge through improved user experience and scale effects [2]. Financial Projections - The report forecasts Xiaomi's total revenue to reach 471.8 billion CNY in 2025 and 679.7 billion CNY in 2026, with net profit estimates of 42.9 billion CNY and 85.5 billion CNY respectively [3].

金十数据5月14日讯，近期，小米集团创始人雷军微博评论权限设置为"仅允许关注满100天的粉丝评 论"。5月10日，雷军曾发微博表示，过去一个多月，是创办小米以来最艰难的一段时间，情绪比较低 落，取消了一些会议安排和出差计划，也暂停了一段在社交媒体上的互动。 雷军微博限制评论 ...

Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or ...

智通财经APP获悉，5月13日港股市场，北水成交净买入22.62亿港元，其中港股通(沪)成交净买入38.33 亿港元，港股通(深)成交净卖出15.72亿港元。 北水净买入最多的个股是建设银行(00939)、阿里巴巴-W(09988)、中海油(00883)。北水净卖出最多的个 股是腾讯(00700)、中芯国际(00981)、小米集团-W(01810)。 | 股票名称 | 买入额 | 卖出额 | 买卖总额 | | --- | --- | --- | --- | | | | | 净流入 | | 小米集团-W | 24.64 乙 | 23.91亿 | 48.55亿 | | HK 01810 | | | +7265.68万 | | 阿里巴巴-W | 25.86亿 | 16.70 亿 | 42.56亿 | | HK 09988 | | | +9.16 Z | | 腾讯控股 | 18.12 乙 | 16.62 乙 | 34.74亿 | | HK 00700 | | | +1.50 乙 | | 美团-W | 12.50 乙 | 11.28亿 | 23.78亿 | | HK 03890 | | | +1.21 乙 | | 优必 ...

【导读】军工股持续走强，小米集团盘中跳水 中国基金报记者 晨曦 大家好！一起来关注上午的市场行情和最新资讯。 5月12日上午，A股市场盘中冲高，午前略有回落。截至午间收盘，上证指数涨0.37%，深证成指涨1.06%，创业板指涨1.72%。 | | 序号 代码 名称 | 现价 | | 涨跌幅 | | --- | --- | --- | --- | --- | | _ | 000001 上证指数 | 3354.53 12.53 | | 0.37% | | വ | 399001 深证成指 | 10234.09 107.27 | | 1.06% | | 3 | 899050 北证50 | 1410.60 31.29 | | 2.27% | | 4 | 881001 万得全A | 5109.72 | 38.61 | 0.76% | | 5 | 000688 科创50 -- | 1006.18 | -0.14 | -0.01% | | 6 | 399006 创业板指 | 2046.39 | 34.63 | 1.72% | | 7 | 000300 沪深300 | 3869.78 | 23.63 | 0.61% | | 8 ...