小米YU7一小时大定突破28.9万台,聚焦硬科技与新消费共振,恒生科技指数ETF(513180)、港股消费ETF(513230)持续攀升
Mei Ri Jing Ji Xin Wen·2025-06-27 03:07

Group 1 - The Hang Seng Index opened up by 0.52%, and the Hang Seng Tech Index rose by 0.35%, with Xiaomi Group's stock surging by 8%, surpassing HKD 60 [1] - Xiaomi held a comprehensive ecosystem launch event on June 26, where CEO Lei Jun announced the launch of the Xiaomi AI glasses starting at RMB 1999 and the new car Xiaomi YU7 starting at RMB 253,500 [1] - The Xiaomi YU7 received over 289,000 pre-orders within one hour, indicating strong market demand [1] Group 2 - Citigroup reported that orders for the Xiaomi YU7 have exceeded most buyers' expectations and may surpass the expectations of southbound capital, which is positive for the stock price [1] - The orders for the YU7 support Citigroup's target of 400,000 electric vehicle deliveries for Xiaomi this year, and further expansion plans in electric vehicle production may boost investor confidence [1] - The next potential catalyst for Xiaomi's stock could be the earnings guidance for Q2 or Q3 of 2025 [1] Group 3 - The Hong Kong consumer sector is represented by the Hong Kong Consumer ETF (513230), which includes e-commerce and new consumption, covering a relatively scarce new consumption track compared to A-shares, with a "Xiaomi content" of 13.75% [1] - The Hong Kong Tech sector is represented by the Hang Seng Tech Index ETF (513180), which includes core AI assets in China and relatively scarce tech leaders compared to A-shares, with a "Xiaomi content" of 8.34% [1]