雷军深夜畅聊，市值蒸发近千亿；TikTok命运敲定？追觅否认强制员工跟投，明年起批量IPO；基金经理涉赌被拘10天 || 大件事

Group 1: Xiaomi's Annual Speech and Product Launch - Xiaomi CEO Lei Jun delivered his sixth annual speech on September 25, focusing on the theme of "Change" and discussing the company's journey over the past few years, including its ventures into automotive and chip manufacturing [1][4] - The renaming of the Xiaomi 16 to Xiaomi 17 aims to reshape public perception and demonstrate the company's ambition to challenge global leaders like Apple, with Lei Jun claiming that the Xiaomi 17 surpasses the iPhone 17 in several aspects [4][7] - Since the launch of the Xiaomi Yu7 on July 6, over 40,000 units have been delivered, indicating a positive reception in the market [6] Group 2: Stock Market Reaction - Following the annual speech, Xiaomi's stock price opened lower and experienced a decline of 8.07%, resulting in a market value loss of nearly 100 billion yuan, despite a 70% increase in stock price year-to-date [7][8] - Analysts suggest that the stock drop may be linked to unmet investor expectations following the product announcements [8] Group 3: Industry Context and Competitors - Lei Jun acknowledged the challenges faced by Xiaomi in the automotive sector, stating that the brand has been heavily criticized online, and he called for a collective effort to combat negative public relations [4] - He praised competitors like Li Auto for their innovative contributions to the automotive industry, highlighting a spirit of collaboration among domestic car manufacturers [4]