XIAOMI(HK:01810) Sou Hu Cai Jing·2025-12-20 17:14Core Viewpoint - Xiaomi is leveraging the presence of AI talent, specifically the young AI expert Luo Fuli, to enhance the visibility of its newly launched AI model, Xiaomi MiMo-V2-Flash, despite skepticism regarding the actual contributions of Luo to the model's development [5][10][18] Group 1: Xiaomi's AI Model Launch - Xiaomi officially launched its self-developed AI model, Xiaomi MiMo-V2-Flash, which is claimed to perform comparably to DeepSeek-V3.2 [3][9] - The initial version of the MiMo model was open-sourced on April 30 but did not gain significant attention [9] - The MiMo-V2-Flash model reportedly reduces input costs to 0.7 yuan per million tokens, which is half of DeepSeek-V3.2's cost [42] Group 2: Talent Acquisition and Marketing Strategy - Luo Fuli, referred to as a "genius" in AI, was reportedly recruited with a salary of tens of millions, highlighting Xiaomi's strategy to attract top talent [3][5] - The marketing strategy appears to prioritize generating buzz around Luo's presence rather than focusing solely on the technical merits of the AI model [8][10] - Xiaomi's approach to marketing, reminiscent of past strategies, aims to create a strong public image of valuing technology and talent [11][13] Group 3: Challenges and Market Position - Despite the talent acquisition, Xiaomi is still considered a newcomer in the AI model space, facing competition from established players like Alibaba and Baidu [7][21] - The complexity and resource-intensive nature of AI model development necessitate more than just talent; significant computational resources and data are also critical [7][18] - Xiaomi's ongoing efforts in AI and other high-tech fields, such as electric vehicles and chip development, reflect its ambition to remain competitive in cutting-edge technology [21][29][32] Group 4: Future Considerations - Xiaomi's future success in the AI domain may depend on its ability to balance marketing with genuine technological advancements [40][44] - The company needs to shift public perception from being seen as a marketing-driven entity to one that is recognized for its technological capabilities [40][41] - Historical examples suggest that Xiaomi has the potential to achieve breakthroughs in new fields, but the outcome in the AI sector remains uncertain [51]