XIAOMI(HK:01810) Sou Hu Cai Jing·2026-02-24 08:11Group 1 - The core strategy of Xiaomi is shifting towards becoming a "hardcore technology company" with a focus on foundational technologies, moving away from its previous identity as an internet company [1] - Xiaomi is investing 200 billion in research and development, indicating a significant commitment to advancing its technological capabilities [1] - The launch of the first 3nm chip, the玄戒O1, represents a milestone in Xiaomi's ambition, featuring 190 billion transistors and surpassing the performance of Qualcomm's Snapdragon 8 Gen4 [3] Group 2 - The 澎湃OS is undergoing a major overhaul, with 37% of its legacy code being replaced by self-developed modules, aiming for complete autonomy by 2026 [5] - Xiaomi's AI strategy, exemplified by the MiLM-7B model, focuses on practical applications with a compressed model size of 1.8GB for efficient local inference on the玄戒 chip [7] - The development of a comprehensive chip ecosystem, including the C1 imaging chip and V1 vehicle chip, aims to achieve 100% self-developed chip scheduling and local AI computation in upcoming products [9] Group 3 - Xiaomi's transformation aligns with the broader trend of Chinese manufacturing moving up the value chain, emphasizing the importance of foundational technologies for innovation [9] - The company's strategic pivot is not just a temporary trend but a calculated move to redefine its market presence and technological leadership [9]