小米集团-W：CMBI Corp Day takeaways: Growth outlook intact; market concerns overdone

Xiaomi (1810 HK) CMBI Corp Day takeaways: Growth outlook intact; market concerns overdone We hosted Xiaomi at CMBI Technology Corporate Day on 27 Jun. Investors were mostly focused on market concerns regarding margin impact on rising memory prices, competitive landscape with AI iPhone launch and growth outlook of Xiaomi SU7 Series EV. We summarize key highlights as below, and maintain our positive view on Xiaomi's global smartphone share gains, AIoT sales strength, overseas internet revenue and EV shipment ...