花旗：小米-香港投资者会议要点
2025-06-23 02:09
V i e w p o i n t | 18 Jun 2025 14:02:13 ET │ 12 pages Xiaomi (1810.HK) Hong Kong Investor Meetings Takeaways CITI'S TAKE We hosted Xiaomi investor meetings in Hong Kong on 17-18th June. Investors' questions focused on upcoming YU7 (including demand and supply, GM and pricing) and future plans, IoT strength and overseas new retail strategy, smartphone chipset and memory price impact. Investors also were concerned about China subsidies phase-out impact. Co. believes 1Q25 smartphone and IoT increase is driven ...