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雷军,抄底小米
中国基金报·2025-11-24 11:17

Group 1 - Lei Jun, the founder and CEO of Xiaomi, invested over 100 million HKD to purchase 2.6 million shares of Xiaomi stock at an average price of approximately 38.58 HKD per share, increasing his shareholding to 23.26% [2] - The timing of Lei Jun's purchase coincides with a decline in Xiaomi's stock price, attributed to rising costs in core businesses due to global storage chip shortages and negative sentiment from hedge fund feedback regarding a lack of catalysts for the stock [4] - Xiaomi's third-quarter financial report showed total revenue of 113.1 billion CNY, a year-on-year increase of 22.3%, and an adjusted net profit of 11.3 billion CNY, reflecting an 80.9% year-on-year growth [6] Group 2 - Goldman Sachs reported that Xiaomi announced the open-sourcing of its MiMo-Embodied model, which integrates autonomous driving and embodied intelligence technologies, with approximately 473,000 active users of its enhanced autonomous driving system [6] - The upgrade of the HAD system indicates ongoing advancements in Xiaomi's autonomous driving technology, with plans to invest over 7 billion CNY in AI research and development by 2025 [6] - Goldman Sachs maintains a "Buy" rating for Xiaomi with a target price of 53.5 HKD, citing attractive risk-reward levels despite current market challenges [6]