小米人工智能聚焦；“人 + 车 + 家” 生态系统逐步成型
2025-06-09 01:42
Accessible version 更多资料加入知识星球：水木调研纪要 关注公众号：水木Alpha Xiaomi Corporation 2025 Investor Day: AI spotlight; "Human + Car + Home" ecosystem materializing Maintain Rating: BUY | PO: 66.00 HKD | Price: 53.20 HKD AI biggest highlight, driving long-term synergy Xiaomi hosted 2025 Investor Day on 3 June, and mgmt. highlighted core strategies across AI, premiumization, smart retail, and overseas expansion. Xiaomi aims to spend one-third of its CNY30bn+ R&D on AI in 2025; of which, 90%+ is for LLM/ADAS. Mgmt. highlighte ...