Short-term worries are not to be feared, as Xiaomi has "four bullish factors" ahead.
Despite recent pressure on Xiaomi's stock price due to a decline in Orders, Deutsche Bank believes this is only a temporary adjustment. Deutsche Bank thinks that there is a backlog of 0.21 million electric vehicle Orders for Xiaomi, indicating strong demand, and the upcoming Earnings Reports, self-developed chips, investor day activities, and the launch of new SUV models are four catalysts that could drive a rebound in the stock price within the next two months.
Undeterred by the "Trump shock"! Global electric vehicle sales surged in April, with the Chinese market experiencing a robust increase of 32%.
In April, Global sales of pure electric and plug-in hybrid autos grew by 29% year-on-year, reaching 1.5 million vehicles. Sales in the China market increased by 32% to 0.9 million vehicles, sales in the Europe market rose by 35% to 0.3 million vehicles, while sales in the North America market fell by 5.6% to 0.1 million vehicles. The Trump tariff policy had minimal impact on electric vehicle sales, but the trade agreements reached with the United Kingdom and China are positive signs for the industry.
The large-scale deployment of 5G-A is accelerating! The low-altitude economy, smart parks, and others are ushering in a period of Gold development.
① In terms of B-end applications, AI parks, smart factories, low-altitude economy, and smart ports have become the first to be implemented scenarios. For C-end Consumer scenarios, operators focus on differentiated experiences in business travel, live streaming, and gaming. ② Currently, ultra-large uplink and downlink, Lightweight are the main focuses of the current 5G-A promotion, while low latency with determinism and integrated sensing will be the direction for further efforts.
Defense stocks are experiencing another surge, taking the lead in the rally. Under the bullish news catalyst, maintaining momentum remains crucial.
Yesterday, the market welcomed a broad rebound, with all three main indexes closing in the green and trading volume expanding. Overall, the market is still in a structure of fluctuating upward movement.
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Geely's Silver billion ambition.
Transformation breakthrough.