Bernstein·2026-11-05SectorOutperformHK$35Asian Autos: Chinese Autos: Peak pessimism? Nearing the trough;Xiaomi Q3 previewChina domestic passenger demand: Forecast down approximately 20%2026E
Goldman Sachs·2026-10-08CompanyBuyHK$39Xiaomi Corp. (1810.HK) SkyNomad: Richer Mix Points to ASP Upside Despite a Softer-than-Expected 70k+ Order Headline; Sustainability Matters More
Bernstein·2026-09-29SectorOutperformHK$35Asian Autos: China Next Winners — Autonomous driving: China leads on scale, cost, and adoption. Can it go global?
Goldman Sachs·2026-09-24CompanyBuyHK$39Xiaomi Corp. (1810.HK) Democratizing Frontier Intelligence with MiMo-V2.6 Release, Premiumizing Ecosystem with Hardware and AI Upgrades
Bernstein·2026-09-24CompanyOutperformHK$35Xiaomi Corp (1810.HK) Xiaomi: 18 Pro & Pro Max-Premiumization continues, Pricing power put to test
Bernstein·2026-10-27SectorOutperformHK$35Global Semiconductors & Hardware China Smartphone Tracker (September): A temporary boost from iPhone 18
Bernstein·2026-10-15SectorOutperformHK$35Global Semiconductors & Hardware: China Smartphone Tracker (August): Further deceleration
Morgan Stanley·2026-10-02SectorInvestor Presentation Greater China Technology Hardware AI Profit Taking Occurred in 3Q26 What’s Next
Nomura·2026-10-01SectorNeutralChina Auto EV: Domestic demand weakness more evident in peak auto season
Bernstein·2026-09-21SectorAsian Autos Chinese Autos: Weak gets weaker — August domestic sales-22.7% YoY, EV penetration 63.1%; Export + 67.1% YoY