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IMPERIUM TEC GP

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Fubon Securities lowered Xiaomi's target price by nearly 30% to HKD 30.45, mainly due to soaring memory costs and overly optimistic market forecasts. It is expected that Xiaomi's smartphone sales will plummet by 55%, with gross margin dropping to 4%, hitting a historical low. Fubon Securities also downgraded its revenue forecasts for Xiaomi's automotive and Internet of Things segments, believing that the three major businesses are under pressure and that last year's fourth quarter performance was below expectations

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Credit Suisse lowered Xiaomi's target price by 30% to HKD 30.45 and cut earnings forecasts, citing overly optimistic market predictions and soaring memory costs

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The three major indices of the Hong Kong stock market weakened during the session, with the Hang Seng Index falling approximately 2.10% to 25,226.96 points, the Hang Seng TECH Index dropping about 1.34%, and the Hang Seng China Enterprises Index declining around 1.73%. In terms of sectors, retailers, internet content and information, as well as oil and gas exploration and production generally declined. Among the leading stocks, Alibaba -W fell 3.49%, JD.com -SW dropped 3.14%; Tencent Holdings decreased 0.88%, Kuaishou -W fell 2.16%, and Baidu -SW declined 1.79%; in the oil and gas sector, China National Offshore Oil Corporation fell 2.46%, United Energy Group dropped 5.68%, and CNOOC (China National Offshore Oil Corporation) fell 35.96%

- On March 4, the Hong Kong stock market experienced a decline, with the Hang Seng Index falling approximately 2.10% to 25,226.96 points, indicating a pause in upward momentum.  
- Major sectors like retail have shown downward trends due to performance pressures, while the macroeconomic focus remains on variables such as U.S. Federal Reserve rate cut expectations and local economic indicators.  
- Notable stocks include Alibaba, which dropped 3.49%, and Tencent, which fell 1.57%, amidst cautious investor sentiment and uncertainties in their operational management.

Market Heartbeat

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HSTECH ETF

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Hong Kong stock market intraday | The Hang Seng Index fell by about 2.10%, technology and oil & gas sectors weakened, Alibaba -W dropped by 3.49%

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Hong Kong stocks initially fell over 580 points, oil service stocks sharply declined, Meituan continued to explore the bottom, and Xiaomi rebounded

MEITUAN

Hong Kong stocks initially fell over 580 points, oil service stocks sharply declined, Meituan continued to explore the bottom, and Xiaomi rebounded

XIACY

Jefferies lowered Xiaomi's target price from HKD 43.36 to HKD 30.45, citing that soaring memory costs will impact its smartphone shipments and profit margins in 2026, while the electric vehicle and AIoT businesses are also showing signs of weakness. It is expected that Xiaomi's performance in the fourth quarter of 2025 may fall short of expectations, with all three major business segments being affected

Wallstreetcn

Xiaomi Corporation

Jefferies lowers Xiaomi's target price

According to informed sources, Xiaomi's co-founder Lin Bin has reached an agreement to acquire 1% of the Miami Dolphins at a valuation of $12.5 billion. (Bloomberg)

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The Nasdaq Golden Dragon China Index initially fell by 3.3%. Among popular Chinese concept stocks, Kingsoft Cloud dropped by 8.3%, Jinko Solar fell by 8%, PONY-W decreased by 7.5%, XPeng declined by 6.7%, Xiaomi fell by 5.2%, Alibaba dropped by 4.9%, BYD Company Limited decreased by 4.3%, Baidu fell by 3.9%, and New Oriental EDU & Tech dropped by 3.8%. NetEase and Trip.com-S rose slightly by up to 0.4%

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Phone manufacturers are facing a RAM crisis, leading to potential price increases for smartphones. Xiaomi has maintained prices for its 17 and 17 Ultra models but acknowledges that this may not be sustainable. Angus Ng, Xiaomi's communications director, suggests that increasing production volumes in mid-range and entry-level segments could help mitigate costs, while scaling back on flagship features is not being considered. The situation reflects a broader trend affecting both large and small phone companies.

- Xiaomi has maintained steady prices for the 17 and 17 Ultra models amid a looming RAM crisis affecting phone prices.  
- Industry discussions at MWC reveal that phone manufacturers anticipate price increases, particularly in non-Xiaomi products.  
- To mitigate costs, Xiaomi plans to focus on increasing volume sales in the mid-range and entry-level segments, instead of reducing flagship specifications.

The Verge

Phone makers of all sizes are feeling the RAM crunch

Xiaomi's recent launch of the Leica Leitzphone, including the 17 and 17 Ultra models, emphasizes hardware advancements like continuous zoom and a LOFIC sensor, diverging from the AI-focused narratives of competitors like Google and Samsung. Angus Ng, Xiaomi's communications director, stated that the company is prioritizing hardware limitations in its photography approach, contrasting with the AI-centric strategies of other brands.

- Xiaomi introduced the 17 and 17 Ultra smartphones in Europe, emphasizing new hardware features such as continuous zoom and a LOFIC sensor.  
- Unlike competitors, Xiaomi did not prioritize AI in their presentation, particularly regarding camera capabilities, revealing a focus on hardware limitations.  
- Angus Ng, Xiaomi's communications director, indicated this approach contrasts with recent AI-centered launches from rivals like Google and Samsung.

Xiaomi, unlike Google and Samsung, thinks camera hardware comes first

Bank of China analyst has maintained a Buy rating on Xiaomi, setting a price target of HK$47.88, while shares closed at HK$33.14. The overall analyst consensus for Xiaomi is a Strong Buy with an average price target of HK$49.98, indicating a potential upside of 50.81%. CMB International Securities also supports this with a Buy rating and a price target of HK$50.21.

- Bank of China analyst maintained a Buy rating on Xiaomi, setting a price target of HK$47.88 while the shares closed at HK$33.14.  
- The analyst consensus rating for Xiaomi is a Strong Buy, with an average price target of HK$49.98, indicating a potential upside of 50.81%.  
- CMB International Securities also issued a Buy rating, with a slightly higher price target of HK$50.21.

Tip Ranks

Xiaomi (XIACF): New Buy Recommendation for This Technology Giant

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The Hang Seng Index closed at 25,985 points, down 74 points or 0.3%; the Hang Seng Tech Index reported 4,938 points, down 50 points or 1.0%. Xiaomi Group fell over 3%, while PetroChina, Orient Overseas, CNOOC, UNITEDENERGY GP, and COSCO SHIPPING Energy reached new highs. Among active heavyweight stocks, Tencent and Alibaba rose slightly, while Xinyi Solar and Pop Mart saw significant declines

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The "Half-Day Express" reports that the Hang Seng Index closed at 25,985 points, down 74 points; the Hang Seng Tech Index closed at 4,938 points, down 50 points. Xiaomi Group fell over 3%, while PetroChina, Orient Overseas, CNOOC, UNITEDENERGY GP, and COSCO SHIPPING Energy reached new highs

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The process of Xiaomi's automotive overseas expansion is complex, and it has not yet officially imported to Europe, but it has high recognition. Lu Weibing stated that the automotive overseas expansion involves issues such as certification and compliance, and a preparatory team has been established to decide to enter the European market first. The competition in the German market is fierce, and Xiaomi plans to achieve automotive sales in Europe by 2027

First Trust S-Network Future Vehicles & Tech ETF

E Fund CSI Auto Components Thematic ETF

Guotai CSI 800 Automobile and Parts ETF

ChinaAMC CSI Hong Kong Connect Automobile Industry Thematic ETF

Hua Xia CSI New Energy Vehicles ETF

Lu Weibing: The process of Xiaomi's automotive overseas expansion is complex, and we are currently making intensive preparations related to it

Nomura has lowered Xiaomi's target price from 61 yuan to 33 yuan, maintaining a neutral rating. Due to rising material costs, Xiaomi's smartphone shipments face downside risks, with an expected year-on-year decline of approximately 20% this year. In addition, the demand and profitability of the Internet of Things and electric vehicle businesses may also be below expectations

Nomura cuts Xiaomi's target price to 33 yuan, expects smartphone shipments to drop by about 20% this year

The NASDAQ Golden Dragon China Index initially closed down 1.1%. Among popular Chinese concept stocks, Kingsoft Cloud fell 4.9%, ZAI LAB and Xiaomi fell 4.1%, while WeRide, Meituan, Vipshop, and GDS had the highest declines of 3.6%. Jinko Solar rose 2.1%, BEKE rose 2.2%, BYD rose 5%, Qifu Technology rose 5.8%, and Douyu rose 7.2%

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NASDAQ Golden Dragon China Index

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Roundhill China Dragons ETF

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Xiaomi has deployed humanoid robots in its EV assembly plant, achieving 3 hours of autonomous operation with a 90.2% success rate. The robots are designed to assist in production tasks, and Xiaomi's CEO predicts more deployments in the next five years. This move aligns with a trend among auto manufacturers, including Xpeng and Tesla, to integrate robotics into their operations. Xpeng plans to produce its IRON humanoid robot by 2026, while Tesla's CEO highlights competition from Chinese firms in the robotics sector.

- Xiaomi Corp has deployed humanoid robots in its EV assembly plant, achieving 3 hours of autonomous operations with a success rate of 90.2%.  
- CEO Lei Jun anticipates increased deployment of these robots in production over the next five years, emphasizing their potential utility.  
- The rise in robotics among auto manufacturers includes Xpeng's plans for large-scale production of its humanoid robot and competition from Tesla and Boston Dynamics in the robotics sector.

benzinga_article

T-Rex 2X Long Tesla Daily Target ETF

Global X Autonomous & Electric V

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GraniteShares 1.25 Long TSLA Daily ETF

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Simplify Volt TSLA Revolution ETF

Tesla

XPeng

Tesla Rival Xiaomi Deploys Humanoid Robot With 3 Hours Of Autonomous Operating Time At EV Assembly Plant

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The net inflow of the Hong Kong Stock Connect Southbound for the Hang Seng Technology Index was HKD 3.123 billion, with major inflows into Xiaomi Group and CNOOC, amounting to HKD 1.629 billion and HKD 1.375 billion, respectively. Alibaba and SMIC saw net outflows of HKD 1.389 billion and HKD 155 million, respectively. Among the Hong Kong Stock Connect (Shanghai), CNOOC had the highest net inflow, while the Tracker Fund performed outstandingly in the Hong Kong Stock Connect (Shenzhen). Overall, the net outflow of southbound funds was 0, with a total transaction amount of HKD 154.741 billion, accounting for 43.26% of the market transaction volume

Huatai-PB CSOP Hang Seng Technology ETF(QDII)

Net inflow of HKD 3.123 billion for Southbound Stock Connect Hang Seng Technology

Precious metals dropping, cryptocurrencies dipping and equities selling off... the better case now seems to be holding cash, but if you have conviction in certain stocks and companies, like what Warren Buffet says: Buy when others are fearful

Featured

A wild Wednesday unfolds as precious metals crash, AI giants battle, and Apple refreshes its entire MacBook lineup. Here's your essential briefing:

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SPDR Gold Shares

iShares Silver Tr

Pro Ultr Silver

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CNMC Goldmine

Invesco QQQ Trust

SPDR S&P 500

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Destiny Tech100

Apple Group

🔥 Market Flash: Metals Meltdown, Tech Wars Heat Up | Mar 4, 2026

Xiaomi HK SDR 2to1

The sharp drop in precious metal prices is a temporary adjustment. Keep an eye on developments in the Middle East situation; currently, seeking safe haven is the best strategy.

no asset is really &#34;safe&#34; now with precious metals tanking. Fortunate to have rebalanced at the end of Feb and now have cash on hand to pick up some discounted shares here and there.

Guy, review fundamentals before reacting. If the drop was broad market noise, hold or rebalance. If thesis changed, trim or exit. Keep diversification across sectors, maintain 10–20% cash buffer, avoid emotional trading, and align positions with your long-term risk tolerance and goals.

gold prices dropping in this time wasn’t what I expected

Gold.com

Direxion Daily Googl Bear 1x Shares

Direxion Daily GOOGL Bull 2X Shares

Xiaomi SU7 in stores! Finally. Might go check it out this weekend🤩

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📈 Share your trades, earn SGD $2 per post! How to join: post your P/L + 20-word insight in English Learn, connect, and cash in! 🚀

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$XIAOMI-W(01810.HK)$Lion-OCBC Sec HSTECH S(HST.SG)$ThaiBev(Y92.SG)HK Tech + Thai Drinks to tide over 2026!To add more drinks.

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Today’s Key News Recap

0302 | Dolphin Research Focus: 🐬 Macro/Industry1) Geopolitical tensions in the Middle East have flared, with US/Israel–Iran frictions escalating and risk aversion rising across global markets. As a result, international gold and silver opened broadly higher on Mon., with safe-haven assets bid. Geopolitics remains the key near-term catalyst for precious metals, as flight-to-safety inflows support gold and silver.2) With the Lunar New Year holiday and a slower spending cadence, the dual impact was evident. Feb deliveries among China EV startups were mixed...

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Paramount Global

Warner Bros. Discovery

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Li Auto

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BYD HK SDR 10to1

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NIO Inc. USD OV

NIO Inc

Netflix

BOYD Gaming

Haven Rush Ignites Gold & Silver; BYD to Host 'Disruptive Tech' Press Event｜Daily News Recap

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China’s big smartphone makers are planning their biggest price hikes in 5-years in March, due to surging memory chip costs, media report. China giants Oppo, OnePlus, Vivo, Xiaomi, iQoo, Honor may enact multiple price hikes this year, as smartphone LPDDR4 memory prices have already increased over 80% compared to the same time last year. The price of mid-range smartphones released over the past 2-months have already increased 200-600 Chinese yuan per unit. $Qualcomm(QCOM.US) #Mediatek $Micron Tech(MU.US) #Samsung #SKhynix #CXMT #YMTCSource: Dan Nystedt

Qualcomm

HS#XIAMIRC26079(64399.HK)

Credit Suisse lowered Xiaomi's target price by 30% to HKD 30.45 and cut earnings forecasts, citing overly optimistic market predictions and soaring memory costs

Hong Kong stock market intraday | The Hang Seng Index fell by about 2.10%, technology and oil & gas sectors weakened, Alibaba -W dropped by 3.49%

Hong Kong stocks initially fell over 580 points, oil service stocks sharply declined, Meituan continued to explore the bottom, and Xiaomi rebounded

Jefferies lowers Xiaomi's target price

According to informed sources, Xiaomi's co-founder Lin Bin has reached an agreement to acquire 1% of the Miami Dolphins at a valuation of $12.5 billion. (Bloomberg)