Xiaomi Appears an Attractive Bet for Long-Term Investors -- Market Talk

Dow Jones

2025/11/12

0609 GMT - Xiaomi retains its outperform rating from Bernstein, thanks to its premiumization through technology, strong overseas Internet-of-Things potential, and growth opportunities in EVs both in China and abroad, says Bernstein analysts in a note. Xiaomi's stock price corrected from its peak by around 28% since late September, they note, and recommend long-term investors buy the stock at current attractive levels. Xiaomi has faced several headwinds, including a fatal EV accident in mid-October, concerns over EV order demand, rising memory costs impacting smartphone margins, slowing IoT momentum, and profit-taking from a strong performance year-to-date, they add. The challenges of smartphone margin pressure and IoT slowdown may persist for several quarters, they add.(jiahui.huang@wsj.com; @ivy_jiahuihuang)

(END) Dow Jones Newswires

November 12, 2025 01:09 ET (06:09 GMT)

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The challenges of smartphone margin pressure and IoT slowdown may persist for several quarters, they add.(jiahui.huang@wsj.com; @ivy_jiahuihuang) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 12, 2025 01:09 ET (06:09 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Xiaomi Appears an Attractive Bet for Long-Term Investors -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nXiaomi Appears an Attractive Bet for Long-Term Investors -- Market Talk\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time smaller\">2025-11-12 14:09</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0609 GMT - <a href=\"https://laohu8.com/S/XIACY\">Xiaomi</a> retains its outperform rating from Bernstein, thanks to its premiumization through technology, strong overseas Internet-of-Things potential, and growth opportunities in EVs both in China and abroad, says Bernstein analysts in a note. Xiaomi's stock price corrected from its peak by around 28% since late September, they note, and recommend long-term investors buy the stock at current attractive levels. Xiaomi has faced several headwinds, including a fatal EV accident in mid-October, concerns over EV order demand, rising memory costs impacting smartphone margins, slowing IoT momentum, and profit-taking from a strong performance year-to-date, they add. The challenges of smartphone margin pressure and IoT slowdown may persist for several quarters, they add.(jiahui.huang@wsj.com; @ivy_jiahuihuang) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 12, 2025 01:09 ET (06:09 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"HK0000165453.HKD","symbol_name":"華夏精選大中華科技基金 A類港幣","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2582341534","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2582341534","pubTimestamp":1762927740,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0609 GMT - Xiaomi retains its outperform rating from Bernstein, thanks to its premiumization through technology, strong overseas Internet-of-Things potential, and growth opportunities in EVs both in China and abroad, says Bernstein analysts in a note. Xiaomi's stock price corrected from its peak by around 28% since late September, they note, and recommend long-term investors buy the stock at current attractive levels. Xiaomi has faced several headwinds, including a fatal EV accident in mid-October, concerns over EV order demand, rising memory costs impacting smartphone margins, slowing IoT momentum, and profit-taking from a strong performance year-to-date, they add. The challenges of smartphone margin pressure and IoT slowdown may persist for several quarters, they add.","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"81810":"小米集团-WR","HK0000165453.HKD":"华夏精选大中华科技基金 A类港币","BK1615":"港股-互联网","LU0823038988.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS  \"A2\" (USD) ACC","LU0143863784.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"DU\" (USD) ACC","LU1813983027.USD":"MANULIFE GF DRAGON GROWTH \"AA\" (USD) INC","LU1282648689.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AMG\" (USD) INC","LU0823039010.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS  \"A2\" (USD) INC","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","ISBC":"投资者银行","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","LU0823413660.USD":"BNP PARIBAS EMERGING EQUITY \"C\" (USD) INC","LU0345775950.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) ACC","HXXD.SI":"Xiaomi HK SDR 2to1","BK1523":"武汉本地概念股","LU1323998911.USD":"BGF ASIAN MULTI-ASSET INCOME \"A\" (USD) ACC","LU0164872284.USD":"HSBC GIF GLOBAL EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","LU0164880469.USD":"HSBC GIF HONG KONG EQUITY \"AC\" ACC","LU1868838027.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"8\" (USD) ACC","LU0499858602.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) ACC","XIACY":"小米集团ADR","LU0235996351.USD":"UBS (LUX) KEY SELECTION SICAV - ASIAN EQUITY (USD) \"P\" (USD) ACC","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) ACC","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU1956131251.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\"MD (USD) INC","LU0244354667.USD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" ACC","BK1502":"双十一","LU0054450605.USD":"HSBC GIF GLOBAL EMERGING MARKTS EQ \"AD\" INC","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","LU0540923850.HKD":"ALLIANZ HONG KONG EQUITY \"A\" (HKD) INC","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU0650527681.SGD":"Fidelity China Consumer A-SGD","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU1808992512.USD":"AB ALL CHINA EQUITY PORTFOLIO \"A\" (USD) ACC","LU1481107354.HKD":"HSBC GIF HONG KONG EQUITY \"AD\" (HKD) INC","01810":"小米集团-W","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","LU0918141705.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AM\" (HKD) INC","LU1961090484.USD":"ALLIANZ ALL CHINA EQUITY \"A\" (USD) INC","LU0594300179.USD":"FIDELITY CHINA CONSUMER \"A\" (USD) ACC","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU1719994722.HKD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (HKD) ACC","LU2476274308.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (USD) ACC","SG9999001093.SGD":"United Greater China Fund A Acc SGD","LU0823041008.USD":"AMUNDI FUNDS EMERGING WORLD EQUITY \"A2\" (USD) ACC"},"translate_title":"对于长期投资者来说，小米似乎是一个有吸引力的赌注——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"81810":0.6,"MIUmain":0.9,"HXXD.SI":0.6,"ISBC":1.5,"01810":0.9,"XIACY":0.6},"content_text":"0609 GMT - Xiaomi retains its outperform rating from Bernstein, thanks to its premiumization through technology, strong overseas Internet-of-Things potential, and growth opportunities in EVs both in China and abroad, says Bernstein analysts in a note. Xiaomi's stock price corrected from its peak by around 28% since late September, they note, and recommend long-term investors buy the stock at current attractive levels. Xiaomi has faced several headwinds, including a fatal EV accident in mid-October, concerns over EV order demand, rising memory costs impacting smartphone margins, slowing IoT momentum, and profit-taking from a strong performance year-to-date, they add. The challenges of smartphone margin pressure and IoT slowdown may persist for several quarters, they add.(jiahui.huang@wsj.com; @ivy_jiahuihuang) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  November 12, 2025 01:09 ET (06:09 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}