以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。

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Xiaomi

117 atoms · 跨 39 天 · 首见 2026-04-19 · 最近 2026-07-12

三色: 🟦 fact 87 · 🟥 take 30 · stance ▲33/▼30/◆15

叙事状态: ⚔️ contested (分歧) · 📈 加速 · 策展近14d 4 atom · 🐦 X 近14d 9

状态只算低频策展源 (群/卖方); X firehose 仅作背景音量

来源: X 112 · News 3

时态: fresh:110 · aging:4 · stale:3

标签: 好数字:61 · 好信源:44 · 好观点:28 · 好问题:2 · 好思考:2

🟨 AI 综合 · junior analyst 概览

展开 AI 综合 (灰色 · 非市场结论 · 点击数字溯源到原 atom)

model: deepseek-chat · 2026-07-12 · 默认折叠

Xiaomi 的 TileRT 推理栈通过算法创新试图替代对尖端芯片的依赖 ¹ ¹ ¹，MiMo-V2.5-Pro 已将其拉入“严肃玩家”梯队 ¹，但公司在 AI 竞赛中尚未明确领先 DeepSeek、阿里/Qwen 等头部原生实验室 ¹。手机业务遭遇出货目标削减 30% ¹ ¹，内存成本上升唯独小米丢失份额 ¹；中低端机型缩编已成定局 ¹。AI 模型定价激进跟随 DeepSeek 路线 ¹ ¹，但股价对模型突破反应平淡 ¹。

🧭 拥挤度 (一人一票): ▲ 10 位作者 (KOL9 · 媒体1) vs ▼ 6 位作者 (KOL6)

⚖️ 多头 9/10 来自KOL

📄 广泛报道的事实 · 2 个

展开 (多人转述同一事实/数字 — 确认度高, **非独立观点**, 不标多空)

committed $8.7 billion to AI over three years — 2 源报道 (含1快讯) · X
Q1 revenue — 2 源报道 (含2快讯) · X

💢 核心分歧 (4 轴)

1. AI模型梯队：第一梯队 vs 追赶者

*topic: 竞争格局/模型能力 · 8 bull vs 2 bear*

🟢 bullish 侧:

<a id="atom-c7ce90b1c58b61a6"></a>2026-05-06 X·@poezhao0605 [老化中] · 与三星质量差距缩小 · 竞争格局/市场份额
Xiaomi... have closed the quality gap while undercutting on price.
tags: 好观点 · → daily
📷 原图
<a id="atom-b184bf331d03a977"></a>2026-05-26 X·@FirstSquawk · 推出升级且更便宜的SUV车型 · 产品发布/竞争格局
Xiaomi out to scalp Musk’s bestselling SUV in China with upgraded, cheaper model
tags: 好观点 · → daily
value: date=2026-05-27 · direction=cheaper
<a id="atom-b97232d2eaada510"></a>2026-06-10 X·@hsu_steve · 团队规模与模型能力 · 产品发布/竞争格局
A team of ~200 in China can ship a frontier model (eg MiMo from Xiaomi).
tags: 好观点 · → daily
value: qty=~200
<a id="atom-a223fc7a6d807558"></a>2026-06-13 X·@covrovski · 被低估程度 · 竞争格局
Most underestimated globally imo is Xiaomi, they will surprise everyone.
tags: 好观点 · → daily
<a id="atom-d9a3f381be688b66"></a>2026-06-15 X·@pstAsiatech · MiMo-V2.5-Pro shows Xiaomi is now in the serious tier · 竞争格局/模型能力 +同日2条
MiMo-V2.5-Pro shows Xiaomi is now in the 'serious tier'
tags: 好观点 · → daily

🔴 bearish 侧:

<a id="atom-4746e0a7b0127f7d"></a>2026-05-26 X·@DaveThompson365 · 在内存成本上升中的市场表现对比 · 竞争格局
Memory cost going up for all smartphone makers, yet only Xiaomi losing ground.
tags: 好观点 · → daily
<a id="atom-42edcfdf1b3c6115"></a>2026-06-15 X·@pstAsiatech · is not yet ahead of DeepSeek, Alibaba/Qwen, Moonshot/Kimi, Zhipu · 竞争格局/模型能力
Nor is it clearly ahead of the strongest Chinese AI-native labs such as DeepSeek, Alibaba/Qwen, Moonshot/Kimi, or Zhipu
tags: 好观点 · → daily

展开 2 条中性

<a id="atom-16ff7f9d7615ca3a"></a>2026-05-01 X·@teortaxesTex [老旧] · AI模型梯队评估 · 竞争格局
Xiaomi is a tier below but has promise
tags: 好观点 · → daily
<a id="atom-816a991ad2992c99"></a>2026-06-15 X·@pstAsiatech · fits a broader Chinese pattern of platform firms moving to model as infrastructure · 竞争格局/战略定位
This also fits a broader Chinese pattern: major platform and hardware firms are moving from 'model as demo' to 'model as infrastructure.'
tags: 好观点 · → daily

2. 手机出货：份额溃退 vs 主动调仓

*topic: 出货量/市场份额/订单需求 · 3 bull vs 6 bear*

🟢 bullish 侧:

<a id="atom-33e26a67d1daf545"></a>2026-05-25 X·@pstAsiatech · 2025 vehicle deliveries · 出货量/营收
Last year, the company delivered more than 410,000 vehicles – including the SU7 and the YU7 sport utility vehicle launched later – more than tripling the 136,000 deliveries in 2024.
tags: 好数字·好信源 · → daily
value: qty=410,000+ vehicles · date=2025
<a id="atom-33da99d4a06934df"></a>2026-06-15 X·@pstAsiatech · advantage is distribution across phones, cars, home devices, wearables, software ecosystem · 市场份额/产品发布
Xiaomi’s advantage is distribution. It has phones, cars, home devices, wearables, and an expanding software ecosystem
tags: 好观点 · → daily
<a id="atom-35949644797e6172"></a>2026-06-30 X·@FirstSquawk · 2026年6月电动汽车交付量 · 出货量
Xiaomi delivered more than 30,000 EVs in China during June
tags: 好数字 · → daily
value: qty=30000+ · date=2026-06

🔴 bearish 侧:

<a id="atom-25089b094030ea17"></a>2026-05-29 X·@yicaichina · Q1 手机销量变化 · 订单需求/出货量
Phone Sales Shrink
tags: 好数字 · → daily
value: direction=down · date=Q1 2026
<a id="atom-1f5ea812c34a55b8"></a>2026-06-17 X·@tugot17 · 销量变化预测 · 订单需求
Than Samsung and Xiaomi will go down 40%
tags: 好观点 · → daily
value: qty=-40% · direction=down
<a id="atom-e56d9dbf2f9764a4"></a>2026-06-30 X·@Techmeme ⭐ · 2026 出货目标削减幅度 · 出货量/订单需求 +同日1条
cutting 30%
tags: 好数字·好信源 · → daily
value: qty=30% · date=2026
<a id="atom-fdb734431be06bc8"></a>2026-06-30 X·@jukan05 ⭐ · 本年度出货量目标下调幅度 · 出货量/订单需求
Chinese smartphone brands such as Xiaomi, OPPO, and vivo have cut their shipment targets for this year by as much as 30%.
tags: 好数字·好信源 · → daily
value: qty=30% · date=2026
📷 原图
<a id="atom-3c4e5e18e790c3c6"></a>2026-07-12 News · 2024年出货目标下修 · 出货量/消费电子
中国手机厂小米将今年度出货目标由1.3亿支大幅下修至9000万支。
tags: 好数字 · → daily
value: qty=1.3亿支下修至9000万支

展开 2 条中性

<a id="atom-950119bdce3ed516"></a>2026-06-05 X·@TheTranscript_ · 调整低端智能手机出货 · 出货量/供给产能
在 Q1, we proactively controlled shipments of mid- to low-end products
tags: 好思考 · → daily
value: qty=减少 · date=Q1 2026
<a id="atom-721727c4734d2d16"></a>2026-06-21 X·@jayair · 市场份额 · 市场份额
Xiaomi 份额: 7.2%
tags: 好数字 · → daily
value: qty=7.2% · date=2026-06-21
[图: 开源模型作者代币市场份额对比图表，显示DeepSeek等模型的市场份额变化趋势及当前占比 — DeepSeek 份额: 65.0%; MiniMax 份额: 14.3%; Zhipu 份额: 8.1%; Xiaomi 份额: 7.2%; Moonshot 份额: 3.4%]
📷 原图

3. AI战略：长期平台杠杆 vs 烧钱负担

*topic: 资本开支/技术路线/盈利能力 · 10 bull vs 3 bear*

🟢 bullish 侧:

<a id="atom-ebddb2edf9949fea"></a>2026-04-26 X·@8teAPi · AI团队负责人判断AGI实现时间 · 技术路线
Definitely within 2 years.
tags: 好观点 · → daily
value: date=2028年
<a id="atom-97fd108fddeb1cc6"></a>2026-04-28 X·@trendforce [老化中] · XRING O3 on 3nm · 产品发布/技术路线
reportedly featuring its self-developed #XRING O3 on 3nm
tags: 好观点 · → daily
value: qty=3nm · date=this summer
<a id="atom-7bdcfd88b9c5affe"></a>2026-05-18 X·@poezhao0605 · committed $8.7 billion to AI over three years · 资本开支
Xiaomi committed $8.7 billion to AI over three years.
tags: 好数字 · → daily
value: qty=$8.7 billion · date=over three years
<a id="atom-822bdc14cc5eff3e"></a>2026-05-25 X·@pstAsiatech · AI investment 3-year plan · 资本开支/AI投入
Xiaomi recently committed more than 60 billion yuan (US$8.8 billion) to AI investments over the next three years
tags: 好数字·好信源 · → daily
value: qty=60 billion yuan (US$8.8 billion) · date=2026-2029
<a id="atom-51200499521f699c"></a>2026-06-15 X·@pstAsiatech · TileRT is a critical component of Xiaomi's deployment harness · 推理优化/技术路线 +同日3条
tags: 好观点 · → daily

🔴 bearish 侧:

<a id="atom-410147bb63eccad5"></a>2026-05-27 X·@yicaichina · 第一季度净利润同比减半 · 盈利能力/业绩指引
Xiaomi's First-Quarter Net Profit Halves Amid Rising Parts Cost, Fiercer Competition
tags: 好数字 · → daily
value: direction=减少 · qty=50% · date=2026Q1
<a id="atom-84fdcd8b812fa57f"></a>2026-05-29 X·@poezhao0605 · Q1 调整后净利润同比下降 · 盈利能力
adjusted net profit down 43.1%
tags: 好数字 · → daily
value: qty=43.1% · direction=down
<a id="atom-6f9dc61740a2ea56"></a>2026-05-29 X·@yicaichina · Q1 盈利同比变化 · 盈利能力/财报
Xiaomi’s Profit More Than Halves in First Quarter
tags: 好数字 · → daily
value: direction=down · date=Q1 2026

展开 4 条中性

<a id="atom-fd74be22f2914c1f"></a>2026-05-23 X·@mweinbach · liquid lens 摄像头性能 · 产品发布/技术路线
It was good for 5 years ago, yea.
tags: 好观点 · → daily
value: qty=good for 5 years ago · date=2021
<a id="atom-b4f4b4643f38f823"></a>2026-05-25 X·@Techmeme · AI investments committed · 资本开支
committed ~$8.8B in AI investments over the next three years
tags: 好数字 · → daily
value: qty=~$8.8B · date=next three years
<a id="atom-0b3c5cb2432852d9"></a>2026-06-15 X·@pstAsiatech · MiMo-V2.5-Pro stack uses selective FP4 quantization, DFlash speculative decoding, Sliding Window Attention alignment, and TileRT kernels · 技术路线/推理优化
The Xiaomi post lays out the stack: selective FP4 quantization of MoE experts, DFlash speculative decoding, Sliding Window Attention alignment, and TileRT kernels
tags: 好信源 · → daily

4. Q1财报：利润腰斩 vs 模型突破

*topic: 盈利能力/营收/模型发布 · 3 bull vs 7 bear*

🟢 bullish 侧:

<a id="atom-d6f85f8005f2a809"></a>2026-04-27 X·@ZhihuFrontier [老化中] · MiMo V2.5 improves Token Plan economics under Agent workloads · 模型发布
Xiaomi｜MiMo V2.5 improves Token Plan economics under Agent workloads
tags: 好观点 · → daily
value: date=2026-04-27
📷 原图
<a id="atom-3b903064cb54880d"></a>2026-05-03 X·@ArenaManCapital [老旧] · ability to build a SOTA model · 模型发布
Xiaomi built a SOTA model
tags: 好观点 · → daily
<a id="atom-6f2f129e404eb130"></a>2026-05-25 X·@advait_jayant · 模型出货状态 · 模型发布
deepseek, qwen, kimi, minimax, and as you pointed out even meituan and xiaomi are all shipping their own models!
tags: 好信源 · → daily
value: direction=positive

🔴 bearish 侧:

<a id="atom-dc7493050eb85c62"></a>2026-05-26 X·@Techmeme · Q1 revenue · 营收 +同日2条
Xiaomi reports Q1 revenue down 11% YoY to ~$14.6B
tags: 好数字 · → daily
value: qty=~$14.6B · date=Q1 2026
<a id="atom-179264956649b4d1"></a>2026-05-27 X·@pstAsiatech · 利润缩水 · 盈利能力/价格动态
Xiaomi’s Profit Buckles as Memory Prices Soar
tags: 好信源 · → daily
value: direction=down
<a id="atom-1d76fd8ab3611971"></a>2026-05-29 X·@poezhao0605 · Q1 收入同比下降 · 营收 +同日2条
Xiaomi Q1: revenue down 10.9%
tags: 好数字 · → daily
value: qty=10.9% · direction=down

展开 6 条中性

<a id="atom-afcd8da3eadfe41d"></a>2026-05-04 X·@ctnzr · 发布开源模型在HuggingFace趋势榜 · 模型发布
Some awesome open models trending on HF right now, including models from @Xiaomi
tags: 好信源 · → daily
value: qty=trending · date=2026-05-04
📷 原图
<a id="atom-15ec403e9426c328"></a>2026-05-31 X·@ZhihuFrontier · 发布OneVL · 模型发布
@Xiaomi releases OneVL, an open autonomous-driving framework with model checkpoints.
tags: 好信源 · → daily
<a id="atom-4f7b63970d187a3b"></a>2026-06-15 X·@pstAsiatech · MiMo-V2.5-Pro-UltraSpeed release claims 1T-parameter model hitting 1000+ tokens/sec · 模型发布/推理速度
Xiaomi’s MiMo-V2.5-Pro-UltraSpeed release... 1T-parameter model hitting 1000+ tokens/sec
tags: 好数字·好信源 · → daily
value: qty=1000+ tokens/sec · date=2026-06-15
📷 原图
<a id="atom-80d977fda821570b"></a>2026-06-30 X·@teortaxesTex · MiMo code repo 包含 system prompts · 代码仓库/模型发布
Xiaomi MiMo code repo includes system prompts for a number of model families and regimes, including "beast.txt" built for an *extremely* persistent autonomous /goal-chasing agent.
tags: 好信源·好问题 · → daily
📷 原图
<a id="atom-2c69a0652fc73499"></a>2026-07-02 X·@gurtej_gill · 发布MiMo-V2-Flash模型 · 模型发布
Xiaomi new model MiMo-V2-Flash is a 309B Mixture Of Experts powerhouse that only activates 15B parameters at a time
tags: 好信源 · → daily
📷 原图

🔗 因果传导 (causal map)

*Xiaomi 在产业链上的传导关系. 边是群里/卖方陈述的因果 (非 AI 推断), 数字 = 几条 atom 支撑. 点 atom 溯源.*

↓ 下游·近期陈述 (1)

🔴 NAS设备市场 · 供给挤压 · 1 次陈述
Xiaomi yesterday unveiled its first NAS device, the Xiaomi Smart Storage

📊 程序化变化 (近 7 天)

新增 3 atoms
本周新 topic: 手机市场/消费电子
⚠️ stance 翻转: 历史 bullish → 近期 bearish (3 条)

🟦 客观事实 (facts) (30)

<a id="atom-e56d9dbf2f9764a4"></a>🟦 2026-06-30 X·@Techmeme ⭐ · 2026 出货目标削减幅度 · 出货量/订单需求
cutting 30%
tags: 好数字·好信源 · → daily
value: qty=30% · date=2026
<a id="atom-004c0c26c854b480"></a>🟦 2026-06-30 X·@Techmeme ⭐ · 2026 出货目标 · 出货量
~95M units
tags: 好数字·好信源 · → daily
value: qty=~95M units · date=2026
<a id="atom-fdb734431be06bc8"></a>🟦 2026-06-30 X·@jukan05 ⭐ · 本年度出货量目标下调幅度 · 出货量/订单需求
Chinese smartphone brands such as Xiaomi, OPPO, and vivo have cut their shipment targets for this year by as much as 30%.
tags: 好数字·好信源 · → daily
value: qty=30% · date=2026
📷 原图
<a id="atom-592ac1fe6061e1d7"></a>🟦 2026-05-28 X·@zerohedge ⭐ · MiMo token pricing cut · 价格动态
Xiaomi’s MiMo by almost 99%
tags: 好数字·好信源 · → daily
value: qty=99% · direction=down
<a id="atom-8914bc7f60114492"></a>🟦 2026-06-16 newsletter·SCMP · 模型降价 · 价格/竞争
Xiaomi making its MiMo V2.5 model 99 per cent cheaper.
tags: 好数字·好信源 · → daily
value: qty=99% cheaper · product=MiMo V2.5 model
<a id="atom-4f7b63970d187a3b"></a>🟦 2026-06-15 X·@pstAsiatech · MiMo-V2.5-Pro-UltraSpeed release claims 1T-parameter model hitting 1000+ tokens/sec · 模型发布/推理速度
Xiaomi’s MiMo-V2.5-Pro-UltraSpeed release... 1T-parameter model hitting 1000+ tokens/sec
tags: 好数字·好信源 · → daily
value: qty=1000+ tokens/sec · date=2026-06-15
📷 原图
<a id="atom-8a6872b5da691416"></a>🟦 2026-06-15 X·@pstAsiatech · claims model-system codesign enabled 1000+ tokens/sec on a 1T MoE model using standard 8-GPU node · 推理速度/技术路线
Xiaomi’s claim is that model-system codesign... enabled 1000+ tokens/sec on a 1T MoE model using a standard 8-GPU node
tags: 好数字·好信源 · → daily
value: qty=1000+ tokens/sec
<a id="atom-0fd320bc49b29d5c"></a>🟦 2026-05-26 X·@yicaichina · 新股份回购计划规模 · 回购分红
Xiaomi yesterday announced a new share buyback program of up to HKD20 billion (USD2.6 billion) over the next 12 months, according to a filing with the Hong Kong Stock Exchange. The program will remain in effect until the Chinese electronics giant's next annual general meeting.
tags: 好数字·好信源 · → daily
value: qty=HKD20 billion (USD2.6 billion) · date=未来12个月
📷 原图
<a id="atom-822bdc14cc5eff3e"></a>🟦 2026-05-25 X·@pstAsiatech · AI investment 3-year plan · 资本开支/AI投入
Xiaomi recently committed more than 60 billion yuan (US$8.8 billion) to AI investments over the next three years
tags: 好数字·好信源 · → daily
value: qty=60 billion yuan (US$8.8 billion) · date=2026-2029
<a id="atom-33e26a67d1daf545"></a>🟦 2026-05-25 X·@pstAsiatech · 2025 vehicle deliveries · 出货量/营收
Last year, the company delivered more than 410,000 vehicles – including the SU7 and the YU7 sport utility vehicle launched later – more than tripling the 136,000 deliveries in 2024.
tags: 好数字·好信源 · → daily
value: qty=410,000+ vehicles · date=2025
<a id="atom-5a9d4a091f64c6f1"></a>🟦 2026-05-25 X·@pstAsiatech · 2024 vehicle deliveries · 出货量
the 136,000 deliveries in 2024
tags: 好数字·好信源 · → daily
value: qty=136,000 vehicles · date=2024
<a id="atom-dc7493050eb85c62"></a>🟦 2026-05-26 X·@Techmeme · Q1 revenue · 营收
Xiaomi reports Q1 revenue down 11% YoY to ~$14.6B
tags: 好数字 · → daily
value: qty=~$14.6B · date=Q1 2026
<a id="atom-2bfaca6f944aabd3"></a>🟦 2026-05-26 X·@Techmeme · Q1 net income · 盈利能力
net income down 57% to $695M
tags: 好数字 · → daily
value: qty=$695M · date=Q1 2026
<a id="atom-b2e69d83b225a9bf"></a>🟦 2026-05-26 X·@Techmeme · revenue decline trend · 营收
its first quarterly decline in three years
tags: 好数字 · → daily
value: qty=11% YoY · direction=down
<a id="atom-b4f4b4643f38f823"></a>🟦 2026-05-25 X·@Techmeme · AI investments committed · 资本开支
committed ~$8.8B in AI investments over the next three years
tags: 好数字 · → daily
value: qty=~$8.8B · date=next three years
<a id="atom-3c4e5e18e790c3c6"></a>🟦 2026-07-12 News · 2024年出货目标下修 · 出货量/消费电子
中国手机厂小米将今年度出货目标由1.3亿支大幅下修至9000万支。
tags: 好数字 · → daily
value: qty=1.3亿支下修至9000万支
<a id="atom-84ab59d8cc0da94e"></a>🟦 2026-07-07 News · 2025年手机出货预估 · 出货/手机市场
小米2025年手机出货总量约1.7亿支，年初原预期降至1.35亿支，再度下修至9,500万支
tags: 好数字 · → daily
value: qty=9,500万支 (年初原1.35亿支) 下修
<a id="atom-80d977fda821570b"></a>🟦 2026-06-30 X·@teortaxesTex · MiMo code repo 包含 system prompts · 代码仓库/模型发布
Xiaomi MiMo code repo includes system prompts for a number of model families and regimes, including "beast.txt" built for an *extremely* persistent autonomous /goal-chasing agent.
tags: 好信源·好问题 · → daily
📷 原图
<a id="atom-1a2250da5cd15ee1"></a>🟦 2026-06-30 newsletter·Nikkei · 智能手机出货目标下调 · 出货/智能手机
Smartphones: China’s Xiaomi, Oppo, Vivo cut 2026 smartphone targets again: sources - Nikkei
tags: 好数字 · → daily
value: qty=下调 up to 30% (2026年)
<a id="atom-b6a932b19239de45"></a>🟦 2026-06-27 X·@Techmeme · 裁员 · 人事变动
Sources: Meituan, Baidu, Xiaomi, and other Chinese tech giants have been trimming their workforces, fueling Chinese workers' concerns of being replaced by AI
tags: 好信源 · → daily
<a id="atom-179264956649b4d1"></a>🟦 2026-05-27 X·@pstAsiatech · 利润缩水 · 盈利能力/价格动态
Xiaomi’s Profit Buckles as Memory Prices Soar
tags: 好信源 · → daily
value: direction=down
<a id="atom-a66740b7ba587210"></a>🟦 2026-04-27 X·@Techmeme · 开源MiMo-V2.5和MiMo-V2.5-Pro · 模型发布
Xiaomi open sources MiMo-V2.5 and MiMo-V2.5-Pro under the MIT License
tags: 好信源 · → daily
<a id="atom-950119bdce3ed516"></a>🟦 2026-06-05 X·@TheTranscript_ · 调整低端智能手机出货 · 出货量/供给产能
在 Q1, we proactively controlled shipments of mid- to low-end products
tags: 好思考 · → daily
value: qty=减少 · date=Q1 2026
<a id="atom-48eadc0fd680cbbd"></a>🟦 2026-06-24 X·@VentureBeat · HarnessX 性能提升 · 产品发布/技术路线
Xiaomi's HarnessX fixes that automatically — +44% for smaller open-weight models.
tags: 好数字 · → daily
value: qty=+44% · direction=提升
<a id="atom-721727c4734d2d16"></a>🟦 2026-06-21 X·@jayair · 市场份额 · 市场份额
Xiaomi 份额: 7.2%
tags: 好数字 · → daily
value: qty=7.2% · date=2026-06-21
[图: 开源模型作者代币市场份额对比图表，显示DeepSeek等模型的市场份额变化趋势及当前占比 — DeepSeek 份额: 65.0%; MiniMax 份额: 14.3%; Zhipu 份额: 8.1%; Xiaomi 份额: 7.2%; Moonshot 份额: 3.4%]
📷 原图
<a id="atom-0b3c5cb2432852d9"></a>🟦 2026-06-15 X·@pstAsiatech · MiMo-V2.5-Pro stack uses selective FP4 quantization, DFlash speculative decoding, Sliding Window Attention alignment, and TileRT kernels · 技术路线/推理优化
The Xiaomi post lays out the stack: selective FP4 quantization of MoE experts, DFlash speculative decoding, Sliding Window Attention alignment, and TileRT kernels
tags: 好信源 · → daily
<a id="atom-1d76fd8ab3611971"></a>🟦 2026-05-29 X·@poezhao0605 · Q1 收入同比下降 · 营收
Xiaomi Q1: revenue down 10.9%
tags: 好数字 · → daily
value: qty=10.9% · direction=down
<a id="atom-84fdcd8b812fa57f"></a>🟦 2026-05-29 X·@poezhao0605 · Q1 调整后净利润同比下降 · 盈利能力
adjusted net profit down 43.1%
tags: 好数字 · → daily
value: qty=43.1% · direction=down
<a id="atom-1fe413491f3b9bf3"></a>🟦 2026-05-29 X·@poezhao0605 · EV和AI业务部门从全年盈利转为季度亏损 · 盈利能力
The segment housing both EVs and AI swung from full-year profit to a RMB 3.1 billion quarterly loss.
tags: 好数字 · → daily
value: qty=RMB 3.1 billion
<a id="atom-a8355f10858b9895"></a>🟦 2026-05-29 X·@poezhao0605 · cut MiMo API prices by up to 99% and matched DeepSeek rates · 价格动态
In May, Xiaomi cut MiMo API prices by up to 99% and matched DeepSeek’s rates.
tags: 好数字 · → daily
value: qty=up to 99% · date=May 2026

🟥 多头 takes (bullish) (19)

<a id="atom-a986d87d0269f3f7"></a>🟥 2026-06-15 X·@pstAsiatech · TileRT announcement: inference runtimes such as TileRT create virtual compute by delivering 2-5x improvement in effective throughput · 推理优化/数据中心算力
If software can deliver a 2-5x improvement in effective throughput, it begins to create 'virtual compute'
tags: 好数字·好观点 · → daily
value: qty=2-5x improvement
<a id="atom-6989e254b3e0122f"></a>🟥 2026-06-15 X·@pstAsiatech · TileRT challenges US controls: algorithmic and systems innovation may substitute for access to cutting-edge chips · 监管政策/出口管制
DeepSeek's efficiency breakthroughs... and Xiaomi's TileRT suggest that algorithmic and systems innovation may increasingly substitute for access to cutting-edge chips
tags: 好思考 · → daily
<a id="atom-51200499521f699c"></a>🟥 2026-06-15 X·@pstAsiatech · TileRT is a critical component of Xiaomi's deployment harness · 推理优化/技术路线
tags: 好观点 · → daily
<a id="atom-2716dbb4182eb120"></a>🟥 2026-06-15 X·@pstAsiatech · TileRT is an inference runtime/compiler stack built to squeeze commodity GPU hardware harder · 推理优化/技术路线
tags: 好观点 · → daily
<a id="atom-d9a3f381be688b66"></a>🟥 2026-06-15 X·@pstAsiatech · MiMo-V2.5-Pro shows Xiaomi is now in the serious tier · 竞争格局/模型能力
MiMo-V2.5-Pro shows Xiaomi is now in the 'serious tier'
tags: 好观点 · → daily
<a id="atom-33da99d4a06934df"></a>🟥 2026-06-15 X·@pstAsiatech · advantage is distribution across phones, cars, home devices, wearables, software ecosystem · 市场份额/产品发布
Xiaomi’s advantage is distribution. It has phones, cars, home devices, wearables, and an expanding software ecosystem
tags: 好观点 · → daily
<a id="atom-4843366afe3c3c70"></a>🟥 2026-06-15 X·@pstAsiatech · is building an integrated model stack around agentic workloads, long context, coding, multimodality, ultra-fast inference · 技术路线/模型能力
Xiaomi is building an integrated model stack around agentic workloads, long context, coding, multimodality, and now ultra-fast inference
tags: 好观点 · → daily
<a id="atom-c1c0ec367f64a715"></a>🟥 2026-06-15 X·@pstAsiatech · AI push should be viewed as part of long-term platform strategy · 战略定位/竞争格局
Xiaomi’s AI push should now be viewed as part of its long-term platform strategy, not a side project
tags: 好观点 · → daily
<a id="atom-9db3360f25c95661"></a>🟥 2026-06-15 X·@pstAsiatech · needs robust, fast, low-latency models for cockpit assistants, engineering workflows, consumer agents, robotics, vehicle autonomy · 产品发布/技术路线
It needs robust, fast, low-latency models that can support cockpit assistants, engineering workflows, consumer agents, robotics, and eventually vehicle-related autonomy stacks
tags: 好观点 · → daily
<a id="atom-3d6586048fda38a8"></a>🟥 2026-06-18 X·@teortaxesTex · 视觉能力竞争态势 · 竞争格局
Stepfun, Xiaomi, Minimax, soon GLM – these are all possible to beat on this iteration.
tags: 好观点 · → daily
<a id="atom-a223fc7a6d807558"></a>🟥 2026-06-13 X·@covrovski · 被低估程度 · 竞争格局
Most underestimated globally imo is Xiaomi, they will surprise everyone.
tags: 好观点 · → daily
<a id="atom-b97232d2eaada510"></a>🟥 2026-06-10 X·@hsu_steve · 团队规模与模型能力 · 产品发布/竞争格局
A team of ~200 in China can ship a frontier model (eg MiMo from Xiaomi).
tags: 好观点 · → daily
value: qty=~200
<a id="atom-173b212250807844"></a>🟥 2026-05-10 X·@textrecursion · will provide AI scientists/engineers jobs · AI人才需求
i think phone players like Apple/Samsung/Xiaomi/Oppo/Vivo will also provide AI scientists/engineers jobs, to reinforce their edge AI model moat
tags: 好观点 · → daily
📷 原图
<a id="atom-c7ce90b1c58b61a6"></a>🟥 2026-05-06 X·@poezhao0605 [老化中] · 与三星质量差距缩小 · 竞争格局/市场份额
Xiaomi... have closed the quality gap while undercutting on price.
tags: 好观点 · → daily
📷 原图
<a id="atom-92f5443265a10037"></a>🟥 2026-05-03 X·@ArenaManCapital [老旧] · ability to build a world class car · 产品发布
Xiaomi was able to build a world class car
tags: 好观点 · → daily
<a id="atom-3b903064cb54880d"></a>🟥 2026-05-03 X·@ArenaManCapital [老旧] · ability to build a SOTA model · 模型发布
Xiaomi built a SOTA model
tags: 好观点 · → daily
<a id="atom-97fd108fddeb1cc6"></a>🟥 2026-04-28 X·@trendforce [老化中] · XRING O3 on 3nm · 产品发布/技术路线
reportedly featuring its self-developed #XRING O3 on 3nm
tags: 好观点 · → daily
value: qty=3nm · date=this summer
<a id="atom-d6f85f8005f2a809"></a>🟥 2026-04-27 X·@ZhihuFrontier [老化中] · MiMo V2.5 improves Token Plan economics under Agent workloads · 模型发布
Xiaomi｜MiMo V2.5 improves Token Plan economics under Agent workloads
tags: 好观点 · → daily
value: date=2026-04-27
📷 原图
<a id="atom-ebddb2edf9949fea"></a>🟥 2026-04-26 X·@8teAPi · AI团队负责人判断AGI实现时间 · 技术路线
Definitely within 2 years.
tags: 好观点 · → daily
value: date=2028年

🟥 空头 takes (bearish) (6)

<a id="atom-1f5ea812c34a55b8"></a>🟥 2026-06-17 X·@tugot17 · 销量变化预测 · 订单需求
Than Samsung and Xiaomi will go down 40%
tags: 好观点 · → daily
value: qty=-40% · direction=down
<a id="atom-757dfeb18172cb8e"></a>🟥 2026-07-07 News · 中低端手机调整策略 · 出货/成本/手机市场
在无力承担亏损的情况下，缩编中低阶机型款式与出货规模已成必然
tags: 好观点 · → daily
<a id="atom-42edcfdf1b3c6115"></a>🟥 2026-06-15 X·@pstAsiatech · is not yet ahead of DeepSeek, Alibaba/Qwen, Moonshot/Kimi, Zhipu · 竞争格局/模型能力
Nor is it clearly ahead of the strongest Chinese AI-native labs such as DeepSeek, Alibaba/Qwen, Moonshot/Kimi, or Zhipu
tags: 好观点 · → daily
<a id="atom-1e15ea77f3fbafaa"></a>🟥 2026-05-27 X·@Zakrea_312 · pricing strategy · 定价权
Xiaomi is going towards deepseek pricing
tags: 好观点 · → daily
<a id="atom-4746e0a7b0127f7d"></a>🟥 2026-05-26 X·@DaveThompson365 · 在内存成本上升中的市场表现对比 · 竞争格局
Memory cost going up for all smartphone makers, yet only Xiaomi losing ground.
tags: 好观点 · → daily
<a id="atom-be523688c0084462"></a>🟥 2026-04-25 X·@stevehou [老化中] · 股价表现 · 股价动态
So why has Xiaomi’s stock gotten such muted if any reaction to having built a seemingly successful AI model and cracked into yet another hot industry after its successful foray into EV?
tags: 好问题 · → daily
value: direction=muted · date=2026-04-25
[图: 1810 HK (小米集团) 与 100 HK、2513 HK 的一年期历史股价走势对比图 — 1810 HK Equity 股价: 31.20; 100 HK Equity 股价: 777.50; 2513 HK Equity 股价: 935.00; 截止日期: 04/24/26]
📷 原图

🟥 中性 takes (neutral) (4)

<a id="atom-816a991ad2992c99"></a>🟥 2026-06-15 X·@pstAsiatech · fits a broader Chinese pattern of platform firms moving to model as infrastructure · 竞争格局/战略定位
This also fits a broader Chinese pattern: major platform and hardware firms are moving from 'model as demo' to 'model as infrastructure.'
tags: 好观点 · → daily
<a id="atom-fd74be22f2914c1f"></a>🟥 2026-05-23 X·@mweinbach · liquid lens 摄像头性能 · 产品发布/技术路线
It was good for 5 years ago, yea.
tags: 好观点 · → daily
value: qty=good for 5 years ago · date=2021
<a id="atom-913ea91ff8e38d7a"></a>🟥 2026-05-23 X·@mweinbach · 从 liquid lens 切换至 telemacro · 技术路线
they swapped to telemacro which was cheaper and equal or better
tags: 好观点 · → daily
value: direction=swapped to telemacro
<a id="atom-16ff7f9d7615ca3a"></a>🟥 2026-05-01 X·@teortaxesTex [老旧] · AI模型梯队评估 · 竞争格局
Xiaomi is a tier below but has promise
tags: 好观点 · → daily

🟦 新闻流 (squawk · 16)

展开新闻流 (FirstSquawk / financialjuice / wallstengine / DeItaone — 快讯, 非原创 take)

<a id="atom-35949644797e6172"></a>🟦 2026-06-30 X·@FirstSquawk · 2026年6月电动汽车交付量 · 出货量
Xiaomi delivered more than 30,000 EVs in China during June
tags: 好数字 · → daily
value: qty=30000+ · date=2026-06
<a id="atom-64d5c1196d3f5620"></a>🟦 2026-05-31 X·@FirstSquawk · 电动汽车5月交付量 · 出货量
Xiaomi says its electric vehicle deliveries surpassed 30,000 units in May.
tags: 好数字 · → daily
value: qty=超过30000辆 · date=5月
<a id="atom-bed1c3b25632b513"></a>🟦 2026-05-26 X·@FirstSquawk · Q1 营收 · 营收
XIAOMI 1Q REV. 99.14B YUAN, EST. 98.85B YUAN
tags: 好数字 · → daily
value: qty=99.14B YUAN · date=Q1 2026
<a id="atom-ced7ff35d56f2c8f"></a>🟦 2026-05-26 X·@FirstSquawk · Q1 净利润 · 盈利能力
1Q NET INCOME 4.72B YUAN, EST. 5.268 YUAN
tags: 好数字 · → daily
value: qty=4.72B YUAN · date=Q1 2026
<a id="atom-c08e0cadb5ad7aef"></a>🟦 2026-05-26 X·@FirstSquawk · Q1 2026 Net Income · 财报/盈利能力
Xiaomi Q1 2026 Earnings -Net Income 4.72b Yuan (est 5.26b Yuan)
tags: 好数字·好信源 · → daily
value: qty=4.72b Yuan · date=Q1 2026
<a id="atom-17088a03084e349c"></a>🟦 2026-05-26 X·@FirstSquawk · Q1 2026 Revenue · 营收
Xiaomi Q1 2026 Earnings -Rev. 99.14b Yuan (est 98.85b Yuan)
tags: 好数字·好信源 · → daily
value: qty=99.14b Yuan · date=Q1 2026
<a id="atom-9b9bcd658031cf79"></a>🟦 2026-05-26 X·@FirstSquawk · Q1 2026 Operating Profit · 盈利能力
Xiaomi Q1 2026 Earnings -Oper Profit 5.31b Yuan (est 5.79b Yuan)
tags: 好数字·好信源 · → daily
value: qty=5.31b Yuan · date=Q1 2026
<a id="atom-fe25e0b1ff12976d"></a>🟦 2026-05-26 X·@FirstSquawk · Q1 2026 Capex · 资本开支
Xiaomi Q1 2026 Earnings -Capex 3.27b Yuan (est 2.89b Yuan)
tags: 好数字·好信源 · → daily
value: qty=3.27b Yuan · date=Q1 2026
<a id="atom-e10f24776ec0b94c"></a>🟦 2026-05-26 X·@FirstSquawk · Q1 2026 Adjusted Net Income · 盈利能力
Xiaomi Q1 2026 Earnings -Adj Net 6.07b Yuan (est 5.83b Yuan)
tags: 好数字·好信源 · → daily
value: qty=6.07b Yuan · date=Q1 2026
<a id="atom-70139e0a5a23be50"></a>🟦 2026-05-26 X·@FirstSquawk · Q1 2026 Expenses · 盈利能力
Xiaomi Q1 2026 Earnings -Expenses 8.95b Yuan (est 8.66b Yuan)
tags: 好数字·好信源 · → daily
value: qty=8.95b Yuan · date=Q1 2026
<a id="atom-36ecd12a616ea731"></a>🟦 2026-05-26 X·@FirstSquawk · 股份回购计划金额 · 回购分红
XIAOMI WILL REPURCHASE SHARES WORTH HK$20 BILLION.
tags: 好数字·好信源 · → daily
value: qty=HK$20B · date=2026-05-26
<a id="atom-ba5d1134d442bd98"></a>🟦 2026-05-26 X·@FirstSquawk · 第二款SUV发布 · 产品发布
XIAOMI PRESIDENT: WILL LAUNCH ITS SECOND SUV MODEL THIS YEAR
tags: 好信源 · → daily
value: date=2026
<a id="atom-ddd82456e8817e23"></a>🟦 2026-05-26 X·@FirstSquawk · 股价上涨幅度 · 价格动态
Shares of Xiaomi advanced 3% during trade in Hong Kong.
tags: 好数字 · → daily
value: qty=3% · date=2026-05-27
<a id="atom-b184bf331d03a977"></a>🟥 2026-05-26 X·@FirstSquawk · 推出升级且更便宜的SUV车型 · 产品发布/竞争格局
Xiaomi out to scalp Musk’s bestselling SUV in China with upgraded, cheaper model
tags: 好观点 · → daily
value: date=2026-05-27 · direction=cheaper
<a id="atom-a7970f148d386f9f"></a>🟦 2026-05-22 X·@wallstengine · 已对多款机型涨价 · 价格动态
Xiaomi already raised prices on several handset models earlier this year by about $29.
tags: 好数字 · → daily
value: qty=$29 · date=今年早些时候
📷 原图
<a id="atom-9f19129e417f0230"></a>🟦 2026-04-30 X·@FirstSquawk · 国内EV交付量 · 出货量
China's Xiaomi reports more than 30,000 EV deliveries in the domestic market for April.
tags: 好数字 · → daily
value: qty=30,000+ · date=2025-04

⏱ 时间轴 (近 20)

🟦 2026-07-12 · fact · 2024年出货目标下修 · → daily
🟦 2026-07-07 · fact · 2025年手机出货预估 · → daily
🟥 2026-07-07 · narrative · 中低端手机调整策略 · → daily
🟦 2026-07-02 · fact · 发布MiMo-V2-Flash模型 · → daily
🟦 2026-07-02 · fact · 开源权重 · → daily
🟦 2026-07-02 · fact · 提交Arxiv论文时间 · → daily
🟦 2026-06-30 · fact · 2026 出货目标削减幅度 · → daily
🟦 2026-06-30 · fact · 2026 出货目标 · → daily
🟦 2026-06-30 · fact · 本年度出货量目标下调幅度 · → daily
🟦 2026-06-30 · fact · MiMo code repo 包含 system prompts · → daily
🟦 2026-06-30 · fact · 2026年6月电动汽车交付量 · → daily
🟦 2026-06-30 · fact · 智能手机出货目标下调 · → daily
🟦 2026-06-29 · fact · First Consumer NAS Targets Mainstream Home Storage · → daily
🟦 2026-06-27 · fact · 裁员 · → daily
🟦 2026-06-24 · fact · HarnessX 性能提升 · → daily
🟦 2026-06-21 · fact · 市场份额 · → daily
🟥 2026-06-18 · narrative · 视觉能力竞争态势 · → daily
🟥 2026-06-17 · forecast · 销量变化预测 · → daily
🟦 2026-06-16 · forecast · 计划推出低延迟宽DRAM · → daily
🟦 2026-06-16 · fact · 模型降价 · → daily

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