To The Moon

$XIAOMI-W(01810)$ is set to report its Q2 2025 earnings on August 19. Analysts and investors are watching closely: from electric vehicles to smartphones to IoT, Xiaomi is firing on all cylinders.💰 Bloomberg Consensus EstimatesRevenue: RMB 115.28 billion (+29.7% YoY)Adjusted Net Profit: RMB 10.2 billion (+52.4% YoY)Adjusted EPS: RMB 0.39Gross Margin: 22.36% (+8.07pp YoY)🔍 What to Watch🚗 EV Breakthroughs：Xiaomi Auto is ramping up fast. With 25,000+ vehicles delivered in June and its Beijing Phase II factory going online, Xiaomi aims to hit 50,000 units/month by year-end. Phase III planning and a new Wuhan factory suggest long-term scale is in place.📱 Smartphone Premiumization：Xiaomi is now the #2 smartphone brand in Europe, overtaking Apple. The Xi

Last week (Aug 11–15), U.S. markets oscillated between trade relief and inflation worries: early weakness gave way to fresh highs as $S&P 500(.SPX)$ and $NASDAQ(.IXIC)$ notched record closes on easing tariff risks and strong tech momentum, though hotter-than-expected producer-price data trimmed some gains later in the week.Hong Kong lagged: $HSI(HSI)$pulled back modestly as investors took profits after a rally and worried about weak China economic signals, even as southbound flows remained a supportive undercurrent.Overall, markets were driven by a mix of tariff-truce headlines that eased near-term trade fears a