$XIAOMI-W(01810)$ Xiaomi is down ~9% YTD, but the underlying data tells a wild story of EV dominance clashing with geopolitical risk. Here is the Bull vs. Bear breakdown.

🟢 BULLS (3.7): The EV momentum is staggering. The SU7 just outsold the Tesla Model Y in China (Jan 2026)! With a 550k delivery target, a 200B yuan AI/chip investment, and a push for in-house tech independence via HyperOS, shares look severely undervalued near HKD 35.
🔴 BEARS (3.8): Geopolitics are the ultimate overhang. US lawmakers are pushing to add Xiaomi to the military list, risking Huawei-style sanctions. Combine that with massive India tariff battles and smartphone supply constraints, and the risks are severe.

⚖️ Bears hold a razor-thin lead! Can EV growth outrun US sanctions? See the data. 👇
🤖AI-assisted information collection
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