After a continuous decrease in volume and consolidation, there may be expectations for a short-term emotional recovery, with the Military Industry and Siasun Robot&Automation sectors gaining renewed attention.

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cls.cn42minutes ago

Brokerage morning meeting highlights: It is recommended to prioritize allocation to industry thematic directions that performed exceptionally in the first quarter report.

At today's brokerage morning meeting, China Securities Co.,Ltd. believes that the progress of Siasun Robot&Automation continues to break through, and the short-term Technology growth main line may continue to dominate; HTSC points out to seize internal certainty clues in the medium term; CITIC SEC indicates to prioritize allocating to industry themes that performed outstandingly in the first quarter report.

cls.cn20:52 ET

According to the Passenger Vehicle Association, retail sales of Passenger Vehicles increased by 14.5% year-on-year in April, while retail sales of the New energy Fund surged by 33.9% year-on-year.

In April, Passenger Vehicle exports were 0.423 million units, a 2% decrease year-on-year, but the proportion of New energy increased to 44.6%. Looking forward to May, the Passenger Vehicle Association pointed out that there are 19 working days in May, which is 2 days fewer compared to May last year, especially with the Dragon Boat Festival on May 31, which is unfavorable for stable growth in the automotive market. With the launch of the scrapping and renewal policy in 2024, the market is expected to gradually recover in May 2024, and the base for May this year will be relatively high.

wallstreetcnMay 11 03:40 ET

By comparing Apple, Tesla, and BYD, Morgan Stanley explained the logic behind Xiaomi's valuation potentially doubling within five years.

Morgan Stanley believes that, referencing the historical data of Tesla and BYD, as Xiaomi's electric vehicle sales explode over the next two years (with a CAGR of over 100%), the company's electric vehicle Business P/S is also expected to expand rapidly, reaching 2-3 times by 2026. Furthermore, with the model of "Smart Phone + AIoT + Internet services", Xiaomi is expected to replicate Apple's success, with Morgan Stanley predicting that this Business will reach a PE of 20-25 times by 2025.

wallstreetcnMay 9 09:32 ET

【Brokerage Focus】 Southwest Securities has initiated a "Buy" rating on Xiaomi Group (01810), indicating that the Autos Business is expected to become the second pillar of the company's growth.

Kingwo Financial News | Southwest Securities' Research Reports indicate that Xiaomi Group (01810) is the third largest Smart Phone manufacturer in the Global market, with a market share of 13.8%. Xiaomi phones have created a smart ecological system centered around Super Xiao Ai, integrating deeply with AI models and the Surge OS, which promotes long-term growth in the Business. The company is fully committed to building an "all-ecosystem for people, vehicles, and homes" based on core underlying technologies. As production capacity increases, production expansion, and delivery volumes rise, along with the launch of high-end models, the Autos Business will become the company's second growth driver. Additionally, the influence of the AIoT platform ecosystem continues to rise, affecting the number of users.

Jingwu Financial NewsMay 9 03:43 ET

Xiaomi to Report Solid 1Q Earnings, HSBC Says -- Market Talk

WSJMay 9 03:41 ET