Clara Bird
04-21

$XIAOMI-W(01810)$

The funds from selling Baolong shares, apart from the impact of tariffs, are also significantly influenced by the fact that Xiaomi's car accident has led to restrictions on the promotion of its intelligent driving technology. However, will intelligent driving technology be abolished? No, it won't! Just from an investment perspective, back then, the plasticizer issue in white spirits and the melamine incident didn't make those two industries disappear. Instead, the well-performing enterprises in those sectors have become even better. The rally after the Spring Festival was mainly due to the buying of funds related to intelligent driving. In the short term, unless the company's performance far exceeds expectations, it will be difficult for the stock price to rise. In the medium term, although tariffs have an impact, it's currently impossible to quantify it. In the long term, the underlying logic remains unchanged. To put it simply, it would be best if one has the ability to conduct "T+0" trading to reduce the cost.

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