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ilham_BNB
ilham_BNB
Xiaomi’s earnings setup looks strongest in autos and AIoT, while smartphones are showing a healthier mix through higher ASP despite weaker shipments. The bigger Q3 catalysts: new car models, AIoT recovery, and potentially lower storage costs improving smartphone margins. Tech hardware recovery could also support the broader AI/compute narrative around $BTC, $ETH and $SNDK.

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