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Even Chinese companies are signing LTAs now lol RTRS: - China’s CXMT has signed a $3 billion LTA with Tencent. - CXMT is also in talks with other Chinese internet companies, including Alibaba Cloud, ByteDance, and Xiaomi. - As of Q1, CXMT’s DDR5 yields still lagged behind Western peers. - CXMT currently operates two 12-inch DRAM fabs in Hefei and one fab in Beijing, with total wafer capacity of around 300k wafers per month.
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A List of Robotics Stocks: Humanoids $TSLA Tesla $XPEV Xpeng $AGLT Agility $XIACF Xiaomi $HYMTF Hyundai Sensors $VPG Vishay Precision $OUST Ouster $ARBE Arbe Robotics $MVIS MicroVision $AUR Aurora $CGNX Cognex $INVZ Innoviz Chips $NVDA Nvidia $AMBQ Ambiq $AMBA Ambarella $INDI indie Logistics $AMZN Amazon $SYM Symbotic Deep Sea Robotics $KRKNF Kraken Robotics $OII Oceaneering Healthcare Robotics $ISRG Intuitive Surgical $SYK Stryker $MDT Medtronic $PRCT PROCEPT Industrial Robotics $HON Honeywell $TER Teradyne $LECO Lincoln Electric Robotics Automation $PEGA Pegasystems $ROK Rockwell Automation $ABBN ABB $ZBRA Zebra Technologies $CGNX Cognex $PATH UiPath Defense Robotics $AVAV AeroVironment $KTOS Kratos $LMT Lockheed Martin $NOC Northrop Grumman $BA Boeing $GD General Dynamics Consumer & B2B Robotics $XIACF Xiaomi $RR RichTech Robotics $SERV Serve Robotics Batteries $EOSE Eos Energy $QS QuantumScape $MVST Microvast $FLNC Fluence $KULR KULR $SLDP Solid Power $AMPX Amprius
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小米的 Mimo 在我没有开启自动续订的情况下,自动扣款 $50,续费管理点击后直接报错,真他妈是草台班子啊。@XiaomiMiMo
A smarter EV experience should feel effortless. The Xiaomi EV Home Charging Robotic Arm makes home charging automated and controllable from your phone. Another step toward our Human x Car x Home smart ecosystem.
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小米MiMo开发者账号被MXGA插件标记为垃圾,还是公榜垃圾,我还以为是冒充的账号,看了一圈好像不是山寨账号 @XiaomiMiMoDevs
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@xiaoming_web3 赛道和商业价值直接提升一个档次
小米终于宣布进入NAS市场,推出首款“Xiaomi智能存储”,同时开启众筹预约。入门版(4TB)、进阶版(8TB)和专业版(16TB)众筹到手价分别为2299元、2899元和4699元。 #观察# 小米只支持双盘位,而且并未提供无硬盘的选项。
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做自媒体最幸福的事情就是哪怕到了国外也能被粉丝认出来😭😭😭,前天在秋叶原逛的时候在一个叫做 CCコネクト的地下室一层的店看中古手机的时候,突然有人用中文问了我一句“你是江灵吗” 我第一反应“我超,盒!” 对方说很早之前,在我高中时期玩夏普的时候就关注我了,这是真十年老粉(震惊) 然后我们一起合了影。 后来到了 CCコネクト的地面店,日本店员小哥居然也关注了我的推特账号,并且他还是 XiaoMiFans,然后我们打开主页互相拍了一张赛博合影。 网络世界认识的人,在线下见面,这种感觉真的很奇妙!
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China is not only pricing technology. It is pricing political freshness. I recently came across the terms “old tech” and “new tech” in Chinese investment circles. I found that interesting and looked into it. “Old tech” refers to the internet giants of the last cycle: Alibaba, Tencent, Meituan, JD, Baidu, NetEase, Xiaomi and their peers. These companies make up bulk of investable indexes. They have users, cash flow, engineers, cloud infrastructure, payment systems, data and distribution. In most markets, that would make them strategic assets. But in China, they also carry political baggage. They are associated with platform monopolies, regulatory crackdowns, gaming restrictions, weak consumption, brutal e-commerce competition, and Xi’s campaign against private platform power. They dominate market capitalization, but no longer dominate the national imagination. “New tech” refers to sectors now favoured by Beijing: AI, large language models, semiconductors, robotics, advanced manufacturing, domestic chips, embodied intelligence and other technologies tied to “new productive forces.” Many of these companies are smaller, less proven, and barely commercial. Yet they command extraordinary valuations because investors are pricing scarcity, policy support, import substitution and national-security relevance. The valuation gap shows the point. Tencent and Alibaba remain huge — roughly HK$4 trillion(USD 600B) and HK$2 trillion in market value — but trade like mature businesses, generally around 10–20x earnings and low-single-digit sales multiples. By contrast, Cambricon, a chip designer, has traded around RMB1 trillion, at more than 100x sales and over 300x earnings. MiniMax, an AI company, was valued at roughly 80x sales at IPO and now trades at more than 600x sales. Zhipu, another AI company, reportedly moved from roughly 66x sales at IPO to over 1,000x sales. For reference, OpenAI is valued at roughly 36x run-rate sales. Anthropic is valued at roughly 20x run-rate sales. This is not a normal growth premium. It is scarcity, policy blessing, import substitution and national-champion imagination being capitalized into market value. That is the real dichotomy in China today: not old versus new, but commercially proven versus politically favoured. China is not the capital market most outsiders think they are investing in. It operates by a different set of rules. Many international investors understand the numbers, but only half-understand the game.
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xiaomi - the Chinese company that makes phones, rice cookers and electric vehicles - has forked OpenCode
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