Xiaomi Channels €7.4 Billion Into European AI as EV Exports Hit New High and Shares Edge Off Lows
Veröffentlicht: 07.07.2026 um 16:31 Uhr, Redaktion boerse-global.de
Xiaomi is pursuing a high-stakes transformation that places it simultaneously on multiple fronts: a massive artificial-intelligence push in Europe, record electric-vehicle deliveries, a global payments deal, and a smartphone business squeezed by a persistent chip shortage. The contradictions are sharp, yet the Chinese technology group is betting that its long-term ambitions will eventually outweigh near-term margin pain.
The centrepiece of the European push is a €7.4 billion investment earmarked for local AI research over the next two years. The company will make its debut at Berlin’s IFA technology fair in September 2026, underscoring its intention to build an innovation hub on the continent. This forms part of a far larger global commitment: Xiaomi has pledged to spend €24 billion on future technologies—including robotics and electromobility—by 2030.
On the automotive side, momentum is building. Xiaomi reported record export figures for June, with the third consecutive month of more than 30,000 electric-vehicle deliveries. The steady production rhythm is seen as a crucial step toward achieving scale and eventually turning the auto unit profitable. In the first quarter of 2026 the division posted an operating loss per vehicle, but management is tackling costs head-on. The newly unveiled "Titan Alloy 2.0", a fully recycled aluminium alloy, is designed to improve the profitability of future models. The international launch of its EVs is scheduled for the second half of 2027, initially targeting premium segments in established markets.
Should investors sell immediately? Or is it worth buying Xiaomi?
Investors have been cautious, but the stock is beginning to show signs of stabilisation. Xiaomi’s shares closed at €2.62, roughly twelve per cent above the 52-week low of €2.34 reached on June 26. Even so, the equity is down nearly 42 per cent since the start of the year. The weekly gain of about 6.5 per cent suggests selling pressure is easing. Technical indicators support this reading: the 14-day relative strength index stands at 39.0, pointing to waning bearish momentum, though the stock remains 33.62 per cent below its 200-day moving average of €3.95. The €2.60 level is being watched as a critical support zone that, if defended, could allow the nascent base-building to continue.
Complementing the hardware push, Xiaomi has forged a broad cooperation with payment platform Adyen. The deal, reported by Investing.com, will unify payment processing across global markets. Analysts see this as a meaningful step for the company’s higher-margin internet services business, where more efficient payment flows could unlock additional revenues.
Yet the chip shortage casts a long shadow. Towards the end of June, Investing.com noted that several major smartphone makers—Xiaomi among them—have been forced to cut their 2026 delivery targets amid ongoing memory-chip constraints. Industry reports indicate the downward revision could be as large as 30 per cent. Rising component costs are already eating into gross margins in the core smartphone segment, with early effects visible in the first-quarter numbers.
The next major test comes in August, when Xiaomi releases its quarterly earnings. The key question for investors will be whether the accelerating EV sales can offset the cost pressures in the handset business and provide a more convincing case for a sustained recovery.
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