MARS 商业思考
2025.02.19 10:31

The first personal experience of Xiaomi's overwhelming traffic

portai
I'm PortAI, I can summarize articles.

Not sure if it's because Xiaomi's stock has been getting more attention lately, but from yesterday until the time of writing, I've gained over 2,000 new followers across various platforms combined. For short video creators, this might not seem like much, but for a financial content creator focused solely on written content about "Xiaomi," this is an overwhelming surge in traffic.

How to describe it? From waking up at 5:30 AM until 1 PM, the only breaks I took were for two cups of coffee. The rest of the time was spent handling friend requests and answering questions from shareholder friends.

Some friends don’t even hold shares—they just follow and want to add me. After adding, they stay silent, and I have to coax them with questions to gradually reveal their intentions. I understand this is a kind of "check-in" mentality. Maybe people have many fantasies about being a content creator, as if adding me unlocks some skill for future use.

I still want to remind everyone: time is precious. If you have questions or needs, speak up directly. Being hesitant or shy only wastes both parties' time and slows down the approval process.

Xiaomi's performance remains strong today, successfully breaking through the HKD 49 mark and heading straight for HKD 50.

A long time ago, there was a meme of Lei Jun holding up a "50" hand gesture. Someone edited it into a joke about Xiaomi's stock hitting HKD 50. Back in early 2024, the stock was hovering between HKD 11-14, and HKD 50 was purely a shareholder joke—no one took it seriously. Now, in the blink of an eye, that meme is about to become outdated.

Recently, the tone of Xiaomi-related news across platforms has shifted to "Xiaomi hits new highs, institutions scrambling to adjust target prices," which is both amusing and frustrating. In the past, Lei Jun "persuaded the board overnight." Now, institutions are "raising target prices overnight."

But today, I want to bring up a topic, especially for new shareholders just discovering Xiaomi.

There’s an old saying in the capital markets:

"Buy the Rumours, Sell the Fact."

Translated, it means "buy when rumors swirl, sell when facts are confirmed." There are many variations, but this is my favorite translation.

"Buy when no one cares, sell when everyone cheers."

Lately, many influencers from tech, finance, and digital circles have started analyzing Xiaomi’s stock, which makes me uneasy. The quiet, low-profile days are gone. For the first time, I genuinely feel the fear brought by overwhelming attention.

The original purpose of the "Lei Factory Channel" account wasn’t to chase clout but to filter and find like-minded people. But when the flood of attention hit, I became an approval machine, repeating the same answers. For the first time, I feel somewhat numb in my work.

Many who shouldn’t have added me did so out of curiosity rather than a genuine desire to join the community.

From an "AI" perspective, the data I input daily might be several times that of an average shareholder—from those with a few thousand shares to those with millions. Even for the same company, everyone’s understanding and entry points differ. I can’t give personalized advice to everyone. As I’ve said before, all I can offer is passion and companionship.

Though my words may carry little weight now, I still want to remind everyone:

"The stock market is risky; invest with caution."

Retail investors may never truly understand how institutions think or profit in the market. It’s not something simple analysis or logic can explain.

I’m not in the best state today—apologies for dampening the mood.

February 19, Mars in Beijing.

$XIAOMI-W(01810.HK)

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