Jefferies said Xiaomi remains the top pick in the Chinese technology sector because tariffs have little impact on its business, and believes that the slowdown in SU7 sales caused by recent driving accidents is a short-term problem. Analyst Edison Lee and others pointed out that Xiaomi is also the top pick because of its unique ecosystem that supports strong growth. Given that Xiaomi has not changed its plan to release YU7 in June/July, its forecast of 400,000 units shipped in 2025 is maintained.