今日观察！A Wave of "Kete Valuation" Sweeps Through the Market: 50 Stocks Poised for Strong Growth

A Wave of "Kete Valuation" Sweeps Through the Market: 50 Stocks Poised for Strong Growth

Shanghai, China - June 17, 2024 - A recent surge in investor sentiment towards growth stocks, particularly in the healthcare and technology sectors, has been dubbed the "Kete Valuation" phenomenon, named after the Chinese pharmaceutical company C-Bridge (6160.HK). This trend is reminiscent of the "CATL Valuation" rally that occurred in 2021, driven by the strong performance of Contemporary Amperex Technology Co., Ltd. (300015.SZ).

The "Kete Valuation" is characterized by a sharp increase in the share prices of companies with promising growth prospects, often defying broader market trends. This is evident in the recent performance of 50 stocks identified by analysts as having significant growth potential. These stocks, spanning various industries including healthcare, technology, and consumer goods, have exhibited remarkable resilience amidst recent market volatility.

Factors Driving the "Kete Valuation"

Several factors are contributing to the "Kete Valuation" trend. Firstly, investors are increasingly seeking out companies that can deliver sustainable growth, particularly in the face of global economic uncertainties. Secondly, the easing of monetary policy in major economies is providing a supportive backdrop for riskier assets like growth stocks. Additionally, advancements in technology and innovation are creating new opportunities for companies in various sectors, fueling investor optimism.

Key Beneficiaries of the "Kete Valuation"

Among the 50 stocks identified as potential beneficiaries of the "Kete Valuation," C-Bridge (6160.HK) stands out as a frontrunner. The company's innovative cancer therapies and strong pipeline of new drugs have attracted significant investor interest. Other notable stocks include:

• Ascletis Pharma (1672.HK): A clinical-stage biopharmaceutical company developing novel therapies for cancer and viral diseases.

• Aier Eye Hospital Group (300015.SZ): A leading provider of comprehensive eye care services in China.

• Xiaomi Corporation (1810.HK): A global technology company known for its smartphones, smart home devices, and internet services.

Investment Implications

The "Kete Valuation" presents an opportunity for investors to capitalize on the growth potential of select companies. However, careful due diligence is crucial, as not all growth stocks are created equal. Investors should thoroughly evaluate a company's financial health, competitive landscape, and long-term growth prospects before making investment decisions.

The "Kete Valuation" highlights the evolving dynamics of the Chinese stock market, where investors are increasingly discerning and seeking out companies with genuine growth potential. This trend is likely to continue as China's economy transitions towards a more innovation-driven and knowledge-based model.

Win11 暗藏新功能：AI 回顾更智能，隐私设置更透明

北京，2024年6月14日 - 微软今天发布了 Windows 11 Canary 26236 预览版，除了常规改进和修复之外，还带来了一些令人期待的新功能。其中，强化 AI 回顾功能和加强隐私设置尤为引人注目。

AI 回顾更智能

AI 回顾功能是 Windows 11 的一项实用功能，可以帮助用户快速回顾最近使用过的文件和应用。在新的预览版中，该功能得到了进一步增强。

首先，AI 回顾现在可以更好地理解用户的上下文。例如，如果用户正在撰写文档，AI 回顾会自动建议与文档相关的文件和应用，例如参考资料、图片编辑工具等。

此外，AI 回顾现在还支持跨设备使用。这意味着用户可以在不同的 Windows 设备上无缝地使用 AI 回顾功能，并获得一致的体验。

隐私设置更透明

微软一直致力于保护用户隐私。在新的预览版中，微软进一步加强了 Windows 11 的隐私设置。

现在，用户可以更轻松地管理生成式人工智能的访问权限。用户可以在设置中查看过去 7 天的生成式人工智能请求记录，并选择允许哪些应用访问这些数据。

此外，微软还改进了一些现有的隐私设置，使其更加易于理解和使用。例如，用户现在可以更轻松地控制位置数据的使用方式。

总体而言，Windows 11 Canary 26236 预览版带来了许多值得期待的新功能。这些功能将进一步提升 Windows 11 的易用性和安全性，为用户提供更加智能和个性化的体验。

以下是一些其他值得注意的新功能：

• 开始菜单引入新账号管理器
• 修复了任务栏显示问题和 Microsoft Edge 浏览器的音频音量问题
• 微软邀请用户测试 Microsoft Store 的最新版本

新的预览版已经向 Windows Insider 计划成员开放。普通用户可以等待稍后发布的正式版本。