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.

苹果与OpenAI强强联手，AI领域再添新篇章

北京时间2024年6月18日 - 据可靠消息，科技巨头苹果公司与知名人工智能研究机构OpenAI达成合作协议，双方将携手在人工智能领域展开深入合作，共同推动AI技术发展和应用落地。此次合作无疑是AI领域的重大事件，标志着苹果在AI领域的战略布局再下一城，也为AI技术的未来发展注入了新的活力。

合作内容涵盖多个方面

根据协议，苹果和OpenAI将在以下多个方面展开合作：

• AI基础设施：双方将共同开发和建设AI基础设施，包括算力平台、数据平台和算法平台等，为AI技术研发和应用提供强大支撑。
• AI应用：双方将共同探索AI技术在各个领域的应用，包括智能家居、自动驾驶、医疗健康等，并将合作成果推向市场，惠及用户。
• AI人才：双方将共同培养和招募AI人才，打造世界顶尖的AI人才团队，为AI技术的持续发展提供智力支持。

合作意义重大

苹果和OpenAI的合作意义重大，主要体现在以下几个方面：

• 加速AI技术发展：双方的合作将汇聚两大巨头的资源和优势，有望在AI基础设施、算法创新等方面取得重大突破，从而推动AI技术发展迈上新台阶。
• 促进AI应用落地：双方的合作将把AI技术应用于更广泛的领域，加速AI技术的商业化进程，让AI技术真正造福社会。
• 引领AI产业格局：双方的合作将对全球AI产业格局产生深远影响，有望打造新的AI合作模式，引领AI产业健康发展。

展望未来

苹果和OpenAI的合作开启了AI领域合作的新篇章，也为AI技术的未来发展指明了方向。相信在双方的共同努力下，AI技术将取得更加长足的进步，并为人类社会创造更大的价值。

值得注意的是，此次合作并非苹果首次与OpenAI合作。早在2019年，苹果就曾向OpenAI投资10亿美元，用于支持OpenAI在AI安全方面的研究。此次合作的达成，表明双方对彼此的信任和认可进一步增强，也为未来更深入的合作奠定了基础。

业内人士表示，苹果和OpenAI的合作是AI领域的一次强强联手，有望产生1+1>2的效果。双方合作的成果，不仅将推动AI技术发展和应用落地，也将对整个科技产业产生深远影响。