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.

抖音严厉打击“无底线博流量”：违规内容下架账号禁言，水军团伙将被报警处理

北京 - 为维护良好的社区生态，营造健康积极的网络环境，抖音即日起开展“传授‘无底线博流量’技巧”相关内容治理，重点打击传授违法违规“流量密码”的内容及账号。

近日，抖音在治理“无底线博流量”行为中发现，有部分账号利用普通用户与平台规则之间的信息不对称，通过夸大效果、制造焦虑等手段，曲解平台规则、传递虚假信息，传授违法违规的所谓“运营账号的小技巧”。这些违规的“运营技巧”和“起号宝典”，包含大量引导用户“不择手段蹭炒社会热点”“违背公序良俗制造人设”“自导自演式造假”和“侵权盗版”的内容。

其中，部分账号还涉及引导用户到第三方购买所谓“服务”“课程”，但用户付款后买到的内容不仅违规且粗制滥造，许多用户察觉上当后维权无门。甚至还有部分网络水军团伙，以传授“运营技巧”为幌子，以“网赚”、“收徒”名义大量招揽普通用户进入“团队”，遥控、指挥普通用户大批量生产“低质”“同质”“蹭热”“侵权影视剪辑”等类型的视频。

此类行为不仅破坏了平台健康的生态、影响了其他用户的体验，更有可能滋生“水军”违法犯罪问题。

针对上述情况，抖音将采取以下措施：

• 下架违规内容。 对所有传授违法违规“流量密码”的内容进行下架处理。
• 禁言违规账号。 对发布、传播违规内容的账号进行禁言处理。
• 取消营利权限。 对严重违规的账号取消营利权限。
• 报警处理水军团伙。 对涉嫌违法犯罪的水军团伙，抖音将搜集线索后向有关部门报案。

抖音呼吁广大用户：

• 不要轻信各类“无底线博流量”的运营技巧。 这些技巧往往违反平台规则，甚至违反法律法规，用户容易因此受到处罚，甚至承担法律责任。
• 不要通过私下联络所谓“老师”，到第三方购买“课程”。 这些课程大多内容违规且质量低劣，用户上当受骗后维权困难。
• 不要加入剪辑“网赚”团队，听“指挥”而发布“低质”“同质”“蹭热”“侵权”内容。 此类行为不仅违反平台规则，还可能侵犯他人合法权益。

抖音将持续整治“无底线博流量”行为，营造更加健康清朗的网络空间。同时，也呼吁广大用户积极监督，共同维护良好的社区生态。

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抖音安全中心

2024年6月5日