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.

开源项目命运堪忧：Stable Diffusion 创始人出走，SD3 项目陷入困境

北京时间 2024 年 6 月 17 日 - 近日，人工智能界知名开源项目 Stable Diffusion 遭遇重大动荡，其创始人兼 CEO Emad Mostaque 突然宣布离职，并创办了一家新公司。这一消息令许多依赖 Stable Diffusion 进行创作和研究的人员感到担忧，项目的未来发展也蒙上了阴影。

Stable Diffusion 是一款功能强大的开源文本转图像模型，在 2022 年发布后迅速获得广泛关注，并被誉为 "AI 绘画界的革命"。该项目由 Stability AI 公司开发，Mostaque 担任 CEO。然而，在短短一年多之后，Mostaque 却选择离开，并带走了部分核心团队成员。

Mostaque 的突然离职引发了外界诸多猜测。有分析认为，他可能对 Stable Diffusion 的发展方向与公司其他股东存在分歧，也有传言称 Stability AI 正在面临财务困境。目前，Mostaque 尚未对此事发表任何公开评论。

Mostaque 的出走对 Stable Diffusion 项目造成了重大打击。SD3 是 Stable Diffusion 的最新版本，于今年 5 月发布，但由于缺乏维护和更新，目前已经出现了许多问题，包括模型性能下降、生成图像质量不佳等。许多用户表示，他们难以继续使用 SD3 进行创作。

更令人担忧的是，Stability AI 公司似乎已经放弃了对 SD3 的支持。在 Mostaque 离职后，公司并未发布任何有关 SD3 未来发展计划的公告。目前，SD3 项目主要由社区志愿者维护，但他们的人力和资源有限，难以解决项目面临的诸多问题。

Stable Diffusion 的困境凸显了开源项目的脆弱性。开源项目往往依赖于创始人和核心团队成员的贡献，如果他们突然离职或项目缺乏资金支持，项目就可能陷入停滞甚至消亡。对于依赖开源项目进行工作或研究的人员来说，这是一个巨大的风险。

Stable Diffusion 的未来尚不明朗。如果项目无法得到持续的维护和更新，最终可能走向消亡。这将是开源社区的一大损失。