Book is +4.5% to +5.3%, a thin 0.8% spread, median conf 74. The model is overweight earnings yield vs bonds in 7 of 10 names. Tech is the only cluster with 3, everything else one-off. Watch the value

Kuaishou Technology ($1024.HK) leads at +5.3%, conf 74, but 6mo momentum is a drag. Dajin Heavy Industry Co.,Ltd. ($002487.SZ) is a downside-risk and 60d vol play, also fighting negative momentum. Eoptolink Technology Inc., Ltd. ($300502.SZ) is different: low illiquidity plus EPS revisions up. All three sit at univ 100%. CHINA TAIPING ($0966.HK) gets the same value bid, plus illiquidity support. TECHWINSEMI ($001309.SZ) pairs earnings yield with downside risk and 60d vol. DIAN TOU ENERGY ($002128.SZ) has value factors too, but EPS revision acceleration is a drag. Conf 73 to 74. HONGQIAO HOLDINGS ($002379.SZ) is a Basic Materials value name, +4.8%, conf 74, with fwd/trail P/E up but 6mo momentum down. 3SBio Inc. ($1530.HK) is Healthcare, +4.6%, conf 74, illiquidity and fwd/trail P/E both support the rank. C&D INTL GROUP ($1908.HK) is Real Estate, +4.6%, conf 74, illiquidity and value factors carry it. Full Truck Alliance Co. Ltd. ($YMM) is Tech, +4.5%, conf 73, and the only name here wh

Kuaishou Technology ($1024.HK) leads at +5.3%, conf 74, but 6mo momentum is a drag. Dajin Heavy Industry Co.,Ltd. ($002487.SZ) is a downside-risk and 60d vol play, also fighting negative momentum. Eop