每周投资策略

Group 1 - The report highlights that the demand for technology terminals is stabilizing, with a focus on AI-related stocks such as Hon Hai and Wistron Technology [1] - In the US market, the key investment theme for the year is whether AI can drive a recovery in earnings per share (EPS), with companies like CrowdStrike and Sea being closely monitored [1][55] - The Japanese market is expected to maintain negative real interest rates after ending its easing policy, benefiting insurance and banking sectors, particularly Mitsubishi UFJ Financial Group and Sumitomo Mitsui Financial Group [1] Group 2 - CrowdStrike has provided a positive outlook for FY24Q4, exceeding previous guidance, and is expected to achieve low double-digit growth in its net new annual recurring revenue (NNARR) for FY25Q1 [58] - Sea's Q4 2023 performance surpassed expectations, with projections for high double-digit growth in gross merchandise volume (GMV) for Shopee in 2024, alongside a potential positive adjusted EBITDA in the second half of the year [58]