GOLDEN HEN FUND SPC王庭发：关注2026全球市场三大机遇

Core Viewpoint - The primary driver of the global market in 2026 will be the divergence in monetary policies and expectations among major economies, particularly the Federal Reserve's interest rate cuts and the Bank of Japan's rate hikes, which will influence the rotation of equity, bond, commodity, and currency markets [1] Group 1: Market Opportunities - The first opportunity identified is the potential for fixed-income investment driven by interest rate cuts, with the Federal Reserve expected to lower rates by 50 to 100 basis points, bringing rates closer to 3%, which may open a window for U.S. Treasury and high-rated corporate bonds [1] - The second opportunity lies in emerging markets, such as India, which are expected to benefit from global monetary easing and internal demand recovery due to supply chain shifts, making them key areas for capital seeking excess returns [1] - The third opportunity is in the technology sector, where the application of AI, which gained significant attention in 2025, is expected to enter a phase of practical implementation in 2026, enhancing productivity and generating corresponding dividends [1]