沃什新政预期冲击下海外流动性趋紧，市场分歧时刻听坦途宏观创始人程坦闭门分享资产风向标

Group 1 - The global market is experiencing significant divergence at the beginning of 2026, with a focus on asset rotation and industry trends [2] - A series of high-profile guests, including economists and analysts, will provide insights on asset trends, geopolitical analysis, and industry forecasts throughout the first quarter [2] - The A-share market has seen a 18-day rally followed by a pullback, with trading volume nearing 4 trillion, while the US stock market is experiencing a high-level correction [3] Group 2 - The bond market shows a mixed trend, with Chinese bonds exhibiting a bullish flattening yield curve, while US bonds are experiencing a bearish steepening [3] - Commodity markets are divided, with precious and base metals surging after volatility, while energy and black metals are underperforming due to supply-demand imbalances [3] - Upcoming events, such as the March Federal Reserve meeting and major tech conferences, are expected to influence market sentiment and investment strategies [5][3] Group 3 - The Alpha online closed-door private meeting series will host at least 36 sessions throughout 2026, focusing on market hotspots and core issues [7] - Each session will feature insights from leading experts and provide a platform for interactive Q&A, helping participants navigate asset movements [7][5] - The series aims to assist high-net-worth individuals in making informed investment decisions by offering timely market insights [7]