Core Viewpoint - The article discusses the volatility in the commodity market, highlighting extreme fluctuations in gold, silver, and oil, with cyclical sectors becoming a focal point for investors [1] Group 1: Event Overview - A deep dialogue on "Cyclical and Value" investing is being organized by Tian Tian Fund in collaboration with Wan Jia Fund [2] - The event features prominent guests, including Ye Yong from Wan Jia Fund and Chen Guo from Dongfang Caifu Securities, who will analyze current hot investment topics [2] Group 2: Key Discussion Topics - The event will decode market style shifts, particularly why resource stocks have outperformed during tech stock turmoil [2] - It will explore the truth behind cyclical investments, focusing on how to navigate different stages of a commodity bull market and avoid common pitfalls [2] - Global factors such as AI backlash, geopolitical conflicts, and resource nationalism will be discussed regarding their impact on investment strategies [2] Group 3: Methodology and Mindset - The live session aims to provide insights into the methodologies and mindset of the featured investors, emphasizing how they maintain perspective and composure during market turbulence [2]
直播预告|陈果、叶勇：大宗商品还能火多久？
天天基金网·2026-03-17 10:05