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处的国内经济环境预期有显著改善。但不确定性的关税等贸易壁垒将导致外需的大幅波动，金融市场的高波动将间歇性的出现。“作为投资者需要我们客观分析当下，也要谨慎的推演未来，以公司持续的竞争力提升为前提，以健壮的资产负债表和现金流创造能力为核心来选择投资机会并在市场波动中优化组合。”　　王克玉表示，在后期组合优化中，会基于对公司的理解，将集中在优势制造业、医药、TMT等领域，也会继续在基础设施类资产中寻找

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