导读：在许多人眼中，我是一个访谈超过600位基金经理的"外部观察家"。我的工作就是通过访谈基金经理，挖掘出每一个人的投资框架，让每一个持有 人找到匹配自己的基金经理和产品。 但是，我自己也是一个基金持有人，对于怎么投资基金产品也在一个不断成长的过程中。和大家一样，我也是买自己信得过的基金产品。也和大家一样， 我在市场出现波动的过程中，也有喜怒哀乐。 就说今天，在特朗普宣布加征100%关税的冲击下，市场出现了比较大的调整，有人担心这波可能会出现像4月一样的调整。外界虽然也有很多情绪按摩的 声音，但是自己内心的忐忑也是真实存在的。 在这个全球贸易关系紧张、市场不确定性加剧的时刻，我们更需要保持冷静，聆听那些有穿越周期经验的投资人的声音。 曹晋就是这样的人，他2009年就入行了，2013年开始担任基金经理，在科技赛道见证过三轮牛熊周期。他坐过熊市的冷板凳，也做过牛市的"C位"，见识 过市场的大风大浪，还保持着高昂的投研热情。面对市场的波动，脚踏实地的研究总能让他多一分定力。 比如上一轮的关税冲击，2018年底，中美关税摩擦爆发后，市场对于出口存在一定的误判，认为出口会遭遇断崖式下滑。但他通过实地调研，与出口一线 公 ...

Core Insights - The article emphasizes the importance of maintaining calm and listening to experienced investors during times of market uncertainty, particularly in the context of global trade tensions and market volatility [2] - It highlights the significance of long-term relationships between fund managers and investors, advocating for patience and trust in fund managers during market fluctuations [3][4] Group 1: Market Context and Investor Sentiment - The current market is experiencing significant adjustments due to external factors such as tariff announcements, leading to investor anxiety and uncertainty [1] - The article references past market reactions to trade tensions, specifically the 2018 U.S.-China tariff disputes, where initial fears of a drastic decline in exports were proven to be exaggerated through thorough research and communication with frontline companies [2] Group 2: Fund Manager Insights - Fund manager Cao Jin, with extensive experience in navigating market cycles, shares insights on the importance of research and maintaining a grounded approach during market volatility [2] - Cao Jin expresses concern over investors who sell their holdings shortly after a fund recovers, suggesting that a longer holding period could yield significantly better returns [3] Group 3: Investment Strategies and Communication - The article discusses the "language" of communication between fund managers and investors, emphasizing that performance metrics (net asset value) are crucial for building trust [3][4] - It suggests that successful investing requires selecting the right fund manager, having the discipline to hold investments, and being willing to increase positions during downturns [8]