投资中的确定性和不确定性本身是个伪命题，因为不同的群体、不同的认知、不同的环境，会得出不一样的结论。伟大的恩格斯曾经说过：“我们只能在我们时代的条件下进行认知，而且这些条件达到什么程度，我们便认知到什么程度。”伟大的马克思也曾说过：“人的思维是否具有客观的真理性，这并不是一个理论的问题，而是一个实践的问题。人应该在实践中证明自己思维的真理性，即实践是检验真理正确与否的唯一标准。”这里恩格斯说的就是确定性，马克思说的则是不确定性，确定性和不确定性在一定阶段是相互转化、相互验证的一个过程，这与我们的投资是何其的相似。
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