如何寻找当下投资确定？孙加滢提出两大确定性核心，建议要“管住手、不乱动”

Group 1 - The core logic behind the recent A-share market reaching 3800 points is based on two main factors: cycles and human nature [1] - Low valuation sectors and companies are expected to experience valuation recovery, providing a significant potential for returns [1] - The challenge for investors lies in overcoming human weaknesses, particularly during bull markets where anxiety about performance can lead to poor decision-making [1] Group 2 - In a bull market, the strategy of holding from the bottom to the top is often the most profitable, while frequent trading can lead to increased errors and reduced profits [1] - "Certainty opportunities" should focus on companies that are "sufficiently low in valuation, have good liquidity, and stable operating fundamentals," which are the key areas to consider for investment in the current market environment [1]