“熊”踪难觅 美银调查显示新年将至投资者乐观情绪爆棚

Group 1 - The core sentiment among fund managers is strong confidence in economic growth, stocks, and commodities as they prepare for the new year, with the investor sentiment index rising to 7.4 in December, the highest level in four and a half years [1] - The total allocation to stocks and commodities, which typically perform well during economic expansion, has reached its highest level since February 2022, prior to the inflation shock caused by the COVID-19 pandemic that led to a sharp rise in global interest rates [1] Group 2 - Strategist Michael Hartnett from Bank of America noted that such optimistic levels have only occurred eight times in this century, including during the recovery period from the global financial crisis from November 2010 to February 2011, and the post-pandemic boom from November 2020 to July 2021 [2]