疫苗接种利好环境下，投资者对市场普遍看涨:①美银美林12月的全球基金经理调查（FMS）显示，目前在疫苗接种利好环境下，投资者对市场普遍看涨；②具体来看，基金经理看多消费板块、大宗商品和新兴市场（获得11月10日以来的最高配置），并且美银的牛熊市指标也升至6.7（更加趋近牛市），但一致对现金看空，并触发 FMS 判断规则中对现金的卖出信号；③值得注意的是，此次机构投资者们一致认为应该减持现金的结论，自2013年5月以来首次出现
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