Of course disney knows which hotels will be closed. They are not saying because they don't want to offer refunds yet. They easily could automatically submit refunds if they wanted. They are keeping your cash to save themselves money. Really getting uncool of them
I don't know how anyone could consider going in July , full price for a quarter of the experience (at most). You should really think about the logistical challenges on everything in Disney wearing a mask and public transportation in super hot summer and humidity , go when it's more normal and can actually enjoy it and have fun. It's not gonna be the same, or even close. If your a local then sure go have a blast but don't pull full price in hotels for this if you have to travel.
The stock is up only because chapeck keeps promising they will make money on day one of park operations. Huge gamble for him if that doesn't happen but the market wants to hear that. They are just kicking the ball down the road saying everything the investors want to hear, he has ALOT to deliver on. I don't think they can deliver and they are burning cash much faster then they will admit (to temporarily save stock price) Q2 earnings call is when the picture they have been painting could be exposed for not reality. Even Q3 chapeck has promised profits gonna be hard to deliver on that with more staff needed per guest and alot of extra expenses.