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[原创] WS街骗局系列(3): Inventory

Inventory有很多种,分散在很多行业

WS街一个笼统的说法是,Inventory上升,说明需求下降(减少)
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这个要分开看,自己要动脑子,具体问题具体分析

Inventory增加有主动和被动之分,有些Inventory会被上下游操纵,不能一概而论
细节大家自己分析吧,我在这里算是点一下,希望对新人有帮助

具体到各行业,Inventory分析要下大功夫,属于个人的研究成果,就不贴了
对inventory 的分析是最体现屁股决定脑袋的东西。
The Commerce Department said Friday that wholesale inventories rose 1.3 percent in July, the best performance since July 2008 and triple the increase economists had expected. Sales at the wholesale level increased 0.6 percent, double what had been expected and the best showing since April.

Businesses restocking depleted store shelves has been a major driver of the economy since late last year and the strong gain seen in July should help alleviate fears that the country could be in danger of slipping into another recession.

What does these mean?
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