图表内容
图表6：24Q1工业、通讯服务、可选消费库存增速改善明显
标普500成分股：分行业库存增速
24-03
23-12
23-09
23-06
23-03
22-12
22-09
22-06
22-03
标普500：
-0.2%
-0.8%
1.2%
3.9%
9.7%
16.6%
18.1%
19.8%
17.2%
通讯服务
-13.7%
-17.9%
2.7%
-1.0%
0.0%
11.8%
63.2%
72.4%
53.2%
材料
-9.5%
-5.5%
1.8%
8.9%
17.0%
18.7%
20.0%
23.3%
23.9%
必选消费
-8.1%
10.2%
15.2%
17.5%
17.9%
9.9%
15.4%
16.2%
19.6%
可选消费
-6.9%
-11.0%
-10.8%
-5.3%
-0.1%
12.2%
19.3%
28.3%
24.9%
工业
0.9%
-5.1%
-0.8%
0.2%
4.8%
14.5%
15.6%
17.6%
14.2%
能源
6.2%
9.6%
10.2%
10.2%
18.1%
22.2%
20.7%
17.7%
9.4%
医疗健康
6.5%
10.9%
11.5%
10.4%
11.5%
14.0%
9.7%
6.1%
6.2%
公用事业
8.0%
5.9%
3.3%
16.7%
26.1%
27.1%
25.8%
14.6%
2.8%
信息技术
8.2%
14.5%
20.0%
26.6%
36.6%
27.8%
28.9%
33.6%
30.1%
来源：Capital IQ、华福证券研究所
