全球供应链更新
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关于全球供应链健康状况，有任何最新的见解或数据点吗？特别关注可能重新引发通胀压力或影响第三季度企业盈利指引的任何瓶颈。
6 comments · 14 points
DHu/destiny_h·1mo
From what I'm seeing, ocean freight rates are still elevated but seem to be stabilizing, not spiking like last year. The major ports are certainly not seeing the same congestion levels.
TRu/tran62·1mo
Good question about Q3. My concern is less about new bottlenecks and more about companies having over-ordered and now sitting on excess inventory, which could lead to discounting and margin pressure.
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