谢同学2023-05-09 19:40:14

第2题是不是从case中的第二段的这两句话：Takahshi asks Koshinen what types of analysis he would focus on when forecasting commodity futures prices. He responds, "I look at the value consumers of commodities receive from holding inventories. I believe this is often overlooked by other investors."得到的结论是仓储理论；而其它两种理论在文中无任何相关信息。而且本身仓储理论就是关注仓储成本和持有便利之间的关系；如商品供不应求，仓储成本为0，而持有便利较高；这样来确定大宗商品的期货价格。应该是这样吧？