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保险	保费收入增速复苏是股价表现的催化剂，后期仍有上行空间。	就目前而言，前期大量的货币投放以及债券供给变化，使未来利率变化进入了一个敏感的、值得高度关注的时间窗口，有可能利率会朝着有利于保险公司的方向变化。	招商	中国平安
有色	通胀预期成为了大宗商品价格上扬的推进剂，后期有持续走高潜力。	尽管在通胀预期下，黄金会因为金融属性强而受益，但工业金属也会在通胀预期中受益。尽管需求并不旺盛，但是金属需求的刚性较强，因此更倾向于认为金属价格会因通胀因素上行，维持“买入”评级。	第一	西藏矿业                                                                                                                                                                                                                                                                                         创业                 铜陵有色
房地	房地产行业回暖驱动了股价走高。经过前期调整后，该板块昨日再度发力。	此次普通商品住房项目资本金比例下调幅度超出预期，它有助于降低企业从银行贷款的门槛，有利于刺激房地产投资，其中区域龙头更具优势，受益更多。但未来房地产投资关键因素仍在于消费的复苏。	渤海	金丰投资 产