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地产	陆家嘴，莱茵置业等二三线地产股均有不俗表现。	旺盛需求和供给相对不足使房地产价格大幅调整的可能性较小，但宏观调控对房地产企业的压力仍不容忽视，预计2008年、2009年将是地产企业业绩释放高峰，而后行业成长性将大大降低。	国信	莱茵置业浦东金桥
上海	上实发展带动上海本地股强势上扬，第一食品、浦东金桥等也强势拉升。	上海国资整合正悄然提速，上海将首先在金融、房地产、商贸、文化传 媒、航空和医药六大行业中展开重组计划，隶属国资委管辖的下属集团公司都会陆续对旗下股份公司进行重组整合。	天相	上实发展 本地                                                                                                                                                                                                                                                                             投顾                         第一食品陆家嘴
奥运	奥运概念股经过前期大幅震荡，昨日再度强势拉升，不少个股涨停。	奥运召开前夕将迎来奥运概念股的炒作高峰，但能够利用奥运会提升收入和盈利的并不多，多数上市公司已经透支奥运会预期。关注具有持有发展能力，或者能够借助奥运实现业绩超预期增长的公司。	中投	全聚德 概念

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