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航空	受上海航空和东方航空可能合并消息影响，航空股周三整体异动。	上半年航空需求一直在下滑，而且由于奥运安全保障要求较高，航空需求仍将继续负增长。预计8、9月份可能会达到最低点。此外，国内航空煤油当前价格与去年同期相比提升了50%以上，成本压力依然较大。	申银	上海航空东方航空中国国航
上海	两家上海航空公司合并传闻再度引爆了上海本地股行情，外高桥、自仪股份等表现不俗。	上海国资整合正悄然提速，上海将首先在金融产业、房地产业、商贸产业、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实现全面的行业和产业整合。	天相	外高桥自仪股份
汽车	昨日早盘汽车股成为市场一大亮点。	受居民实际购买力下降、油价上涨以及成本压力影响，汽车业景气度持续下降，行业整体进入了平缓增长期，预计下半年汽车行业毛利率仍将继续下滑。投资者可关注抗风险能力强的子行业龙头企业。	招商	一汽轿车宇通客车金龙汽车

　　数据由“证券通（http://www.cnsec.com）”提供。