名称                             机构        

板块

市场表现

调研结论

评级/

关注个股

                                                                                                                                                                                                                                                                             证券                 中青旅

                                                                                                                                                                                                                                                                                    /                     首旅股份

                                                                                                                                                                                                                                                                                    持有                

        

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                                                                                                                                                                                                                                                                                    中性                

            

                                                                                                                                                                                                                                                                                    中性                

旅游	离奥运仅剩不到一周时间，旅游板块作为受益概念之一，继续受到追捧。	休假制度改革、门票限制涨价、雪灾、地震等都对旅游业2008年业绩造成不利影响。但随着奥运会带来的国际旅游客流以及十一黄金周的到来，旅游业业绩将会集中释放，可重点关注资源型旅游上市公司。	国金	国旅联合 业
传媒业	昨天受益奥运的传媒板块再度异动，中视传媒、粤传媒等个股涨幅靠前。	目前新兴媒体对传统媒体市场提出了挑战，同时强势企业也开始对行业内部以及区域市场进行整合。短期内投资者可关注奥运受益企业，长期则关注技术革新以及传媒业数字化进程的推进。	中信	粤传媒                                                                                                                                                                                                                                                                                     证券                 中视传媒
农业	农业股在新五丰和福成五丰带动下表现惊人，通威股份等也有不俗表现。	农产品价格上涨趋势难改，国际粮价未来两年仍高位运行。但农业产业链环节分散，农产品价格上涨并不意味着所有农业公司都有业绩增长。关注估值较低、未来增长明确的农业公司。	海通	福成五丰                                                                                                                                                                                                                                                                                     证券                 新五丰                                                                                                                                                                                                                                                                                     /                     洞庭水殖

　　数据由“证券通（http://www.cnsec.com）”提供。