名称                             机构        

板块

市场表现

调研结论

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                                                                                                                                                                                                                                                                                                                                                                                          投顾                 长江证券

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                                                                                                                                                                                                                                                                                                                                         增持                

                                                                                                                                                                                                                                                                                                                                                                                                                                       证券                 西飞国际

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                                                                                                                                                                                                                                                                                                                                         中性                

                                                                                                                                                                                                                                                                                                                                    投顾                 民生银行

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                                                                                                                                                                                                                                                                                                                                         增持                

证券	随着大盘反弹，早盘证券股表现十分活跃。其中中小券商更是涨幅居前。	半年报显示，证券业2008年盈利情况急剧恶化，特别是那些以经纪业务和自营业务为主的企业，更是面临亏损境地。但长期来看，资本市场规模扩大和结构改变将为券商提供高成长空间。	天相	国元证券 业
航天	周三航天军工板块表现活跃，成为市场一大亮点。	军工企业作为国有资本重点参与和扶持的对象，将成为央企整合的重点。投资者可重点关注未来业绩增长明确的上市公司以及具有央企整合题材的上市公司。	国信	中国卫星 军工
银行	受央行上调信贷额度消息刺激，银行板块个股昨日表现活跃，尤其是区域性银行表现更是强势。	银行业下半年有望随着调控放松而率先反弹。此外，上半年业绩显示银行业高增长依旧，银行业全年高增长预期比较明确，市场对业绩担忧过度。目前银行股PE已经低于香港和美国市场的水平，可关注多元化经营能力强以及成长性高的企业。	天相	交通银行 业