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电力	电力板块周二明显抗跌，国电电力、国投电力等表现坚挺。	8月份发电量增速不会继续下滑。而继6月19日对电煤出厂价作出最高限价后，7月24日国家发改委再次对中转港口动力煤价格做出最高限价，下半年电煤成本将被有效锁定。	上海	国投电力 板块
有色	昨天午市后有色板块率先反弹，锡业股份等表现引人注目。	随着全球经济滞胀、美元反弹，作为对宏观经济和美元汇率高度敏感的有色金属行业，2008年下半年面临的不确定性将会加大，有色金属行业的投资将会步入防御性阶段。	中投	锡业股份
房地	房地产股在昨天的反弹行情中一马当先，保利地产和绿景地产涨幅靠前。	房地产行业这轮调整期为2-3年，年底和明年上半年地产股将出现较好的投资机会。单就估值而言，目前房地产股价对净资产值折让有30%-50%，反映了房价下跌20%~40%，绝对价值显现。	中金	保利地产 产                                                                                                                                                                                                                                                                         公司                         金融街