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航空	在南方航空、东方航空两家公司带动下，昨日航空板块逆市活跃。	航油价格大涨给行业带来了沉重的成本压力，目前航空业仍没有好转迹象。随着我国经济增速放缓，航空业的景气度还将进一步下滑。行业唯一的亮点在于几大航空公司的重组和整合预期。	国金	中国国航 业
航天	在中国卫星、航天机电、航天电气等带动下，航天军工板块成为最大亮点。	“十一五”是军队建设重要时期，装备投入将大幅增加，未来几年将是军工企业业绩快速增长时期。投资者可关注业绩增长比较明确的军工龙头企业，以及具有央企整合预期的军工上市公司。	东方	航天电器 军工                                                                                                                                                                                                                                                                        证券                 中国卫星
地产	房地产股周三再度拉升，其中园城股份、卧龙地产等强势涨停。	减少土地储备和项目储备将使房地产长期供给受限，进而可能加剧未来的供求矛盾。从这点来看，地产业长期大幅调整的可能性不大。2008年将成为地产业业绩高峰，2009和2010年地产业增速将放缓。	国泰	卧龙地产 业