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证券	近期政策频出，券商受益最大，海通证券、宏源证券、中信证券等频频拉升。	券商是资本市场制度建设最大的受益者，未来券商业绩增长的关键更多来自于创新。由此可见，那些资本实力雄厚、业务多元化能力突出，创新经验丰富的综合型券商显然更具投资价值。	海通	宏源证券 业
旅游	“十一”黄金周渐行渐近，这对旅游股来说几乎成为今年唯一的救命稻草。	随着灾害阴影的散去以及奥运、十一黄金周等的到来，下半年旅游业整体业绩将集中释放，预计全年仍可保持10%-15%左右的平稳增长。可关注具有丰富旅游资源以及具有资产注入概念的上市公司。	中信	首旅股份 业
传媒	传媒业三季度业绩被广大机构看好，近期传媒股为市场高度关注。	奥运会给传媒业带来的提振作用毋庸置疑，从细分行业来看，预计未来三年国内广告业年均增长在20%以上，数字电视用户年均增长在50%以上，因此传媒业目前拥有较高的成长性和相对低的估值。	东方	东方明珠 业