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板块

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钢铁	钢铁行业作为央企整合概念较强的板块之一，周三表现活跃。	目前国内钢企成本大于国外钢企，但国内钢企销售价格却低于国外钢企状况亟待改变，我国钢铁行业整合势在必行。而较低的股价、PE和PB估值也增加了钢铁企业之间进行并购整合的动力。	天相	凌钢股份武钢股份
旅游	随着“十一”假期旅游高峰逐渐临近，旅游板块也迎来了炒作高峰。	年初的自然灾害等不可预测事件短暂打断行业增长趋势，预计下半年，随着灾害阴影的散去以及奥运、“十一”黄金周等的到来，旅游业整体业绩将集中释放，全年仍可保持10%-15%左右的平稳增长。	招商	北京旅游 业
电信	电信板块周三逆市走强，尤其是电信设备子行业更是表现强劲。	随着电信重组的展开、3G试商用的开始以及3G牌照可能于重组完毕后发放，整个电信产业都迎来了业绩释放的高峰期。其中，具有技术、市场优势的各子行业龙头，业绩增长情况值得进一步跟踪。	安信	亿阳信通 业