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      2008 年 10 月 7 日
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    A5版:策略·数据
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      | A5版:策略·数据
    利好作用减弱 反转仍需加大政策支持——十六家实力机构本周投资策略精选
    融资融券作用在于完善机制
    热门板块机构调研深度透析(10月6日)
    强势个股机构最新评级(10月6日)
    更多新闻请登陆中国证券网〉〉〉
     
     
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    热门板块机构调研深度透析(10月6日)
    2008年10月07日      来源:上海证券报      作者:
      热门板块机构调研深度透析(10月6日)

    名称                             机构        

    板块     市场表现调研结论评级/     关注个股

                                                                                                                                                                                                                                                                                 /                                

                                                                                                                                                                                                                                                                                 中性                        

                                                                                                                                                                                                                                                                                   证券                         国金证券

                                                                                                                                                                                                                                                                                 /                                

                                                                                                                                                                                                                                                                                 看好                        

                                                                                                                                                                                                                                                                                                                证券                         栖霞建设

                                                                                                                                                                                                                                                                                 /                            

                                                                                                                                                                                                                                                                                 谨慎                            

                                                                                                                                                                                                                                                                                 推荐                        

    农业 三农问题一直都是我国面临的难题,周一整个农业板块逆市强劲上扬。种植、养殖、农资、农药、化肥、林业、耕地等上游产业更多受益于农产品价格上涨,而中下游的食品加工业等则面临上下游双重挤压。 短期来看,农业股面临较大的估值压力,但其中长期成长性被普遍看好。海通                     丰乐种业

                                                                                                                                                                                                                                                                                 证券                         北大荒

    证券     在节前靓丽表现基础上,周一整个证券板块表现依然良好。融资融券对行业整体业绩的提升作用十分有限。首先是试点门槛较高、参与机构较少,其次必须使用自有资金和证券,业务规模较小。据预计,试点有望给龙头券商2009年业绩带来10%左右的增长。东方                     海通证券

    房地     地产板块在节前强势基础上,继续表现出了明显的抗跌走势。 虽然国内宏观调控导致整个房地产市场销售疲弱,但整个行业估值已在很大程度上反映了这种负面冲击。在调控有望趋缓情况下,未来行业政策面有向好机会。齐鲁                     万科A

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