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板块

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银行	银行股在周二大涨基础上，周三再度表现为强势整理态势。	国内绝大多数银行均未受次贷波及，预计三季报和年报依然能够实现大幅增长。当前银行股股价已经充分反映了负面因素的利空效应，而未来银行股有望成为管理层救市的支撑点。	国泰	浦发银行 业
医药	经过两日蓄势整理后，昨日医药板块逆市走高。	医改征求意见稿出台后，药品消费的市场结构也将随之改变。医疗市场的两头将可能是国产药的天下，中间段将成为高端市场，配合相关政策，国产药消费比重将可能上升。	中投	华北制药 行业
房地	近期房地产股表现一直不错，在周二上涨基础上昨日再度居于涨幅前列。	地产业景气度下滑已经确定，但2008年受财务运作和销售滞后影响，业绩仍有望高速增长。目前房价虽然出现明显下跌，但房地产投资增速同样放缓，供给有可能在今后几年内重新达成平衡。因此，房地产价格陷入欧美式恐慌性下跌的可能性不大。	东方	中粮地产 产业