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房地	经过调整后，房地产板块今日出现逆市走高态势。	在国家政策不断刺激内需大背景下，房地产行业作为支柱产业，未来出现复苏应无疑问。考虑到前期跌幅巨大，估值水平已经偏低，未来股价有望出现纠偏，其中龙头企业的表现更可以期待。	光大	九龙山 产业
医药	医药股近来走势一直不错，昨日龙头企业呈强势整理态势。	在积极政策的扶持下，医药行业今年以来的表现一直不错。而伴随着医改方案的正式启动，行业内优势企业将能够脱颖而出。	兴业	华邦制药 业
零售	尽管昨日两市出现调整，但零售板块依然呈现出强势整理态势。	作为受宏观经济影响较小的行业，零售业一直都是良好的防御性品种。虽然后期依然将会受到经济减速的冲击，但是龙头企业的增长前景依然是可见的。	中金	商业城 业