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                                                                                                                                                                                                                                                                                                        证券                         兴业银行

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                                                                                                                                                                                                                                                                                                                                                                   证券                         敦煌种业

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                                                                                                                                                                                                                                                                                                                                         证券                         南海发展

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银行	银行股周一强势反弹，但未来持续降息阴影始终笼罩在银行业头上。	未来银行业将面临四重压力，第一是净息差缩小；二是现有贷款资产风险上升；三是经济减速后贷款需求减小，增速下滑；四是各种创新业务的展开在当前经济环境下将面临一定挑战。预计2009年银行业整体盈利增速将大大放缓。	中投	交通银行 业
农业	农业股在政府政策利好推动下，近期表现十分活跃。	未来农村和农业建设将成为我国新时期经济和社会建设的重点，整个行业正在迎来发展黄金时期，因此农业成为资金避险的一个重要去处，可重点关注上游资源型上市公司。	安信	新农开发
供水	供水供气行业的良好防御性和抗周期性，使这一行业成为资金追捧对象。	供水供气行业具有弱周期特点，是比较理想的防御性品种。其中，水务上市公司业绩稳定、经营风险低、现金流充沛、分红能力较强，并具有水价上调预期，成为当前避险的较好选择。	国金	洪城水业 供气

　　数据由“证券通（http://www.cnsec.com）”提供。