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                                                                                                                                                                                                                                                                                                        中性                        

房地	利好累积效应仍可以期待。在周二上涨基础上，昨日继续走高。	国务院降低交易税费代表了中央对地方救市行为从默许转为公开支持，意味着中央对房地产行业的态度已经发生了根本性变化。行业短期投资机会来自于政策因素，政策预期不断强化将成为重要动力。	中信	金地集团 产业
工程	工程机械行业近期表现靓丽，在昨日市场震荡背景下表现依然良好。	四季度行业反弹可能性较大：（1）四季度属于销售旺季；（2）出口依然保持高速增长；（3）华北地区的工矿企业开工复产；（4）信贷紧缩政策有可能进一步松绑。总体而言，今年销售增速将保持30%左右。	中银	柳工 机械                                                                                                                                                                                                                                                                                                    国际                         山河智能
银行	近期市场震荡有所加剧，但银行板块表现依然强势，昨日更是收出了一根阳线。	欧美经济动荡将加大我国经济周期的恢复难度，在中性假设下，预期2009年银行业绩整体仍能取得略超过10％的温和增长。目前银行板块估值已回落至相对较低的区间，隐含了对短期乃至中长期经济较保守预测。	申银	兴业银行 业