• 1:头版
  • 2:要闻
  • 3:焦点
  • 4:财经要闻
  • 5:金融
  • 6:金融·证券
  • 7:观点·评论
  • 8:时事海外
  • 9:特别报道
  • 10:特别报道
  • 11:特别报道
  • 12:特别报道
  • A1:市场
  • A2:基金
  • A3:货币债券
  • A4:期货
  • A5:策略·数据
  • A6:行业·个股
  • A7:谈股论金
  • A8:理财
  • B1:公 司
  • B2:上市公司
  • B3:产业·公司
  • B4:产业调查
  • B5:产业研究
  • B6:广告
  • B7:信息披露
  • B8:人物
  • C1:披 露
  • C3:信息披露
  • C4:信息披露
  • C5:信息披露
  • C6:信息披露
  • C7:信息披露
  • C8:信息披露
  • C9:信息披露
  • C10:信息披露
  • C11:信息披露
  • C12:信息披露
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    A5版:策略·数据
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      | A5版:策略·数据
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    中日进出口结构比较:形似但神不似
    强势个股机构最新评级(12月10日)
    热门板块机构调研深度透析(12月10日)
    相当长时间内难遇的机会可能已来临
    用长期均线来寻找A股市场的价值中枢
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    热门板块机构调研深度透析(12月10日)
    2008年12月11日      来源:上海证券报      作者:
      热门板块机构调研深度透析(12月10日)

    名称                             机构        

    板块     市场表现调研结论评级/     关注个股

                                                                                                                                                                                                                                                                                                                                          万国                         国金证券

                                                                                                                                                                                                                                                                                                     /                                

                                                                                                                                                                                                                                                                                                     中性                        

                                                                                                                                                                                                                                                                                             证券                         深国商

                                                                                                                                                                                                                                                                                                     /                                

                                                                                                                                                                                                                                                                                                     中性                        

                                                                                                                                                                                                                                                                                                                 证券                         中国平安

                                                                                                                                                                                                                                                                                                     /                                

                                                                                                                                                                                                                                                                                                     谨慎                            

                                                                                                                                                                                                                                                                                                     推荐                        

    证券         随着股价一路下跌,行业龙头价值逐渐显现,昨日表现强劲。     由于自营业务收入的系统性风险有所释放,故后期盈利继续下调风险不大。上市证券公司股价的后续表现将主要取决于股票市场的走势,以及融资融券业务的进展。申银                     太平洋

    零售         零售行业近期表现靓丽,当前估值水平依然中性偏低,昨日表现良好。     明年我国百货业同比增长下滑10%是有可能的,但在联营模式下,大部分百货公司并没有很大的经营风险。建议关注物业成本较低、区域控制力强、拥有区域最好网点、盈利增长较明确和“百+超”组合业态的公司。东方                     广百股份

    保险         年初以来保险行业股价一路下跌,经过调整后行业龙头企业价值逐渐显现。     尽管当前经济形势不利,保险行业经营压力大,但是股价已经逐步反映了这些负面因素,接近于拐点区域,建议对行业予以密切跟踪。在上市公司层面,中国人寿可作为行业的投资首选。国信                     中国人寿