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医药	医药行在医改方案临近出台刺激下，昨日行业表现再度居于涨幅前列。	医药行业经过2007年全年、2008年上半年的高速增长后增速有所回落：今年1-9月医药工业增加值累计增长18％，9月单月增长14.6％，较8月进一步下滑。但和其它主要消费品制造业比较，仍显示出较高的景气，特别是各子行业龙头大多表现出超越行业平均的增长和盈利水平。	长城	桐君阁 业
传媒	传媒行业具有不错的防御性，昨日表现依然良好。	传媒类上市公司三季度盈利保持稳定，展望四季度，有线网络和出版发行行业受益于较强的防御特征，四季度收入将稳步增长。	国信	粤传媒 业
通信	随着3G牌照发放日期的日益临近，通信股表现也日趋活跃，昨日处于涨幅前列。	虽然重组与3G可能带来两年阵痛期，但将好于市场预期。预计行业2009年收入增速下降至9%后回升；投资见顶（2834亿元）随后持续回落；利润增速下降至10%随后回升。就长期而言，行业进一步发展前景广阔，国内运营商将得益于“三更”（更多的用户、更少的运营商、更温和的监管）。	国海	中兴通讯 业