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    A5版:策略·数据
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    热门板块机构调研深度透析(12月17日)
    2008年12月18日      来源:上海证券报      作者:
      热门板块机构调研深度透析(12月17日)

    名称                             机构        

    板块     市场表现调研结论评级/     关注个股

                                                                                                                                                                                                                                                                                          君安                         新海宜

                                                                                                                                                                                                                                                                                     /                                

                                                                                                                                                                                                                                                                                     增持                        

                                                                                                                                                                                                                                                                             证券                         华联股份

                                                                                                                                                                                                                                                                                     /                                

                                                                                                                                                                                                                                                                                     强于                            

                                                                                                                                                                                                                                                                                     大市                        

                                                                                                                                                                                                                                                                                                         证券                         上实医药

                                                                                                                                                                                                                                                                                     /                                

                                                                                                                                                                                                                                                                                     谨慎                            

                                                                                                                                                                                                                                                                                     推荐                        

    通信          在政策面积极推动下,近期行业表现持续超越市场平均水平。     虽然重组与3G可能带来两年阵痛期,但将好于目前市场的悲观预期。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)。国泰                     开元控股

    零售          后期刺激消费政策的出台预期,将成为行业表现的催化剂。     在经济下行趋势下,市场对于零售业等防御性行业也提出了更高的要求。无论从展店能力还是市场运作情况看,苏宁电器的价值都是很明显的,特别在国美出现问题后,公司在行业中的竞争优势将进一步显现。中信                     深国商

    医药          医改方案信息推动了近期医药股持续走高,昨日再度攀高。     11月份医药行业工业增加值增速为16.2%,而全部工业增加值增速只有5.4%,可见医药行业的增速还是比较突出的,显示出了行业需求的刚性以及政府投入对行业的拉动。国信                     中西药业

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