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板块

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                                                                                                                                                                                                                                                                                                                                                                                                                                               证券                 广电网络

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                                                                                                                                                                                                                                                                                                                                     中性                

                                                                                                                                                                                                                                                                                                                                                          证券                 山下湖

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                                                                                                                                                                                                                                                                                                                                     中性                

                                                                                                                                                                                                                                                                                                                             证券                 丰原药业

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                                                                                                                                                                                                                                                                                                                                     中性                

传媒	传媒行业近期表现持续超越市场，昨日继续攀高。	由于传媒业具有防御特性，在宏观经济面不确定性较大情况下，建议对行业进行超配，同时应重点关注2008年后的税收优惠政策的动向。	国信	粤传媒 业
农业	行业防御价值依然不错，后期刺激政策的出台将成为行业表现的催化剂。	市场对本月底将要召开的中央农村工作会议予以较高的关注，预期届时有重要的刺激农业配套政策出台。实际上相关中央各部门目前已经在紧张制定管辖内刺激农业经济办法，由此可见政府在态度上已作出明确表率。	招商	华星化工
医药	医改方案将出炉的信息推动了近期医药板块持续走高，昨日行业再度走出了大幅上扬走势。	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1.1个百分点。但和其他主要消费品制造业比较，仍显示出较高的景气。2009年医药行业利润增长在宏观经济下行趋势下将会放缓，但成长性和防御性仍然突出。	兴业	中科合臣 业