• 1:头版
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  • 4:金融
  • 5:证券
  • 6:观点·评论
  • 7:时事·海外
  • 8:信息披露
  • 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:热点·博客
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  • B1:公 司
  • B2:上市公司
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  • B5:产业·公司
  • B6:公司调查
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  • 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
  • C13:信息披露
  • C14:信息披露
  • C15:信息披露
  • C16:信息披露
  • C17:信息披露
  • C18:信息披露
  • C19:信息披露
  • C20:信息披露
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    A5版:策略·数据
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      | A5版:策略·数据
    政策累积效应引领市场艰难转折
    人民币贬值初露端倪
    五大电企不接受电煤合同价上涨
    还有什么可以期待?
    强势个股机构最新评级(12月24日)
    热门板块机构调研深度透析(12月24日)
    而今迈步从头越
    既不太好也不太坏
    更多新闻请登陆中国证券网〉〉〉
     
     
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    热门板块机构调研深度透析(12月24日)
    2008年12月25日      来源:上海证券报      作者:
      热门板块机构调研深度透析(12月24日)

    名称                             机构        

    板块     市场表现调研结论评级/     关注个股

                                                                                                                                                                                                                                                                             证券                         鄂武商A

                                                                                                                                                                                                                                                                                     /                                

                                                                                                                                                                                                                                                                                     强于                            

                                                                                                                                                                                                                                                                                     大势                        

                                                                                                                                                                                                                                                                                           君安                         上海航空

                                                                                                                                                                                                                                                                                     /                                

                                                                                                                                                                                                                                                                                     中性                        

                                                                                                                                                                                                                                                                             证券                         出版传媒

                                                                                                                                                                                                                                                                                     /                            

                                                                                                                                                                                                                                                                                     看好                        

    零售         零售行业近期表现良好,然而当前估值水平依然中性偏低,抗跌性明显。        明年我国百货业同店增长可能下滑10%,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”组合公司。国海                     王府井

    航空         伴随着国家注资和航油下调预期,行业有脉冲式上升潜力。     东航和南航获得国家注资,此次注资采取东航、南航向集团非公开发行A-H股的形式。注资后,两家公司的财务压力减轻,每年可以节省1.7亿元财务费用。同时未来航油有下调预期。国泰                     东方航空

    传媒         传媒业作为防御性行业之一,今年以来表现不错,昨日更是逆势上升。     行业防御特征显著,盈利受经济周期影响小,未来能够实现持续增长。按防御性强弱排序:有线网络>图书出版发行>广播电视广告>报纸广告。文化体制改革方向相对明确,广播电视数字化短空长多。中投                     华闻传媒