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    A5版:策略·数据
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      | A5版:策略·数据
    震荡构筑底部等待经济复苏——以史为鉴探索A股市场兴衰规律
    启动再杠杆化带动经济尽快走出低谷
    12月份单月用电量同比下降6.5%
    把握行业龙头 并购趋势中掘金
    强势个股机构最新评级(1月7日)
    热门板块机构调研深度透析(1月7日)
    未来半年人民币贬值压力增大
    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(1月7日)
    2009年01月08日      来源:上海证券报      作者:
      热门板块机构调研深度透析(1月7日)

    名称                             机构        

    板块     市场表现调研结论评级/     关注个股

                                                                                                                                                                                                                                                                                                                                                                     证券                         紫光古汉

                                                                                                                                                                                                                                                                                                                             /                                

                                                                                                                                                                                                                                                                                                                             强于                            

                                                                                                                                                                                                                                                                                                                             大市                        

                                                                                                                                                                                                                                                                                                                                                          证券                         火箭股份

                                                                                                                                                                                                                                                                                                                             /                                

                                                                                                                                                                                                                                                                                                                             看好                        

                                                                                                                                                                                                                                                                                                                        证券                         华东数控

                                                                                                                                                                                                                                                                                                                             /                                

                                                                                                                                                                                                                                                                                                                             推荐                        

    医药         医药行业近期表现持续超越市场,昨日继续走出了连续攀高态势。        远远好于整体水平的利润增速为医药行业构筑了良好的基本面,而1月份新医改方案的可能出台使2009年增长更为确定,预期净利润增长将达到20%-25%,成为A股市场稀缺的快速增长板块。中信                     金陵药业

    军工         军工股逐渐成为研究机构关注的重点,昨天表现也颇为抢眼。        从基本面来看,军工企业具有很强的抗周期性,甚至逆周期性。历史上,萧条时期西方主要国家的军工支出往往不减反增,而我国98/99年经济低谷时期,军费增长也出现高峰,军工股是一个较好的避风港。东方                     四创电子

    机床            周三机械板块整体走势并不强,但机床子行业却一枝独秀,走势位居整个市场前列。     当前机床行业整体需求在回落,但高端数控机床的进口替代空间却不断增大。随着我国产业升级的迫切需要,机构预期高端机床未来的需求量将不减反升。与此同时,国务院正在酝酿的一系列产业振兴政策也是对高端机床行业的扶持。国都                     昆明机床