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房地	随着国家对房地产的持续关注，未来有望有超预期的表现。	国家出台了一系列政策后，研究员判断接下来政策将会比较缓和，未来应更关注成交量变化。去年12月下旬成交量一直维持较高水平，有相对安全空间，可逢低增持优质股。	申银	中国宝安 产业
银行	银行股近期表现靓丽，然而当前估值水平依然中性偏低。	为配合4万亿投资计划，有关部门出台了一系列配套政策，多项政策齐下将有效拉动信贷扩张，贷款超预期增长将成为银行业的一大看点，建议关注贷款增长较强劲的银行。	中信	招商银行 业
煤炭	煤炭行业逐步扭转了颓势，昨日表现强劲。	去年12月份财政部发布了《财政部关于做好执行会计准则企业2008年年报工作的通知》，这将提高会计利润和股东权益，并且使得采取中国会计准则的A股公司会计标准与采用国际会计准则的H股公司基本趋同。	申银	西山煤电 业