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农业	昨日农业板块走高，在市场风险偏好加大情况下，未来仍有超预期表现。	2009年中央一号文件的核心内容是强农惠农以及开拓农村市场。预计在之前的4万亿新增投资规模中，以农业基础设施建设为主的三农投入将占到近1万亿元。维持行业强于大市的投资评级，涉农板块存在主题性投资机会。	中信	洞庭水殖                                                                                                                                                                                                                                                                                                          证券                         亚盛集团
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传媒	在昨日市场震荡背景下，传媒行业继续演绎上佳表现。	推进新闻出版单位转企改制将是新闻出版体制改革的核心，2010年底除公益性出版单位外的其他经营性出版单位将全部完成转制。新闻出版体制改革将给传媒行业发展壮大带来历史性机遇。	东方	东方明珠 业