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    A5版:策略·数据
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      | A5版:策略·数据
    经济转暖预期支撑市场反弹信心——十八家实力机构本周投资策略精选
    年内降息幅度或显著小于预期
    创业板IPO实施或已临近
    电信业调整振兴规划即将出台
    强势个股机构最新评级(2月9日)
    热门板块机构调研深度透析(2月9日)
    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(2月9日)
    2009年02月10日      来源:上海证券报      作者:
      热门板块机构调研深度透析(2月9日)

    名称                             机构        

    板块     市场表现调研结论评级/     关注个股

                                                                                                                                                                                                                                                                                                 万国                         渝开发

                                                                                                                                                                                                                                                                                                        /                                

                                                                                                                                                                                                                                                                                                        中性                        

                                                                                                                                                                                                                                                                                                                 证券                         TCL集团

                                                                                                                                                                                                                                                                                                        /                                

                                                                                                                                                                                                                                                                                                        中性                        

                                                                                                                                                                                                                                                                                                                               证券                         银鸽投资

                                                                                                                                                                                                                                                                                                        /                            

                                                                                                                                                                                                                                                                                                        谨慎                            

                                                                                                                                                                                                                                                                                                        推荐                        

    煤炭         在市场风险偏好加大情况下, 煤炭行业个股近期表现不错。         看好煤炭股主要有以下四点,其一,会计准则变更增厚了企业净利润和净资产。其二,煤炭市场价格止跌企稳并有所反弹。其三,前期跌幅过大,在市场反弹过程中弹性较好。其四,国际煤炭价格和原油期货价格止跌企稳。申银                     国际实业

    家电         家电行业1月份销售情况有所回升,在此基础上后市仍有望继续走高。     现在市场对家电行业的担忧气氛浓厚,而忽略了公司本身技术、管理、品牌和渠道能力,以及行业始终在向更高的整合度发展的趋势。考虑到经济负面影响已经在股价中得到反映,未来下行风险不大。国信                     格力电器

    造纸         在昨日市场上行背景下,行业继续有上佳表现。        虽然从行业整体来看,造纸业2009年难有大的机会,但却存在纸品价格反弹带来的交易性机会,特别是白卡纸和铜版纸生产企业。轻工产业振兴计划以及新环保标准的实施是未来比较明确的利好。银河                     合兴包装