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食品	伴随着市场热点的轮动，食品饮料行业昨日出现回升态势。	目前经济减速的大环境对高档产品如白酒影响较大，而基础消费品则因抵御经济减速能力强相对受到影响较小。因此，国内食品饮料行业中涉及大众消费的子行业仍具有较高的投资价值。	长江	五粮液 饮料业
房地	在房地产行业振兴方案有望出台的传闻推动下，房地产股近阶段持续走高。	目前阶段房地产股的上扬主要是源自估值恢复，即随着市场风险偏好上升，前期NAV折价较低的中小股票出现一定反弹。在当前股价水平下，房地产股依然具有一定安全边际与较大弹性。	招商	栖霞建设 产业
电力	电力行业近期持续走高，在昨日市场震荡背景下继续强势上行。	上半年，尤其是一季度，尽管用电增速低迷、利用小时持续下滑，但火电发电商业绩环比、同比都将出现大幅上升。电力股：H股长期投资价值显现，A股可把握阶段性投资机会。	中信	深圳能源 业