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银行	受到1月份良好信贷数据的刺激，银行股近日表现不错。作为权重股，对市场节节攀高作出了不少贡献。	高额的信贷投放将直接为银行收入和利润做出贡献，同时在政府刺激计划以及信贷配合下，短期内企业盈利状况和现金流都将有所改善，这有助于银行保持较好的资产质量。此外，信贷迅速投放后，M1和M2有望逐步回升，继续大幅降息可能性也随之下降，银行未来息差的收窄幅度可能好于预期。总体上看，2009年银行盈利应能保持平稳增长。	申银	招商银行 业
钢铁	钢铁板块近期持续走高，后市仍有望继续逐步盘升。	对于近期钢铁板块的持续走高，相对估值偏低是此次股价上涨的主要驱动力。而行业基本好转也起到了一定作用，虽然一季度业绩仍面临压力。	国信	凌钢股份 业
通信	市场持续走强，通信股昨日强势上行。	在3G牌照发放背景下，通信设备行业将成为最大的赢家，上市公司业绩将保持持续增长。	中信	中卫国脉 业