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煤炭	在大宗商品市场配合下，煤炭板块估值获得提升，继续看好。	国金证券龚云华认为，煤炭是最具备业绩基础的大宗商品类股票，煤炭板块也是估值提升最具备业绩基础的板块。建议积极做多煤炭股，按照投资路径顺序为无烟煤——炼焦煤——动力煤。	长城	露天煤业 业
传媒	在业绩支撑下，传媒业近期持续走好，未来有望继续上扬。	传媒行业2009年以来的市场表现超越大盘，继续看好其表现潜力。建议选择具有业绩支撑、同时拥有主题投资机会的标的。	申银	电广传媒 业
零售	虽然零售业面临的盈利压力依然较大，但经过前期调整后仍有表现机会。	重点关注盈利增速能够超出行业平均水平的公司，这些公司的基本面特征是：经济增速较快区域的市场龙头，或在这些区域有较多布点的全国性零售商；内生增长有望保持、外生扩张行之有效；或能够在竞争中实现市场份额的扩大。	中投	大商股份 业