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                                                                                                                                                                                                                                                                     证券                 上海医药

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                                                                                                                                                                                                                                                                             增持                

                                                                                                                                                                                                                                                                             证券                 新大陆

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                                                                                                                                                                                                                                                                             看好                

                                                                                                                                                                                                                                                                     君安                 中国石化

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                                                                                                                                                                                                                                                                             中性                

医药	墨西哥猪流感的爆发成为了该行业上扬的催化剂，后市仍有望超越大市。	针对墨西哥爆发猪流感，世界卫生组织认为“很明显地存在演变成流行性病毒的可能”。如果猪流感短期内不能有效控制，可能会引发对预防疫苗和治疗药物的关注，从而产生交易性机会。	光大	金宇集团 业
通信	通信股近期明显回升，伴随着基本面的改善，后续上扬潜力依然可以期待。	政府主导的发牌和重组体现了扶持弱势运营商的思路，未来将通过重组合并、3G牌照、基础设施共享和资费定价方案来实现。对2009年投资而言，上调通信运营行业评级至推荐。	国金	中国联通 业
石化	近期石化行业表现强劲，在基本面作用下，后市行业有望持续走高。	在成品油价格调整后，国内炼油市场持续出现景气态势。按照当前状态，两家炼油企业一二季度经营有望持续超预期，特别是在上市公司整体经营情况一般的情况下，对中国石化而言更是如此。	国泰	准油股份 业