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银行	经过了一段时间的调整后，银行股昨日再度发力，股价处于涨幅前列。	银行业一季度利润已经同比触底，预计行业2009年净利润有望实现10%的增长。建议关注受益于资金市场收益率上升、息差反弹度高的银行和规模扩张能力强的股份制银行以及城市商业银行，	中信	民生银行 业
汽车	汽车销售情况继续增长，后市有望继续演绎持续强攻走势。	中国已经具备轿车普及的基本条件，或者已经非常接近突破这个临界点。预测结果显示，包括2009年在内的中国轿车市场未来三年复合增长率将超过15%，这已经超出了市场普遍预期。	申银	上海汽车 业
家电	在基本面推动下，行业有望持续走高。	房地产销售回暖将拉动家电行业的销售，加上家电下乡等政策刺激以及家电出口的环比回暖，二季度家电行业有望出现销量环比大幅增加。因此，建议予以重点跟踪，具体子行业来看，白色家电可超配。	国泰	广州国光 业