• 1:头版
  • 2:财经要闻
  • 3:焦点
  • 4:金融·证券
  • 5:金融·证券
  • 6:观点·评论
  • 7:时事·国内
  • 8:时事海外
  • 9:上证研究院·特别报告
  • 10:上证研究院·特别报告
  • 11:上证研究院·特别报告
  • 12:上证研究院·特别报告
  • 13:信息披露
  • 14:信息披露
  • 15:信息披露
  • 16:数据
  • A1:市 场
  • A2:基金
  • A3:期货·债券
  • A4:钱沿
  • A5:C机构视点
  • A6:行业·个股
  • A7:热点·博客
  • A8:理财
  • B1:公 司
  • B2:上市公司
  • B3:上市公司
  • B4:产业·公司
  • B5:产业·公司
  • B6:产业调查
  • B7:产业研究
  • B8:人物
  • C1:披 露
  • C3:信息披露
  • C4:信息披露
  • C5:信息披露
  • C6:信息披露
  • C7:信息披露
  • C8:信息披露
  • C9:信息披露
  • C10:信息披露
  • C11:信息披露
  • C12:信息披露
  • C13:信息披露
  • C14:信息披露
  • C15:信息披露
  • C16:信息披露
  • C17:信息披露
  • C18:信息披露
  • C19:信息披露
  • C20:信息披露
  • C21:信息披露
  • C22:信息披露
  • C23:信息披露
  • C24:信息披露
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    A5版:C机构视点
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      | A5版:C机构视点
    继续高收益高风险并存的泡沫化行情
    美国经济企稳回暖将带动我国出口增长
    看好受益出口复苏的中小公司
    限制银行发行次级债传言影响有限
    强势个股机构最新评级(8月5日)
    热门板块机构调研深度透析(8月5日)
    资产泡沫延续背景下关注结构性机会
    市场已进入全面泡沫阶段 看好高估值弹性板块
    更多新闻请登陆中国证券网〉〉〉
     
     
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    热门板块机构调研深度透析(8月5日)
    2009年08月06日      来源:上海证券报      作者:
      热门板块机构调研深度透析(8月5日)

    名称                             机构        

    板块     市场表现调研结论评级/     关注个股

        

                                                                                                                                                                                                                                                                                                /                                

                                                                                                                                                                                                                                                                                                领先                            

                                                                                                                                                                                                                                                                                                大市                        

                    

                                                                                                                                                                                                                                                                                                /                                

                                                                                                                                                                                                                                                                                                推荐                        

                                                                                                                                                         

                                                                                                                                                                                                                                                                                                /                                

                                                                                                                                                                                                                                                                                                强于                            

                                                                                                                                                                                                                                                                                                大势                        

    铁路     货运量和客运量回升驱动行业连续上行,该板块后期有继续上扬的潜力。     受益于经济复苏,下半年铁路客运量、货运量将逐渐恢复。中长期来看,随着铁路建设的加快和不断的提速,铁路的市场份额可能逐渐扩大。运量回升和国铁提价预期,对上市公司股价有一定的催化作用。安信                     大秦铁路

                                                                                                                                                                                                                                                                                                证券                         广深铁路

    玻璃     销售火爆成为玻璃行业上行的催化剂,良好的三季报预期后期将继续支撑股价走高。     平板玻璃行业已经出现全面复苏,从浮法玻璃价格走势来看,目前浮法玻璃价格已经接近或达到2008年的高位水平。从行业利润数据来看,平板玻璃行业二季度已经出现全面复苏。中投                     三峡新材

                                                                                                                                                                                                                                                                                                证券                         金晶科技

    农业     近期大宗商品价格回升成为驱动农业股走强的催化剂。     补涨和大宗商品价格走高带来了农业行业的投资机会。安信                     新农开发

                                                                                                                                                                                                                                                                                                证券                         登海种业