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    A5版:策略·数据
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      | A5版:策略·数据
    四项催化剂催生泛浦东板块超额机会
    数据反复不改经济强劲反弹态势
    CPI与PPI之差见顶市场风险加大
    热门板块机构调研深度透析(8月12日)
    货币政策调整的催化剂及时点与路径分析
    强势个股机构最新评级(8月12日)
    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12日)
    2009年08月13日      来源:上海证券报      作者:
      热门板块机构调研深度透析(8月12日)

    名称                             机构        

    板块     市场表现调研结论评级/     关注个股

                                                                                                                                                                                                                                                                                                          证券                 南宁股份

                                                                                                                                                                                                                                                                                                         /                        

                                                                                                                                                                                                                                                                                                         增持                

                                                                                                                                                                                                                                                                                                                                                       证券                 天伦置业

                                                                                                                                                                                                                                                                                                         /                        

                                                                                                                                                                                                                                                                                                         推荐                

                                                                                                                                                                                                                                                                                                         /                        

                                                                                                                                                                                                                                                                                                         推荐                

    食品          提价预期和盈利增长的确定性推动了行业上行,但未来走势将渐趋分化。     在宏观经济环境好转背景下,以及三、四季度消费旺季的到来,白酒行业景气回升态势持续是大概率事件。消费税调整利空因素数月以来已被市场逐渐消化,基本面向好和提价预期仍会推动白酒板块上涨。湘财             通葡股份

    饮料

    房地          连续调整后的反弹预期驱动行业走高,应密切跟踪政策动向。      虽然国内房地产市场销售情况开始出现回落迹象,但珠三角地区的发展态势还是好于预期的。在通胀预期和地产行业持续复苏背景下,未来行业可以继续看好。兴业             中航地产

    传媒      政策刺激和补涨需求共同提振了板块表现,后期应密切跟踪政策走向。     下半年投资传媒公司仍将围绕业绩面和各类主题进行,《规划》的通过及积极信号的释放使各类主题(特别是整合重组和获得税收优惠)备受关注。同时由于传媒板块近三个月来表现落后于大盘,板块将有轮动补涨机会。招商             电广传媒

                                                                                                                                                                                                                                                                                                         证券                 北巴传媒