一、宏觀經(jīng)濟狀況及預(yù)測

1、1華商基金華商基金20092009年下半年年下半年投資策略報告投資策略報告20090630200906303一、宏一、宏觀分析分析................................................................................................................................4二、我二、我們看好的行看好的行業(yè)..........

2、..........................................................................................................9（一）新能源（一）新能源.....................................................................................................

3、......................9（二）金融（二）金融.............................................................................................................................13（三）房地（三）房地產(chǎn).................................................

4、........................................................................15（四）水泥（四）水泥.............................................................................................................................17（五）（五）鋼鐵鋼

5、鐵.............................................................................................................................19（六）機械（六）機械..................................................................................

6、...........................................21（七）（七）電力設(shè)備設(shè)備.....................................................................................................................22（八）化工（八）化工..................................

7、...........................................................................................24（九）煤炭（九）煤炭.....................................................................................................................

8、........25（十）有色（十）有色.............................................................................................................................27（十一）醫(yī)（十一）醫(yī)藥..............................................................

9、...........................................................28（十二）高端白酒（十二）高端白酒.................................................................................................................30（十三）（十三）電信..................

10、.......................................................................................................32（十四）（十四）傳媒.........................................................................................................