昨日沪深两市的成交金额为1736.4亿元，比前一交易日减少约294.8亿元，但净流入约19.4亿元。虽然指数走势难看，但农业、创投、化工、新能源板块依然有资金持续流入，上述板块仍有机会，不过应该注意采用高抛低吸的策略。

　　昨日资金净流入较大的板块为创投（+11.8亿元）、期货（+10.6亿元）、新能源（+6.0亿元）、房地产（+5.4亿元）。

　　■房地产板块昨日该板块高价龙头股探底回升，部分三线股强势反弹，资金净流入约5.4亿元。高价龙头股短期低点已现，后市仍有反弹空间，反弹10%~15%后仍需减仓。资金净流入较大的个股有津滨发展(http://stock.gupiaoe.com/cominfo/default_000897.htm' target=_blank >行情 http://bbs.gupiaoe.com/board/000897/' target=_blank >论坛 http://search.gupiaoe.com/search?dir=news&q=%bd%f2%b1%f5%b7%a2%d5%b9&start=0&orderStyle=DocID' target=_blank >资讯)(000897)、万科Ａ、中大股份(http://stock.gupiaoe.com/cominfo/default_600704.htm' target=_blank >行情 http://bbs.gupiaoe.com/board/600704/' target=_blank >论坛 http://search.gupiaoe.com/search?dir=news&q=%d6%d0%b4%f3%b9%c9%b7%dd&start=0&orderStyle=DocID' target=_blank >资讯)(600704)、ST星源(http://stock.gupiaoe.com/cominfo/default_000005.htm' target=_blank >行情 http://bbs.gupiaoe.com/board/000005/' target=_blank >论坛 http://search.gupiaoe.com/search?dir=news&q=ST%d0%c7%d4%b4&start=0&orderStyle=DocID' target=_blank >资讯)、泰达股份(http://stock.gupiaoe.com/cominfo/default_000652.htm' target=_blank >行情 http://bbs.gupiaoe.com/board/000652/' target=_blank >论坛 http://search.gupiaoe.com/search?dir=news&q=%cc%a9%b4%ef%b9%c9%b7%dd&start=0&orderStyle=DocID' target=_blank >资讯)(000652)、新黄浦(http://stock.gupiaoe.com/cominfo/default_600638.htm' target=_blank >行情 http://bbs.gupiaoe.com/board/600638/' target=_blank >论坛 http://search.gupiaoe.com/search?dir=news&q=%d0%c2%bb%c6%c6%d6&start=0&orderStyle=DocID' target=_blank >资讯)(600638)、同济科技(http://stock.gupiaoe.com/cominfo/default_600846.htm' target=_blank >行情 http://bbs.gupiaoe.com/board/600846/' target=_blank >论坛 http://search.gupiaoe.com/search?dir=news&q=%cd%ac%bc%c3%bf%c6%bc%bc&start=0&orderStyle=DocID' target=_blank >资讯)(600846)。

　　■农林牧渔该板块昨日继续强势上升，资金净流入约3.2亿元。资金净流入较大的个股有钱江生化(http://stock.gupiaoe.com/cominfo/default_600796.htm' target=_blank >行情 http://bbs.gupiaoe.com/board/600796/' target=_blank >论坛 http://search.gupiaoe.com/search?dir=news&q=%c7%ae%bd%ad%c9%fa%bb%af&start=0&orderStyle=DocID' target=_blank >资讯)(600796)、沙隆达Ａ(000553)、金健米业(http://stock.gupiaoe.com/cominfo/default_600127.htm' target=_blank >行情 http://bbs.gupiaoe.com/board/600127/' target=_blank >论坛 http://search.gupiaoe.com/search?dir=news&q=%bd%f0%bd%a1%c3%d7%d2%b5&start=0&orderStyle=DocID' target=_blank >资讯)(600127)、北大荒(http://stock.gupiaoe.com/cominfo/default_600598.htm' target=_blank >行情 http://bbs.gupiaoe.com/board/600598/' target=_blank >论坛 http://search.gupiaoe.com/search?dir=news&q=%b1%b1%b4%f3%bb%c4&start=0&orderStyle=DocID' target=_blank >资讯)(600598)、隆平高科(http://stock.gupiaoe.com/cominfo/default_000998.htm' target=_blank >行情 http://bbs.gupiaoe.com/board/000998/' target=_blank >论坛 http://search.gupiaoe.com/search?dir=news&q=%c2%a1%c6%bd%b8%df%bf%c6&start=0&orderStyle=DocID' target=_blank >资讯)(000998)、禾嘉股份(http://stock.gupiaoe.com/cominfo/default_600093.htm' target=_blank >行情 http://bbs.gupiaoe.com/board/600093/' target=_blank >论坛 http://search.gupiaoe.com/search?dir=news&q=%ba%cc%bc%ce%b9%c9%b7%dd&start=0&orderStyle=DocID' target=_blank >资讯)(600093)、亚盛集团(http://stock.gupiaoe.com/cominfo/default_600108.htm' target=_blank >行情 http://bbs.gupiaoe.com/board/600108/' target=_blank >论坛 http://search.gupiaoe.com/search?dir=news&q=%d1%c7%ca%a2%bc%af%cd%c5&start=0&orderStyle=DocID' target=_blank >资讯)(600108)、大成股份(http://stock.gupiaoe.com/cominfo/default_600882.htm' target=_blank >行情 http://bbs.gupiaoe.com/board/600882/' target=_blank >论坛 http://search.gupiaoe.com/search?dir=news&q=%b4%f3%b3%c9%b9%c9%b7%dd&start=0&orderStyle=DocID' target=_blank >资讯)(600882)。该板块中期仍有上升空间，但建议近期以高抛低买，短线操作为主。

　　■创投概念近期该板块在大盘调整中一直强势，昨日又创新高，资金净流入约11.8亿元。资金净流入较大的个股有力合股份(http://stock.gupiaoe.com/cominfo/default_000532.htm' target=_blank >行情 http://bbs.gupiaoe.com/board/000532/' target=_blank >论坛 http://search.gupiaoe.com/search?dir=news&q=%c1%a6%ba%cf%b9%c9%b7%dd&start=0&orderStyle=DocID' target=_blank >资讯)(000532)、大众公用(http://stock.gupiaoe.com/cominfo/default_600635.htm' target=_blank >行情 http://bbs.gupiaoe.com/board/600635/' target=_blank >论坛 http://search.gupiaoe.com/search?dir=news&q=%b4%f3%d6%da%b9%ab%d3%c3&start=0&orderStyle=DocID' target=_blank >资讯)(600635)、弘业股份(http://stock.gupiaoe.com/cominfo/default_600128.htm' target=_blank >行情 http://bbs.gupiaoe.com/board/600128/' target=_blank >论坛 http://search.gupiaoe.com/search?dir=news&q=%ba%eb%d2%b5%b9%c9%b7%dd&start=0&orderStyle=DocID' target=_blank >资讯)(600128)、龙头股份(http://stock.gupiaoe.com/cominfo/default_600630.htm' target=_blank >行情 http://bbs.gupiaoe.com/board/600630/' target=_blank >论坛 http://search.gupiaoe.com/search?dir=news&q=%c1%fa%cd%b7%b9%c9%b7%dd&start=0&orderStyle=DocID' target=_blank >资讯)(600630)、紫江企业(http://stock.gupiaoe.com/cominfo/default_600210.htm' target=_blank >行情 http://bbs.gupiaoe.com/board/600210/' target=_blank >论坛 http://search.gupiaoe.com/search?dir=news&q=%d7%cf%bd%ad%c6%f3%d2%b5&start=0&orderStyle=DocID' target=_blank >资讯)(600210)、天茂集团(http://stock.gupiaoe.com/cominfo/default_000627.htm' target=_blank >行情 http://bbs.gupiaoe.com/board/000627/' target=_blank >论坛 http://search.gupiaoe.com/search?dir=news&q=%cc%ec%c3%af%bc%af%cd%c5&start=0&orderStyle=DocID' target=_blank >资讯)(000627)、钱江水利(http://stock.gupiaoe.com/cominfo/default_600283.htm' target=_blank >行情 http://bbs.gupiaoe.com/board/600283/' target=_blank >论坛 http://search.gupiaoe.com/search?dir=news&q=%c7%ae%bd%ad%cb%ae%c0%fb&start=0&orderStyle=DocID' target=_blank >资讯)(600283)、紫光股份(http://stock.gupiaoe.com/cominfo/default_000938.htm' target=_blank >行情 http://bbs.gupiaoe.com/board/000938/' target=_blank >论坛 http://search.gupiaoe.com/search?dir=news&q=%d7%cf%b9%e2%b9%c9%b7%dd&start=0&orderStyle=DocID' target=_blank >资讯)(000938)、复旦复华(http://stock.gupiaoe.com/cominfo/default_600624.htm' target=_blank >行情 http://bbs.gupiaoe.com/board/600624/' target=_blank >论坛 http://search.gupiaoe.com/search?dir=news&q=%b8%b4%b5%a9%b8%b4%bb%aa&start=0&orderStyle=DocID' target=_blank >资讯)(600624)。

　　■新能源该板块已连续五天有资金进场，中期热点非常明显，后市将反复活跃，昨日资金净流入约6.0亿元。资金净流入较大的个股有江苏阳光(http://stock.gupiaoe.com/cominfo/default_600220.htm' target=_blank >行情 http://bbs.gupiaoe.com/board/600220/' target=_blank >论坛 http://search.gupiaoe.com/search?dir=news&q=%bd%ad%cb%d5%d1%f4%b9%e2&start=0&orderStyle=DocID' target=_blank >资讯)(600220)、天茂集团(http://stock.gupiaoe.com/cominfo/default_000627.htm' target=_blank >行情 http://bbs.gupiaoe.com/board/000627/' target=_blank >论坛 http://search.gupiaoe.com/search?dir=news&q=%cc%ec%c3%af%bc%af%cd%c5&start=0&orderStyle=DocID' target=_blank >资讯)、安泰科技(http://stock.gupiaoe.com/cominfo/default_000969.htm' target=_blank >行情 http://bbs.gupiaoe.com/board/000969/' target=_blank >论坛 http://search.gupiaoe.com/search?dir=news&q=%b0%b2%cc%a9%bf%c6%bc%bc&start=0&orderStyle=DocID' target=_blank >资讯)(000969)、银星能源(http://stock.gupiaoe.com/cominfo/default_000862.htm' target=_blank >行情 http://bbs.gupiaoe.com/board/000862/' target=_blank >论坛 http://search.gupiaoe.com/search?dir=news&q=%d2%f8%d0%c7%c4%dc%d4%b4&start=0&orderStyle=DocID' target=_blank >资讯)(000862)、精工科技(http://stock.gupiaoe.com/cominfo/default_002006.htm' target=_blank >行情 http://bbs.gupiaoe.com/board/002006/' target=_blank >论坛 http://search.gupiaoe.com/search?dir=news&q=%be%ab%b9%a4%bf%c6%bc%bc&start=0&orderStyle=DocID' target=_blank >资讯)(002006)、京能热电(http://stock.gupiaoe.com/cominfo/default_600578.htm' target=_blank >行情 http://bbs.gupiaoe.com/board/600578/' target=_blank >论坛 http://search.gupiaoe.com/search?dir=news&q=%be%a9%c4%dc%c8%c8%b5%e7&start=0&orderStyle=DocID' target=_blank >资讯)(600578)。

　　■节能环保该板块昨日继续强势上升，资金净流入约3.3亿元。资金净流入较大的个股有创业环保(http://stock.gupiaoe.com/cominfo/default_600874.htm' target=_blank >行情 http://bbs.gupiaoe.com/board/600874/' target=_blank >论坛 http://search.gupiaoe.com/search?dir=news&q=%b4%b4%d2%b5%bb%b7%b1%a3&start=0&orderStyle=DocID' target=_blank >资讯)(600874)、中原环保(http://stock.gupiaoe.com/cominfo/default_000544.htm' target=_blank >行情 http://bbs.gupiaoe.com/board/000544/' target=_blank >论坛 http://search.gupiaoe.com/search?dir=news&q=%d6%d0%d4%ad%bb%b7%b1%a3&start=0&orderStyle=DocID' target=_blank >资讯)(000544)、泰达股份(http://stock.gupiaoe.com/cominfo/default_000652.htm' target=_blank >行情 http://bbs.gupiaoe.com/board/000652/' target=_blank >论坛 http://search.gupiaoe.com/search?dir=news&q=%cc%a9%b4%ef%b9%c9%b7%dd&start=0&orderStyle=DocID' target=_blank >资讯)、滨海能源(http://stock.gupiaoe.com/cominfo/default_000695.htm' target=_blank >行情 http://bbs.gupiaoe.com/board/000695/' target=_blank >论坛 http://search.gupiaoe.com/search?dir=news&q=%b1%f5%ba%a3%c4%dc%d4%b4&start=0&orderStyle=DocID' target=_blank >资讯)(000695)、同济科技(http://stock.gupiaoe.com/cominfo/default_600846.htm' target=_blank >行情 http://bbs.gupiaoe.com/board/600846/' target=_blank >论坛 http://search.gupiaoe.com/search?dir=news&q=%cd%ac%bc%c3%bf%c6%bc%bc&start=0&orderStyle=DocID' target=_blank >资讯)、首创股份(http://stock.gupiaoe.com/cominfo/default_600008.htm' target=_blank >行情 http://bbs.gupiaoe.com/board/600008/' target=_blank >论坛 http://search.gupiaoe.com/search?dir=news&q=%ca%d7%b4%b4%b9%c9%b7%dd&start=0&orderStyle=DocID' target=_blank >资讯)(600008)、创元科技(http://stock.gupiaoe.com/cominfo/default_000551.htm' target=_blank >行情 http://bbs.gupiaoe.com/board/000551/' target=_blank >论坛 http://search.gupiaoe.com/search?dir=news&q=%b4%b4%d4%aa%bf%c6%bc%bc&start=0&orderStyle=DocID' target=_blank >资讯)(000551)、菲达环保(http://stock.gupiaoe.com/cominfo/default_600526.htm' target=_blank >行情 http://bbs.gupiaoe.com/board/600526/' target=_blank >论坛 http://search.gupiaoe.com/search?dir=news&q=%b7%c6%b4%ef%bb%b7%b1%a3&start=0&orderStyle=DocID' target=_blank >资讯)(600526)、联创光电(http://stock.gupiaoe.com/cominfo/default_600363.htm' target=_blank >行情 http://bbs.gupiaoe.com/board/600363/' target=_blank >论坛 http://search.gupiaoe.com/search?dir=news&q=%c1%aa%b4%b4%b9%e2%b5%e7&start=0&orderStyle=DocID' target=_blank >资讯)(600363)、洪城股份(http://stock.gupiaoe.com/cominfo/default_600566.htm' target=_blank >行情 http://bbs.gupiaoe.com/board/600566/' target=_blank >论坛 http://search.gupiaoe.com/search?dir=news&q=%ba%e9%b3%c7%b9%c9%b7%dd&start=0&orderStyle=DocID' target=_blank >资讯)(600566)、龙净环保(http://stock.gupiaoe.com/cominfo/default_600388.htm' target=_blank >行情 http://bbs.gupiaoe.com/board/600388/' target=_blank >论坛 http://search.gupiaoe.com/search?dir=news&q=%c1%fa%be%bb%bb%b7%b1%a3&start=0&orderStyle=DocID' target=_blank >资讯)(600388)。该板块中期仍有上升空间，但建议近期以高抛低买，短线操作为主。