猜想二|创投板块再现强势

　　点评由于业内人士对创业板在“两会”后推出的预期日益强烈，因此，创投概念股渐渐成为当前市场的主流品种，也引导着主流资金对创投概念股的深度挖掘，比如说昨日的南天信息(http://stock.gupiaoe.com/cominfo/default_000948.htm' target=_blank >行情 http://bbs.gupiaoe.com/board/000948/' target=_blank >论坛 http://search.gupiaoe.com/search?dir=news&q=%c4%cf%cc%ec%d0%c5%cf%a2&start=0&orderStyle=DocID' target=_blank >资讯)（000948 ）就是如此，这意味着该板块将得到主流资金的买盘支撑，短线仍将持续活跃。故南天信息(http://stock.gupiaoe.com/cominfo/default_000948.htm' target=_blank >行情 http://bbs.gupiaoe.com/board/000948/' target=_blank >论坛 http://search.gupiaoe.com/search?dir=news&q=%c4%cf%cc%ec%d0%c5%cf%a2&start=0&orderStyle=DocID' target=_blank >资讯)、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 ）、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 ）等创投概念股可继续跟踪。而对于海越股份(http://stock.gupiaoe.com/cominfo/default_600387.htm' target=_blank >行情 http://bbs.gupiaoe.com/board/600387/' target=_blank >论坛 http://search.gupiaoe.com/search?dir=news&q=%ba%a3%d4%bd%b9%c9%b7%dd&start=0&orderStyle=DocID' target=_blank >资讯)（600387 ）等创投概念股的新秀以及拥有优质企业股权优势的德美化工(http://stock.gupiaoe.com/cominfo/default_002054.htm' target=_blank >行情 http://bbs.gupiaoe.com/board/002054/' target=_blank >论坛 http://search.gupiaoe.com/search?dir=news&q=%b5%c2%c3%c0%bb%af%b9%a4&start=0&orderStyle=DocID' target=_blank >资讯)（002054 ）等品种也可低吸持有。

　　猜想三|水泥板块或崛起？

　　点评水泥板块在近期面临着较大的弹升机会一是灾后重建对水泥的需求将大大提升；二是行业集中度的提升有利于行业龙头企业对产品价格的话语权；三是近年来水泥优质企业频频向上游渗透，从而提升了公司的盈利能力。如此就赋予了水泥板块较佳的行业基本面优势。与此同时，近期水泥股纷纷定向增发，扩张产能，这有利于形成水泥股高成长的乐观预期，故近期水泥股或将反复震荡盘升，建议投资者低吸持有江西水泥(http://stock.gupiaoe.com/cominfo/default_000789.htm' target=_blank >行情 http://bbs.gupiaoe.com/board/000789/' target=_blank >论坛 http://search.gupiaoe.com/search?dir=news&q=%bd%ad%ce%f7%cb%ae%c4%e0&start=0&orderStyle=DocID' target=_blank >资讯)（000789 ）、福建水泥(http://stock.gupiaoe.com/cominfo/default_600802.htm' target=_blank >行情 http://bbs.gupiaoe.com/board/600802/' target=_blank >论坛 http://search.gupiaoe.com/search?dir=news&q=%b8%a3%bd%a8%cb%ae%c4%e0&start=0&orderStyle=DocID' target=_blank >资讯)（600802 ）、青松建化(http://stock.gupiaoe.com/cominfo/default_600425.htm' target=_blank >行情 http://bbs.gupiaoe.com/board/600425/' target=_blank >论坛 http://search.gupiaoe.com/search?dir=news&q=%c7%e0%cb%c9%bd%a8%bb%af&start=0&orderStyle=DocID' target=_blank >资讯)（600425 ）等品种。