########代码名称最新涨幅DDX连续特大买入特大卖出1'600540'新赛股份12.3110.01%5.427124.90%4.90%2'600766'园城股份5.226.10%2.618318.70%7.70%3'600090'啤酒花7.5810.01%2.162118.50%5.70%4'601003'柳钢股份6.29.93%2.048225.50%3.30%5'600753'东方银星1.27856'600397'安源股份7.117.24%1.03222.50%2.20%7'600775'南京熊猫7.484.03%0.99958'600605'汇通能源0.98839'600455'交大博通0.98410'600537'海通集团6.174.58%0.85211'600438'通威股份0.755112'600228'昌九生化5.696.55%0.75285.80%13'600226'升华拜克110.36%0.67410.80%1.60%14'600796'钱江生化6.343.26%0.66611.60%0.10%15'600084'ST新天5.494.97%0.666216.20%5.80%16'600719'大连热电10.321.08%0.58110.20%17'600556'*ST北生4.214.99%0.49213.10%18'600507'长力股份4.496.40%0.454119'600864'哈投股份18.089.98%0.438919.10%6.50%20'600548'深高速6.112.00%0.41626.70%21'600163'福建南纸5.754.17%0.40711.60%22'600086'东方金钰8.021.91%0.378323'600115'东方航空7.41.23%0.37351.40%24'600265'景谷林业10.058.88%0.347115.40%12.80%25'600240'华业地产5.973.47%0.318120.10%12.80%26'600279'重庆港九10.381.27%0.291227'600195'中牧股份16.971.19%0.27732.40%2.00%28'600872'中炬高新4.780.63%0.25129'600870'*ST厦华3.173.93%0.2416.30%3.10%30'600962'国投中鲁18.212.19%0.23331.60%31'600731'湖南海利5.190.78%0.224232'600359'新农开发12.527.01%0.22211.10%1.60%33'600422'昆明制药8.31.47%0.221234'600538'北海国发5.474.19%0.21312.40%35'600152'维科精华4.61.77%0.199136'600789'鲁抗医药5.160.00%0.197237'600068'葛洲坝8.393.84%0.19615.00%1.70%38'600591'上海航空6.07-0.16%0.19514.50%1.10%39'600257'洞庭水殖4.673.78%0.19320.20%40'600233'大杨创世6.681.06%0.1921141'600545'新疆城建6.020.50%0.19242'600379'宝光股份5.54-3.82%0.19543'600891'SST秋林4.790.00%0.188144'600372'*ST昌河0.188445'600637'广电信息5.06-2.88%0.176246'600529'山东药玻8.572.63%0.173247'600326'西藏天路6.382.08%0.171148'600988'ST宝龙6.28-0.16%0.168149'600900'长江电力0.168250'600612'中国铅笔13.31-2.49%0.16511.90%51'600785'新华百货0.163252'600168'武汉控股5.57-2.96%0.16122.10%53'600206'有研硅股14.25-3.98%0.159254'600845'宝信软件19.97-5.80%0.15510.40%55'600510'黑牡丹5.55-5.13%0.15112.40%56'600792'*ST马龙0.149157'600477'杭萧钢构7.580.80%0.14710.20%0.60%58'600146'大元股份5.56-4.47%0.1442一、市场判断1.目前市场状况：近期市场弱市格局仍没改观，不排除再创新低可能。要扭转局面，需要有实质性政策举措。2.市场环境：通胀的根本治理，仍然需要的是一如既往地以加速升值、信贷额度控制等为内涵的紧缩，而不是政策的左右摇摆，而外围市场仍存在不确定性。3.策略：仍以控制仓位为主，静待市场转机，具体个股可关注研究所报告。二、农业行业1. 当前全球性通胀源于基础性资源价格的上涨，主要包括能源、农产品和有色金属。石油价格暴涨可能是本轮通胀的根本原因，但农产品价格的上涨导致了通胀在全球蔓延。2. 国内农产品价格出现分化，猪肉、食用油等农副产品价格上涨较快拉动CPI指数高企，大米、小麦粮食价格短期不具备涨价的基础和动力，但长期供求偏紧价格仍有上涨趋势。3. 通胀持续的情况下，能够有效抵御通胀带来的成本压力的细分行业存在一定投资机会。重点看好能够直接涨价转嫁通胀压力的高价特色农产品业。个股可关注：中粮屯河、新中基和好当家等。三、权证方面近期权证市场成交继续萎缩，成交金额在90--200亿之间，权证市场整体偏弱，市场观望心态非常浓厚，除非正股有突出表现，才能激励权证有所表现，资金主动运作不明显，估计后市继续震荡，等待市场转机，操作上，观望为主，注意正股表现。http://hi.baidu.com/raolin819/在美国股市继续下跌以及香港股市下跌的不利环境下，周二大盘继续下跌，加上宏观经济继续从紧的基调不变的打击，地产股和金融股跌幅较大，这两类股票的下跌严重打击了市场人气，特别是地产股的代表保利地产、金地集团的跌停，更是让市场出现恐慌。使得题材股也纷纷走软，尽管奥运概念股以及农业股盘中强劲反弹，但是依然难以改变市场颓势。展望后市，一根中阴线显示大盘有继续调整的空间，建议投资者控制仓位，谨慎为上。     原文