板块         投资数据                                                                                本周变化                                                                                                     投资参考

中小板动向    市盈率４１，市净率５．３８，平均股价２１．１元，上涨＼下跌弹性为０．９５＼０．９４。    涨２．５％，中航机、紫鑫、新和成、登海、报喜鸟、达安、准油、国脉、惠程涨１６％多。飞亚、冠福、三力士领跌。    市场重新活跃给板块个股拉升带来机会，对高增长、有业绩支撑的个股可低吸。当市场调整时，投资者可及时获利出局。

机构                 平均涨２％，新和成、新和成、国阳、煤气化、中色、天威保变、山黄金、潞安环能、Ｓ哈医药、八钢、国电南瑞、新安股份、平煤、马钢、兖煤、中材国际、中黄金、上、平高、凌钢、惠程涨１５％以上，许继、重汽、浦发、兴业、交行、国金、敖东、深发展、招行跌１０％以上。        机构重仓股平均涨幅并不大，机构对后市的多空分歧依然存在，对估值水平较高的股票应坚决回避。可选择估值合理的绩优股进行吸纳，坚持波段操作。

重仓                                                                                                                                                                                                                                                                                        

中仓股                                                                                                                                                                                                                                                                                    

盘子                 亏损股整体上涨４．３％，绩优股整体涨幅略小。５亿以上大盘股跌１．５％，中小盘股涨幅大。                                                                                                                                                                                

业绩                 高价股涨幅大。预计后期个股在普涨后出现分化，关注绩优价值股为主。