<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt; TEXT-INDENT: 28pt; mso-char-indent-count: 2.0; mso-char-indent-size: 14.0pt"><SPAN style="FONT-SIZE: 14pt; FONT-FAMILY: 宋体; mso-bidi-font-size: 12.0pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">银行股是各国
牛市的领头羊，也就难怪有股评家自年初开始就一直大声疾呼买入银行股。一年来，我国多次上调存款储备金率和加息，收缩银根的力度不小，近来银行股也有了不小幅度的下跌调整，但看好银行股的
机构和股评有增无减。</SPAN><SPAN lang=EN-US style="FONT-SIZE: 14pt; mso-bidi-font-size: 12.0pt"><?xml:namespace prefix = o ns = "urn:schemas-microsoft-com:office:office" /><o:p></o:p></SPAN></P>
<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt; TEXT-INDENT: 28pt; mso-char-indent-count: 2.0; mso-char-indent-size: 14.0pt"><SPAN style="FONT-SIZE: 14pt; FONT-FAMILY: 宋体; mso-bidi-font-size: 12.0pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">我们团队也一如既往地看好银行股的前景，虽然我们的“翻番
股票中国银行”至今还没实现我们的理想，大输给了上证
指数和
基金收益。</SPAN><SPAN lang=EN-US style="FONT-SIZE: 14pt; mso-bidi-font-size: 12.0pt"><o:p></o:p></SPAN></P>
<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt; TEXT-INDENT: 28pt; mso-char-indent-count: 2.0; mso-char-indent-size: 14.0pt"><SPAN style="FONT-SIZE: 14pt; FONT-FAMILY: 宋体; mso-bidi-font-size: 12.0pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">前些日子，传出国有银行收购渣打银行股权的消息，虽然均遭辟谣，但大家不要觉得不可思议、难以置信，可以说市值已经名列世界前茅的中国国有银行收购资本主义国家的老牌银行的日子并不很远了。这正是我们反复强调的炒高国有资产的重大战略意义之一。</SPAN><SPAN lang=EN-US style="FONT-SIZE: 14pt; mso-bidi-font-size: 12.0pt"><o:p></o:p></SPAN></P>
<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt; TEXT-INDENT: 28pt; mso-char-indent-count: 2.0; mso-char-indent-size: 14.0pt"><SPAN style="FONT-SIZE: 14pt; FONT-FAMILY: 宋体; mso-bidi-font-size: 12.0pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">你说“大国崛起”概念也好，你说“
金融安全”也罢，反正这是我国这轮牛市的一根重要主线，如若比题材，应该是惟我独尊的重大题材。</SPAN><SPAN lang=EN-US style="FONT-SIZE: 14pt; mso-bidi-font-size: 12.0pt"><o:p></o:p></SPAN></P>
<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt; TEXT-INDENT: 28pt; mso-char-indent-count: 2.0; mso-char-indent-size: 14.0pt"><SPAN style="FONT-SIZE: 14pt; FONT-FAMILY: 宋体; mso-bidi-font-size: 12.0pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">在银行股中，我们团队经过调查、分析和研究，最看好</SPAN><SPAN lang=EN-US style="FONT-SIZE: 14pt; mso-bidi-font-size: 12.0pt"><FONT face="Times New Roman">601328</FONT></SPAN><SPAN style="FONT-SIZE: 14pt; FONT-FAMILY: 宋体; mso-bidi-font-size: 12.0pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">交通银行。我们的</SPAN><SPAN lang=EN-US style="FONT-SIZE: 14pt; mso-bidi-font-size: 12.0pt"><FONT face="Times New Roman">FANS</FONT></SPAN><SPAN style="FONT-SIZE: 14pt; FONT-FAMILY: 宋体; mso-bidi-font-size: 12.0pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">不禁要问：你们不是看好中国银行的吗？在此，我们团队声明，不是我们不看好中国银行了，相反经过我们同中国银行高级管理者的接触，今年中
行业绩大增已是板上钉钉的事，之所以其市场表现不佳，我们判断是
投资者对
美国次级债影响的担心，毕竟中行在四大国有银行中国际业务是最多的。</SPAN><SPAN lang=EN-US style="FONT-SIZE: 14pt; mso-bidi-font-size: 12.0pt"><o:p></o:p></SPAN></P>
<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt; TEXT-INDENT: 28pt; mso-char-indent-count: 2.0; mso-char-indent-size: 14.0pt"><SPAN style="FONT-SIZE: 14pt; FONT-FAMILY: 宋体; mso-bidi-font-size: 12.0pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">而交通银行，在上市的低迷期，明显有机构建仓，三季度的公开
资料显示，它更是银行股中机构增仓最多的。基本面也有亮丽之处，机构预测其</SPAN><SPAN lang=EN-US style="FONT-SIZE: 14pt; mso-bidi-font-size: 12.0pt"><FONT face="Times New Roman">2007-2009</FONT></SPAN><SPAN style="FONT-SIZE: 14pt; FONT-FAMILY: 宋体; mso-bidi-font-size: 12.0pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">年的</SPAN><SPAN lang=EN-US style="FONT-SIZE: 14pt; mso-bidi-font-size: 12.0pt"><FONT face="Times New Roman">EPS</FONT></SPAN><SPAN style="FONT-SIZE: 14pt; FONT-FAMILY: 宋体; mso-bidi-font-size: 12.0pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">分别为</SPAN><SPAN lang=EN-US style="FONT-SIZE: 14pt; mso-bidi-font-size: 12.0pt"><FONT face="Times New Roman">0.44</FONT></SPAN><SPAN style="FONT-SIZE: 14pt; FONT-FAMILY: 宋体; mso-bidi-font-size: 12.0pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">、</SPAN><SPAN lang=EN-US style="FONT-SIZE: 14pt; mso-bidi-font-size: 12.0pt"><FONT face="Times New Roman">0.62</FONT></SPAN><SPAN style="FONT-SIZE: 14pt; FONT-FAMILY: 宋体; mso-bidi-font-size: 12.0pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">和</SPAN><SPAN lang=EN-US style="FONT-SIZE: 14pt; mso-bidi-font-size: 12.0pt"><FONT face="Times New Roman">0.80</FONT></SPAN><SPAN style="FONT-SIZE: 14pt; FONT-FAMILY: 宋体; mso-bidi-font-size: 12.0pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">，成长明显。</SPAN></P>
<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt; TEXT-INDENT: 28pt; mso-char-indent-count: 2.0; mso-char-indent-size: 14.0pt"><SPAN style="FONT-SIZE: 14pt; FONT-FAMILY: 宋体; mso-bidi-font-size: 12.0pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'"></SPAN><SPAN lang=EN-US style="FONT-SIZE: 14pt; mso-bidi-font-size: 12.0pt"><o:p></o:p></SPAN> </P>
<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt; TEXT-INDENT: 28pt; mso-char-indent-count: 2.0; mso-char-indent-size: 14.0pt"><SPAN style="FONT-SIZE: 14pt; FONT-FAMILY: 宋体; mso-bidi-font-size: 12.0pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">对于未来的
大盘走势，我们认为大盘还处在寻找市场底的过程中，就象市场顶一定会在政策顶的上方，市场底也一定会在政策底的下方！也就是说如果</SPAN><SPAN lang=EN-US style="FONT-SIZE: 14pt; mso-bidi-font-size: 12.0pt"><FONT face="Times New Roman">5000</FONT></SPAN><SPAN style="FONT-SIZE: 14pt; FONT-FAMILY: 宋体; mso-bidi-font-size: 12.0pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">点是政策底，那么市场底必定在</SPAN><SPAN lang=EN-US style="FONT-SIZE: 14pt; mso-bidi-font-size: 12.0pt"><FONT face="Times New Roman">5000</FONT></SPAN><SPAN style="FONT-SIZE: 14pt; FONT-FAMILY: 宋体; mso-bidi-font-size: 12.0pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">点之下；如果</SPAN><SPAN lang=EN-US style="FONT-SIZE: 14pt; mso-bidi-font-size: 12.0pt"><FONT face="Times New Roman">4800</FONT></SPAN><SPAN style="FONT-SIZE: 14pt; FONT-FAMILY: 宋体; mso-bidi-font-size: 12.0pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">点是政策底，那么市场底必定在</SPAN><SPAN lang=EN-US style="FONT-SIZE: 14pt; mso-bidi-font-size: 12.0pt"><FONT face="Times New Roman">4800</FONT></SPAN><SPAN style="FONT-SIZE: 14pt; FONT-FAMILY: 宋体; mso-bidi-font-size: 12.0pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">点之下，到达我们预测的</SPAN><SPAN lang=EN-US style="FONT-SIZE: 14pt; mso-bidi-font-size: 12.0pt"><FONT face="Times New Roman">4500</FONT></SPAN><SPAN style="FONT-SIZE: 14pt; FONT-FAMILY: 宋体; mso-bidi-font-size: 12.0pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">点！</SPAN><SPAN lang=EN-US style="FONT-SIZE: 14pt; mso-bidi-font-size: 12.0pt"><o:p></o:p></SPAN></P>
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