代码   名称     收盘价 今年以来 涨跌幅（%）    今年以来 换手率（%）    市盈率 （前推法）    流通A股 （万股）    

    000888 峨眉山A 11.22  5.06                  74.16                 26.49              5,200.00          

    000626 如意集团 12.78  5.36                  26.48                 62.65              5,062.50          

    600697 欧亚集团 5.89   5.94                  24.69                 20.36              8,438.60          

    600033 福建高速 7.89   6.91                  21.47                 21.97              28,800.00         

    600426 华鲁恒升 13.96  7.47                  53.69                 21.91              6,000.00          

    000429 粤高速A 5.26   8.01                  12.31                 28.69              27,453.08         

    000411 ST英特   5.71   9.81                  8.85                  262.04             3,153.07          

    600616 第一食品 9.51   10.84                 15.29                 33.01              10,956.97         

    600143 金发科技 14.54  11.93                 76.24                                    4,500.00          

    600754 锦江酒店 8.05   13.22                 25.68                 41.40              9,836.00          

    600085 同仁堂   23.88  13.23                 16.51                 34.69              12,950.16         

    600271 航天信息 30     14.42                 37.16                 24.32              4,200.00          

    600269 赣粤高速 7.86   14.58                 28.23                 21.27              31,200.00         

    点评：在保险资金入市这一利好消息的推动下，中兴、中集、茅台等机构重仓的“白马型”蓝筹股近两日来迭创新高。这些股票虽然基本面无可挑剔，但毕竟今年以来涨幅过大，回调风险不可不防。这时，如果我们将眼光投向那些同样创出股价新高，而涨幅并不大的股票，也能发现一些基本面不错、市场表现不那么激进的股票。例如，福建高速、同仁堂、皖通高速、福耀玻璃均被部分行业研究员作出“增持”评级；第一食品、昆明制药的年报都透露出机构增仓的迹象；金发科技与峨眉山都在前期经历了大幅回调，目前则完成了强劲的V形反转。值得注意的是，统计结果中一共出现了4只高速公路股，看来高速板块之行情来势不小。