本文认为，国有投资公司作为政府投资主体的重要组成部分，无论是政府进行宏观调控还是促进关键行业发展，都将是一种重要的手段和工具。投资公司是政府的投资主体和出资人代表，同时也是政府调节宏观经济的一支重要力量。对于投资公司的市场选择问题，应该从以下方面考虑：（１）继续保持政府投资主体的地位；（２）加强管理，提高投资公司的赢利能力；（３）抓好自营项目的建设；（４）转向公共事业投资；（５）适应国有经济战略性改组的要求，加快投资公司发展战略的转变 This paper argues that as an important part of government investment, state-owned investment companies will be an important tool and tool both for macro-control by the government and for key industries. Investment company is the government’s investor and investor representative, but also an important force for the government to regulate the macro-economy. For the issue of market selection of investment companies, we should consider the following aspects: (1) continue to maintain the status of government investment entities; (2) strengthen management so as to enhance the profitability of investment companies; (3) do a good job in the construction of self-operated projects; 4) shift to public utility investment; (5) adapt to the requirements of strategic restructuring of state-owned economy and accelerate the transformation of investment company’s development strategy