《高盛认股证牛熊证》 小米第二季业绩胜预期 与美团齐异动逆市升 留意高杠杆小米牛68663，美团牛68653
小米(1810)
正股表现：小米(1810)昨日反弹升约0.6%，并在收市後公布中期业绩。截至今年六月底止，纯利达66.62亿元人民币，按年升31.2%；经调整净利润达56.74亿元人民币，按年跌0.7%，皆胜市场预期。小米今早急涨，更突破20元水平，最高见21元，创超过两年高位。现报20.9元，升约9%。
资金流向：观察个股认股证资金流向，可见近期资金持续吸纳认沽证，过去10个交易日皆录得资金流入，合共约2,100万元。牛熊证方面，则见牛证於过去4个交易日皆录得资金流入，当中昨日有约2,680万元。
产品选择：观察市场上的认购证，可见目前最高杠杆的产品亦只有5倍左右，未属吸引。因此投资者如看好，可转而留意能提供更高杠杆的牛证，例如属贴价的新上市的小米牛68663，与现价有约12%差距。
小米牛68663，收回价18.38元，行使价17.98元，换股比率10，杠杆比率7.0倍，市场上杠杆最高牛证之一
另一方面，行使价15.5元附近、明年一月份到期的认沽证为近期活跃条款。投资者如看淡，可留意当中杠杆最突出的小米沽19165。
小米沽19165，行使价15.48元，2021年01月22日到期，实际杠杆5.2倍，活跃条款产品中，杠杆最高
美团(3690)
正股表现：美团(3690)昨日反弹升约0.5%。今早继续上升，早上高开约1.2%後升幅扩大，现报267元，升约3.2%。有券商认为美团送餐业务将见收入增长及市场份额提升，并指第二季业绩公布後，该行对美团送餐业务看法更为正面，给予「买入」投资评级，目标价300元。
资金流向：观察个股轮证资金流向，可见近日资金追捧牛证，本周二及本周三共录得约4,220万元资金流入。
产品选择：与小米情况相若，目前最高杠杆的认购证亦只有约4倍左右，未属吸引。因此投资者如看好，可转而留意能提供更高杠杆的牛证，例如美团牛68653，与现价有约16.8元差距。
美团牛68653，收回价250.18元，行使价247.18元，换股比率500，杠杆比率13.7倍，相近收回价熊证中杠杆最高
相反，投资者如看淡，可留意年期约5个月的低街货美团沽24789。
美团沽24789，行使价199.9元，2021年01月11日到期，实际杠杆5.2倍，低街货
注: 以上数据资料来自高盛认股证牛熊证网站~
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