轮证日报 |抗疫概念股大涨，平医牛证涨40%
| 今日市场短评
港股三大指数收涨，早盘恒指、国指短线跳水转跌，恒指午后震荡回升，微幅收涨0.03%，报28458点，国指涨0.56%，报10702点，恒生科技指数涨1.38%，报8025点。
盘面上，生物医药B类股全线拉升上扬；近日回调的钢铁股、港口海运股再度活跃；大型科技股集体拉升，快手大涨近6%，网易涨4.8%，阿里巴巴、美团皆有涨幅，惟腾讯控股绩后收跌逾3%；区块链股跌幅靠前，黄金股、纸业股走低明显。
| 窝轮（认股证）焦点
农夫山泉（09633）农泉认购证（13098）到期日：2021年7月杠杆：6.52倍
农夫山泉连续第二日反弹 重回40港元上方
海通证券此前表示继续看好公司包装水业务在2021年恢复较好增长。公司包装水领域市场占有率或仍在继续提升，这也进一步突出公司作为行业领头羊继续实现“强者恒强”竞争格局。给予目标价52.17港元/股及“优于大市”评级。另外，管理层对2021年的业绩指引是收入相对于2020年同比增长15%-20%，并在未来3-5年保持这样的增长水平。
| 牛熊证焦点
平安好医生（01833）
平医牛证（53149）到期日：2022年3月回收价：80杠杆：5.28倍
瑞信：看好平安好医生商业模式 首予“跑赢大市”评级 目标价115港元
瑞信发布了首次覆盖平安好医生的研究报告。该行认为，公司由AI赋能的医疗健康业务提升效率，并持续由多种渠道获得市占率，对公司商业模式表示看好，给予“跑赢大市”评级及目标价115港元。
瑞信表示，平安好医生是中国最大的互联网医疗服务平台，注册用户超过3.73亿，月均活跃用户数达7.26亿，日均咨询量为90.3万。其中，由AI赋能的医疗健康业务提升效率，对平安好医生商业模式表示看好。
思摩尔国际（06969）
思摩牛证（57563）到期日：2022年2月回收价：35杠杆：2.03倍
华泰证券：电子烟行业景气度高 首予思摩尔国际“买入”评级 B端业务增长强劲
报告中称，思摩尔国际产品力领先、深度合作全球龙头品牌。全球控烟力度加大、吸烟者对于健康的诉求限制传统卷烟的发展，带有减害属性的电子烟应运而生，行业迎来变革红利期。思摩尔作为全球行业领导者，全球市场占有率第一并且持续上升，公司研发领先(拥有核心陶瓷芯技术)、生产、专利护城河深厚、与大客户深度合作、供应链成熟稳定。
| 衍生品资金流入/流出
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