轮证日报 |投行升药明生物目标价，牛证涨50%
| 今日市场短评
截至今日收盘，恒指收盘下跌38.75点，跌幅0.13%，报28742.63点。大市成交额报1163.77亿港元。
医药股集体大涨，金斯瑞生物科技创历史新高，基石药业-B大涨10.94%，华润医疗上涨5.6%。
钢铁股走强，铁货大涨18.66%，马鞍山钢铁股份涨3.11%。
| 窝轮（认股证）焦点
京东健康（06618）京健认购证（13786）到期日：2021年12月杠杆：4.22倍
京东健康今日大涨 618首日健康服务成交额暴增
京东健康618数据显示，6月1日当天开售15分钟，健康服务整体成交额同比增长超8倍，在线问诊以及心理咨询类预付费服务、齿科、体检、疫苗、医美等品类增长强劲。
此外，京东健康公布，与生物制药公司赛诺菲中国在健康数字生态领域进行战略合作升级，围绕患者整个生命周期的线上诊疗全流程，打造数字化综合解决方案，致力推动「互联网+医疗健康」行业规范化发展。
继赛诺菲去年成为京东健康糖尿病中心深度合作夥伴後，是次双方再度合作，目标推动互联网在线诊疗的规范化，打造数字医疗健康良性可持续发展的全新生态。
京东集团(09618.HK)高级副总裁、京东健康CEO辛利军表示，过去几年公司利用人工智能、大数据、物联网等等技术，结合在线问诊、续方购药和送药上门等服务，构建线上线下一体化管理模式，作为一体化的开放平台，期望引入不同的慢病管理服务能力，为患者提供多元化的服务体验。
周大福（01929）周福认购证（20436）到期日：2021年11月杠杆：3.56倍
野村：上调周大福目标价至17.6港元 评级买入野村发表报告表示，周大福管理层透露今年4至5月份内地业务同店销售增长持续强劲，录得按年49.3%的升幅，由于去年下半财年高基数因素下，该行维持其今年度同店销售增长预测为6%；同时公司目标本财年在内地净增700间店舖。该行下调其本年度盈利预测4.5%，以反映较保守之毛利率预测，但料港澳市场反弹可作出弥补，目标价由16.1港元上调至17.6港元，维持买入评级。
| 牛熊证焦点
药明生物（02269）
药明牛证（67993）到期日：2021年12月回收价：115杠杆：11.77
交银国际：药明生物给予买入评级 目标价143港元
交银国际发布报告，八部委联合发布《开展国家组织高值医用耗材集中带量采购和使用的指导意见》，明确覆盖范围、采购规则、保障措施等。
该行预期，心血管、骨科耗材将首先成为集采对象，集采会在质量标准、生产能力、供应稳定性上提出更高要求。该行看好生产工艺成熟、规模效应显著、成本可控的医疗器械龙头。
该行在2021下半年首推医药外包黄金赛道的领军企业药明生物（02269.HK/买入），目标价143港元。
| 衍生品资金流入/流出
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