輪證日報 |招商銀行認購證漲80%
| 今日市場短評
港股收盤，恒指小幅收漲0.4%，報26283.4點，酒精飲料、重機械板塊、恒大概念股表現強勢，軍工、半導體板塊表現低迷。
| 窩輪（認股證）焦點
招商銀行（03968）招行認購證（12232）到期日：2021年9月槓桿：15.99倍
興業證券：維持招商銀行“審慎增持”評級 利潤增長中樞有望升至15%
招行大財富管理已在客群、產品、管道、隊伍建設、IT系統、品牌等方面建立了全方位的體系化優勢，成為招行堅固的護城河，競爭對手短期內很難超越。
長期來看，招行在財富管理市場的市占率仍有較大提升空間，有望成為財富管理賽道中的“一騎絕塵”;財富管理業務輕資本、弱週期、高成長、高利潤的特性也將推動公司利潤增長、盈利能力和估值中樞持續走高。
| 牛熊證焦點
小米集團（01810）
小米牛證（54913）到期日：2022年2月回收價：25.5槓桿：13.1倍
小米集團Q2小米手機出貨量居全球第二 雷軍將於周二做年度演講
消息面上，中信證券研究指出，二季度小米全球智能手機出貨量5280萬臺，以17%的份額首次位居全球第二。預計公司二季度智能手機收入增速將與出貨量增速相仿；整體盈利環比一季度規模相當。展望全年，仍維持小米智能手機出貨量接近2億臺的判斷，IoT的產品創新和升級將推動持續增長，用戶數的累積效應亦將幫助互聯網業務增速逐季提升。
此外，小米手機官方微博今日正式宣佈，小米年度旗艦MIX 4將於8月10日的雷軍年度演講上發佈。
恒生指數（HSI）
恒指牛證（54791）到期日：2021年12月回收價：25900槓桿：61.16倍
港股今早低開高走，美團、騰訊控股現強勢反彈，恒指早段曾成功上試26500點水準。而安里主席兼行政總裁黃偉康表示，大市相信已成功建造底部，於二萬六關有支持，他認為市場對負面消息的消化能力有所提升，惟後市仍受困市場不明朗因素，較難在短時間內展現大幅反彈。他料港股短期仍於26000點至26700點水準整固。而美團、騰訊今早偏軟後回彈，美團早市更可領升藍籌，黃偉康表示該兩股雖今早現反彈，不少好友擬撈底搏反彈，但他只建議大家炒波幅。
| 衍生品資金流入/流出
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