轮证日报 |美团高开高走，牛证暴涨300%
| 今日市场短评
午后沪指在收盘前成功翻红，加上科技股强势，恒指下午时段触底反弹，并在收盘前翻红，收涨0.09%，报29151.8点；科技指数跑赢大市，涨1.84%。
盘面上，中共中央政治局5月31日召开会议，放开三孩政策，相关概念股应声飙涨；科技股、锂电、医药等板块全日强势。
个股方面，好孩子国际涨超30%，锦欣生殖涨17.5%，贝康医疗涨15%；美团大涨10.8%，创下近一年来最大涨幅；赣锋锂业涨11.9%；百济神州涨8.9%。快手延续近期跌势，盘中最多跌超5%，续创上市以来新低。
| 窝轮（认股证）焦点
金斯瑞生物科技（01548）金斯认购证（13085）到期日：2021年7月杠杆：5倍
金斯瑞生物科技早盘获资金追捧，盘中涨超10%
消息面上，金斯瑞生物科技近日公布，传奇生物将在2021年美国临床肿瘤学会(ASCO)年会和欧洲血液学协会(EHA)线上虚拟大会上公布关于靶向B细胞成熟抗原(BCMA)的嵌合抗原受体T细胞(CAR-T)疗法西达基奥仑赛Ciltacabtagene
Autoleucel (cilta-cel)的最新及更新结果，该疗法用于治疗复发和╱或难治性多发性骨髓瘤(RRMM)。
哔哩哔哩（09626）哔哩认购证（17400）到期日：2021年9月杠杆：6.11倍
摩通：维持哔哩哔哩增持评级 目标价1500港元
摩通发研报指，哔哩哔哩首季业绩表现胜预期，显示出公司变现战略奏效，预期在客户基础扩充、每次点击成本提升及新推出的商业合作平台“花火”发展下，今年广告收入将按年增长113%。摩通将哔哩哔哩今明两年收入预测轻微上调1%，由于电竞赛事授权费用及用户获取成本，将今年调整后净利率下调1.2个百分点，维持“增持”评级，目标价由1600港元下调至1500港元，以反映2025年预测市盈率约30倍。
| 牛熊证焦点
美团（03690）
美团牛证（65386）到期日：2021年11月回收价：262杠杆：8.54倍
美团首季收入倍增胜预期大行维持正面评级
野村发表报告表示，美团首季业绩高于市场及该行预期，当中三大业务表现强劲，整体收入按年升121%至370亿元人民币，高于市场及该行预期分别4%及2%；又料次季其外卖业务收益按年升57%。该行表示，美团新业务于首季录经营亏损80亿元人民币，当中主要来自社区杂货业务、美团优选，更料新业务于第二季续录亏损103亿元人民币。该行上调其2021至2022年度收益预测1%，经营利润率大致维持不变，维持其“买入”评级，目标价则由404港元降至346港元。
| 衍生品资金流入/流出
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