輪證日報|新能源集體大漲，比亞迪認購證漲100%
今日市場短評
恆指今早高開逾三百點，重上50天線(約24042)。科指高開130點或2.3%報5750。恆指、科指尾盤繼續拉昇，分別收漲2.79%和4.99%。盤面上，香港零售股、汽車股、大型科技股表現強勢，鋼鐵金屬股、內房股回調。個股方面，美團收漲9.13%，京東收漲10.98%，小鵬汽車收漲9.73%，世茂集團收跌3.55%。
窩輪（認股證）焦點
比亞迪股份（01211）
比迪認購證（28181）到期日：2022年2月槓桿：12.55倍
安信證券：預計2022年傳統車和新能源車行業全面向好
安信證券指出，預計2022年傳統車和新能源車行業全面向好。新能源車方面，2022年補貼政策保持技術指標及門檻要求不變，而補貼規模沒有鎖定原預期的200萬輛上限，補貼將貫穿全年。預計新能源車規模擴張和技術進步帶來降本能力持續提升；同時，隨着補貼退坡的實施和原材料價格上漲，部分車型價格迎來上調，但仍不減消費需求，2022年新能源車產銷有望持續增長。傳統車方面，隨着芯片短缺程度持續改善，前期儲備的訂單有望加緊交付；隨着車企新產品陸續投放，需求迎來釋放，2022年傳統乘用車有望顯著改善。
牛熊證焦點
恆生科技指數（HSTECH）
恆科牛證（69061）到期日：2022年8月回收價：5396
槓桿：10.19倍
鮑威爾做“心理按摩”，港股科技股集體大漲
隔夜美股中概股大漲，刺激港股市場科技股今日集體走強，恆生科技指數目前漲超3%。其中，京東集團和萬國數據漲超7%，美團漲超5%，百度、網易、嗶哩嗶哩和華虹半導體漲超3%，舜宇、小米、阿裏巴巴、快手、騰訊漲超2%。 有市場人士稱，隔夜美股科技股的集體走強，主因鮑威爾做的“心理按摩”。美聯儲主席鮑威爾表達了聯儲將遏制通脹的意願，他昨日在參議院聽證會上強調，如果通脹繼續走高，將再度調整政策。高企的通脹已經對成長股造成了顯著影響，企業的融資難度被持續加大，這將降低成長型公司未來現金流和股息的價值。而如果美聯儲能夠有效遏制通脹，將有助於成長股的估值。
衍生品資金流入/流出
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