ARK 每周股评 – 1/15/2021

我们每周都会与投资者分享我们策略中一周内一天内升值或下跌超过15%的股票的周评。我们希望您觉得这篇评论有用。
We share weekly commentaries with investors on stocks in our strategies that have appreciated or dropped more than 15% in a day during the course of the week. We hope you find this commentary useful.

Grayscale Bitcoin Investment Trust (GBTC)
-16%Grayscale Bitcoin Investment Trust, a trust tracking bitcoin’s market price, dropped nearly 16% on Monday, three days after bitcoin hit an all-time high of $41,900. After nearly quadrupling in the last three months, we believe bitcoin’s sell-off this week was neither surprising nor alarming. It has recovered more than 15% since bottoming earlier this week.

注: 灰度比特币投资信托基金(Grayscale Bitcoin Investment Trust)是一家追踪比特币市场价格的信托公司,在比特币创下41900美元的历史高点三天后,周一下跌了近16%。在过去三个月里翻了近四倍之后,我们认为比特币本周的抛售既不令人意外,也不令人震惊。自本周早些时候触底以来,它已经恢复了超过15%。
Editas Medicine (EDIT)
-15%Editas Medicine, a gene editing company harnessing the power of CRISPR Cas9 and Cas12a, traded down 15% on Monday after announcing that its Chief Scientific Officer (CSO), Charles Albright, is resigning to pursue another opportunity. Counterbalancing that announcement to some extent, Editas also disclosed that the FDA approved its Investigational New Drug (IND) application for EDIT-301, its ex vivo gene edited therapy for sickle cell disease. That said, the trial is on partial hold until Editas can improve the potency of its assay. For now, patients can be dosed to assess EDIT-301’s safety but not its efficacy.

注: Editas Medicine是一家利用CRISPR Cas9和Cas12a力量的基因编辑公司,在宣布其首席科学官(CSO)Charles Albright将辞职另谋高就后,周一交易量下跌15%。在一定程度上抵消了这一消息,Editas还披露,FDA批准了其治疗镰状细胞疾病的体外基因编辑疗法EDIT-301的研究性新药(IND)申请。也就是说,在Editas能够改进其检测的有效性之前,该试验处于部分暂停状态。目前,患者可以通过配药来评估EDIT-301的安全性,但不能评估其疗效。
LendingTree (TREE)
+16%LendingTree, appreciated more than 16% on Tuesday after disclosing better than expected preliminary fourth quarter 2020 earnings, thanks to a surge in the Home segment which includes mortgage-related revenue and a recovery in the Consumer segment. LendingTree operates a financial services platform that originates, processes, approves, and funds real estate, consumer, auto, and business loans and insurance.

注: LendingTree,在周二披露了好于预期的2020年第四季度初步盈利后,升值超过16%,这得益于包括抵押贷款相关收入在内的家庭部门的激增和消费者部门的复苏。LendingTree运营着一个金融服务平台,该平台负责发起、处理、审批和资助房地产、消费者、汽车和商业贷款及保险。
Nano Dimension (NNDM)
+21%Nano Dimension appreciated more than 21% on Wednesday after pricing a secondary offering. Nano Dimension is a leader in 3D printed high performance electronic devices. On Tuesday Nano Dimension was granted a new patent for rigid-flexible printed circuit board fabrication using inkjet printing.

注: Nano Dimension周三定价二次发行后升值超过21%。Nano Dimension是3D打印高性能电子设备的领导者。周二,Nano Dimension获得了一项新的专利,即利用喷墨打印进行刚柔并济的印刷电路板制造。
Stratasys (SSYS)
+16%Stratasys appreciated 16% on Thursday after 3D Systems announced that it would report an upside surprise in fourth quarter revenues and earnings, suggesting that the 3D printing industry is gaining traction in the recovery from the COVID-19 crisis. Moreover, during a presentation at the Needham Growth Conference, Stratasys announced that it expects to report sequential revenue growth for the fourth quarter. Management emphasized that COVID-19 has created supply chain vulnerabilities that 3D printing is well-suited to address.

注: 周四,Stratasys公司升值16%,此前3D Systems公司宣布将公布第四季度营收和盈利的上调惊喜,这表明3D打印行业在从COVID-19危机中复苏的过程中获得了动力。此外,Stratasys在Needham增长会议上的演讲中宣布,预计第四季度的收入将连续增长。管理层强调,COVID-19造成了供应链的漏洞,而3D打印非常适合解决这些漏洞。
Aerovironment (AVAV)
+30%Aerovironment appreciated 30% on Thursday after announcing an agreement to acquire Arcturus UAV, a leader in military unmanned aircraft systems. We believe the stock may also have been impacted by an ARK 485(a) filing with the SEC.

注: 在宣布达成收购Arcturus UAV的协议后,Aerovironment周四升值30%,Arcturus UAV是军用无人机系统的领导者。我们认为,该股可能还受到向美国证券交易委员会提交的ARK 485(a)文件的影响。

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