ARK 每周股评 – 11/6/2021

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.

Silvergate (SI)
+21.5%Shares of Silvergate (SI) traded up 21.5% on Monday after Morgan Stanley published a report describing the increasing correlation between Silvergate’s (SI) stock and the price of bitcoin as institutional investors increase their allocations to cryptoassets. Founded as a traditional commercial bank in the late eighties, Silvergate today is focused primarily on services that enable institutions to access exposure to cryptocurrencies.

注: 在摩根士丹利发表报告描述了随着机构投资者增加对加密资产的配置,Silvergate (SI)的股票与比特币价格之间的相关性不断增强之后,银门的股票在周一交易中上涨了21.5%。Silvergate 在80年代末作为一家传统的商业银行成立,如今主要专注于使机构获得加密货币风险的服务。
Vuzix (VUZI)
+32.3%Shares of Vuzix (VUZI) traded up 32.3% on Monday after Facebook rebranded to Meta, highlighting its commitment to the AR/VR space. Vuzix offers AR display and computing glasses for consumer and enterprise markets around the world.

注: 在Facebook改名为Meta后,Vuzix(VUZI)的股价周一上涨了32.3%,突出了其对AR/VR领域的承诺。Vuzix为世界各地的消费者和企业市场提供AR显示和计算眼镜。
Zillow (ZG)
-25%Shares of Zillow (ZG) fell 25% on Wednesday after the company announced not only a significant miss relative to third quarter earnings expectations but also plans to shut down Zillow Offers, citing difficulties in forecasting home prices in volatile markets. In response, it is reducing its workforce by roughly 25%. In ARK’s view, this news is the result of execution issues associated with Zillow’s AI pricing algorithms despite its access to ample data, calling into question the high balance sheet risk necessary to enable the scaling of iBuying business models.

注: Zillow(ZG)股价周三下跌25%,此前该公司不仅宣布第三季度盈利大幅不及预期,而且还计划关闭Zillow Offers,理由是难以预测动荡市场的房价。作为回应,该公司正在减少大约25%的员工。在ARK看来,这一消息是与Zillow的人工智能定价算法有关的执行问题的结果,尽管它获得了充足的数据,使人们对实现iBuying商业模式的扩展所需的高资产负债表风险产生了怀疑。
Cerus Corp. (CERS)
+16.6%Cerus Corp. (CERS), known for INTERCEPT, its blood and plasma products in the transfusion space, traded up 16.6% on Wednesday after reporting much higher than expected 53% revenue growth for the third quarter. Cerus continues to gain market share and is becoming the standard of care globally in the blood and plasma space.

注: Cerus Corp. (CERS),以输血领域的血液和血浆产品INTERCEPT而闻名,在报告了远高于预期的第三季度53%的收入增长后,周三交易量上升了16.6%。Cerus公司继续获得市场份额,正在成为全球血液和血浆领域的护理标准。
Arcturus Therapeutics (ARCT)
-16.4%Arcturus Therapeutics (ARCT), a pharmaceutical company developing mRNA vaccines to prevent COVID-19, traded down more than 16% on Friday after Pfizer indicated that its antiviral pill, Paxlovid, reduced the likelihood of COVID-19-related hospitalizations and death by 89%.

注: Arcturus Therapeutics(ARCT)是一家开发预防COVID-19的mRNA疫苗的制药公司,在辉瑞公司表示其抗病毒药Paxlovid将COVID-19相关的住院和死亡的可能性降低了89%之后,该公司周五的交易价格下跌了16%以上。
Codexis (CDXS)
+14.9%Codexis (CDXS), a protein engineering company closed up 14.9% Friday after posting third quarter earnings significantly higher than expected. More important, the enzymes Codexis manufactures have been critical to the success of Pfizer’s highly effective COVID-19 antiviral.

注: 蛋白质工程公司Codexis(CDXS)周五收盘上涨14.9%,此前公布的第三季度收益明显高于预期。更重要的是,Codexis生产的酶对辉瑞公司高效的COVID-19抗病毒药物的成功起到了关键作用。
Peloton (PTON)
-35.4%Shares of Peloton (PTON) traded down 35.4% today after the company missed Wall Street estimates for both revenue and earnings. Facing tough comparisons against its pandemic-related boom last year, Peloton cited supply chain costs and a reopening of the global economy for the disappointment relative to its own expectations. Despite these near-term headwinds, we believe that Peloton has disrupted the legacy health and fitness industry and, in the long run, will continue to cause mass migration to connected fitness at home. Peloton offers connected fitness products such as bikes and treadmills with subscriptions to live and on-demand fitness classes.

注: Peloton(PTON)的股票今天下跌了35.4%,因为该公司的收入和收益都没有达到华尔街的预期。面对与去年与大流行病相关的繁荣的艰难比较,Peloton称供应链成本和全球经济的重新开放是相对于其自身预期的失望。尽管有这些近期的不利因素,我们相信Peloton已经颠覆了传统的健康和健身行业,从长远来看,将继续导致大规模迁移到家中的联网健身。Peloton提供联网的健身产品,如自行车和跑步机,并订阅实时和点播的健身课程。

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