ARK 每周股评 – 3/1/2021

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)
-20%Silvergate (SI), a bank specializing in cryptocurrency, traded down 20% on Tuesday as the equity and crypto markets sold off broadly. In our view, based on the stong network effects of the Silvergate Exchange Network (SEN), Silvergate will be a prime beneficiary of increased institutional and corporate crypto adoption. 

注: 银门(SI)是一家专门从事加密货币的银行,周二随着股票和加密市场的广泛抛售,银门交易网(SI)下跌了20%。我们认为,基于银门交易网(SEN)坚固的网络效应,银门将成为机构和企业加密应用增加的主要受益者。
Workhorse (WKHS)
+24%Workhorse (WKHS), a technology company that designs, manufactures, builds, and sells battery-electric vehicles and aircraft in the United States, traded down 47% on Tuesday and then up 24% on Thursday. The sharp decline was in response to its loss of the U.S. Postal Service’s (USPS) next generation delivery vehicle contract to Oshkosh. WKHS then appreciated on news that a Democrat in the House of Representatives is attempting to overrule the contract award to Oshkosh. ARK finds it odd that the USPS is not committing to a fully electric platform which, according to our research, will dominate truck production and sales in the next ten years. 

注: Workhorse(WKHS)是一家在美国设计、制造、建造和销售电池电动汽车和飞机的技术公司,周二交易量下降了47%,周四又上涨了24%。暴跌的原因是其失去了美国邮政服务(USPS)与Oshkosh公司的下一代运载工具合同。WKHS随后因有消息称众议院的一位民主党人正试图推翻授予Oshkosh的合同而升值。ARK觉得奇怪的是,美国邮政不承诺使用全电动平台,而根据我们的研究,全电动平台将在未来十年内主导卡车的生产和销售。
BASE Inc. (4477 JP)
-15%BASE Inc. (4477JP), an internet service provider in Japan, declined 15% on Wednesday after SBI Securities downgraded it on valuation concerns. BASE enables individuals and small businesses to launch online stores within minutes. 

注: BASE Inc. (4477JP) 周三下跌15%,此前SBI Securities因估值问题下调了该公司的评级。BASE使个人和小企业能够在几分钟内推出网上商店。
Organovo (ONVO)
+23%Organovo (ONVO), a biotechnology company focused on 3D-bioprinting, traded up 23% on Wednesday, possibly because investors and speculators may be gaining confidence in Organovo’s ability to maximize its 3D-bioprinting assets and deliver on a revitalized commercial strategy. We believe shares will be volatile until Organovo reveals more about its path forward. 

注: 专注于3D生物打印的生物技术公司Organovo(ONVO)周三交易量上涨23%,这可能是因为投资者和投机者可能对Organovo最大限度地利用其3D生物打印资产并实现振兴的商业战略的能力产生了信心。我们认为,在Organovo透露更多关于其未来发展道路的信息之前,股价将出现波动。
LendingTree (TREE)
-15%LendingTree (TREE), an online financial services marketplace, traded down 15% on Thursday after reporting quarterly results that included a 58% drop in non-mortgage revenues. The stock fell further on Friday after Northland downgraded it to underperform on expected margin pressure, a negative that we believe will reverse with continued strength in the economy.

注: 在线金融服务市场LendingTree(TREE)周四交易下跌15%,此前公布的季度业绩包括非抵押贷款收入下降58%。该股周五进一步下跌,此前Northland因预期利润率压力将其下调至表现不佳,我们相信随着经济的持续走强,这一利空将得到扭转。

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