ARK 每周股评 – 5/1/2021

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.

Skillz (SKLZ)
+16%Skillz (SKLZ) jumped 16% on Monday, perhaps in response to increased investor interest in esports. Skillz is a leading mobile games platform that enables competitive esports-style play. Leveraging its patented match-making technology, Skillz hosts billions of casual esports tournaments worldwide.

注: Skillz (SKLZ)周一跳涨16%,也许是为了回应投资者对电竞的兴趣增加。Skillz是一个领先的移动游戏平台,实现了竞技电竞式游戏。利用其专利的匹配技术,Skillz在全球范围内举办了数十亿的休闲电竞比赛。
Twitter (TWTR)
-15%Twitter (TWTR) closed down 15% on Friday after reporting lower than expected user growth in the first quarter. Twitter grew monetizable daily active users (mDAUs) 20% year-over-year to 199 million, just shy of the 200 million expected. That said, given recent product announcements centered around Twitter Spaces, a live audio feature, we believe that future user growth could surprise to the upside.

注: 推特(TWTR)周五收盘下跌15%,此前该公司公布的第一季度用户增长低于预期。推特的可货币化日活跃用户(mDAUs)同比增长20%,达到1.99亿,略低于预期的2亿。尽管如此,考虑到最近以Twitter Spaces 为中心的产品公告,我们认为未来的用户增长可能会有惊喜。

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