ARK 每周股评 – 1/22/2022


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)
-25%Shares of Silvergate (SI) dropped 25% on Tuesday after the company reported lower than expected quarterly earnings as expenses compressed margins. Notably, Silvergate reported a 35% quarter-over-quarter increase in transfer volumes on the Silvergate Exchange Network (SEN), bolstering our confidence that SEN will remain an important facilitator and a prime beneficiary of increased institutional crypto adoption.

注: 周二,Silvergate(SI)的股价下跌了25%,此前该公司公布的季度盈利低于预期,因为支出压缩了利润率。值得注意的是,Silvergate报告称,Silvergate交易所网络(SEN)的转账量季度环比增长35%,增强了我们的信心,SEN将继续成为重要的促进者和机构加密货币采用率增加的主要受益者。
Arcturus Therapeutics (ARCT)
-15%Arcturus Therapeutics (ARCT) traded down 15% on Wednesday in the broad-based sell-off in genomics stocks. Arcturus develops RNA-based therapeutics for the treatment of COVID-19, Influenza, Ornithine Transarbamylase Deficiency, and Cystic Fibrosis. Last week the company submitted regulatory documents for its next generation, self-amplifying mRNA vaccine candidate against COVID-19, ARCT-154, signaling the potential completion of its Emergency Use Authorization application in the first quarter of 2022.

注: Arcturus Therapeutics(ARCT)周三在基因组学股票的广泛抛售中下跌了15%。Arcturus公司开发基于RNA的治疗药物,用于治疗COVID-19,流感,鸟氨酸转氨酶缺乏症和囊性纤维化。上周,该公司提交了针对COVID-19的下一代自扩增mRNA候选疫苗ARCT-154的监管文件,标志着其紧急使用授权申请可能在2022年第一季度完成。
Peloton (PTON)
-24%Shares of Peloton (PTON) fell nearly 24% on Thursday, after CNBC reported a temporary halt in the production of its connected fitness products, citing lower demand and high costs. On Friday, CEO John Foley denied the rumor but acknowledged that the company did slow production and cut staff to reduce costs.

注: 周四,Peloton(PTON)股价下跌近24%,此前CNBC报道称其联网健身产品的生产暂时停止,理由是需求减少和成本高。周五,首席执行官John Foley否认了这一传言,但承认该公司确实放缓了生产,并裁员以降低成本。
Netflix (NFLX)
-21%Shares of Netflix (NFLX) dropped 21% today after the company reported fourth quarter results that missed subscriber growth expectations slightly, and then guided to much lower growth in the first quarter. It added 8.3 million subscribers, slightly lower than the 8.5 million expected, ending the quarter at 222 million, but conservative guidance of 2.5 million net adds for the first quarter was the big disappointment.

注: Netflix (NFLX)的股价今天下跌了21%,此前该公司公布的第四季度业绩略微低于用户增长预期,然后指导第一季度的增长大大降低。该公司增加了830万用户,略低于预期的850万,该季度结束时为2.22亿,但第一季度250万净增用户的保守指导是最大的失望。


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