ARK 每周股评 – 1/30/2021


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.

Nano Dimension (NNDM)
+15%Nano Dimension appreciated more than 15% on Monday perhaps because it filed a 6K appointing Dr. Eli David, an AI expert specializing in deep learning and evolutionary computation, to its Board of Directors.

注: Nano Dimension 周一升值超过15%,或许是因为它提交了一份6K文件,任命擅长深度学习和进化计算的人工智能专家 Eli David 博士为董事会成员。
Yeahka Ltd (9923 HK)
+20%Yeahka Ltd surged 20% on Monday after Citi raised its price targets and upgraded the stock, following several other broker upgrades recently. Yeahka is a leading independent merchant acquiring payment platform in China.

注: 在花旗上调目标价并上调股价后,Yeahka Ltd 周一大涨20%,近期还有多家券商上调了 Yeahka Ltd 的股价。Yeahka 是中国领先的独立商户收单支付平台。
ZhongAn Online (6060 HK)
+16%ZhongAn Online jumped 16% on Monday in response to news that ZA Bank would receive a license to operate a digital insurance business in Hong Kong. ZhongAn, one of ZA Bank’s backers, is an online-only insurance company that has expanded rapidly into new markets and products during the past few years.

注: 受众安银行将在香港获得数字保险业务经营牌照的消息影响,众安在线周一大涨16%。中安是ZA银行的支持者之一,是一家线上保险公司,在过去几年中迅速拓展新的市场和产品。
Agora, Inc. (API)
+16%Agora Inc rallied 16% on Tuesday, perhaps because of increasing awareness that one of its customers is Clubhouse, a drop-in audio chat social platform that has scaled rapidly in recent months in response to the boom in on-line retail investment chatter. With more than 80% of its business in China, Agora is an API based real-time-communication company that enables live video and voice engagement at large scale.

注: Agora Inc 周二上涨16%,或许是因为越来越多的人知道它的客户之一是 Clubhouse,这是一个投递式音频聊天社交平台,近几个月来,随着线上零售投资聊天的热潮,该平台规模迅速扩大。Agora 公司80%以上的业务在中国,是一家基于 API 的实时通讯公司,实现大规模的视频直播和语音参与。
ExOne (XONE)
+16%ExOne appreciated more than 16% on Tuesday after news broke that it had reached a license agreement with the Oak Ridge National Laboratory (ORNL) for ceramic-metal parts. ORNL has developed its own patented method of 3D printing ceramic-metal parts on ExOne's M-Flex 3D printing machines. The new license allows for commercial use of the technology to print collimators, shielding equipment, and other components used in researching neutron scattering.

注: ExOne周二升值超过16%,此前有消息称,该公司已与橡树岭国家实验室(ORNL)达成陶瓷金属部件的许可协议。ORNL开发了自己的专利方法,在ExOne的M-Flex 3D打印机器上3D打印陶瓷金属部件。新的许可允许将该技术用于商业用途,打印准直器、屏蔽设备和其他用于研究中子散射的部件。
Workhorse (WKHS) and Virgin Galactic (SPCE)
+30%On Tuesday, Workhorse and Virgin Galactic jumped 30% and 16%, respectively. While President Biden did make comments supporting government purchases of electric vehicles this week, both WKHS and SPCE are among a group of highly shorted stocks that have benefited from a surge in retail support.

注: 周二,Workhorse 和 Virgin Galactic 分别大涨30%和16%。虽然拜登总统本周确实发表了支持政府购买电动汽车的言论,但 WKHS 和 SPCE 都是受益于散户支持率激增的一批高度做空的股票之一。
Hims & Hers Health Inc (HIMS)
+27%Hims & Hers Health Inc, a telemedicine company aiming to revolutionize health care for highly sensitive conditions once considered “taboo” in discussions, traded up 27% on Thursday after announcing the completion of its merger with special purpose acquisition company (SPAC), Oaktree Acquisition.

注: Hims & Hers Health Inc 是一家旨在彻底改变曾经被认为是讨论中 "禁忌 "的高度敏感病症的医疗服务的远程医疗公司,在宣布完成与特殊目的收购公司 (SPAC) Oaktree Acquisition 的合并后,周四交易量上涨27%。


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