ARK 每周股评 – 12/4/2021


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.

Snowflake (SNOW)
+15%Shares of Snowflake (SNOW), a cloud based data services company, appreciated 15% on Thursday following better-than-expected earnings and strong fourth quarter guidance. Notably, the company reported a net revenue retention rate of 173%.

注: 基于云计算的数据服务公司Snowflake(SNOW)的股票在周四升值15%,因为其盈利好于预期,而且第四季度指引强劲。值得注意的是,该公司报告的净收入保留率为173%。
DocuSign (DOCU)
-42%Shares of DocuSign (DOCU) traded down 42% on Friday following quarterly earnings that beat on revenue but missed on billings. Management noted a shift in demand as pandemic tailwinds dissipated. We believe the transition from paper to digital agreements is enduring and expect growth to re-accelerate in the long-term as management refocuses go-to-market efforts. 

注: DocuSign(DOCU)的股票周五下跌了42%,此前该公司的季度收益在收入上超过了预期,但在账单上没有达到预期。管理层指出,随着大流行病的尾风消散,需求发生了变化。我们认为,从纸质协议到数字协议的转变是持久的,随着管理层重新调整市场工作的重点,预计长期内增长将重新加速。 
Ginkgo Bioworks (DNA)
-21%Ginkgo Bioworks (DNA), the leading provider of synthetic biology as a service, traded down roughly 21% on Friday on no specific news. We believe Ginkgo's price action is algorithmically driven alongside the broader market selloff in high-growth, high-multiple stocks.

注: Ginkgo Bioworks(DNA)是合成生物学服务的领先供应商,周五在没有具体消息的情况下,交易量大约下降了21%。我们认为,Ginkgo的价格行动是由算法驱动的,与大盘对高增长、高倍数股票的抛售同时发生。
Silvergate (SI)
-15%Shares of Silvergate (SI) traded down 15% on Friday amidst a selloff of cryptocurrencies as well as innovation stocks in the equity markets. Founded in La Jolla, California in the late 1980s as a traditional commercial bank, Silvergate today is almost entirely focused on providing banking services to cryptocurrency-related companies.

注: 在加密货币以及创新股在股市下挫的情况下,Silvergate(SI)的股票在周五交易中下跌了15%。银门公司于20世纪80年代末在加州拉霍亚成立,是一家传统的商业银行,如今几乎完全专注于为加密货币相关公司提供银行服务。


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