ARK 每周股评 – 2/12/2022


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.

Peloton (PTON)
+25%Shares of Peloton traded up 21% on Monday and 25% on Tuesday following its second quarter earnings call, in which management announced a new CEO, job cuts, and plans to scale back operating expenses. Shares also appreciated in response to takeover speculation. Peloton provides interactive fitness products globally.

注: 在第二季度财报电话会议之后,Peloton的股票在周一和周二分别上涨了21%和25%,管理层在电话会议中宣布了新的CEO、裁员和缩减运营费用的计划。股价也因收购猜测而升值。Peloton在全球范围内提供互动健身产品。
Joby Aviation (JOBY)
+21%Shares of Joby Aviation, an electric aerial ridesharing company, rose 21% on Tuesday after the company announced a new partnership with digital services provider SK Telecom to create an air taxi service in South Korea.

注: 电动空中乘车公司Joby Aviation的股价周二上涨了21%,此前该公司宣布与数字服务提供商SK电信建立新的伙伴关系,在韩国创建空中出租车服务。
Tinkoff (TCS:LI)
+15%Shares of Tinkoff, a digital financial ecosystem provider, traded up 15% on Wednesday in line with broader emerging markets as geopolitical tensions intensified between Russia and Ukraine. Earlier in the week, media outlets also reported that Russia might regulate instead of ban bitcoin as currency. Given the company’s technological expertise and comprehensive suite of financial services, we believe that Tinkoff has the potential to be an important crypto on-ramp for consumers in Russia.

注: 由于俄罗斯和乌克兰之间的地缘政治紧张局势加剧,数字金融生态系统供应商Tinkoff的股票在周三与更广泛的新兴市场一致,上涨了15%。本周早些时候,媒体还报道说,俄罗斯可能会对比特币进行监管,而不是禁止比特币作为货币。鉴于该公司的技术专长和全面的金融服务套件,我们认为天科夫有可能成为俄罗斯消费者的一个重要的加密货币通道。
-47%Shares of 2U, a digital education platform provider, fell 47% on Thursday despite the company reporting stronger than expected earnings that were tempered by lower than consensus guidance. Because of 2U’s acquisition of edX, its operational costs will be higher than expected.

注: 数字教育平台供应商2U的股价周四下跌了47%,尽管该公司报告了强于预期的收益,但由于低于共识的指导意见而有所缓和。由于2U收购了edX,其运营成本将高于预期。


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