ARK 每周股评 – 2/6/2022

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.

Adaptive Biotechnologies (ADPT)
+15%Shares of Adaptive Biotechnologies (ADPT) traded up 15% on Monday in a broad market rally. A leading immunogenomics company focused on understanding the adaptive immune system, Adaptive aims to detect disease by leveraging its rich immunogenomics library, machine learning expertise, and synthetic biology experience.

注: Adaptive Biotechnologies(ADPT)的股票在周一的大盘反弹中上涨了15%。作为一家专注于了解适应性免疫系统的领先免疫基因组学公司,Adaptive公司旨在通过利用其丰富的免疫基因组学库、机器学习专业知识和合成生物学经验来检测疾病。
Arcturus Therapeutics (ARCT)
+17%Shares of Arcturus Therapeutics (ARCT) traded up 17% on Monday after reporting that its phase 1/2 booster trial of ARCT-154 and ARCT-165 neutralized antibody responses against the COVID-19 omicron variant.

注: Arcturus Therapeutics (ARCT)的股票周一上涨了17%,此前该公司报告说其ARCT-154和ARCT-165的1/2期增强试验中和了针对COVID-19 omicron变体的抗体反应。
Ginkgo Bioworks (DNA)
+20%Shares of synthetic biology company Ginkgo Bioworks (DNA) traded up 20% on Monday during a broad-based market rally. ARK’s thesis on the company remains steadfast.

注: 合成生物学公司 Ginkgo Bioworks(DNA)的股票周一在广泛的市场反弹中上涨了20%。ARK对该公司的论调仍然坚定不移。
PayPal (PYPL)
-25%Shares of PayPal (PYPL) traded down nearly 25% on Wednesday after the company released fourth quarter results that surpassed analysts’ revenue estimates but missed not only earnings per share but also payment volumes and net new active users. PayPal's management plans to shift its focus from maximizing the number of net new active users toward monetizing existing users. PayPal is a leading payments company serving merchants and consumers globally.

注: PayPal(PYPL)股价周三下跌近25%,此前该公司发布的第四季度业绩超过了分析师的收入预期,但不仅没有达到每股收益,而且也没有达到支付量和新增活跃用户净值。贝宝管理层计划将其重点从最大限度地增加净新活跃用户数量转向现有用户的货币化。PayPal是一家为全球商家和消费者提供服务的领先支付公司。
Spotify (SPOT)
-17%Shares of Spotify (SPOT) traded down nearly 17% on Thursday after the company reported fourth quarter earnings. Although revenues grew 24% year-over-year and user growth met management’s 18% growth expectation, monthly active user (MAU) guidance for the first quarter fell short of analyst expectations. Spotify provides global audio streaming music and podcast services, including both paid and free ad-supported subscription tiers.

注: Spotify (SPOT)周四在公布第四季度财报后股价下跌近17%。尽管收入同比增长24%,用户增长达到了管理层18%的预期,但第一季度的月度活跃用户(MAU)指引没有达到分析师的预期。Spotify提供全球音频流媒体音乐和播客服务,包括付费和免费广告支持的订阅层。
Bill.com (BILL)
+36%Shares of Bill.com (BILL) traded up 36% on Friday after the company released fiscal second quarter results that surpassed analyst estimates. Organic revenue growth accelerated from 78% in the fiscal first quarter to 85% in the second. Bill.com also announced a distribution partnership with Bank of America. A business-to-business (B2B) payments provider, Bill.com serves small and medium sized businesses (SMBs).

注: Bill.com(BILL)周五股价上涨36%,此前该公司发布的第二财季业绩超过了分析师的预期。有机收入增长从第一财季的78%加速到第二财季的85%。Bill.com还宣布与美国银行建立分销伙伴关系。Bill.com是一家企业对企业(B2B)支付供应商,为中小型企业(SMB)服务。
Snap (SNAP)
+58%Shares of Snap (SNAP) traded up 58% on Friday after dropping nearly 24% on Thursday ahead of fourth quarter earnings that surpassed expectations. Revenues surged 43% year-over-year and daily active users, 20%. Last October, analysts lowered expectations after Snap’s management expressed concerns about the impact of Apple’s rollout of Identifier-for-Advertisers (IDFA) which, apparently, has been better-than-feared and much better than that on Meta Platforms. Snap offers a short-form video and photo-based social platform that leverages location-based discovery, digital commerce, and entertainment.

注: Snap(SNAP)股价周五上涨58%,周四在第四季度收益超过预期前下跌了近24%。收入同比激增43%,日活跃用户同比增长20%。去年10月,分析师降低了预期,因为Snap的管理层对苹果推出的Identifier-for-Advertisers(IDFA)的影响表示担忧,显然,苹果的Identifier-for-Advertisers比担心的要好,比Meta平台上的要好得多。Snap提供一个基于短视频和照片的社交平台,利用基于位置的发现、数字商务和娱乐。
Unity Software (U)
+17%Shares of Unity Software (U) traded up 17% on Friday after reporting fourth quarter earnings. The company reported year-over-year revenue growth of over 43%, beating analyst expectations by $20 million, and management provided stronger-than-expected revenue guidance for the 2022 fiscal year, forecasting annual revenue between $1.485 and $1.505 billion, higher than the $1.450 billion consensus. Unity provides collaborative software to develop real-time 2D and 3D assets for applications in simulations, digital twins, game development, and AR/VR use cases.

注: Shares of Unity Software(U)的股票周五在公布第四季度收益后交易量上升了17%。该公司报告的收入同比增长超过43%,比分析师的预期高出2000万美元,管理层为2022财年提供了强于预期的收入指导,预计年收入在14.85亿至15.05亿美元之间,高于14.5亿美元的共识。Unity提供协作软件,为模拟、数字双胞胎、游戏开发和AR/VR用例的应用开发实时2D和3D资产。

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