ARK 每周股评 – 3/11/2023

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.

CareDx (CDNA)
+18%Shares of CareDx traded up ~18% on Monday. We believe the stock will continue to be volatile as investors and speculators decipher the newly published Medicare policy that affects CareDx's multi-modality testing strategy for organ transplant recipients. CareDx is a molecular diagnostics company focused on improving outcomes for organ transplant patients and their care providers.

注:CareDx的股票在周一交易中上涨~18%。我们认为,随着投资者和投机者解读新公布的医疗保险政策,影响CareDx对器官移植患者的多模式测试策略,该股将继续波动。CareDx是一家分子诊断公司,专注于改善器官移植患者及其护理提供者的结果。
Markforged Holding Corporation (MKFG)
-16%Shares of Markforged Holding Corporation traded down ~16% on Tuesday after the company reported fourth-quarter results, including better-than-expected fourth-quarter revenue. That said, gross margin decreased to 47% from 56% for the same period last year—attributable both to supply chain pressure and initial start-up costs associated with the company’s recently launched FX20 product—and management issued disappointing revenue guidance for 2023. Markforged is a 3D printing company focused on carbon fiber composites.

注:Markforged控股公司的股票周二下跌了16%,此前该公司公布了第四季度业绩,包括第四季度收入好于预期。尽管如此,毛利率从去年同期的56%下降到47%--可归因于供应链压力和与该公司最近推出的FX20产品相关的初始启动成本--管理层发布了令人失望的2023年收入指引。Markforged是一家专注于碳纤维复合材料的3D打印公司。

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