ARK 每周股评 – 4/2/2022

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.

Ginkgo Bioworks (DNA)
+22%Shares of Ginkgo Bioworks shot up 22% Tuesday after the company beat revenue expectations by 50%, thanks to its exposure to COVID-19 testing and surveillance services. Revenue from Ginkgo’s core business, cell program development, also surpassed expectations, though ARK maintains that Ginko’s primary value driver is its potential to accrue intellectual property, equity, and royalty streams from the company’s growing number of project partners. The Boston-based synthetic biology company has developed extensive domain expertise as well as large, highly automated lab facilities through which it partners with companies in a pseudo-CRO (contract research organization) fashion to develop or optimize microbes to produce valuable downstream products at scale.

注: 银杏生物公司的股票周二大涨22%,此前该公司的收入超出预期50%,这要归功于其接触的COVID-19测试和监测服务。银杏的核心业务–细胞项目开发的收入也超过了预期,不过ARK坚持认为,银杏的主要价值驱动因素是它有可能从公司越来越多的项目合作伙伴那里积累知识产权、股权和特许权使用费。这家位于波士顿的合成生物学公司已经开发了广泛的领域专业知识,以及大型、高度自动化的实验室设施,通过这些设施,它以伪CRO(合同研究组织)的方式与公司合作,开发或优化微生物,以大规模生产有价值的下游产品。
Joby Aviation (JOBY)
+18%Shares of Joby Aviation rose 18% on Tuesday as part of a broad rally in technology growth stocks after last week’s earnings call, during which the company announced significant progress in its path to aircraft certification. Joby Aviation is an all-electric vertical take-off and landing company that plans to launch an air taxi service in the coming years.

注: 周二,Joby Aviation的股价上涨了18%,这是上周财报电话会议之后科技成长股广泛反弹的一部分,在电话会议期间,该公司宣布在飞机认证的道路上取得了重大进展。Joby Aviation是一家全电动垂直起降的公司,计划在未来几年推出空中出租车服务。
Matterport (MTTR)
+17%Shares of Matterport traded up more than 17% on Tuesday as part of a broad rally in technology stocks. Matterport offers a “digital twin” platform on which users can scan physical spaces with enterprise-grade or everyday mobile devices, accessing the ability to view, manipulate, and optimize digital copies. We believe that Matterport has the potential to lead the movement to digitalize physical spaces in the real estate, retail, and enterprise sectors, leveraging its library of proprietary spatial data to benefit from significant network effects.

注: 作为科技股广泛反弹的一部分,Matterport的股价在周二上涨了17%以上。Matterport提供了一个 “数字孪生 “平台,用户可以用企业级或日常移动设备扫描物理空间,获得查看、操作和优化数字副本的能力。我们认为,Matterport有可能引领房地产、零售和企业领域的物理空间数字化运动,利用其专有的空间数据库,从重大的网络效应中获益。
Robinhood (HOOD)
+24%Shares of Robinhood advanced 24% on Tuesday after the company announced new trading hours––now active from 7am ET to 9pm ET––in an “important step,” according to management, toward reaching its goal to offer 24/7 equities trading to its customers. Robinhood is a trading platform and digital wallet serving over 17 million monthly active users in the US.

注: 周二,Robinhood的股价上涨了24%,此前该公司宣布了新的交易时间–现在从美东时间上午7点到晚上9点–根据管理层的说法,这是实现其向客户提供全天候股票交易目标的 “重要一步”。Robinhood是一个交易平台和数字钱包,为美国1700多万月活跃用户服务。
UiPath (PATH)
-25%Shares of UiPath fell more than 25% on Thursday after the company reported fourth quarter earnings that beat Wall Street estimates on both revenue and non-GAAP EPS but cut forward guidance based primarily on its outsized exposure to Europe. We maintain high conviction in UiPath’s ability to integrate Robotic Process Automation (RPA) into many business processes across large enterprises around the world. UiPath provides a suite of RPA products that automate complex processes under specified compliance and governance standards.

注: UiPath周四股价下跌超过25%,此前该公司公布的第四季度收益在收入和非美国通用会计准则每股收益方面均超过华尔街预期,但主要基于其在欧洲的巨大风险敞口而削减了未来指引。我们对UiPath将机器人流程自动化(RPA)整合到全球大型企业的许多业务流程中的能力保持高度信心。UiPath提供了一套RPA产品,在指定的合规性和治理标准下实现复杂流程的自动化。

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