ARK 每周股评 – 5/1/2021


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.

Skillz (SKLZ)
+16%Skillz (SKLZ) jumped 16% on Monday, perhaps in response to increased investor interest in esports. Skillz is a leading mobile games platform that enables competitive esports-style play. Leveraging its patented match-making technology, Skillz hosts billions of casual esports tournaments worldwide.

注: Skillz (SKLZ)周一跳涨16%,也许是为了回应投资者对电竞的兴趣增加。Skillz是一个领先的移动游戏平台,实现了竞技电竞式游戏。利用其专利的匹配技术,Skillz在全球范围内举办了数十亿的休闲电竞比赛。
Twitter (TWTR)
-15%Twitter (TWTR) closed down 15% on Friday after reporting lower than expected user growth in the first quarter. Twitter grew monetizable daily active users (mDAUs) 20% year-over-year to 199 million, just shy of the 200 million expected. That said, given recent product announcements centered around Twitter Spaces, a live audio feature, we believe that future user growth could surprise to the upside.

注: 推特(TWTR)周五收盘下跌15%,此前该公司公布的第一季度用户增长低于预期。推特的可货币化日活跃用户(mDAUs)同比增长20%,达到1.99亿,略低于预期的2亿。尽管如此,考虑到最近以Twitter Spaces 为中心的产品公告,我们认为未来的用户增长可能会有惊喜。


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