ARK 每周股评 – 7/24/2021


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.

Seres Therapeutics (MCRB)
-62%Seres Therapeutics (MCRB), a microbiome therapeutics company, traded down nearly 62% on Thursday after announcing that its phase 2b study evaluating a donor-derived microbiome therapeutic in patients with mild-to-moderate ulcerative colitis (UC) did not meet its primary endpoint. In future UC trials, the company will focus on a consortium of multiple bacterial strains as opposed to donor-derived therapies,

注: 微生物组治疗公司Seres Therapeutics(MCRB)周四下跌了近62%,此前该公司宣布其评估轻度至中度溃疡性结肠炎(UC)患者的供体来源的微生物组疗法的2b期研究没有达到主要终点。在未来的UC试验中,该公司将专注于多种细菌菌株的联合体,而不是捐赠者衍生的疗法。
KE Holdings Inc (BEKE)
-25%KE Holdings Inc (BEKE) declined 25% at one point on Friday in response to two news events. First, China issued a notice with new regulations to curb speculative activities in the real estate industry. Second, local Chinese media and Bloomberg reported that China is likely to turn after-school tutoring companies into non-profit entities, banning them from initial public offerings (IPOs) and other forms of raising capital. This level of intervention caught investors off guard and impacted Chinese stocks broadly. BEKE is a technology-driven online and offline real estate brokerage company in China.

注: 贝壳 KE Holdings Inc(BEKE)周五在两个新闻事件的影响下,一度下跌25%。首先,中国发布了一份通知,其中有新的规定来遏制房地产行业的投机活动。其次,中国当地媒体和彭博社报道称,中国有可能将课外辅导公司变成非营利实体,禁止它们进行首次公开募股(IPO)和其他形式的融资。这种程度的干预让投资者措手不及,并广泛影响了中国股市。贝壳是中国一家技术驱动的线上和线下房地产经纪公司。
Snap Inc (SNAP)
+24%Snap Inc (SNAP) traded up nearly 24% today after reporting stellar year-on-year financials against tough comparisons caused by the surge in social media during the coronavirus crisis last year. For the second quarter, Snap reported that revenue growth accelerated to 116% on a year over year basis, net loss improved by 53%, and daily active users (DAUs) increased 23% to 293 million. Snap offers a short-form video- and photo-based social platform that leverages location-based discovery, digital commerce, and entertainment.

注: Snap Inc (SNAP)今天上涨了近24%,此前该公司公布了同比强劲的财务数据,而去年冠状病毒危机期间社交媒体的激增造成了艰难的对比。第二季度,Snap报告称,收入同比增长加速至116%,净亏损改善53%,日活跃用户(DAU)增长23%至2.93亿。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。


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