ARK 每周股评 – 8/28/2021


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.

Pinduoduo (PDD)
+22%Pinduoduo (PDD) traded up more than 22% on Tuesday after the company pledged 10 billion yuan to support the advancement of agricultural technology and improve the livelihood of farmers in China. Management will be allocating all net profits to this initiative starting this fiscal quarter. Pinduoduo posted its first quarterly profit, though management does not expect the profitability to continue. While pledges to the Party may have alleviated some investor concerns about the future of big tech in China, we believe that Pinduoduo’s important role in modernizing China’s agriculture industry and alleviating poverty across Tier 2 and 3 cities is improving its relationship with the Chinese government relative to its competition. Pinduoduo’s interactive social e-commerce platform connects consumers and farmers throughout China.

注: 拼多多(PDD)周二交易量上涨超过22%,此前该公司承诺提供100亿元人民币支持中国农业技术的进步和改善农民的生活。管理层将从本财季开始将所有净利润分配给这项举措。拼多多公布了其第一个季度的利润,尽管管理层预计盈利能力不会持续。虽然对党的承诺可能缓解了一些投资者对中国大科技未来的担忧,但我们认为,品多多在中国农业现代化和二三线城市扶贫方面的重要作用,相对于其竞争对手,正在改善其与中国政府的关系。拼多多的互动社交电商平台连接了全中国的消费者和农民。
TuSimple Holdings Inc. (TSP)
+18%TuSimple (TSP) shares appreciated more than 18% on Tuesday, perhaps in response to a short squeeze in the absence of any news. Partnered with and customizing trucks for Navistar and Traton, TuSimple is an autonomous trucking technology company.

注: 图森未来(TSP)股价在周二升值超过18%,也许是在没有任何消息的情况下对空头挤压的回应。TuSimple与Navistar和Traton合作并为其定制卡车,是一家自主卡车运输技术公司。 (BILL) (BILL) appreciated almost 30% on Friday after releasing its fiscal fourth-quarter earnings. The company surpassed revenue expectations and guided analysts to revenues for fiscal 2022 that exceeded consensus estimates by an exceptional ~60%. provides cloud-based software that automates back-office financial operations for small and mid-size businesses.



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