ARK Stock Commentary: SE, CERS, AVAV, JD Logistics (+ “In The Know” with Cathie Wood)

[!warning] Conflict of Interest ARK Invest is an active fund manager. These are stocks in ARK’s own portfolios — they are explaining moves in positions they hold. Read as promotional context, not independent analysis.

Movers (Week of Mar 2-7, 2026)

• SE (-16%): Sea Ltd reported 38% y/y revenue growth but guided to 25% growth for Shopee e-commerce in 2026, plus increased logistics investment. Singapore-based digital entertainment/e-commerce/fintech.
• CERS (-15%): Cerus product gross margin dropped ~240bps y/y to 51.5%. Blood transfusion safety company.
• AVAV (-17%): AeroVironment dropped after Raymond James downgrade on news Space Force reopened $1.4B SCAR satellite comms competition. Company clarified it remains in active negotiations.
• 2618.HK (+22%): JD Logistics beat earnings on food delivery, broader JD ecosystem momentum, and external customer growth. Investing in overseas expansion and automation.

RDCO Relevance

Limited direct relevance. JD Logistics automation investments are a data point for AI-driven logistics efficiency.