ONTO/ Quanta Services/ Wharf/ 阵列技术/ 布鲁姆能源/ 新洋丰; 科技金融系列观察

Market Performance - MSCI China index increased by 55.8% year-to-date, with a daily change of 0.80%[1] - Hang Seng index at 17,090, showing a year-to-date increase of 0.25%[1] - BSE Sensex up by 10.33% year-to-date, while MSCI India increased by 17.48%[1] - Taiwan Talex index at 21,469, with a year-to-date increase of 19.73%[1] Company Insights - Onto Innovation (ONTO US) reported Q2 revenue of $242 million, with guidance for Q3 between $245-255 million, exceeding market expectations[6] - Quanta Services (PWR US) achieved Q2 revenue of $5.59 billion, a year-on-year increase of 10.8%, with adjusted EBITDA of $523.23 million[9] - Bloom Energy (BE US) reported Q2 revenue of $335.8 million, surpassing market expectations, and maintained its 2024 revenue guidance of $1.4-1.6 billion[12] Financial Adjustments - Array Technologies (ARRY US) revised its 2024 revenue guidance down by 30-40%, now expecting $900 million to $1 billion[6] - Wharf Holdings (4 HK) reported a 14% decline in revenue but a 9% increase in underlying profit, raising its target price by 30%[12] Risks and Challenges - Array Technologies faces project delays impacting its revenue guidance, with average delays of 5-7 months for major utility-scale solar projects[8] - Quanta Services highlighted risks including lower-than-expected electricity demand and regulatory changes affecting growth[11]