The financial reporting season has arrived, and ASML has strong performance in the second quarter, with total revenue of 7.7 billion euros and net profit of 2.3 billion euros, both within the guidance limit and exceeding expectations. At the same time, it has also given strong guidance for a total revenue growth of about 15% and a gross profit margin of about 52% for the whole year. However, the management's statement that "due to the increasing uncertainty brought about by macroeconomic and geopolitical developments, growth may not be achieved in 2026." The stock price directly fell by -11%.