---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42675560.md"
description: "$XL2CSOPHYNIX(07709.HK) As long as ASML and TSMC's earnings reports don't show a significant rise, the memory sector still needs to adjust. Currently, ASML's report doesn't seem to have caused much of a stir. Let's wait until tomorrow to see if we should add to our position. Better to be steady."
datetime: "2026-07-15T05:12:00.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42675560.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42675560.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42675560.md)
author: "[大演奏家](https://longbridge.com/en/profiles/17850587.md)"
---

# $XL2CSOPHYNIX(07709.HK) As long as ASML and TSMC's…


### Related Stocks

- [07709.HK](https://longbridge.com/en/quote/07709.HK.md)
- [ASML.US](https://longbridge.com/en/quote/ASML.US.md)
- [TSM.US](https://longbridge.com/en/quote/TSM.US.md)

## Comments (6)

- **赚点零花钱2026 · 2026-07-15T05:23:08.000Z**: Didn't ASML's earnings report exceed expectations?
  - **大演奏家** (2026-07-15T05:27:42.000Z): The earnings exceeded expectations, but not by much. The key is whether the capacity guidance significantly surpasses expectations, and currently, that seems difficult.
  - **赚点零花钱2026** (2026-07-15T06:04:30.000Z): It's still rising in the night market, which means the guidance should be fine.
  - **大演奏家** (2026-07-15T06:07:00.000Z): Keep an eye on TSMC. If these two surge tonight, we can still catch another wave tomorrow.
- **三思又三思 · 2026-07-15T05:14:33.000Z**: The selling pressure was quite strong after the market opened in the afternoon. The gains are expected to be smaller this afternoon.
  - **大演奏家** (2026-07-15T05:16:37.000Z): Looking at ASML and TSMC now. One makes lithography machines. As long as the financial reports and orders don't significantly exceed expectations, it's over. The market will jump out and say memory st