苹果概念走强，舜宇光学科技涨近6%，领涨恒生科技指数ETF（513180）持仓股

Group 1 - The Hong Kong stock market showed mixed performance on July 10, with technology stocks declining while Apple-related stocks strengthened, and the steel sector leading gains [1] - The Hang Seng Technology Index ETF (513180) experienced a slight decline in the afternoon, with major holdings like XPeng Motors, Kingsoft, and BYD leading the losses, while Sunny Optical Technology, BYD Electronics, and Li Auto saw significant gains, with Sunny Optical rising nearly 6% [1] - A report from Guotai Junan indicated that tariff policies are entering the implementation phase, with risks gradually being released, following a trade agreement between the US and Vietnam [1] Group 2 - The technology sector in Hong Kong has undergone nearly a quarter of adjustment, resulting in relatively low valuations, with the latest valuation of the Hang Seng Technology Index ETF (513180) at 19.74 times, which is below 92% of the time since the index was launched [2] - The sector's high growth and high elasticity characteristics may lead to strong upward momentum if favorable events act as catalysts [2]