Apple-related stocks in Hong Kong experienced a general uptick, with notable gains. Foxconn Technology Group surged by over 6%, while BYD Electronics and Q-Tech followed suit with significant increases. This upward momentum is attributed to the unveiling of Liquid Glass, Apple's new operating system interface, at the 2025 Worldwide Developers Conference (WWDC). Additionally, Apple has made its AI models accessible to third-party developers, signaling a broader commitment to fostering innovation within its ecosystem. Despite Morgan Stanley's assessment that Apple's AI updates lack groundbreaking advancements, the investment bank maintains an overweight rating on Apple, indicating optimism about the company's long-term prospects.

Furthermore, Huawei is set to launch its Pura 80 series of smartphones on June 11, adding to the buzz in the consumer electronics sector. Industry analysts predict that the catalyst of new product launches in the latter half of the year, coupled with other market dynamics, will help alleviate the pressures faced by consumer electronics and the Apple supply chain due to previous economic and trade tensions. This positive outlook suggests a potential recovery period for these industries.