科创板人工智能ETF（588930）涨超1%，道通科技涨近4%，机构：看好中国企业竞争力以及估值修复

Group 1 - The A-share market saw all three major indices rise, with electronic components and power generation equipment sectors leading the gains [1] - The Sci-Tech Innovation Board Artificial Intelligence ETF (588930) opened significantly higher, rising over 1% as of the report, with a latest circulation size of 631 million shares and a total market size of 704 million yuan [1][2] - Key component stocks such as Daotong Technology and Tianzhun Technology rose nearly 4%, while Optoelectronics increased over 3% [2] Group 2 - The U.S. Customs and Border Protection announced the exemption of tariffs on electronic products like smartphones and computers, which may alleviate price pressures for U.S. consumers and benefit major electronics companies including Apple and Samsung [2] - Huatai Securities views the tariff exemption as favorable for domestic fruit chain and PCB companies, suggesting that the core issues may shift back to overall demand and innovation pace, with optimism regarding the competitiveness and valuation recovery of Chinese enterprises [2][3] - Industrial chain analysis indicates that the impact of tariffs on the Apple supply chain and computing PCBs is largely eliminated, with expectations for recovery in product sales and supply chain pricing [3]