中美经贸传来利好，机构建议关注人工智能AI相关产业链机会

Group 1 - The core viewpoint of the article highlights a positive market reaction to unexpected favorable news regarding US-China trade negotiations, leading to a quick rebound in the Hong Kong stock market and raising expectations for the A-share market [1] - The AI ETF (515070) has seen active trading recently, with significant inflows exceeding 100 million yuan over the past five days, indicating strong investor interest in AI-related stocks [1] - Nomura Orient International Securities predicts that 2025 will be a critical year for the practical application of AI, suggesting a balanced investment strategy between AI and non-AI options, with three main investment themes: (1) the proliferation of edge AI hardware alongside AI applications, (2) a focus on self-controlled technology, and (3) investment in the Apple supply chain due to attractive valuations and new product cycles [1] Group 2 - The AI ETF (515070) tracks the CS Artificial Intelligence Theme Index (930713), selecting stocks that provide technology, foundational resources, and applications in the AI sector, focusing on the midstream and upstream of the AI industry chain, often referred to as the "brain" creators of robotics and the "foundation" of the Internet of Things [1] - The top ten weighted stocks in the AI ETF include leading domestic technology companies such as Cambricon Technologies, Hikvision (002415), Zhongji Xuchuang, Inspur Electronic Information Industry, iFlytek (002230), Will Semiconductor (603501), New Yisheng, Lianqi Technology, Kingsoft Office, and Unisplendour (000938) [1]