机构：关税缓和下全球风险偏好回暖！人工智能ETF科创(588760)近1周新增份额居可比基金第一

Group 1 - The core viewpoint of the news is that the easing of tariffs between China and the US has led to a recovery in global risk appetite, with expectations of delayed interest rate cuts from global central banks [1] - The report from Guotai Junan indicates that the economic outlook is improving marginally in the US and Europe, while China continues to show upward momentum [1] - The AI ETF (588760) has seen a significant increase in its scale, reaching a new high of 1.489 billion yuan, with a notable growth in shares by 162 million in the past week, ranking first among comparable funds [1][5] Group 2 - The focus on domestic substitution and self-control in the AI sector is becoming clearer amid rising costs and supply chain restructuring, highlighting structural opportunities [2][3] - The AI technology development path emphasizes self-reliance and application orientation, marking a transition from scale expansion to quality improvement in China's AI development [3] - Tianfeng Securities reports that AI remains a key investment direction for overseas CSP giants, with a positive outlook for the AI industry as a major investment theme for the year [4] Group 3 - The differences between the AI-focused ETF and the Sci-Tech 50 index include industry focus, growth potential, and volatility, with the AI ETF showing a significant increase in share value and trading opportunities [5] - The AI ETF has demonstrated a 95.01% increase and a volatility of 126.75% since the "924" period, indicating strong short-term trading opportunities [5]