20CM速递|关税再次暂停！中美发布斯德哥尔摩经贸会谈联合声明，科创芯片ETF国泰（589100）涨超4%！

Group 1 - The core point of the news is the easing of trade tensions between China and the United States, with both countries agreeing to suspend certain tariffs for 90 days starting August 12 [1] - The agreement is based on the framework established during the Geneva talks in May, emphasizing the commitment to resolve trade differences through structured dialogue [1] - The recent easing of relations is expected to enhance risk appetite in the capital markets [1] Group 2 - NVIDIA's H20 chip has resumed supply in China, which may significantly accelerate the iteration of domestic large models [1] - The H20 chip possesses notable advantages in cluster interconnectivity and software ecosystem, potentially driving increased investment in computing infrastructure by downstream AI companies [1] - This development is likely to enhance model performance and facilitate the rapid deployment of AI in both B-end and C-end scenarios, thereby accelerating the growth of the AI industry chain [1] Group 3 - The Guotai Science and Technology Chip ETF (589100) tracks the Science and Technology Chip Index (000685), which includes companies involved in semiconductor materials, equipment, design, manufacturing, and packaging testing [2] - The index is designed to reflect the overall performance of listed companies in the chip industry on the STAR Market, showcasing distinct industry characteristics [2] - The ETF has a price fluctuation limit of 20%, allowing it to effectively track the market performance of chip enterprises on the STAR Market [2]