Group 1 - The core viewpoint of the articles emphasizes the acceleration of domestic substitution and self-control in the context of international tensions and tariff disputes, particularly in the technology sector [1][3][4] - The recent high-level economic talks between China and the US resulted in important consensus and substantial progress, which is seen as a positive signal for global financial markets [1][3] - The AI sector is highlighted as a key area for investment, with a focus on AI chips, advanced packaging, and other related technologies, indicating a shift from scale expansion to quality improvement in China's AI development [3][4][5] Group 2 - The People's Bank of China announced a reduction in the reserve requirement ratio by 0.5 percentage points and a cut in policy interest rates, which is expected to support the capital market [2][4] - Analysts predict that the A-share market will likely experience a structural upward trend driven by domestic policy support and the AI industry, with a focus on sectors benefiting from domestic demand expansion [2][3] - The article discusses the potential of ETFs, particularly the Sci-Tech AI ETF, which tracks the AI index and includes major companies in the AI sector, highlighting their significant R&D investment and growth potential [5][6]