10????,???????????????,????1???,???????????
?????? ?
?10???????,??,????1????28??????????2?????????????????4???????,???????????860?????(?????????)??????????????310??,???????????166%?182%,???????
???5G??
?????,?????????????????????,2025?,??????5G?????35%,????????????60.9%?
??????????????,?????,?AI???????????,??????????????????????????????????DeepSeek???????????,????????????????????,??????????,?????
1???????????
?????????????10??:1???????52.5%,???????????1.9??,??????????10??????????????????????,?????????????????,???
??????????,1??????51.9%,???????3.9???????????????????,??????????????????
1?????????????439???
????????????????????,??????10??,1??????????,?????????439??,??????????????3.7%?“?????”?,????????????????????????,?????(????)
?????????:???
???:????????????????
????????????????????
??2?????????:?????????
??????:??2??6??????????
????????23????2???????
MSCI??????????“??”????
??:??????????
???????:????????“???”
????????????:????????????
??????10???6????4??????
???:???????????:????????
???????:????????“???”
?????????????15?????
?????????????????????
??????????????????????
????????????????????
????????????:?????????
????????????:?????
??:??????????????????
???????(?)“??”“??”“??”????…
Kimi????????????:?????
?????????????????7???
??????????????????????
??????????????2000?????
????????????:???????