???????2????6???? (????)??????????????????6??????“??????????????”,???????????????????????,“????”“???????????????”???
????,??????????????,?????????????,???????????????“?????????????????????+”??????????????,????
???,?????,??????“?????+”??????????
??,????????????????,?????????????????????????,????,??????10%??;??,???
??????????,???????????????,???????????30???????????????,???????????????
?,????????????????????,????????????????????????????,?????????????;??????????????????????????;???,???
?????????????????????,????,??2025??;?????;??????????????????????????????,?????????????????;????“????+”???????????????????????,?????????????????????,????????????
????,?????1000P????,????????????????????????????,?,??????????(????????????????????) ????????????:???
???????!??????20???????
ISM??????????????
??????????????????
???????????????????
?????????????????????
“???”?“???”,?????????????
??????????!??????????40?
????????????????????
??????????????????
MSCI??????????“??”????
???????????????:?????????
?????????????????“??”
????????23????2???????
MSCI??????????“??”????
??:????????7000????OLED??
??????GM??:???????????
?????????????:????????
?????????????????7???
??????:??2??6??????????
??????????????????????
????3???????
Kimi????????????:?????
??????0.7%???0.8%
????????????16??????
????????????????or??????