????????????????????2?????????????12??????(?????)DeepSeek?????????DeepSeek????????????????,??????
???????????????12?????,???????????????????????????,DeepSeek??,??????????????????
????DeepSeek??????????????????????,??????DeepSeek??,????,??????
???????,???????????????????DeepSeek??????
??,????????,DeepSeek???????????????????????,MSCI?1???15%,???????????
“???????,?????DeepSeek???????”??????????????????????Rajiv Batra????????
?,DeepSeek?????,?????,???????66%????
?????????:“???MSCI?14%???????,?28%?”
2?????????12?,A??????????????????????????????????????????0.85%?3346.39?????????????????????,???1.43%?10708.88???,?1.81%?2191.76????(???????????)
?????????????:??????
MSCI??????????“??”????
????????????:????????
???????????????????
???????????????????
????????????????12?19?
???????5?????:????????
???COS??????????:?????
????????????????“??”
??????????????????
????????????????????
??2?????????:?????????
?????????????????????
??:??????????
?????????????????7???
MSCI??????????“??”????
????????????16??????
???????(?)“??”“??”“??”????…
?????????????????????
MSCI??????????“??”????
????????????????????
ISM??????????????
??:??????????????????
?????????????????????
??:????????7000????OLED??
????????23????2???????