???????????1???????15?? (??????????? ????)??,?,?????????????????????,???240??,????????????????????????????????????????????15???????????????????,??????,????????43????
???????????????,?????????????????????????,??????“?”?,?????????????????????,???????????????????,?????
??????????,?????????????????????,???????????????????????????9????,?????????
???????????,?,????????2024?????????????11????????8????2025??????????????1??????????????????6??,???????????,??85%?
“??????????????????,??,????”???????????,???400???
???????????????????,?????????,?????????????,????,????????????????
????,???????????????????????????,??????????????????????????????????????,?????????????“?????”??,????????????????????????????????,????????????????“???????????????”??(?????????) ?????:????
??????????????????????
????????????????or??????
?????????????????????
MSCI??????????“??”????
?????????10?????10????
??????????????????????
??????????????360°????
??:???????????????????
??????????????????????
?????????10?????10????
??????????????
???????!??????20???????
??:????1??????????????
ISM??????????????
Kimi????????????:?????
??:??????????
?????????????????????
??????????????????
“???”?“???”,?????????????
?????????????????
??????:??????????
???????4???????????????
???:???????????:????????
??????0.7%???0.8%
????????:????????????