????:1??????????????:????

2??????????

3???????

4?????QQ?

5???????

???2???8???(?????????? ???????????????????????)DeepSeek??,???

?????????????????,??????????????????,??,???

  ???????????????????? ????

“????‘???????’?????????????????”

????????????????(2??4?????),???????,??????MSCI?14%????????,?????28%?

2???????7??????,?????????????????????(Peter Milliken)?????????????????????????,“????‘???????????’????A????????2024??????,????????????”

?????????????7?,??,?????????????????????,?????????????????????500????

DeepSeek“??????????????????”??

A????????????????????????????

?????????????,??DeepSeek??????,???????????????????“??”,??????????????????????????????“????????”?????????,??

??????,DeepSeek??????????????????,??????????????????????????????,???????????AI????????,A????AI????????????????

“?????????,???????66%???”???????????

?,??,???????,2025??????

????

????????????????,?????????????

???????????????????????,2025?????,?????“??????????????????????,?????????????????????????”???????????????????2025???

???????????????????,?????????,????,?????????????A??????????????

??????,????,???????????,????????

????,???,??????,???????????????????,?????(?????????????????????????)

??:????????