???!?DeepSeek?????A????“??”

???????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??(?????????)