????????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??(?????)
??????:???????????
?????5??????44??????4????
??3??????????;??????
??????????????????????
??????!??????????????
???????????????????
???????????????????34%????
???Max!????????????????
????????????????????1500?
????!??720?????????????
?????????????
???:??????????????????
???:???????10%????????
4?5???????????
????“??”??90??????????
????:????????????5???
?????:2016????????????????…
4?5???????????
?????«??????»???????
????????????:????????
????:2016?????????????
?gary????:????????????
??????????????????????
4?5???????????
4?5???????????
?????«??????»???????