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

2?????????

3???????????

4???????????

5??????150???

?????2???????????12????????????????(???????)DeepSeek?????????????????DeepSeek??????,??

???????12???,????????,DeepSeek?????,????

  ??????????????????????;???MSCI??????

?DeepSeek??????????????,???????????????DeepSeek???,???????,????????

???????????????????,?????DeepSeek???

?????,?,DeepSeek???????????????????????????,MSCI??????????1?????????????????????15%,????????????????????????

“?????,?????????DeepSeek???????”?Rajiv Batra????????

???????????????????,DeepSeek??,???????????????????????????????,?????????????66%????

?:“?????????????????MSCI????????????????14%?,????????28%?”

  ?????????????:Wind

2?12?,A???????????????????????0.85%??????3346.39?????,?????1.43%???????10708.88????,??1.81%????2191.76??????(?)

??:?????????????????