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

2???????

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

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

5?????????????

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

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