?????????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???(???????????)
???????:???
HIGHLIGHT????????????????
???????????????????
????:?????????????3?PMI???…
2017????????????????????
?????????????????????
???????????????????
???17039?????:?10???7????
??????????????????????
???????1??????????????
???Max!????????????????
40????????!???CBA??????
Gary????\"???????\"2??????…
?????:??????1???2280?
23????????? ???????
??????????????????????
????????3.3???????12??
????!??720?????????????
?????????????????????
??????!??????????????
??????????2????????5?
???????????????????34%????
LG???IV??:???-??????-??
???????????6.1?????1?5?
????:?????????????3?PMI???…
?????????????????????