????:1?????200?????:????????

2???????

3?100??????

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??(??)

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