?????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?????:????????
??3?????!??????????
????????????????:?????
??:????????????
??:??????????????
“???”?“???”,?????????????
?????????????????????
??????:B?????????????
??????0.7%???0.8%
???????!??????20???????
?????????????????
????????10?50????????
????3???????
??????:??2??6??????????
????????????????“??”
??????????????????????
??????????172?4.9???36.7?
???????????????????
MSCI??????????“??”????
??????????????????????
??:???????????????????
??:?????????????????
??:?????????25????1???
????????????????????