??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???????????????????????(?????????????)
??:????
?????????????????????
?gary????:????????????
?????????????????????
????:???????????????????
????????????????????1500?
??????????????
?????:??????????????
???????????????????????
????:????????????????
2017????????????????????
????????????????(?/??)
????:?????????????3?PMI???…
??????????????
???????????????????
Gary????\"???????\"2??????…
??:?????????0.57%??????30%
????:????????????5???
2017???????????????????
???????????????????
«???»???:???·?????????
??«????»????????????
????????????????
17?????????????????
???:???????10%????????
?gary????:????????????