????: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????????(??)

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