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

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