???????????????????2??????????????????8???????????(??? ?????????)DeepSeek??,??????????????

???????????????????,?????????????????,??????????,????????????????????

  ??????????????????????????????? ????????

“??‘?’????”

?????(2??4??),???????????,??MSCI???????????14%???????????????????,???28%?

2?????7???,?????????????????????(Peter Milliken)?????????????,“?????????‘?????????????????????????’??????????????A?????2024??,??”

???7??????,?????????????????,???????????,???????500??????????????????

DeepSeek“???????”??????

A???????????????

??,??????DeepSeek????????,???“?????????????????????”,??????????????????“??”??,?????

?????????,DeepSeek????????,????????????????????,??AI?????????????????????,A????AI???????????

“???,?????????????????????????66%??????”????????

??,???????????????????????,????????????????????,2025????????????????

?

????,????????

?????????????,2025?????????????????????????,?????????“???????????????????????????????????,???????????????????????”????2025???????

??????,??????????,???,???A?????

??????????,???????,?????????????????????,?????

?,??,???,????,????????????????????????????(????)

?????:?????

??

??:???????????,??????????,??????????????