???????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??????(????????????????????)
??????:??
??????????????“???”
???????????:??????AI??
???:????????????
????????????????????????
3??????PMI????0.5?????????…
??:????????????????
????????????
?????????????????????
?????????????????????
??????????????????
?????????????????????
?????????????????????
???care????????????????
???????3.0???????9??
????“????”????192?
“??”???:??????????????
?????????????????????
???????????????????
“??”???:??????????????
??:?????????3000??????
??????BAT??????????
????????????5?????65?
?????????:????????????
??????BAT??????
?????????10%????????????10…