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

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