????:1???????????:??????

2????????

3??????

4???????

5????????

???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??????

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

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

???:??