????????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?????????????(???)
??????????????????????:??
???????????????5???
?????????????????????
???????????!????????
????????:???????????
??????:???????????????
?????????:??????10????
????????:???????????
?????????????????????
???????????????????
????????????:?????????
«??»??90?????,?21????
??????????????50?????
KO?????!?????????????4?
?????????????????????
????????!?????????4???
?????????????????1?1?
???????????:??????????120%
?????????:??????10????
?????2??7??????????
?????????????????????
IDG????????:????????
???:????????5???????????
?????????:??????10????
??:“??”????????????????
VR??????????:??????????