?????????2??15?? (??????? ???)??2025??????????????????5???????“????50???”?????????????????,????????????????????????????????????????????????,??????????
2?????,??2025????????????,???1??????????????????,??57??(????????????????,??),??????;???,?????????11.2?????,???????????50%,??????60%;1??????????,????????????????????,??5???????????????
“??????????60%?????????,???????????????????????”????????
????????????????????????,???????????????,????????
????????????????????;????;???????????????......
????????????????????,??????????“?????????????????????????????”??,?????2024????????,??3000????????????,???????140??????????????
????????????,??????????,?“?????????”,?????????,???????????????????????2025?????,????????????????????(??????) ????????????:???
??:?????????????????
??????????????????????
??|????????:????????
???????5?????:????????
?????????????????
??????0.7%???0.8%
????3???????7.2%
??????:??????????
????????????????or??????
??3?????!??????????
?????????????????????
Android??Windows??????????…
??????????????PMI????
???????(?)“??”“??”“??”????…
???????4???????????????
?????????????????7???
????????10?50????????
????????????????:?????
????????????????????
?????????????????7???
MSCI??????????“??”????
??????????172?4.9???36.7?
?????????????????????
??????:?????????????
????????????????????