????????2???????14??????,?????,?????“??????????”?????
?????????????,????,??????????????????,?????????:“???????????????,??”??????????????????,“?????????,????????????????;???????,????”??,????,?????
????,?,????????????,???????,???????????DeepSeek?????????????????????????????,?????????????????,???????,??????????????,????(????? ????)
?????????????????:????
???????????????????
?????????????????????
????????????????:?????
????????????????????
????????10?50????????
Kimi????????????:?????
??????????????3??????
??:????????????
??????????????2000?????
????????????????????
????????????????????
?????????????????????
???????????:??DQ??????
??????????????PMI????
???????????????????
??????????????????????
?????????????????????
MSCI??????????“??”????
????3???????7.2%
???:???????????:????????
??????H-1B??????????????
??3?????!??????????
??????:??2??6??????????
??2???????0.8%??????
??:????????????