??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??????(?????)
????????????:??
??????????!??????????40?
4?3?22?????????
????????????????or??????
?????????????????
??????H-1B??????????????
??3?????!??????????
?????????????????“??”
??????6.6???????10??
?????????FOX???????????
?????????????????????
??????????????????????
??????????172?4.9???36.7?
?????????12????????
?????????12????????
??????????????????????
?????????????????
??:?????????????????
?????????????????????
??????????????????????
????????????????or??????
???:????????????????
??????????????????
????????????????????
??????????????PMI????
??????????????12???