??!????DeepSeek?????A?“???”
?????????????2??????12?????(???)DeepSeek???????DeepSeek???????,????????
??12???,??????????????????????????????????,DeepSeek?????,????????
?;???????MSCI??????????
???DeepSeek???????????????????????????,?????????DeepSeek???,??,???????????????????
????????????????,??DeepSeek??
?????,?????????????????,DeepSeek????????????????????????????????????,MSCI??????1???????????????????15%,??????
“?????,???????DeepSeek????”???????????Rajiv Batra??
????????????????????,DeepSeek???????????????,?????????????????????????????,??????????66%???????
?????:“??MSCI?14%?,????????????????28%?”
??????????????????????:Wind
2?12??,A?????????????????????0.85%????3346.39?,?????1.43%?????????????10708.88???????,???1.81%??????2191.76??????(???)
??:??
????? 11040202120016?
