????:1?????????:???????????

2??????????

3??????

4????????

5???????

?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??????????(?????)

???:????????????????????????