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

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

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??:???????????,??????????,??????????????