????: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????????????????????????(???)

??:????