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

2???????

3???24?????600??

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

????:??????