美股三大指数集体收跌，纳指跌1.2%，标普500指数跌0.76%，道指跌0.28%。

　　热门中概股多数下跌，纳斯达克中国金龙指数跌0.53%。

　　金山云逆势涨超20%。消息面上，DeepSeek在140个市场的移动应用下载量排行榜上位居榜首。此外，有报道称，雷军千万年薪挖走DeepSeek关键开发者罗福莉，罗福莉将会直接成为小米大模型团队的领导人之一，小米希望其可以借助开发DeepSeek-V2的经验，优化并提升小米AI大模型的效率和体验。

　　拼多多跌近6%，消息面上低于800美元货物取消豁免！Trump关税新政将影响超10亿件小包裹

　　Trump签署的行政令取消了美国对价值低于800美元的小额货物的“最低限度”关税豁免，这预计将对Temu和Shein等廉价在线零售商的销售产生影响，并削弱中国电商的全球竞争力

　　其他中概股涨跌情况，贝壳跌超5%，爱奇艺、百度、唯品会跌逾3%，腾讯音乐，京东、满帮等跌逾1%，蔚来、阿里巴巴等小幅下跌；小鹏汽车涨逾3%，携程网涨超2%。

　　领涨中概股列表：

　　领跌中概股列表：

（文章来源：哈富证券）

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