Small Caps, Financials Rally As Bitcoin Blasts Past $85,000: What's Driving Markets Monday?
Small Caps, Financials Rally As Bitcoin Blasts Past $85,000: What's Driving Markets Monday?
The "Trump-related everything rally" reignited across markets on Monday, with heightened focus on last week's top performers like small caps, financials, Tesla Inc. (NASDAQ:TSLA), and cryptocurrencies, all surging as the new trading week began.
周一，在"特朗普相关的一切涨势"再次席卷市场，重点关注上周的表现热门品种，如中小盘股、金融股、特斯拉公司（纳斯达克:TSLA）和加密货币，在新的交易周开始时纷纷大涨。
The Russell 2000 Index outperformed major large-cap indices, nearing a retest of its all-time high from November 2021.
Russell 2000指数表现优于主要的大盘指数，接近重新测试2021年11月创下的历史最高水平。
Financials shone brightest again, with both large and regional banks posting strong gains. The SPDR S&P Regional Banking ETF (NYSE:KRE) surged 3.9%, reaching levels last seen in August 2022.
金融股再次表现最亮眼，大型及区域型银行均实现强劲涨幅。SPDR标普区域银行交易所交易基金（纽约交易所:KRE）涨幅高达3.9%，达到2022年8月份以来的水平。
Bitcoin (CRYPTO: BTC) also dominated headlines, surpassing the $85,000 milestone and fueling widespread gains across other crypto assets.
比特币（加密货币: BTC）同样成为头条新闻，突破了85000美元里程碑，引发其他加密资产普遍上涨。
Major crypto-related stocks, including Coinbase Global Inc. (NASDAQ:COIN), rallied nearly 22%, hitting highs last seen in late November 2021. MARA Holdings (NASDAQ:MARA) soared 25%, with Riot Platforms Inc. (NASDAQ:RIOT) and CleanSpark Inc. (NASDAQ:CSLK) both up by 21%.
包括Coinbase Global Inc.（纳斯达克:COIN）在内的主要加密货币相关股票涨幅近22%，创下2021年11月末以来的新高。MARA Holdings（纳斯达克:MARA）暴涨25%，Riot Platforms Inc.（纳斯达克:RIOT）和CleanSpark Inc.（纳斯达克:CSLK）均上涨21%。
Within tech, Tesla continued its rally, while the rest of the sector lagged, weighed down by sharp declines in semiconductors following new AI-related export restrictions to China, impacting Taiwan Semiconductor Manufacturing Company (NYSE:TSM).
科技板块内，特斯拉继续上涨，而其他板块则表现疲软，受人工智能相关出口限制对中国的新的影响，半导体股大幅下跌，影响了台积电制造公司（纽约交易所:TSM）。
Elsewhere, the U.S. dollar extended its gains, while Treasury yields held steady, with the 10-year yield hovering around 4.3%.
除了天然气上涨约10%外，商品价格普遍下跌。黄金下跌超过2%，石油下跌3%。
Prices tumbled in commodities, with the exception of natural gas, which rose roughly 10%. Gold dropped over 2%, and oil fell by 3%.
美元持续上涨，国债收益率保持稳定，10年期收益率维持在4.3%左右。
Monday's Performance In Major US Indices, ETF
美国主要指数、etf周一表现
| Index | Price | % chg (1 day) |
|---|---|---|
| Russell 2000 | 2,437.75 | 1.6% |
| Dow Jones | 44,328.14 | 0.8% |
| S&P 500 | 6,001.80 | 0.1% |
| Nasdaq 100 | 21,060.25 | -0.3% |
| 指数 | 价格 | % 涨幅（1天） |
|---|---|---|
| 罗素2000 | 2,437.75 | 1.6% |
| 道琼斯 | 44,328.14 | 0.8% |
| 标准普尔500 | 6,001.80 | 0.1% |
| 纳斯达克100 | 21,060.25 | -0.3% |
According to Benzinga Pro data:
根据Benzinga Pro的数据：
- The SPDR S&P 500 ETF Trust (NYSE:SPY) held steady at $598.43.
- The SPDR Dow Jones Industrial Average (NYSE:DIA) rose 0.7% to $443.23.
- The tech-heavy Invesco QQQ Trust Series (NASDAQ:QQQ) inched 0.3% lower to $512.45.
- The iShares Russell 2000 ETF (NYSE:IWM) rose 1.6% to $242.00.
- The Financials Select Sector SPDR Fund (NYSE:XLF) outperformed, rising 1.8%. The Technology Select Sector SPDR Fund (NYSE:XLK) lagged, down 0.8%.
- 标普500ETF信托（纽约证券交易所:SPY）稳定在598.43美元。
- 道琼斯工业平均指数ETF（纽约证券交易所:DIA）上涨0.7%，至443.23美元。
- 科技股重量级纳指100ETF-Invesco QQQ Trust系列（纳斯达克:QQQ）微跌0.3%，至512.45美元。
- iShares罗素2000指数ETF（纽约证券交易所:IWM）上涨1.6%，至242.00美元。
- 金融股选择行业SPDR基金（纽约证券交易所:XLF）表现优异，上涨1.8%。科技行业精选指数ETF-SPDR（纽约证券交易所:XLK）表现疲软，下跌0.8%。
Monday's Stock Movers
Paramount Global（NASDAQ：PARA）在公司宣布已同意与Skydance合并的条款后上涨了7％，官方公告预计在未来几天发布。
Stocks reacting to earnings reports were Monday.com ltd (NASDAQ:AMDY) down 15% and Aramark (NYSE:ARMK), up 1%.
股票对财报做出反应，周一点商科技有限公司（纳斯达克:AMDY）下跌15%，aramark（纽交所:ARMK）上涨1%。
- Trump Trade Sparks Biggest Financial Stock Inflows In 2 Years
- 特朗普的交易引发了两年来最大规模的金融股资金流入
Image created using artificial intelligence via Dall-E.
使用Dall-E创建的人工智能图像。