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，随着新交易周的开始，“与特朗普相关的万物涨势” 在整个市场重新燃起，人们更加关注上周表现最好的股票，如小盘股、金融股、特斯拉公司（纳斯达克股票代码：TSLA）和加密货币。
The Russell 2000 Index outperformed major large-cap indices, nearing a retest of its all-time high from November 2021.
罗素2000指数的表现优于主要的大盘股指数，接近重新测试自2021年11月以来的历史新高。
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.
金融业再次大放异彩，大型和地区性银行均公布了强劲的涨幅。SPDR标普地区银行ETF（纽约证券交易所代码：KRE）飙升3.9％，达到2022年8月的最后一次水平。
Bitcoin (CRYPTO: BTC) also dominated headlines, surpassing the $85,000 milestone and fueling widespread gains across other crypto assets.
比特币（CRYPTO：BTC）也占据了头条新闻，突破了85,000美元的里程碑，推动了其他加密资产的广泛收益。
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.（纳斯达克股票代码：COIN）在内的主要加密相关股票上涨了近22％，上次触及2021年11月下旬的高点。玛拉控股公司（纳斯达克股票代码：MARA）飙升了25％，其中Riot Platforms Inc.（纳斯达克股票代码：RIOT）和CleanSpark Inc.（纳斯达克股票代码：CSLK）均上涨了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).
在科技领域，特斯拉继续上涨，而该行业其他板块则落后，受新的人工智能相关出口限制措施影响了台湾半导体制造公司（纽约证券交易所代码：TSM）后半导体大幅下跌的拖累。
Elsewhere, the U.S. dollar extended its gains, while Treasury yields held steady, with the 10-year yield hovering around 4.3%.
在其他地方，美元延续涨势，而美国国债收益率保持稳定，10年期国债收益率徘徊在4.3％左右。
Prices tumbled in commodities, with the exception of natural gas, which rose roughly 10%. Gold dropped over 2%, and oil fell by 3%.
除天然气外，大宗商品价格下跌，上涨了约10％。黄金下跌了2％以上，石油下跌了3％。
Monday's Performance In Major US Indices, ETF
周一美国主要指数、ETF的表现
| 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% |
| 索引 | 价格 | % chg（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%.
- SPDR标准普尔500指数ETF信托（纽约证券交易所代码：SPY）稳定在598.43美元。
- SPDR道琼斯工业平均指数（纽约证券交易所代码：DIA）上涨0.7％，至443.23美元。
- 以科技股为主的景顺QQ信托系列（纳斯达克股票代码：QQQ）小幅下跌0.3％，至512.45美元。
- iShares Russell 2000 ETF（纽约证券交易所代码：IWM）上涨1.6％，至242.00美元。
- 金融精选板块SPDR基金（纽约证券交易所代码：XLF）跑赢大盘，上涨1.8％。科技精选板块SPDR基金（纽约证券交易所代码：XLK）落后，下跌0.8％。
Monday's Stock Movers
周一的股票走势
Stocks reacting to earnings reports were Monday.com ltd (NASDAQ:AMDY) down 15% and Aramark (NYSE:ARMK), up 1%.
对收益报告做出反应的股票是Monday.com有限公司（纳斯达克股票代码：AMDY）下跌15％，Aramark（纽约证券交易所代码：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的金融股票流入
Image created using artificial intelligence via Dall-E.
通过 Dall-E 使用人工智能创建的图像。
