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.
週一，在"特朗普相關的一切漲勢"再次席捲市場，重點關注上週的表現熱門品種，如中小盤股、金融股、特斯拉公司（納斯達克:TSLA）和加密貨幣，在新的交易周開始時紛紛大漲。
The Russell 2000 Index outperformed major large-cap indices, nearing a retest of its all-time high from November 2021.
Russell 2000指數表現優於主要的大盤指數，接近重新測試2021年11月創下的歷史最高水平。
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.
金融股再次表現最亮眼，大型及區域型銀行均實現強勁漲幅。SPDR標普區域銀行交易所交易基金（紐約交易所:KRE）漲幅高達3.9%，達到2022年8月份以來的水平。
Bitcoin (CRYPTO: BTC) also dominated headlines, surpassing the $85,000 milestone and fueling widespread gains across other crypto assets.
比特幣（加密貨幣: BTC）同樣成爲頭條新聞，突破了85000美元里程碑，引發其他加密資產普遍上漲。
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.（納斯達克:COIN）在內的主要加密貨幣相關股票漲幅近22%，創下2021年11月末以來的新高。MARA Holdings（納斯達克:MARA）暴漲25%，Riot Platforms Inc.（納斯達克:RIOT）和CleanSpark Inc.（納斯達克:CSLK）均上漲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).
科技板塊內，特斯拉繼續上漲，而其他板塊則表現疲軟，受人工智能相關出口限制對中國的新的影響，半導體股大幅下跌，影響了台積電製造公司（紐約交易所:TSM）。
Elsewhere, the U.S. dollar extended its gains, while Treasury yields held steady, with the 10-year yield hovering around 4.3%.
除了天然氣上漲約10%外，商品價格普遍下跌。黃金下跌超過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%.
美元持續上漲，國債收益率保持穩定，10年期收益率維持在4.3%左右。
Monday's Performance In Major US Indices, ETF
美國主要指數、etf週一表現
| 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 | 價格 | % 漲幅（1天） |
|---|---|---|
| 羅素2000 | 2,437.75 | 1.6% |
| 道瓊斯 | 44,328.14 | 0.8% |
| 標準普爾500 | 6,001.80 | 0.1% |
| 納斯達克100 | 21,060.25 | -0.3% |
According to Benzinga Pro data:
根據Benzinga Pro的數據：
- 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%.
- 標普500ETF信託（紐約證券交易所:SPY）穩定在598.43美元。
- 道瓊斯工業平均指數ETF（紐約證券交易所:DIA）上漲0.7%，至443.23美元。
- 科技股重量級納指100ETF-Invesco QQQ Trust系列（納斯達克:QQQ）微跌0.3%，至512.45美元。
- iShares羅素2000指數ETF（紐約證券交易所:IWM）上漲1.6%，至242.00美元。
- 金融股選擇行業SPDR基金（紐約證券交易所:XLF）表現優異，上漲1.8%。科技行業精選指數ETF-SPDR（紐約證券交易所:XLK）表現疲軟，下跌0.8%。
Monday's Stock Movers
Paramount Global（NASDAQ：PARA）在公司宣佈已同意與Skydance合併的條款後上漲了7％，官方公告預計在未來幾天發佈。
Stocks reacting to earnings reports were Monday.com ltd (NASDAQ:AMDY) down 15% and Aramark (NYSE:ARMK), up 1%.
股票對業績做出反應，週一點商科技有限公司（納斯達克:AMDY）下跌15%，aramark（紐交所:ARMK）上漲1%。
- Trump Trade Sparks Biggest Financial Stock Inflows In 2 Years
- 特朗普的交易引發了兩年來最大規模的金融股資金流入
Image created using artificial intelligence via Dall-E.
使用Dall-E創建的人工智能圖像。
