金融組合：美國股市下跌，非美國股市因加密礦商虧損而上漲

由於比特幣價格下跌，金融股第二季開始出現虧損。比特幣礦商 CleanSpark、Marathon Digital 和 Riot Platforms 遭受的損失最嚴重，而加密貨幣交易所 Coinbase 也面臨低迷。相較之下，受益於美元疲軟，非美國銀行表現出色，Grupo Financiero Galicia、Bancolombia、Banco Macro、HDFC Bank 和 NatWest Group 漲幅顯著。

Financial Stocks Post Mixed Performance in First Week of Q2

第二季第一周金融股表現好壞參半

Financial stocks experienced a lackluster start to the second quarter of 2023, with the Financial Select Sector SPDR ETF (XLF) declining 1.3%, slightly underperforming the broader S&P 500's 1% dip.

金融股在 2023 年第二季開局表現平淡，金融精選產業 SPDR ETF (XLF) 下跌 1.3%，略低於標普 500 指數 1% 的跌幅。

Cryptocurrency Miners Tumble with Bitcoin Price

加密貨幣礦工隨比特幣價格暴跌

Bitcoin (BTC) miners faced significant losses as the cryptocurrency's price suffered a decline this week. CleanSpark (CLSK) plummeted 26.5%, Marathon Digital Holdings (MARA) retreated 18.4%, and Riot Platforms (RIOT) lost 16.7%, marking the steepest declines among financial stocks.

由於本週加密貨幣價格下跌，比特幣（BTC）礦工面臨重大損失。 CleanSpark (CLSK) 暴跌 26.5%，Marathon Digital Holdings (MARA) 下跌 18.4%，Riot Platforms (RIOT) 下跌 16.7%，為金融股中跌幅最大的。

Crypto Exchange and Insurance Company Join Financial Losers

加密貨幣交易所和保險公司加入金融損失者行列

Alongside BTC miners, Coinbase Global (COIN), the largest cryptocurrency exchange in the United States, witnessed a 9.1% decline. The company's acquisition of a restricted dealer license in Canada came amidst ongoing regulatory scrutiny in the US.

與 BTC 礦商一樣，美國最大的加密貨幣交易所 Coinbase Global (COIN) 也下跌了 9.1%。該公司在加拿大獲得限制性經銷商許可證之際，美國正在進行持續的監管審查。

Specialty insurance company Kinsale Capital Group (KNSL) also posted a substantial loss of 14.6%.

專業保險公司 Kinsale Capital Group (KNSL) 也大幅虧損 14.6%。

Non-U.S. Banks Surge on Weaker Dollar

非美國美元疲軟導致銀行股飆升

In contrast to the downward trend in US-based financial institutions, non-U.S. banks benefited from the ослабление доллара. Argentina's Grupo Financiero Galicia (GGAL) emerged as the top gainer, advancing 7.7%.

與美國金融機構的下滑趨勢相反，非美國銀行則受益於 ослабление доллара。阿根廷加利西亞金融集團 (GGAL) 成為漲幅最大的股票，上漲 7.7%。

Other notable performers included Colombian lender Bancolombia (CIB), which climbed 6.3%, Argentina-based Banco Macro (BMA) with a 6.1% jump, India's HDFC Bank (HDB) rising 5.4%, and NatWest Group (NWG) from the UK gaining 5.2%.

其他表現出色的銀行包括哥倫比亞銀行 Bancolombia (CIB) 上漲 6.3%、阿根廷 Banco Macro (BMA) 上漲 6.1%、印度 HDFC Bank (HDB) 上漲 5.4% 以及英國 NatWest Group (NWG) 上漲5.2%。

Analysts' Insights

分析師的見解

Analysts have weighed in on the recent performance of financial stocks. Some speculate that CleanSpark may benefit from the upcoming Bitcoin halving event, while others caution that the risk-reward proposition for HDFC Bank remains uncertain.

分析師對金融股近期的表現進行了評估。有些人猜測 CleanSpark 可能會從即將到來的比特幣減半事件中受益，而另一些人則警告 HDFC 銀行的風險回報主張仍不確定。

Citi's research team has identified several highly rated stocks and undervalued stocks within the financial sector, providing investors with valuable insights for portfolio management.

花旗的研究團隊在金融領域識別出了幾隻高評級股票和被低估的股票，為投資者提供了投資組合管理的寶貴見解。