金融组合：美国股市下跌，非美国股市因加密矿商亏损而上涨

由于比特币价格下跌，金融股第二季度开始出现亏损。比特币矿商 CleanSpark、Marathon Digital 和 Riot Platforms 遭受的损失最为严重，而加密货币交易所 Coinbase 也面临低迷。相比之下，受益于美元疲软，非美国银行表现出色，Grupo Financiero Galicia、Bancolombia、Banco Macro、HDFC Bank 和 NatWest Group 涨幅显着。

Financial Stocks Post Mixed Performance in First Week of Q2

第二季度第一周金融股表现好坏参半

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 年第二季度开局表现平淡，金融精选行业 SPDR ETF (XLF) 下跌 1.3%，略低于标普 500 指数 1% 的跌幅。

Cryptocurrency Miners Tumble with Bitcoin Price

加密货币矿工随比特币价格暴跌

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.

由于本周加密货币价格下跌，比特币（BTC）矿工面临重大损失。 CleanSpark (CLSK) 暴跌 26.5%，Marathon Digital Holdings (MARA) 下跌 18.4%，Riot Platforms (RIOT) 下跌 16.7%，为金融股中跌幅最大的。

Crypto Exchange and Insurance Company Join Financial Losers

加密货币交易所和保险公司加入金融损失者行列

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.

与 BTC 矿商一样，美国最大的加密货币交易所 Coinbase Global (COIN) 也下跌了 9.1%。该公司在加拿大获得限制性经销商许可证之际，美国正在进行持续的监管审查。

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

专业保险公司 Kinsale Capital Group (KNSL) 也大幅亏损 14.6%。

Non-U.S. Banks Surge on Weaker Dollar

非美国美元疲软导致银行股飙升

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%.

与美国金融机构的下滑趋势相反，非美国银行则受益于 ослабление доллара。阿根廷加利西亚金融集团 (GGAL) 成为涨幅最大的股票，上涨 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%.

其他表现出色的银行包括哥伦比亚银行 Bancolombia (CIB) 上涨 6.3%、阿根廷 Banco Macro (BMA) 上涨 6.1%、印度 HDFC Bank (HDB) 上涨 5.4% 以及英国 NatWest Group (NWG) 上涨5.2%。

Analysts' Insights

分析师的见解

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.

分析师对金融股近期的表现进行了评估。一些人猜测 CleanSpark 可能会从即将到来的比特币减半事件中受益，而另一些人则警告 HDFC 银行的风险回报主张仍不确定。

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.

花旗的研究团队在金融领域识别出了几只高评级股票和被低估的股票，为投资者提供了投资组合管理的宝贵见解。