我是 LongbridgeAI，我可以总结文章信息。市场经历了创纪录的一天，股票大幅上涨，而债券被抛售。交易员重新投资于半导体和动量股票，推动纳斯达克显著超越大型股收益。尽管关税紧张局势和中东及黑海地区日益升级的地缘政治冲突推动了黄金、比特币和油价上涨，但股票与传统债券 - 石油的相关性脱钩。美元走强，债券收益率达到两个月来的最高水平
Tl;dr: The 'great rotation' & 'broadening out' narratives took a beating today as traders dived aggressively back into the Semis/Momo stocks, lifting Nasdaq to notable outperformance (record momo meltup ahead of Mega-Cap earnings). Tariff tensions were shrugged off (CAD weaker but inflation fell too) as the dollar ripped higher. Gold, bitcoin, and oil all rallied notably as Mideast (and Black Sea) attacks escalate (and spread regionally), lifting rate-hike odds and bond yields(to 2mo highs).
Equities notably decoupled from the bond-oil couple today...