特朗普胜选一周年，在市场掀起过哪些波澜？

Group 1 - The dollar's status as a safe haven is weakening, with the dollar index dropping over 7% since the beginning of 2025 due to market concerns [1] - The "Sell America" narrative is gaining traction as Trump's policies may exacerbate the U.S. deficit, leading to a downgrade in the U.S. credit rating by Moody's and a sell-off in U.S. bonds, with the 30-year Treasury yield briefly surpassing 5% [2] - Tesla's stock experienced volatility, soaring to a historic high of $488.5 after Musk endorsed Trump, but later plummeting due to declining delivery numbers and subsequent public fallout [3] Group 2 - The term "TACO" (Trump Always Comes Out) has gained popularity in financial markets, reflecting the belief that Trump often delays the implementation of proposed tariffs, allowing Wall Street to buy on dips [4] - Trump's favorable stance towards the cryptocurrency sector, including the consideration of establishing a Bitcoin reserve, has contributed to a surge in the total market value of cryptocurrencies, which first surpassed $4 trillion in July, with Bitcoin reaching a record high of $126,000 in October [5] - Geopolitical tensions and Trump's attacks on the independence of the Federal Reserve have fueled global demand for safe-haven assets, driving gold prices to new highs and boosting silver and other precious metals [6] Group 3 - The U.S. stock market has experienced significant volatility since Trump's election, with the S&P 500 index rising 18%, while the "Big Seven" tech companies accounted for over half of the market's total gains, leaving other sectors struggling [7] - Trump's push for energy independence, encapsulated in the slogan "Drill, Baby, Drill," led to a national energy emergency declaration and pressure on OPEC+ to increase production, resulting in international oil prices hitting a four-year low [8] - Concerns over Trump's threats to withdraw from NATO and reduce aid to Ukraine have prompted significant increases in military spending and infrastructure investment in Europe, leading to a surge in European defense stocks [9]