<p>印度基准指数在周四收盘上涨，创下四年来最佳周表现，并抹去年初至今的所有亏损，主要受重磅金融股的推动。</p>
<p>Nifty 50 指数上涨 1.8%，收于 23,851.65 点，而 BSE Sensex 指数上涨 1.96%，收于 78,553.2 点，恰逢复活节前的假期。</p>
<p><img src="https://imageproxy.pbkrs.com/https://s3.tradingview.com/news/image/tag:reuters.com,2025:newsml_L4N3QV0RB-aa401fb645b64605582d99ace845f00a-resized.jpeg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://s3.tradingview.com/news/image/tag:reuters.com,2025:newsml_L4N3QV0RB-aa401fb645b64605582d99ace845f00a-resized.jpeg"/></p>
<p>汤森路透印度基准指数在周四抹去年初至今的亏损</p>
<p>在假期缩短的一周内，指数上涨了 4.5%，而主要的亚洲同行因美国关税的不确定性及其对经济增长的影响而表现不佳。</p>
<p><img src="https://imageproxy.pbkrs.com/https://s3.tradingview.com/news/image/tag:reuters.com,2025:newsml_L4N3QV0RB-329472da163601febcef2f392d0d310d-resized.jpeg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://s3.tradingview.com/news/image/tag:reuters.com,2025:newsml_L4N3QV0RB-329472da163601febcef2f392d0d310d-resized.jpeg"/></p>
<p>汤森路透印度 Nifty 50 指数创下四年来最大周涨幅</p>
<p>本周，金融股因主要贷款机构在中央银行降息后降低存款利率，预期净利差将改善而上涨。</p>
<p>此外，日益升级的中美贸易战可能提升印度公司在中国 +1 战略中的机会，这可能意味着对信贷的需求增加，独立市场分析师 Ambareesh Baliga 表示。</p>
<p>ICICI 银行和 HDFC 银行，Nifty 指数中权重最大的股票，本周分别上涨 7.2% 和 5.5%，在周末财报发布前创下历史新高。</p>
<p><img src="https://imageproxy.pbkrs.com/https://s3.tradingview.com/news/image/tag:reuters.com,2025:newsml_L4N3QV0RB-dd580923638eedd7b08ae43fd841107b-resized.jpeg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://s3.tradingview.com/news/image/tag:reuters.com,2025:newsml_L4N3QV0RB-dd580923638eedd7b08ae43fd841107b-resized.jpeg"/></p>
<p>汤森路透印度 Nifty 50 成分股的周表现</p>
<p>根据临时交易数据，市场的上涨与周二和周三约 1000 亿卢比（约 11.2 亿美元）的外资流入相吻合。</p>
<p>这带来了一些缓解，因为外资投资者最近因对经济和企业盈利增长疲软以及美国关税的担忧而积极卖出。</p>
<p>尽管如此，基准指数仍比去年九月底的历史高点下跌约 9%。</p>
<ul>
<li>&#34;去年的观点是印度的估值偏高</li>
<li>去年另一个问题是卢比波动。 从资金流动的角度来看，一旦投资者感受到货币的稳定，我们才能考虑任何反转，&#34; Mirae Asset Mutual Fund（印度）副董事长兼首席执行官 Swarup Mohanty 说道。</li>
</ul>
<p>所有 13 个主要行业均上涨，其中依赖美国的科技和制药指数表现最差。</p>
<p>IT 服务提供商 Wipro 周四下跌 4.3%，因其与市场领导者 TCS 一起对该行业的增长前景表示悲观。</p>
<p><img src="https://imageproxy.pbkrs.com/https://s3.tradingview.com/news/image/tag:reuters.com,2025:newsml_L4N3QV0RB-93510346673e9f396006d029667d5167-resized.jpeg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://s3.tradingview.com/news/image/tag:reuters.com,2025:newsml_L4N3QV0RB-93510346673e9f396006d029667d5167-resized.jpeg"/></p>
<p>汤森路透印度主要股票指数的周表现</p>

HDFC 银行

印度工业信贷投资银行

<p>印度的基准指数 Nifty 50 和 BSE Sensex 在四年多以来的最佳一周中上涨了 4.5%，抹去了年初至今的亏损，主要受到金融股反弹的推动。ICICI 银行和 HDFC 银行在财报发布前飙升至历史新高。市场受益于约 1000 亿印度卢比的外资流入。尽管出现反弹，基准指数仍比历史最高点低约 9%。所有主要行业均上涨，尽管信息技术和制药行业表现不佳，Wipro 在负面行业展望后下跌了 4.3%</p>

<p>India's benchmark indexes closed higher on Thursday to log their best week in more than four years and erase all their year-to-date losses, led by a rally in heavyweight financial stocks.</p>
<div class="lb-trans"><p>印度基准指数在周四收盘上涨，创下四年来最佳周表现，并抹去年初至今的所有亏损，主要受重磅金融股的推动。</p>
</div><p>The Nifty 50  ended 1.8% higher at 23,851.65, while the BSE Sensex  added 1.96% to end at 78,553.2 ahead of the Good Friday holiday.</p>
<div class="lb-trans"><p>Nifty 50 指数上涨 1.8%，收于 23,851.65 点，而 BSE Sensex 指数上涨 1.96%，收于 78,553.2 点，恰逢复活节前的假期。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://s3.tradingview.com/news/image/tag:reuters.com,2025:newsml_L4N3QV0RB-aa401fb645b64605582d99ace845f00a-resized.jpeg" alt="" original-src="https://s3.tradingview.com/news/image/tag:reuters.com,2025:newsml_L4N3QV0RB-aa401fb645b64605582d99ace845f00a-resized.jpeg"/></p>
<p>Thomson ReutersIndia's benchmark indexes erase year-to-date losses on Thursday</p>
<div class="lb-trans"><p>汤森路透印度基准指数在周四抹去年初至今的亏损</p>
</div><p>The indexes rose 4.5% in the holiday-truncated week, while their major Asian peers underperformed due to the uncertainty over U.S. tariffs and worries about their effect on economic growth.</p>
<div class="lb-trans"><p>在假期缩短的一周内，指数上涨了 4.5%，而主要的亚洲同行因美国关税的不确定性及其对经济增长的影响而表现不佳。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://s3.tradingview.com/news/image/tag:reuters.com,2025:newsml_L4N3QV0RB-329472da163601febcef2f392d0d310d-resized.jpeg" alt="" original-src="https://s3.tradingview.com/news/image/tag:reuters.com,2025:newsml_L4N3QV0RB-329472da163601febcef2f392d0d310d-resized.jpeg"/></p>
<p>Thomson ReutersIndia's Nifty 50 posts biggest weekly gain in four years</p>
<div class="lb-trans"><p>汤森路透印度 Nifty 50 指数创下四年来最大周涨幅</p>
</div><p>This week, financial stocks  rallied on the prospects of healthier net interest margins after top lenders lowered their deposit rates, following the central bank's rate cut.</p>
<div class="lb-trans"><p>本周，金融股因主要贷款机构在中央银行降息后降低存款利率，预期净利差将改善而上涨。</p>
</div><p>Besides that, the escalating Sino-U.S. trade war could boost Indian companies' chances in the China-plus one strategy and that could mean higher demand for credit, said Ambareesh Baliga, an independent market analyst.</p>
<div class="lb-trans"><p>此外，日益升级的中美贸易战可能提升印度公司在中国 +1 战略中的机会，这可能意味着对信贷的需求增加，独立市场分析师 Ambareesh Baliga 表示。</p>
</div><p>ICICI Bank  and HDFC Bank , the heaviest weighted stock on the Nifty, soared 7.2% and 5.5%, respectively, this week to hit lifetime highs ahead of their earnings release over the weekend.</p>
<div class="lb-trans"><p>ICICI 银行和 HDFC 银行，Nifty 指数中权重最大的股票，本周分别上涨 7.2% 和 5.5%，在周末财报发布前创下历史新高。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://s3.tradingview.com/news/image/tag:reuters.com,2025:newsml_L4N3QV0RB-dd580923638eedd7b08ae43fd841107b-resized.jpeg" alt="" original-src="https://s3.tradingview.com/news/image/tag:reuters.com,2025:newsml_L4N3QV0RB-dd580923638eedd7b08ae43fd841107b-resized.jpeg"/></p>
<p>Thomson ReutersWeekly performance of India's Nifty 50 constituents</p>
<div class="lb-trans"><p>汤森路透印度 Nifty 50 成分股的周表现</p>
</div><p>The market rally coincided with foreign inflows of around 100 billion rupees ($1.12 billion) on Tuesday and Wednesday, as per provisional exchange data.</p>
<div class="lb-trans"><p>根据临时交易数据，市场的上涨与周二和周三约 1000 亿卢比（约 11.2 亿美元）的外资流入相吻合。</p>
</div><p>That gave some relief as foreign portfolio investors have been aggressive sellers recently due to concerns over weak economic and corporate earnings growth as well as U.S. tariffs.</p>
<div class="lb-trans"><p>这带来了一些缓解，因为外资投资者最近因对经济和企业盈利增长疲软以及美国关税的担忧而积极卖出。</p>
</div><p>Still, the benchmarks are down around 9% from their lifetime highs in late September.</p>
<div class="lb-trans"><p>尽管如此，基准指数仍比去年九月底的历史高点下跌约 9%。</p>
</div><ul>
<li>&#34;The view last year was that India was expensive</li>
<li>(Another) problem last year was rupee being volatile. From a fund flow (perspective), once investors sense stability in the currency is when we can think of any reversal,&#34; said Swarup Mohanty, vice chairman and CEO of Mirae Asset Mutual Fund (India).</li>
</ul>
<div class="lb-trans"><ul>
<li>&#34;去年的观点是印度的估值偏高</li>
<li>去年另一个问题是卢比波动。 从资金流动的角度来看，一旦投资者感受到货币的稳定，我们才能考虑任何反转，&#34; Mirae Asset Mutual Fund（印度）副董事长兼首席执行官 Swarup Mohanty 说道。</li>
</ul>
</div><p>All 13 major sectors rose, with the U.S.-reliant information technology  and pharma  indexes among the top underperformers.</p>
<div class="lb-trans"><p>所有 13 个主要行业均上涨，其中依赖美国的科技和制药指数表现最差。</p>
</div><p>IT services provider Wipro  dropped 4.3% on Thursday after it joined market leader TCS  in giving a bleak picture for the sector's growth.</p>
<div class="lb-trans"><p>IT 服务提供商 Wipro 周四下跌 4.3%，因其与市场领导者 TCS 一起对该行业的增长前景表示悲观。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://s3.tradingview.com/news/image/tag:reuters.com,2025:newsml_L4N3QV0RB-93510346673e9f396006d029667d5167-resized.jpeg" alt="" original-src="https://s3.tradingview.com/news/image/tag:reuters.com,2025:newsml_L4N3QV0RB-93510346673e9f396006d029667d5167-resized.jpeg"/></p>
<p>Thomson ReutersWeekly performance of India's key stock indexes</p>
<div class="lb-trans"><p>汤森路透印度主要股票指数的周表现</p>
</div>

金融板块带动印度股市创下四年多来的最佳周表现