<p>作者：Bharath Rajeswaran</p>
<p>印度的股指在周五上涨，HDFC 银行、ICICI 银行和信实工业等重量级股票上涨，周线录得涨幅，因对盈利反弹的乐观情绪和对 12 月降息的预期提升了市场情绪。</p>
<p>Nifty 50 指数上涨 0.49%，收于 25,709.85，创下一年内的新高，而 BSE Sensex 上涨 0.58%，收于 83,952.19。</p>
<p><img src="https://imageproxy.pbkrs.com/https://s3.tradingview.com/news/image/tag:reuters.com,2025:newsml_L3N3VY0IE-4ec20bf88d2c708a41752a3b9889ca8a-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_L3N3VY0IE-4ec20bf88d2c708a41752a3b9889ca8a-resized.jpeg"/></p>
<p>汤森路透：印度 Nifty 50 指数飙升至一年多来的最高水平</p>
<p>这两个指数本周均上涨约 1.7%，目前距离 2024 年 9 月的历史高点约低 2.5%。</p>
<p><img src="https://imageproxy.pbkrs.com/https://s3.tradingview.com/news/image/tag:reuters.com,2025:newsml_L3N3VY0IE-29f2772ceccc4a64f95a0e085baef19f-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_L3N3VY0IE-29f2772ceccc4a64f95a0e085baef19f-resized.jpeg"/></p>
<p>汤森路透：印度 Nifty 50 指数连续第三周上涨</p>
<p>由于近期政府减税，雀巢印度的强劲盈利信号显示消费复苏，本周股价上涨 7.5%。</p>
<p>印度储备银行最新政策会议的纪要进一步提振了本周对利率敏感行业的信心，强化了对 12 月降息的预期。</p>
<p>消费类股票上涨 3%，汽车和房地产分别上涨 2% 和 4.1%。</p>
<p>金融类股票和银行分别上涨 2.6% 和 2%，创下历史新高。</p>
<p>Fident 资产管理公司创始人 Aishvarya Dadheech 表示：“盈利季节的早期迹象显示出有希望的转机，雀巢印度、Axis 银行发布了强劲的业绩，IT 巨头的业绩也相对不错，没有出现重大失望。”</p>
<p>“围绕 GST 驱动的需求复苏的乐观情绪正在增强，而美中贸易紧张局势可能会在去年大幅抛售后重新激发海外对国内股票的兴趣。”</p>
<p>中型股本周上涨 0.4%，而小型股则变化不大。</p>
<p><img src="https://imageproxy.pbkrs.com/https://s3.tradingview.com/news/image/tag:reuters.com,2025:newsml_L3N3VY0IE-4436e6c44d9623a60a2598b930ba7bb3-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_L3N3VY0IE-4436e6c44d9623a60a2598b930ba7bb3-resized.jpeg"/></p>
<p>汤森路透：印度主要股指的周表现</p>
<p>当天，Nifty 50 指数中三只最重的股票推动了基准指数的上涨。私营银行 HDFC 银行和 ICICI 银行分别上涨 0.8% 和 1.4%，在周六发布业绩前。</p>
<p>石油和电信综合企业信实工业在周五市场收盘后发布业绩前上涨 1.3%。</p>
<p>相比之下，IT 子指数下跌 1.6%。尽管 Wipro 和 Infosys 的收入超过了第二季度的预期，但由于分析师对利润压力的担忧，Wipro 和 Infosys 分别下跌 5.1% 和 2.1%。根据 CLSA，Infosys 的 2026 财年收入增长预期为 2%-3% 也被认为过于保守。</p>
<p><img src="https://imageproxy.pbkrs.com/https://s3.tradingview.com/news/image/tag:reuters.com,2025:newsml_L3N3VY0IE-800f225b2413414db6668a1e236173ba-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_L3N3VY0IE-800f225b2413414db6668a1e236173ba-resized.jpeg"/></p>
<p>汤森路透：印度 Nifty 50 成分股的周表现</p>

HDFC 银行

印度工业信贷投资银行

<p>印度的 Nifty 50 指数达到一年以来的最高点，上涨 0.49% 至 25,709.85，主要受到 HDFC 银行、ICICI 银行和信实工业公司强劲表现的推动。每周约 1.7% 的涨幅得益于对盈利复苏的乐观情绪和对 12 月降息的预期。来自雀巢印度的显著盈利和印度储备银行政策会议的积极信号增强了市场情绪。消费类股票上涨 3%，而金融和银行类股创下历史新高。然而，IT 行业面临挑战，尽管 Wipro 和 Infosys 的收入超出预期，但仍报告下降</p>

<p>By Bharath Rajeswaran</p>
<div class="lb-trans"><p>作者：Bharath Rajeswaran</p>
</div><p>India's equity benchmarks advanced on Friday as heavyweights HDFC Bank, ICICI bank and Reliance Industries rose, and logged weekly gains, as optimism over an earnings rebound and growing expectations of a December rate cut buoyed sentiment.</p>
<div class="lb-trans"><p>印度的股指在周五上涨，HDFC 银行、ICICI 银行和信实工业等重量级股票上涨，周线录得涨幅，因对盈利反弹的乐观情绪和对 12 月降息的预期提升了市场情绪。</p>
</div><p>The Nifty 50  rose 0.49% to 25,709.85, settling at one-year high levels, while the BSE Sensex  gained 0.58% to 83,952.19.</p>
<div class="lb-trans"><p>Nifty 50 指数上涨 0.49%，收于 25,709.85，创下一年内的新高，而 BSE Sensex 上涨 0.58%，收于 83,952.19。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://s3.tradingview.com/news/image/tag:reuters.com,2025:newsml_L3N3VY0IE-4ec20bf88d2c708a41752a3b9889ca8a-resized.jpeg" alt="" original-src="https://s3.tradingview.com/news/image/tag:reuters.com,2025:newsml_L3N3VY0IE-4ec20bf88d2c708a41752a3b9889ca8a-resized.jpeg"/></p>
<p>Thomson ReutersIndia's Nifty 50 surges to its highest level in over a year</p>
<div class="lb-trans"><p>汤森路透：印度 Nifty 50 指数飙升至一年多来的最高水平</p>
</div><p>Both indexes added about 1.7% for the week, now sitting roughly 2.5% below their record highs from September 2024.</p>
<div class="lb-trans"><p>这两个指数本周均上涨约 1.7%，目前距离 2024 年 9 月的历史高点约低 2.5%。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://s3.tradingview.com/news/image/tag:reuters.com,2025:newsml_L3N3VY0IE-29f2772ceccc4a64f95a0e085baef19f-resized.jpeg" alt="" original-src="https://s3.tradingview.com/news/image/tag:reuters.com,2025:newsml_L3N3VY0IE-29f2772ceccc4a64f95a0e085baef19f-resized.jpeg"/></p>
<p>Thomson ReutersIndia's Nifty 50 index logs third straight weekly gains</p>
<div class="lb-trans"><p>汤森路透：印度 Nifty 50 指数连续第三周上涨</p>
</div><p>Strong earnings from Nestle India , aided by recent government tax cuts, signaled a revival in consumption and powered the stock 7.5% higher this week.</p>
<div class="lb-trans"><p>由于近期政府减税，雀巢印度的强劲盈利信号显示消费复苏，本周股价上涨 7.5%。</p>
</div><p>Minutes from the Reserve Bank of India's latest policy meeting further lifted rate-sensitive sectors this week by reinforcing expectations of a rate cut in December.</p>
<div class="lb-trans"><p>印度储备银行最新政策会议的纪要进一步提振了本周对利率敏感行业的信心，强化了对 12 月降息的预期。</p>
</div><p>Consumer stocks  climbed 3%, and auto  and realty  advanced 2% and 4.1%, respectively during the week.</p>
<div class="lb-trans"><p>消费类股票上涨 3%，汽车和房地产分别上涨 2% 和 4.1%。</p>
</div><p>Financials , banks  rose 2.6% and 2%, respectively, hitting record high levels.</p>
<div class="lb-trans"><p>金融类股票和银行分别上涨 2.6% 和 2%，创下历史新高。</p>
</div><p>&#34;The early signs from the earnings season point to a promising turnaround, with Nestle India, Axis Bank posting solid numbers and IT majors logging decent numbers with no major disappointments,&#34; said Aishvarya Dadheech, founder of Fident Asset Management.</p>
<div class="lb-trans"><p>Fident 资产管理公司创始人 Aishvarya Dadheech 表示：“盈利季节的早期迹象显示出有希望的转机，雀巢印度、Axis 银行发布了强劲的业绩，IT 巨头的业绩也相对不错，没有出现重大失望。”</p>
</div><p>&#34;Optimism is building around a GST-driven demand revival, while U.S.-China trade tensions could renew overseas interest in domestic equities after a sharp sell-off in the last year.&#34;</p>
<div class="lb-trans"><p>“围绕 GST 驱动的需求复苏的乐观情绪正在增强，而美中贸易紧张局势可能会在去年大幅抛售后重新激发海外对国内股票的兴趣。”</p>
</div><p>The broader mid-caps  gained 0.4% while small-caps  were little changed this week.</p>
<div class="lb-trans"><p>中型股本周上涨 0.4%，而小型股则变化不大。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://s3.tradingview.com/news/image/tag:reuters.com,2025:newsml_L3N3VY0IE-4436e6c44d9623a60a2598b930ba7bb3-resized.jpeg" alt="" original-src="https://s3.tradingview.com/news/image/tag:reuters.com,2025:newsml_L3N3VY0IE-4436e6c44d9623a60a2598b930ba7bb3-resized.jpeg"/></p>
<p>Thomson ReutersWeekly performance of India's key equity indexes</p>
<div class="lb-trans"><p>汤森路透：印度主要股指的周表现</p>
</div><p>On the day, the three heaviest stocks on the Nifty 50 index boosted the benchmarks. Private lenders HDFC Bank , ICICI bank  rose 0.8% and 1.4%, respectively, ahead of their results on Saturday.</p>
<div class="lb-trans"><p>当天，Nifty 50 指数中三只最重的股票推动了基准指数的上涨。私营银行 HDFC 银行和 ICICI 银行分别上涨 0.8% 和 1.4%，在周六发布业绩前。</p>
</div><p>Oil-to-telecom conglomerate Reliance Industries  gained 1.3% ahead of its results post-market hours on Friday.</p>
<div class="lb-trans"><p>石油和电信综合企业信实工业在周五市场收盘后发布业绩前上涨 1.3%。</p>
</div><p>In contrast, the IT sub-index  dropped 1.6%. Wipro  and Infosys  slipped 5.1% and 2.1%, despite revenue surpassing second-quarter estimates as analysts raised concerns about margin pressures. Infosys' FY2026 revenue growth outlook of 2%–3% was also deemed overly conservative, according to CLSA.</p>
<div class="lb-trans"><p>相比之下，IT 子指数下跌 1.6%。尽管 Wipro 和 Infosys 的收入超过了第二季度的预期，但由于分析师对利润压力的担忧，Wipro 和 Infosys 分别下跌 5.1% 和 2.1%。根据 CLSA，Infosys 的 2026 财年收入增长预期为 2%-3% 也被认为过于保守。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://s3.tradingview.com/news/image/tag:reuters.com,2025:newsml_L3N3VY0IE-800f225b2413414db6668a1e236173ba-resized.jpeg" alt="" original-src="https://s3.tradingview.com/news/image/tag:reuters.com,2025:newsml_L3N3VY0IE-800f225b2413414db6668a1e236173ba-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>

收益和需求反弹的预期推动印度 Nifty 指数达到一年高点