<p>作者：Bharath Rajeswaran 和 Vivek Kumar M</p>
<p>印度的股指在周四接近历史最高水平收盘，受益于 Reliance 的强劲季度财报，使投资者对国内市场的广泛反弹前景感到乐观。</p>
<p>Nifty 50 和 BSE Sensex 分别上涨 0.5%，收于 26,192.15 和 85,632.68。它们距离 2024 年 9 月创下的历史最高点不到 0.5%。</p>
<p>汤森路透：印度 Nifty 50 指数收盘距离历史最高点仅差 24 点</p>
<p>塔塔资产管理公司股票首席投资官 Rahul Singh 表示：“自历史最高点以来的 14 个月的整合即将结束，市场情绪受到企业盈利恢复、合理估值和改善资金流入的共同推动。”</p>
<p>两位分析师表示，市场反弹还受到即将达成的印美贸易协议的猜测推动，尽管在市场收盘时尚未有官方公告。</p>
<p>当天，16 个主要行业中有 10 个上涨，而更广泛的小盘股和中盘股指数则持平。</p>
<p>基准指数中权重第三高的股票 Reliance Industries 上涨 2%，收于自 2024 年 7 月以来的最高水平。</p>
<p>瑞银重申对这家油气到电信的综合企业的 “买入” 评级，称其在炼油方面的强劲表现可能推动油气化工业务的改善。</p>
<p>Motilal Oswal 也重申 “买入” 评级并提高了目标价，指出 Reliance 的新能业务有所改善。</p>
<p>两轮车制造商 Hero MotoCorp 上涨 2.1%，此前麦格理将其评级从 “中性” 上调至 “跑赢大盘”，称商品和服务税（GST）减税及新产品发布将推动盈利。</p>
<p>麦格理的升级紧随摩根大通周三的类似举措，Hero MotoCorp 在报告 9 月季度盈利超预期后，在五个交易日内上涨了 8.9%。</p>
<p>其他亚洲市场（.MIAPJ0000PUS）上涨 1.1%，跟随华尔街的夜间反弹，投资者对 Nvidia 的乐观财报表示欢呼。</p>
<p>投资者在等待当天晚些时候发布的美国 9 月就业报告，以获取关于美联储降息轨迹的线索。</p>

<p>印度的股市基准指数在 Reliance 的带动下，因强劲的季度收益和市场反弹的乐观情绪，接近历史最高点。Nifty 50 和 BSE Sensex 上涨了 0.5%，接近历史最高水平。Reliance 上涨了 2%，受到瑞银和 Motilal Oswal 的积极展望的推动。Hero MotoCorp 在麦格理的升级后上涨了 2.1%。市场情绪因对印度与美国贸易协议的猜测以及企业盈利能力的恢复而改善</p>

<p>By Bharath Rajeswaran and Vivek Kumar M</p>
<div class="lb-trans"><p>作者：Bharath Rajeswaran 和 Vivek Kumar M</p>
</div><p>India's equity benchmarks settled close to record-high levels on Thursday, led by Reliance as a solid quarterly earnings scorecard left investors optimistic about prospects for a broader rebound in domestic markets.</p>
<div class="lb-trans"><p>印度的股指在周四接近历史最高水平收盘，受益于 Reliance 的强劲季度财报，使投资者对国内市场的广泛反弹前景感到乐观。</p>
</div><p>The Nifty 50  and the BSE Sensex  gained 0.5% each to 26,192.15 and 85,632.68, respectively. They are less than 0.5% away from all-time highs reached in September 2024.</p>
<div class="lb-trans"><p>Nifty 50 和 BSE Sensex 分别上涨 0.5%，收于 26,192.15 和 85,632.68。它们距离 2024 年 9 月创下的历史最高点不到 0.5%。</p>
</div><p>Thomson ReutersIndia's Nifty 50 index closes just 24 points shy of record high close</p>
<div class="lb-trans"><p>汤森路透：印度 Nifty 50 指数收盘距离历史最高点仅差 24 点</p>
</div><p>&#34;The consolidation over the last 14 months since record highs is coming to an end, as sentiment is boosted by a combination of recovering corporate profitability, reasonable valuations and improving flows,&#34; said Rahul Singh, chief investment officer of equities at Tata Asset Management.</p>
<div class="lb-trans"><p>塔塔资产管理公司股票首席投资官 Rahul Singh 表示：“自历史最高点以来的 14 个月的整合即将结束，市场情绪受到企业盈利恢复、合理估值和改善资金流入的共同推动。”</p>
</div><p>The market rally was also sparked by speculation of an imminent India–U.S. trade deal, though no official announcement had emerged by market close, said two analysts.</p>
<div class="lb-trans"><p>两位分析师表示，市场反弹还受到即将达成的印美贸易协议的猜测推动，尽管在市场收盘时尚未有官方公告。</p>
</div><p>On the day, ten of the 16 major sectors advanced, while broader small-cap  and mid-cap  indexes were flat.</p>
<div class="lb-trans"><p>当天，16 个主要行业中有 10 个上涨，而更广泛的小盘股和中盘股指数则持平。</p>
</div><p>The third highest weighted stock on the benchmark, Reliance Industries  gained 2% to close at its highest level since July 2024.</p>
<div class="lb-trans"><p>基准指数中权重第三高的股票 Reliance Industries 上涨 2%，收于自 2024 年 7 月以来的最高水平。</p>
</div><p>UBS reiterated its &#34;buy&#34; call on the oil-to-telecom conglomerate, saying that its strength in refining is likely to drive improvement in the oil-to-chemicals business.</p>
<div class="lb-trans"><p>瑞银重申对这家油气到电信的综合企业的 “买入” 评级，称其在炼油方面的强劲表现可能推动油气化工业务的改善。</p>
</div><p>Motilal Oswal also reiterated &#34;buy&#34; and raised price target, citing an improvement in Reliance's new energy business.</p>
<div class="lb-trans"><p>Motilal Oswal 也重申 “买入” 评级并提高了目标价，指出 Reliance 的新能业务有所改善。</p>
</div><p>Two-wheeler maker Hero MotoCorp  gained 2.1% after Macquarie upgraded it to &#34;outperform&#34; from &#34;neutral&#34;, citing a boost to earnings from goods and services tax (GST) cuts and new product launches.</p>
<div class="lb-trans"><p>两轮车制造商 Hero MotoCorp 上涨 2.1%，此前麦格理将其评级从 “中性” 上调至 “跑赢大盘”，称商品和服务税（GST）减税及新产品发布将推动盈利。</p>
</div><p>Macquarie's upgrade followed a similar action by J.P.Morgan on Wednesday, as Hero MotoCorp jumped 8.9% in five sessions since reporting a profit beat in the September quarter.</p>
<div class="lb-trans"><p>麦格理的升级紧随摩根大通周三的类似举措，Hero MotoCorp 在报告 9 月季度盈利超预期后，在五个交易日内上涨了 8.9%。</p>
</div><p>Other Asian markets (.MIAPJ0000PUS) rose 1.1%, tracking an overnight rally on Wall Street, as investors cheered Nvidia's  upbeat earnings.</p>
<div class="lb-trans"><p>其他亚洲市场（.MIAPJ0000PUS）上涨 1.1%，跟随华尔街的夜间反弹，投资者对 Nvidia 的乐观财报表示欢呼。</p>
</div><p>Investors await the release of the U.S. September jobs report, due later in the day, for clues on the Federal Reserve's rate-cut trajectory.</p>
<div class="lb-trans"><p>投资者在等待当天晚些时候发布的美国 9 月就业报告，以获取关于美联储降息轨迹的线索。</p>
</div>

Reliance 引领印度股市基准指数迈向创纪录的高点