--- title: "外国投资者在四月份持续抛售,10 天内撤资 4821.3 亿卢比" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/282434725.md" description: "外资在四月前十天从印度股票市场撤回了₹48,213 亿(51.4 亿美元),这一趋势延续了由于地缘政治紧张局势和宏观经济不确定性导致的激进抛售。这一撤资紧随三月份创纪录的₹1.17 万亿流出。分析师将此次抛售归因于与西亚紧张局势升级、原油价格上涨以及对通货膨胀的担忧相关的风险厌恶。韩国和台湾等市场被视为对外资投资者更具吸引力。流出的逆转可能取决于宏观经济条件的稳定以及印度第四季度的盈利表现" datetime: "2026-04-11T21:41:18.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/282434725.md) - [en](https://longbridge.com/en/news/282434725.md) - [zh-HK](https://longbridge.com/zh-HK/news/282434725.md) --- # 外国投资者在四月份持续抛售,10 天内撤资 4821.3 亿卢比 Foreign investors maintained their aggressive sell-off in Indian equities, withdrawing Rs 48,213 crore ( $5.14 billion) in the first 10 days of April, as rising geopolitical tensions and global macroeconomic uncertainties reduced risk appetite. The sell-off follows a record outflow of Rs 1.17 trillion (about $12.7 billion) in March, the worst monthly exodus on record. The sharp reversal comes after FPIs had infused Rs 22,615 crore in February, marking the highest monthly inflow in 17 months. With the latest withdrawals, total outflows by foreign portfolio investors (FPIs) have surged to Rs 1.8 trillion in 2026 so far. In April alone, foreign investors withdrew equities worth Rs 48,213 crore from the cash market till April 10, according to NSDL data. Market participants attributed the sustained selling pressure to a combination of global macroeconomic headwinds and heightened geopolitical risks. Himanshu Srivastava, Principal - Manager Research at Morningstar Investment Research India, noted that selling was largely driven by risk aversion triggered by escalating tensions in West Asia, which pushed up crude oil prices and revived concerns about inflation globally. Echoing similar concerns, VK Vijayakumar, Chief Investment Strategist at Geojit Investments, said the energy crisis stemming from the West Asia conflict, coupled with the potential spillover impact on the Indian economy and continued depreciation of the rupee, has kept FPIs firmly in sell mode. He also pointed out that markets such as South Korea and Taiwan are currently more attractive to FPIs, given their stronger earnings growth outlook compared to the relatively modest expectations for India in FY27. Even the recent US-Iran ceasefire failed to arrest the selling momentum. "FPIs used the relief rally as a liquidity window to exit further," said Vaqarjaved Khan, Senior Fundamental Analyst at Angel One. According to Khan, a reversal in flows would depend on three key factors -- credible reopening of the Strait of Hormuz, stabilisation of the rupee, and a positive surprise from India's Q4 earnings season. "Flows can reverse quickly, but only if macro conditions begin to support the shift," he added. ### 相关股票 - [PIN.US](https://longbridge.com/zh-CN/quote/PIN.US.md) - [NDIA.AU](https://longbridge.com/zh-CN/quote/NDIA.AU.md) - [NFTY.US](https://longbridge.com/zh-CN/quote/NFTY.US.md) ## 相关资讯与研究 - [油价高企背后的诡异景象:期权交易员已开始未雨绸缪 为原油崩盘 “投保”](https://longbridge.com/zh-CN/news/284470490.md) - [港交所唐家成:地缘政治及宏观经济趋向复杂 交易所联系人角色尤其重要](https://longbridge.com/zh-CN/news/283604571.md) - [ETF 异动 | F 三星原油期尾盘涨超 2% 大行警告国际油价或进一步大幅上涨](https://longbridge.com/zh-CN/news/284336844.md) - [城市发展:无意让千禧国敦酒店重新上市 年中公布新战略 | 联合早报网](https://longbridge.com/zh-CN/news/284579643.md) - [美股原油和半导体 ETF“历史级别资金流出”,大赚之后有人已选择 “套现离场”](https://longbridge.com/zh-CN/news/284067725.md)