--- title: "外国投资者在 2026 年 5 月撤资 2700 亿卢比，全年流出总额达到 2.2 万亿卢比" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/286662419.md" description: "外国投资者（FPI）在 5 月份从印度股票市场撤回了₹27,048 亿，使 2026 年的总流出达到₹2.2 万亿，超过了 2025 年的₹1.66 万亿。这一趋势反映了全球经济的不确定性和地缘政治紧张局势。强势美元和高债券收益率正在推动投资者转向更安全的资产。印度卢比对美元的汇率从₹90 贬值至₹96.14，如果资金流出持续，可能会进一步下跌。对人工智能公司的投资正在从印度市场转移资金，如果人工智能泡沫降温，这种情况可能会改变" datetime: "2026-05-16T21:45:13.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/286662419.md) - [en](https://longbridge.com/en/news/286662419.md) - [zh-HK](https://longbridge.com/zh-HK/news/286662419.md) --- # 外国投资者在 2026 年 5 月撤资 2700 亿卢比，全年流出总额达到 2.2 万亿卢比 Foreign investors continued to pare their exposure to Indian equities, withdrawing Rs 27,048 crore so far this month, indicating cautiousness among global investors amid an evolving global macroeconomic and geopolitical environment. With this, total outflows by Foreign Portfolio Investors (FPIs) from the equity market have reached Rs 2.2 trillion in 2026, higher than the Rs 1.66 trillion pulled out during the entire 2025, according to data with the NSDL. FPIs were net sellers in all months of 2026, except February. They withdrew Rs 35,962 crore in January before turning net buyers in February, when they invested Rs 22,615 crore, the highest monthly inflow in 17 months. However, the trend reversed in March, when foreign investors pulled out a record Rs 1.17 trillion. The selling continued in April with net outflows of Rs 60,847 crore and extended into May with withdrawals of over Rs 27,000 crore so far. Himanshu Srivastava, Principal - Manager Research at Morningstar Investment Research India, said the latest outflow trend reflected persistent uncertainty surrounding global growth, elevated geopolitical tensions across key regions and volatility in crude oil prices, which continued to weigh on risk appetite towards emerging markets, including India. He added that a stronger US dollar and elevated US bond yields remained key drivers behind the selling activity, as higher returns in developed markets improved the relative attractiveness of safer assets and prompted investors to adopt a more defensive stance. Srivastava further said concerns over the trajectory of global inflation and uncertainty regarding the pace and timing of future interest rate cuts by major central banks continued to influence capital allocation decisions globally. Geojit Investments Chief Investment Strategist V K Vijayakumar said sustained FPI selling, coupled with a widening current account deficit, has exerted pressure on the rupee. "At the beginning of the year, the rupee was at 90 to the US dollar. On May 15, it breached the 96-mark to touch 96.14," he said. Vijayakumar said the rupee could weaken further if FPI outflows persist and crude oil prices remain elevated. He also noted that the continuing flow of capital into artificial intelligence-focused companies globally has led to some diversion of funds away from markets such as India, which are seen as lagging in the AI space. "This trend could reverse when the AI trade, which appears to be in bubble territory, eventually cools off," he added. ### 相关股票 - [INDA.US](https://longbridge.com/zh-CN/quote/INDA.US.md) - [EPI.US](https://longbridge.com/zh-CN/quote/EPI.US.md) - [MORN.US](https://longbridge.com/zh-CN/quote/MORN.US.md) ## 相关资讯与研究 - [印度如何拯救能源危机下卢比的暴跌？](https://longbridge.com/zh-CN/news/286502370.md) - [年内跌超 7% 成亚洲最差货币！卢比跌至历史新低，印度央行紧急入场 “抛美元” 救市](https://longbridge.com/zh-CN/news/287028922.md) - [三位大咖同台：世界正变得 “容易出故障”，中国或成具身智能第一大国](https://longbridge.com/zh-CN/news/286855350.md) - [人工智能时代重新理解管理](https://longbridge.com/zh-CN/news/286684213.md) - [交大铁发（920027）举办 2025 年度业绩说明会 披露增收不增利原因及人工智能布局](https://longbridge.com/zh-CN/news/286936767.md)