<p>印度最古老的证券交易所 BSE 有限公司预计将在 2026 年 9 月的重新平衡中加入基准 Nifty 50 指数，这可能会取代 IT 巨头 Wipro 有限公司，Quiddity Advisors 的分析指出。</p>
<p>要触发指数变更，必须至少有一只符合条件的股票，其平均流通市值（AFMC）大于最小指数成分股 AFMC 的 1.5 倍。Quiddity Advisors 的分析师 Janaghan Jeyakumar 指出，BSE 目前达到了这一标准，其 AFMC 超过 Wipro 的 1.5 倍，使得 Wipro 成为该指数中最脆弱的股票。假设只有一次变更，Nifty 50 的单向流入预计为 6.39 亿美元。</p>
<p>过去一年，BSE 的股票在印度金融市场中表现优异，涨幅超过 63%。交易量的急剧增加、零售参与度的上升以及其衍生品业务的复苏——特别是每周的 Sensex 期权——推动了创纪录的收益并支撑了这一涨势。</p>
<p>相比之下，Wipro 在同一时期内下跌超过 25%，受到科技行业整体疲软和对人工智能颠覆的日益担忧的影响。第四季度表现令人失望，收入未达预期，以及对下个季度的谨慎指引（预计增长为-2% 至 0%）增加了压力。BFSI 领域需求放缓和净利润下降使得该股票接近其 52 周低点。如果 Wipro 被移出指数，预计被动流出将达到 2.06 亿美元。</p>
<p>2026 年 9 月对 Nifty 50 的第二次变更仍不太可能。要实现这一点，TVS 摩托公司需要显著超越 Adani Enterprises——下一个可能被删除的公司。Quiddity Advisors 估计，TVS 摩托在参考期剩余时间内的平均股价需要达到 4757 印度卢比，约比当前水平高出 40%。</p>
<p>更广泛的 Nifty 100 预计将进行更大规模的变更，预计将增加五只股票并删除五只股票——这是单次审查中允许的最大数量。该指数使用完整的市值排名，任何排名在 110 名以下的股票面临删除，而排名在前 90 名的非成员则有望被纳入。预计新增的股票包括 BSE、日立能源印度、Polycab 印度、沃达丰创意和印度重电。将被移除的股票包括 Macrotech Developers、Shree Cement、印度酒店、REC 和 Zydus Lifesciences。</p>
<p>Nifty Next 50 将直接受到影响，进行五项变更，单向流入预计为 3.1 亿美元。Nifty Next 50 将在 2026 年 6 月进行单独的权重限制重新平衡，尽管在该阶段预计不会有新增或删除的股票。然而，Quiddity Advisors 指出，未来几周的剧烈价格波动可能会改变这一展望。</p>
<p><img src="https://imageproxy.pbkrs.com/https://s3.tradingview.com/news/image/moneycontrol:f256980a0094b-b428587c2d7a2c44408ef6cf0674b22d-resized.webp?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="BSE set to enter Nifty 50" original-src="https://imageproxy.pbkrs.com/https://s3.tradingview.com/news/image/moneycontrol:f256980a0094b-b428587c2d7a2c44408ef6cf0674b22d-resized.webp"/></p>
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<p>BSE 有限公司预计将在 2026 年 9 月加入 Nifty 50 指数，可能会取代 Wipro 有限公司，因为其平均流通市值更高。BSE 的股票在过去一年中上涨了超过 63%，而 Wipro 则下跌了超过 25%。Nifty 100 预计将有五个新增和删除的成分股，BSE 是预期的新增股之一。如果 Wipro 被移出指数，预计被动资金流出将达到 2.06 亿美元</p>

<p>India's oldest stock exchange, BSE Ltd, is set to join the benchmark Nifty 50 Index in the September 2026 rebalancing, potentially displacing IT giant Wipro Ltd, according to an analysis by Quiddity Advisors.</p>
<div class="lb-trans"><p>印度最古老的证券交易所 BSE 有限公司预计将在 2026 年 9 月的重新平衡中加入基准 Nifty 50 指数，这可能会取代 IT 巨头 Wipro 有限公司，Quiddity Advisors 的分析指出。</p>
</div><p>For an index change to be triggered, there must be at least one eligible stock whose Average Float Market Cap (AFMC) is greater than 1.5 times the AFMC of the smallest index member. Analyst Janaghan Jeyakumar of Quiddity Advisors noted that BSE currently clears this bar, with its AFMC exceeding 1.5 times that of Wipro — making Wipro the most vulnerable name in the index. Assuming a single change, one-way flow for the Nifty 50 is estimated at $639 million.</p>
<div class="lb-trans"><p>要触发指数变更，必须至少有一只符合条件的股票，其平均流通市值（AFMC）大于最小指数成分股 AFMC 的 1.5 倍。Quiddity Advisors 的分析师 Janaghan Jeyakumar 指出，BSE 目前达到了这一标准，其 AFMC 超过 Wipro 的 1.5 倍，使得 Wipro 成为该指数中最脆弱的股票。假设只有一次变更，Nifty 50 的单向流入预计为 6.39 亿美元。</p>
</div><p>BSE's stock has been among India's top-performing financial counters over the past year, surging over 63 percent. A sharp jump in trading volumes, rising retail participation, and a resurgence in its derivatives business — particularly weekly Sensex options — have driven record earnings and underpinned the rally.</p>
<div class="lb-trans"><p>过去一年，BSE 的股票在印度金融市场中表现优异，涨幅超过 63%。交易量的急剧增加、零售参与度的上升以及其衍生品业务的复苏——特别是每周的 Sensex 期权——推动了创纪录的收益并支撑了这一涨势。</p>
</div><p>Wipro, by contrast, has shed over 25 percent in the same period, weighed down by broad weakness in the technology sector and growing concerns over artificial intelligence disruption. A disappointing fourth quarter, revenue that missed estimates, and a cautious guidance of -2 percent to 0 percent growth for the next quarter have added to the pressure. Slowing demand in the BFSI segment and falling net profit have kept the stock near its 52-week low. Should Wipro be removed from the index, passive outflows are estimated at $206 million.</p>
<div class="lb-trans"><p>相比之下，Wipro 在同一时期内下跌超过 25%，受到科技行业整体疲软和对人工智能颠覆的日益担忧的影响。第四季度表现令人失望，收入未达预期，以及对下个季度的谨慎指引（预计增长为-2% 至 0%）增加了压力。BFSI 领域需求放缓和净利润下降使得该股票接近其 52 周低点。如果 Wipro 被移出指数，预计被动流出将达到 2.06 亿美元。</p>
</div><p>A second change to the Nifty 50 in September 2026 remains unlikely. For that to happen, TVS Motor Company would need to sharply outperform Adani Enterprises — the next potential deletion. Quiddity Advisors estimates TVS Motor's average share price for the remainder of the reference period would need to reach Rs 4,757, roughly 40 percent above its current level.</p>
<div class="lb-trans"><p>2026 年 9 月对 Nifty 50 的第二次变更仍不太可能。要实现这一点，TVS 摩托公司需要显著超越 Adani Enterprises——下一个可能被删除的公司。Quiddity Advisors 估计，TVS 摩托在参考期剩余时间内的平均股价需要达到 4757 印度卢比，约比当前水平高出 40%。</p>
</div><p>The broader Nifty 100 is set for more sweeping changes, with five additions and five deletions expected — the maximum allowed in a single review. The index uses full market cap rankings, and any stock ranked below 110 faces deletion while non-members ranked within the top 90 are in line for inclusion. Expected additions are BSE, Hitachi Energy India, Polycab India, Vodafone Idea, and Bharat Heavy Electricals. Set to exit are Macrotech Developers, Shree Cement, Indian Hotels, REC, and Zydus Lifesciences.</p>
<div class="lb-trans"><p>更广泛的 Nifty 100 预计将进行更大规模的变更，预计将增加五只股票并删除五只股票——这是单次审查中允许的最大数量。该指数使用完整的市值排名，任何排名在 110 名以下的股票面临删除，而排名在前 90 名的非成员则有望被纳入。预计新增的股票包括 BSE、日立能源印度、Polycab 印度、沃达丰创意和印度重电。将被移除的股票包括 Macrotech Developers、Shree Cement、印度酒店、REC 和 Zydus Lifesciences。</p>
</div><p>The Nifty Next 50, which comprises all Nifty 100 members outside the Nifty 50, will see five changes as a direct consequence, with one-way flow estimated at $310 million. A separate weight-capping rebalance is scheduled for the Nifty Next 50 in June 2026, though no additions or deletions are expected at that stage. Quiddity Advisors noted, however, that sharp price movements over the coming weeks could alter that outlook.</p>
<div class="lb-trans"><p>Nifty Next 50 将直接受到影响，进行五项变更，单向流入预计为 3.1 亿美元。Nifty Next 50 将在 2026 年 6 月进行单独的权重限制重新平衡，尽管在该阶段预计不会有新增或删除的股票。然而，Quiddity Advisors 指出，未来几周的剧烈价格波动可能会改变这一展望。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://s3.tradingview.com/news/image/moneycontrol:f256980a0094b-b428587c2d7a2c44408ef6cf0674b22d-resized.webp" alt="BSE set to enter Nifty 50" original-src="https://s3.tradingview.com/news/image/moneycontrol:f256980a0094b-b428587c2d7a2c44408ef6cf0674b22d-resized.webp"/></p>
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</div><p>Disclaimer: The views and investment tips expressed by experts on Moneycontrol are their own and not those of the website or its management. Moneycontrol advises users to check with certified experts before taking any investment decisions.</p>
<div class="lb-trans"><p>免责声明：Moneycontrol 上专家表达的观点和投资建议仅代表他们个人的看法，并不代表网站或其管理层的观点。Moneycontrol 建议用户在做出任何投资决策之前咨询认证专家。</p>
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BSE 将进入 Nifty 50 指数，而 Wipro 将在九月的调整中面临被剔除；预计单向资金流动为 6.39 亿美元