<p>印度基準指數在週四收盤上漲，創下四年來最佳周表現，並抹去年初至今的所有虧損，主要受重磅金融股的推動。</p>
<p>Nifty 50 指數上漲 1.8%，收於 23,851.65 點，而 BSE Sensex 指數上漲 1.96%，收於 78,553.2 點，恰逢復活節前的假期。</p>
<p><img src="https://imageproxy.pbkrs.com/https://s3.tradingview.com/news/image/tag:reuters.com,2025:newsml_L4N3QV0RB-aa401fb645b64605582d99ace845f00a-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_L4N3QV0RB-aa401fb645b64605582d99ace845f00a-resized.jpeg"/></p>
<p>湯森路透印度基準指數在週四抹去年初至今的虧損</p>
<p>在假期縮短的一週內，指數上漲了 4.5%，而主要的亞洲同行因美國關税的不確定性及其對經濟增長的影響而表現不佳。</p>
<p><img src="https://imageproxy.pbkrs.com/https://s3.tradingview.com/news/image/tag:reuters.com,2025:newsml_L4N3QV0RB-329472da163601febcef2f392d0d310d-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_L4N3QV0RB-329472da163601febcef2f392d0d310d-resized.jpeg"/></p>
<p>湯森路透印度 Nifty 50 指數創下四年來最大周漲幅</p>
<p>本週，金融股因主要貸款機構在中央銀行降息後降低存款利率，預期淨利差將改善而上漲。</p>
<p>此外，日益升級的中美貿易戰可能提升印度公司在中國 +1 戰略中的機會，這可能意味着對信貸的需求增加，獨立市場分析師 Ambareesh Baliga 表示。</p>
<p>ICICI 銀行和 HDFC 銀行，Nifty 指數中權重最大的股票，本週分別上漲 7.2% 和 5.5%，在週末財報發佈前創下歷史新高。</p>
<p><img src="https://imageproxy.pbkrs.com/https://s3.tradingview.com/news/image/tag:reuters.com,2025:newsml_L4N3QV0RB-dd580923638eedd7b08ae43fd841107b-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_L4N3QV0RB-dd580923638eedd7b08ae43fd841107b-resized.jpeg"/></p>
<p>湯森路透印度 Nifty 50 成分股的周表現</p>
<p>根據臨時交易數據，市場的上漲與週二和週三約 1000 億盧比（約 11.2 億美元）的外資流入相吻合。</p>
<p>這帶來了一些緩解，因為外資投資者最近因對經濟和企業盈利增長疲軟以及美國關税的擔憂而積極賣出。</p>
<p>儘管如此，基準指數仍比去年九月底的歷史高點下跌約 9%。</p>
<ul>
<li>&#34;去年的觀點是印度的估值偏高</li>
<li>去年另一個問題是盧比波動。 從資金流動的角度來看，一旦投資者感受到貨幣的穩定，我們才能考慮任何反轉，&#34; Mirae Asset Mutual Fund（印度）副董事長兼首席執行官 Swarup Mohanty 説道。</li>
</ul>
<p>所有 13 個主要行業均上漲，其中依賴美國的科技和製藥指數表現最差。</p>
<p>IT 服務提供商 Wipro 週四下跌 4.3%，因其與市場領導者 TCS 一起對該行業的增長前景表示悲觀。</p>
<p><img src="https://imageproxy.pbkrs.com/https://s3.tradingview.com/news/image/tag:reuters.com,2025:newsml_L4N3QV0RB-93510346673e9f396006d029667d5167-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_L4N3QV0RB-93510346673e9f396006d029667d5167-resized.jpeg"/></p>
<p>湯森路透印度主要股票指數的周表現</p>

HDFC 銀行

印度工業信貸投資銀行

<p>印度的基準指數 Nifty 50 和 BSE Sensex 在四年多以來的最佳一週中上漲了 4.5%，抹去了年初至今的虧損，主要受到金融股反彈的推動。ICICI 銀行和 HDFC 銀行在財報發佈前飆升至歷史新高。市場受益於約 1000 億印度盧比的外資流入。儘管出現反彈，基準指數仍比歷史最高點低約 9%。所有主要行業均上漲，儘管信息技術和製藥行業表現不佳，Wipro 在負面行業展望後下跌了 4.3%</p>

<p>India's benchmark indexes closed higher on Thursday to log their best week in more than four years and erase all their year-to-date losses, led by a rally in heavyweight financial stocks.</p>
<div class="lb-trans"><p>印度基準指數在週四收盤上漲，創下四年來最佳周表現，並抹去年初至今的所有虧損，主要受重磅金融股的推動。</p>
</div><p>The Nifty 50  ended 1.8% higher at 23,851.65, while the BSE Sensex  added 1.96% to end at 78,553.2 ahead of the Good Friday holiday.</p>
<div class="lb-trans"><p>Nifty 50 指數上漲 1.8%，收於 23,851.65 點，而 BSE Sensex 指數上漲 1.96%，收於 78,553.2 點，恰逢復活節前的假期。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://s3.tradingview.com/news/image/tag:reuters.com,2025:newsml_L4N3QV0RB-aa401fb645b64605582d99ace845f00a-resized.jpeg" alt="" original-src="https://s3.tradingview.com/news/image/tag:reuters.com,2025:newsml_L4N3QV0RB-aa401fb645b64605582d99ace845f00a-resized.jpeg"/></p>
<p>Thomson ReutersIndia's benchmark indexes erase year-to-date losses on Thursday</p>
<div class="lb-trans"><p>湯森路透印度基準指數在週四抹去年初至今的虧損</p>
</div><p>The indexes rose 4.5% in the holiday-truncated week, while their major Asian peers underperformed due to the uncertainty over U.S. tariffs and worries about their effect on economic growth.</p>
<div class="lb-trans"><p>在假期縮短的一週內，指數上漲了 4.5%，而主要的亞洲同行因美國關税的不確定性及其對經濟增長的影響而表現不佳。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://s3.tradingview.com/news/image/tag:reuters.com,2025:newsml_L4N3QV0RB-329472da163601febcef2f392d0d310d-resized.jpeg" alt="" original-src="https://s3.tradingview.com/news/image/tag:reuters.com,2025:newsml_L4N3QV0RB-329472da163601febcef2f392d0d310d-resized.jpeg"/></p>
<p>Thomson ReutersIndia's Nifty 50 posts biggest weekly gain in four years</p>
<div class="lb-trans"><p>湯森路透印度 Nifty 50 指數創下四年來最大周漲幅</p>
</div><p>This week, financial stocks  rallied on the prospects of healthier net interest margins after top lenders lowered their deposit rates, following the central bank's rate cut.</p>
<div class="lb-trans"><p>本週，金融股因主要貸款機構在中央銀行降息後降低存款利率，預期淨利差將改善而上漲。</p>
</div><p>Besides that, the escalating Sino-U.S. trade war could boost Indian companies' chances in the China-plus one strategy and that could mean higher demand for credit, said Ambareesh Baliga, an independent market analyst.</p>
<div class="lb-trans"><p>此外，日益升級的中美貿易戰可能提升印度公司在中國 +1 戰略中的機會，這可能意味着對信貸的需求增加，獨立市場分析師 Ambareesh Baliga 表示。</p>
</div><p>ICICI Bank  and HDFC Bank , the heaviest weighted stock on the Nifty, soared 7.2% and 5.5%, respectively, this week to hit lifetime highs ahead of their earnings release over the weekend.</p>
<div class="lb-trans"><p>ICICI 銀行和 HDFC 銀行，Nifty 指數中權重最大的股票，本週分別上漲 7.2% 和 5.5%，在週末財報發佈前創下歷史新高。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://s3.tradingview.com/news/image/tag:reuters.com,2025:newsml_L4N3QV0RB-dd580923638eedd7b08ae43fd841107b-resized.jpeg" alt="" original-src="https://s3.tradingview.com/news/image/tag:reuters.com,2025:newsml_L4N3QV0RB-dd580923638eedd7b08ae43fd841107b-resized.jpeg"/></p>
<p>Thomson ReutersWeekly performance of India's Nifty 50 constituents</p>
<div class="lb-trans"><p>湯森路透印度 Nifty 50 成分股的周表現</p>
</div><p>The market rally coincided with foreign inflows of around 100 billion rupees ($1.12 billion) on Tuesday and Wednesday, as per provisional exchange data.</p>
<div class="lb-trans"><p>根據臨時交易數據，市場的上漲與週二和週三約 1000 億盧比（約 11.2 億美元）的外資流入相吻合。</p>
</div><p>That gave some relief as foreign portfolio investors have been aggressive sellers recently due to concerns over weak economic and corporate earnings growth as well as U.S. tariffs.</p>
<div class="lb-trans"><p>這帶來了一些緩解，因為外資投資者最近因對經濟和企業盈利增長疲軟以及美國關税的擔憂而積極賣出。</p>
</div><p>Still, the benchmarks are down around 9% from their lifetime highs in late September.</p>
<div class="lb-trans"><p>儘管如此，基準指數仍比去年九月底的歷史高點下跌約 9%。</p>
</div><ul>
<li>&#34;The view last year was that India was expensive</li>
<li>(Another) problem last year was rupee being volatile. From a fund flow (perspective), once investors sense stability in the currency is when we can think of any reversal,&#34; said Swarup Mohanty, vice chairman and CEO of Mirae Asset Mutual Fund (India).</li>
</ul>
<div class="lb-trans"><ul>
<li>&#34;去年的觀點是印度的估值偏高</li>
<li>去年另一個問題是盧比波動。 從資金流動的角度來看，一旦投資者感受到貨幣的穩定，我們才能考慮任何反轉，&#34; Mirae Asset Mutual Fund（印度）副董事長兼首席執行官 Swarup Mohanty 説道。</li>
</ul>
</div><p>All 13 major sectors rose, with the U.S.-reliant information technology  and pharma  indexes among the top underperformers.</p>
<div class="lb-trans"><p>所有 13 個主要行業均上漲，其中依賴美國的科技和製藥指數表現最差。</p>
</div><p>IT services provider Wipro  dropped 4.3% on Thursday after it joined market leader TCS  in giving a bleak picture for the sector's growth.</p>
<div class="lb-trans"><p>IT 服務提供商 Wipro 週四下跌 4.3%，因其與市場領導者 TCS 一起對該行業的增長前景表示悲觀。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://s3.tradingview.com/news/image/tag:reuters.com,2025:newsml_L4N3QV0RB-93510346673e9f396006d029667d5167-resized.jpeg" alt="" original-src="https://s3.tradingview.com/news/image/tag:reuters.com,2025:newsml_L4N3QV0RB-93510346673e9f396006d029667d5167-resized.jpeg"/></p>
<p>Thomson ReutersWeekly performance of India's key stock indexes</p>
<div class="lb-trans"><p>湯森路透印度主要股票指數的周表現</p>
</div>

金融板塊帶動印度股市創下四年多來的最佳周表現