<p>作者：Bharath Rajeswaran</p>
<p>印度的股指在週五上漲，HDFC 銀行、ICICI 銀行和信實工業等重量級股票上漲，周線錄得漲幅，因對盈利反彈的樂觀情緒和對 12 月降息的預期提升了市場情緒。</p>
<p>Nifty 50 指數上漲 0.49%，收於 25,709.85，創下一年內的新高，而 BSE Sensex 上漲 0.58%，收於 83,952.19。</p>
<p><img src="https://imageproxy.pbkrs.com/https://s3.tradingview.com/news/image/tag:reuters.com,2025:newsml_L3N3VY0IE-4ec20bf88d2c708a41752a3b9889ca8a-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_L3N3VY0IE-4ec20bf88d2c708a41752a3b9889ca8a-resized.jpeg"/></p>
<p>湯森路透：印度 Nifty 50 指數飆升至一年多來的最高水平</p>
<p>這兩個指數本週均上漲約 1.7%，目前距離 2024 年 9 月的歷史高點約低 2.5%。</p>
<p><img src="https://imageproxy.pbkrs.com/https://s3.tradingview.com/news/image/tag:reuters.com,2025:newsml_L3N3VY0IE-29f2772ceccc4a64f95a0e085baef19f-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_L3N3VY0IE-29f2772ceccc4a64f95a0e085baef19f-resized.jpeg"/></p>
<p>湯森路透：印度 Nifty 50 指數連續第三週上漲</p>
<p>由於近期政府減税，雀巢印度的強勁盈利信號顯示消費復甦，本週股價上漲 7.5%。</p>
<p>印度儲備銀行最新政策會議的紀要進一步提振了本週對利率敏感行業的信心，強化了對 12 月降息的預期。</p>
<p>消費類股票上漲 3%，汽車和房地產分別上漲 2% 和 4.1%。</p>
<p>金融類股票和銀行分別上漲 2.6% 和 2%，創下歷史新高。</p>
<p>Fident 資產管理公司創始人 Aishvarya Dadheech 表示：“盈利季節的早期跡象顯示出有希望的轉機，雀巢印度、Axis 銀行發佈了強勁的業績，IT 巨頭的業績也相對不錯，沒有出現重大失望。”</p>
<p>“圍繞 GST 驅動的需求復甦的樂觀情緒正在增強，而美中貿易緊張局勢可能會在去年大幅拋售後重新激發海外對國內股票的興趣。”</p>
<p>中型股本週上漲 0.4%，而小型股則變化不大。</p>
<p><img src="https://imageproxy.pbkrs.com/https://s3.tradingview.com/news/image/tag:reuters.com,2025:newsml_L3N3VY0IE-4436e6c44d9623a60a2598b930ba7bb3-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_L3N3VY0IE-4436e6c44d9623a60a2598b930ba7bb3-resized.jpeg"/></p>
<p>湯森路透：印度主要股指的周表現</p>
<p>當天，Nifty 50 指數中三隻最重的股票推動了基準指數的上漲。私營銀行 HDFC 銀行和 ICICI 銀行分別上漲 0.8% 和 1.4%，在週六發佈業績前。</p>
<p>石油和電信綜合企業信實工業在週五市場收盤後發佈業績前上漲 1.3%。</p>
<p>相比之下，IT 子指數下跌 1.6%。儘管 Wipro 和 Infosys 的收入超過了第二季度的預期，但由於分析師對利潤壓力的擔憂，Wipro 和 Infosys 分別下跌 5.1% 和 2.1%。根據 CLSA，Infosys 的 2026 財年收入增長預期為 2%-3% 也被認為過於保守。</p>
<p><img src="https://imageproxy.pbkrs.com/https://s3.tradingview.com/news/image/tag:reuters.com,2025:newsml_L3N3VY0IE-800f225b2413414db6668a1e236173ba-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_L3N3VY0IE-800f225b2413414db6668a1e236173ba-resized.jpeg"/></p>
<p>湯森路透：印度 Nifty 50 成分股的周表現</p>

HDFC 銀行

印度工業信貸投資銀行

<p>印度的 Nifty 50 指數達到一年以來的最高點，上漲 0.49% 至 25,709.85，主要受到 HDFC 銀行、ICICI 銀行和信實工業公司強勁表現的推動。每週約 1.7% 的漲幅得益於對盈利復甦的樂觀情緒和對 12 月降息的預期。來自雀巢印度的顯著盈利和印度儲備銀行政策會議的積極信號增強了市場情緒。消費類股票上漲 3%，而金融和銀行類股創下歷史新高。然而，IT 行業面臨挑戰，儘管 Wipro 和 Infosys 的收入超出預期，但仍報告下降</p>

<p>By Bharath Rajeswaran</p>
<div class="lb-trans"><p>作者：Bharath Rajeswaran</p>
</div><p>India's equity benchmarks advanced on Friday as heavyweights HDFC Bank, ICICI bank and Reliance Industries rose, and logged weekly gains, as optimism over an earnings rebound and growing expectations of a December rate cut buoyed sentiment.</p>
<div class="lb-trans"><p>印度的股指在週五上漲，HDFC 銀行、ICICI 銀行和信實工業等重量級股票上漲，周線錄得漲幅，因對盈利反彈的樂觀情緒和對 12 月降息的預期提升了市場情緒。</p>
</div><p>The Nifty 50  rose 0.49% to 25,709.85, settling at one-year high levels, while the BSE Sensex  gained 0.58% to 83,952.19.</p>
<div class="lb-trans"><p>Nifty 50 指數上漲 0.49%，收於 25,709.85，創下一年內的新高，而 BSE Sensex 上漲 0.58%，收於 83,952.19。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://s3.tradingview.com/news/image/tag:reuters.com,2025:newsml_L3N3VY0IE-4ec20bf88d2c708a41752a3b9889ca8a-resized.jpeg" alt="" original-src="https://s3.tradingview.com/news/image/tag:reuters.com,2025:newsml_L3N3VY0IE-4ec20bf88d2c708a41752a3b9889ca8a-resized.jpeg"/></p>
<p>Thomson ReutersIndia's Nifty 50 surges to its highest level in over a year</p>
<div class="lb-trans"><p>湯森路透：印度 Nifty 50 指數飆升至一年多來的最高水平</p>
</div><p>Both indexes added about 1.7% for the week, now sitting roughly 2.5% below their record highs from September 2024.</p>
<div class="lb-trans"><p>這兩個指數本週均上漲約 1.7%，目前距離 2024 年 9 月的歷史高點約低 2.5%。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://s3.tradingview.com/news/image/tag:reuters.com,2025:newsml_L3N3VY0IE-29f2772ceccc4a64f95a0e085baef19f-resized.jpeg" alt="" original-src="https://s3.tradingview.com/news/image/tag:reuters.com,2025:newsml_L3N3VY0IE-29f2772ceccc4a64f95a0e085baef19f-resized.jpeg"/></p>
<p>Thomson ReutersIndia's Nifty 50 index logs third straight weekly gains</p>
<div class="lb-trans"><p>湯森路透：印度 Nifty 50 指數連續第三週上漲</p>
</div><p>Strong earnings from Nestle India , aided by recent government tax cuts, signaled a revival in consumption and powered the stock 7.5% higher this week.</p>
<div class="lb-trans"><p>由於近期政府減税，雀巢印度的強勁盈利信號顯示消費復甦，本週股價上漲 7.5%。</p>
</div><p>Minutes from the Reserve Bank of India's latest policy meeting further lifted rate-sensitive sectors this week by reinforcing expectations of a rate cut in December.</p>
<div class="lb-trans"><p>印度儲備銀行最新政策會議的紀要進一步提振了本週對利率敏感行業的信心，強化了對 12 月降息的預期。</p>
</div><p>Consumer stocks  climbed 3%, and auto  and realty  advanced 2% and 4.1%, respectively during the week.</p>
<div class="lb-trans"><p>消費類股票上漲 3%，汽車和房地產分別上漲 2% 和 4.1%。</p>
</div><p>Financials , banks  rose 2.6% and 2%, respectively, hitting record high levels.</p>
<div class="lb-trans"><p>金融類股票和銀行分別上漲 2.6% 和 2%，創下歷史新高。</p>
</div><p>&#34;The early signs from the earnings season point to a promising turnaround, with Nestle India, Axis Bank posting solid numbers and IT majors logging decent numbers with no major disappointments,&#34; said Aishvarya Dadheech, founder of Fident Asset Management.</p>
<div class="lb-trans"><p>Fident 資產管理公司創始人 Aishvarya Dadheech 表示：“盈利季節的早期跡象顯示出有希望的轉機，雀巢印度、Axis 銀行發佈了強勁的業績，IT 巨頭的業績也相對不錯，沒有出現重大失望。”</p>
</div><p>&#34;Optimism is building around a GST-driven demand revival, while U.S.-China trade tensions could renew overseas interest in domestic equities after a sharp sell-off in the last year.&#34;</p>
<div class="lb-trans"><p>“圍繞 GST 驅動的需求復甦的樂觀情緒正在增強，而美中貿易緊張局勢可能會在去年大幅拋售後重新激發海外對國內股票的興趣。”</p>
</div><p>The broader mid-caps  gained 0.4% while small-caps  were little changed this week.</p>
<div class="lb-trans"><p>中型股本週上漲 0.4%，而小型股則變化不大。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://s3.tradingview.com/news/image/tag:reuters.com,2025:newsml_L3N3VY0IE-4436e6c44d9623a60a2598b930ba7bb3-resized.jpeg" alt="" original-src="https://s3.tradingview.com/news/image/tag:reuters.com,2025:newsml_L3N3VY0IE-4436e6c44d9623a60a2598b930ba7bb3-resized.jpeg"/></p>
<p>Thomson ReutersWeekly performance of India's key equity indexes</p>
<div class="lb-trans"><p>湯森路透：印度主要股指的周表現</p>
</div><p>On the day, the three heaviest stocks on the Nifty 50 index boosted the benchmarks. Private lenders HDFC Bank , ICICI bank  rose 0.8% and 1.4%, respectively, ahead of their results on Saturday.</p>
<div class="lb-trans"><p>當天，Nifty 50 指數中三隻最重的股票推動了基準指數的上漲。私營銀行 HDFC 銀行和 ICICI 銀行分別上漲 0.8% 和 1.4%，在週六發佈業績前。</p>
</div><p>Oil-to-telecom conglomerate Reliance Industries  gained 1.3% ahead of its results post-market hours on Friday.</p>
<div class="lb-trans"><p>石油和電信綜合企業信實工業在週五市場收盤後發佈業績前上漲 1.3%。</p>
</div><p>In contrast, the IT sub-index  dropped 1.6%. Wipro  and Infosys  slipped 5.1% and 2.1%, despite revenue surpassing second-quarter estimates as analysts raised concerns about margin pressures. Infosys' FY2026 revenue growth outlook of 2%–3% was also deemed overly conservative, according to CLSA.</p>
<div class="lb-trans"><p>相比之下，IT 子指數下跌 1.6%。儘管 Wipro 和 Infosys 的收入超過了第二季度的預期，但由於分析師對利潤壓力的擔憂，Wipro 和 Infosys 分別下跌 5.1% 和 2.1%。根據 CLSA，Infosys 的 2026 財年收入增長預期為 2%-3% 也被認為過於保守。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://s3.tradingview.com/news/image/tag:reuters.com,2025:newsml_L3N3VY0IE-800f225b2413414db6668a1e236173ba-resized.jpeg" alt="" original-src="https://s3.tradingview.com/news/image/tag:reuters.com,2025:newsml_L3N3VY0IE-800f225b2413414db6668a1e236173ba-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>

收益和需求反彈的預期推動印度 Nifty 指數達到一年高點