<p>作者：Bharath Rajeswaran 和 Vivek Kumar M</p>
<p>印度的股指在週四接近歷史最高水平收盤，受益於 Reliance 的強勁季度財報，使投資者對國內市場的廣泛反彈前景感到樂觀。</p>
<p>Nifty 50 和 BSE Sensex 分別上漲 0.5%，收於 26,192.15 和 85,632.68。它們距離 2024 年 9 月創下的歷史最高點不到 0.5%。</p>
<p>湯森路透：印度 Nifty 50 指數收盤距離歷史最高點僅差 24 點</p>
<p>塔塔資產管理公司股票首席投資官 Rahul Singh 表示：“自歷史最高點以來的 14 個月的整合即將結束，市場情緒受到企業盈利恢復、合理估值和改善資金流入的共同推動。”</p>
<p>兩位分析師表示，市場反彈還受到即將達成的印美貿易協議的猜測推動，儘管在市場收盤時尚未有官方公告。</p>
<p>當天，16 個主要行業中有 10 個上漲，而更廣泛的小盤股和中盤股指數則持平。</p>
<p>基準指數中權重第三高的股票 Reliance Industries 上漲 2%，收於自 2024 年 7 月以來的最高水平。</p>
<p>瑞銀重申對這家油氣到電信的綜合企業的 “買入” 評級，稱其在煉油方面的強勁表現可能推動油氣化工業務的改善。</p>
<p>Motilal Oswal 也重申 “買入” 評級並提高了目標價，指出 Reliance 的新能業務有所改善。</p>
<p>兩輪車製造商 Hero MotoCorp 上漲 2.1%，此前麥格理將其評級從 “中性” 上調至 “跑贏大盤”，稱商品和服務税（GST）減税及新產品發佈將推動盈利。</p>
<p>麥格理的升級緊隨摩根大通週三的類似舉措，Hero MotoCorp 在報告 9 月季度盈利超預期後，在五個交易日內上漲了 8.9%。</p>
<p>其他亞洲市場（.MIAPJ0000PUS）上漲 1.1%，跟隨華爾街的夜間反彈，投資者對 Nvidia 的樂觀財報表示歡呼。</p>
<p>投資者在等待當天晚些時候發佈的美國 9 月就業報告，以獲取關於美聯儲降息軌跡的線索。</p>

<p>印度的股市基準指數在 Reliance 的帶動下，因強勁的季度收益和市場反彈的樂觀情緒，接近歷史最高點。Nifty 50 和 BSE Sensex 上漲了 0.5%，接近歷史最高水平。Reliance 上漲了 2%，受到瑞銀和 Motilal Oswal 的積極展望的推動。Hero MotoCorp 在麥格理的升級後上漲了 2.1%。市場情緒因對印度與美國貿易協議的猜測以及企業盈利能力的恢復而改善</p>

<p>By Bharath Rajeswaran and Vivek Kumar M</p>
<div class="lb-trans"><p>作者：Bharath Rajeswaran 和 Vivek Kumar M</p>
</div><p>India's equity benchmarks settled close to record-high levels on Thursday, led by Reliance as a solid quarterly earnings scorecard left investors optimistic about prospects for a broader rebound in domestic markets.</p>
<div class="lb-trans"><p>印度的股指在週四接近歷史最高水平收盤，受益於 Reliance 的強勁季度財報，使投資者對國內市場的廣泛反彈前景感到樂觀。</p>
</div><p>The Nifty 50  and the BSE Sensex  gained 0.5% each to 26,192.15 and 85,632.68, respectively. They are less than 0.5% away from all-time highs reached in September 2024.</p>
<div class="lb-trans"><p>Nifty 50 和 BSE Sensex 分別上漲 0.5%，收於 26,192.15 和 85,632.68。它們距離 2024 年 9 月創下的歷史最高點不到 0.5%。</p>
</div><p>Thomson ReutersIndia's Nifty 50 index closes just 24 points shy of record high close</p>
<div class="lb-trans"><p>湯森路透：印度 Nifty 50 指數收盤距離歷史最高點僅差 24 點</p>
</div><p>&#34;The consolidation over the last 14 months since record highs is coming to an end, as sentiment is boosted by a combination of recovering corporate profitability, reasonable valuations and improving flows,&#34; said Rahul Singh, chief investment officer of equities at Tata Asset Management.</p>
<div class="lb-trans"><p>塔塔資產管理公司股票首席投資官 Rahul Singh 表示：“自歷史最高點以來的 14 個月的整合即將結束，市場情緒受到企業盈利恢復、合理估值和改善資金流入的共同推動。”</p>
</div><p>The market rally was also sparked by speculation of an imminent India–U.S. trade deal, though no official announcement had emerged by market close, said two analysts.</p>
<div class="lb-trans"><p>兩位分析師表示，市場反彈還受到即將達成的印美貿易協議的猜測推動，儘管在市場收盤時尚未有官方公告。</p>
</div><p>On the day, ten of the 16 major sectors advanced, while broader small-cap  and mid-cap  indexes were flat.</p>
<div class="lb-trans"><p>當天，16 個主要行業中有 10 個上漲，而更廣泛的小盤股和中盤股指數則持平。</p>
</div><p>The third highest weighted stock on the benchmark, Reliance Industries  gained 2% to close at its highest level since July 2024.</p>
<div class="lb-trans"><p>基準指數中權重第三高的股票 Reliance Industries 上漲 2%，收於自 2024 年 7 月以來的最高水平。</p>
</div><p>UBS reiterated its &#34;buy&#34; call on the oil-to-telecom conglomerate, saying that its strength in refining is likely to drive improvement in the oil-to-chemicals business.</p>
<div class="lb-trans"><p>瑞銀重申對這家油氣到電信的綜合企業的 “買入” 評級，稱其在煉油方面的強勁表現可能推動油氣化工業務的改善。</p>
</div><p>Motilal Oswal also reiterated &#34;buy&#34; and raised price target, citing an improvement in Reliance's new energy business.</p>
<div class="lb-trans"><p>Motilal Oswal 也重申 “買入” 評級並提高了目標價，指出 Reliance 的新能業務有所改善。</p>
</div><p>Two-wheeler maker Hero MotoCorp  gained 2.1% after Macquarie upgraded it to &#34;outperform&#34; from &#34;neutral&#34;, citing a boost to earnings from goods and services tax (GST) cuts and new product launches.</p>
<div class="lb-trans"><p>兩輪車製造商 Hero MotoCorp 上漲 2.1%，此前麥格理將其評級從 “中性” 上調至 “跑贏大盤”，稱商品和服務税（GST）減税及新產品發佈將推動盈利。</p>
</div><p>Macquarie's upgrade followed a similar action by J.P.Morgan on Wednesday, as Hero MotoCorp jumped 8.9% in five sessions since reporting a profit beat in the September quarter.</p>
<div class="lb-trans"><p>麥格理的升級緊隨摩根大通週三的類似舉措，Hero MotoCorp 在報告 9 月季度盈利超預期後，在五個交易日內上漲了 8.9%。</p>
</div><p>Other Asian markets (.MIAPJ0000PUS) rose 1.1%, tracking an overnight rally on Wall Street, as investors cheered Nvidia's  upbeat earnings.</p>
<div class="lb-trans"><p>其他亞洲市場（.MIAPJ0000PUS）上漲 1.1%，跟隨華爾街的夜間反彈，投資者對 Nvidia 的樂觀財報表示歡呼。</p>
</div><p>Investors await the release of the U.S. September jobs report, due later in the day, for clues on the Federal Reserve's rate-cut trajectory.</p>
<div class="lb-trans"><p>投資者在等待當天晚些時候發佈的美國 9 月就業報告，以獲取關於美聯儲降息軌跡的線索。</p>
</div>

Reliance 引領印度股市基準指數邁向創紀錄的高點