--- title: "分析師建議 Nifty 策略，並押注於 Oil India 和如瑞迪博士實驗室" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/278798103.md" description: "分析師 Ajit Mishra 來自 Religare Broking，針對 Nifty 指數的急劇下跌提供市場觀點，該指數下跌了 1.6%，至 23,866.85，原因是全球緊張局勢和賣壓。他建議購買印度石油公司（Oil India）和如瑞迪博士（Dr. Reddy's Laboratories），並指出油氣和製藥行業的積極趨勢，目標價分別為₹520 和₹1,420。相反，他建議賣出 IndusInd 銀行，因銀行業出現疲軟跡象。投資者被敦促在動盪的市場環境中保持謹慎並管理風險" datetime: "2026-03-11T17:00:10.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/278798103.md) - [en](https://longbridge.com/en/news/278798103.md) - [zh-HK](https://longbridge.com/zh-HK/news/278798103.md) --- # 分析師建議 Nifty 策略，並押注於 Oil India 和如瑞迪博士實驗室 ### Market view by Ajit Mishra, Religare Broking Markets plunged sharply on Wednesday, losing over one and a half percent and resuming their corrective phase amid weak global cues and heightened geopolitical tensions. The Nifty opened on a subdued note and remained under persistent selling pressure throughout the session. Although a brief recovery attempt was seen in the latter half, it failed to sustain, and the index eventually settled near the day’s low at the 23,866.85 mark, down by around 1.6 per cent. Sectoral participation remained largely negative, reflecting broad-based weakness across the market. Auto, banking, financials and realty were among the key drags, weighing heavily on the benchmark indices. However, selective buying interest was seen in pharma, energy and metal counters, which offered limited support. On the broader front, pressure was visible across the board, particularly in the midcap segment, which declined by nearly 1.5 per cent. Investor sentiment remained fragile as escalating geopolitical tensions in the Middle East continued to unsettle global markets and push volatility higher. Concerns over potential disruptions to crude oil supply, rising inflationary pressures and the possible impact on economic growth kept participants cautious. Additionally, continued foreign institutional investor selling and weakness in the rupee further dampened risk appetite. The decline reaffirms the prevailing negative sentiment despite the recent cool-off in crude oil prices, which are still hovering around the $90 mark. On the index front, Nifty is once again inching towards its previous swing low around 23,700, and a break below this level could trigger the next leg of decline towards 23,500, followed by the 23,200 zone. On the upside, any recovery towards the 24,100–24,300 band is likely to face strong resistance. Given the uncertain global backdrop, participants are advised to maintain a cautious stance, keep position sizes light and focus on strict risk management while adopting a selective trading approach. ### Stocks Recommendations ### Oil India | LTP: ₹482.7| Recommendation: Buy | Target: ₹520| Stop-loss: ₹458 We are seeing noticeable strength in the upstream oil companies’ after the recent surge in crude oil prices. Within this space, Oil India is exhibiting a positive chart structure. The stock has been holding firm after breaking out of a triangular pattern that developed toward the end of a prior downtrend, indicating a potential shift in trend from bearish to bullish. Additionally, the stock continues to sustain above its key weekly moving average, further strengthening the bullish outlook. Considering the supportive sector dynamics and the favourable technical setup, OIL can be considered for buying. ### Dr Reddy's Laboratories | LTP: ₹1,325.5 | Recommendation: Buy | Target: ₹ 1,420| Stop-loss: ₹1,270 The pharma sector has emerged as one of the strongest performers during the current market correction, and Dr. Reddy’s Laboratories is moving in line with this strength. The stock is displaying a constructive setup on the charts, forming a buying pivot while sustaining above its key moving average after breaking out of a declining channel. Given the continued resilience in the pharma space and the positive technical structure, it can be considered for buying within the mentioned range. ### IndusInd Bank | LTP: ₹875.5| Recommendation: Sell Futures | Target: ₹815| Stop-loss: ₹910 After a phase of outperformance, the banking index is now showing signs of weakness. In line with this trend, Indusind Bank has witnessed a fresh breakdown from its consolidation range and has also slipped below the support zone of its long-term moving average. The recent recovery attempt appears to be losing momentum, suggesting that the stock may resume its prevailing downtrend. Considering the emerging weakness across banking counters, a short positions can be considered. _**(Disclaimer: This article is by Ajit Mishra, SVP – research, Religare Broking. 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