--- title: "外國投資者在 2026 年 5 月撤資 2700 億盧比，全年流出總額達到 2.2 萬億盧比" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/286662419.md" description: "外國投資者（FPI）在 5 月份從印度股票市場撤回了₹27,048 億，使 2026 年的總流出達到₹2.2 萬億，超過了 2025 年的₹1.66 萬億。這一趨勢反映了全球經濟的不確定性和地緣政治緊張局勢。強勢美元和高債券收益率正在推動投資者轉向更安全的資產。印度盧比對美元的匯率從₹90 貶值至₹96.14，如果資金流出持續，可能會進一步下跌。對人工智能公司的投資正在從印度市場轉移資金，如果人工智能泡沫降温，這種情況可能會改變" datetime: "2026-05-16T21:45:13.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/286662419.md) - [en](https://longbridge.com/en/news/286662419.md) - [zh-HK](https://longbridge.com/zh-HK/news/286662419.md) --- # 外國投資者在 2026 年 5 月撤資 2700 億盧比，全年流出總額達到 2.2 萬億盧比 Foreign investors continued to pare their exposure to Indian equities, withdrawing Rs 27,048 crore so far this month, indicating cautiousness among global investors amid an evolving global macroeconomic and geopolitical environment. With this, total outflows by Foreign Portfolio Investors (FPIs) from the equity market have reached Rs 2.2 trillion in 2026, higher than the Rs 1.66 trillion pulled out during the entire 2025, according to data with the NSDL. FPIs were net sellers in all months of 2026, except February. They withdrew Rs 35,962 crore in January before turning net buyers in February, when they invested Rs 22,615 crore, the highest monthly inflow in 17 months. However, the trend reversed in March, when foreign investors pulled out a record Rs 1.17 trillion. The selling continued in April with net outflows of Rs 60,847 crore and extended into May with withdrawals of over Rs 27,000 crore so far. Himanshu Srivastava, Principal - Manager Research at Morningstar Investment Research India, said the latest outflow trend reflected persistent uncertainty surrounding global growth, elevated geopolitical tensions across key regions and volatility in crude oil prices, which continued to weigh on risk appetite towards emerging markets, including India. He added that a stronger US dollar and elevated US bond yields remained key drivers behind the selling activity, as higher returns in developed markets improved the relative attractiveness of safer assets and prompted investors to adopt a more defensive stance. Srivastava further said concerns over the trajectory of global inflation and uncertainty regarding the pace and timing of future interest rate cuts by major central banks continued to influence capital allocation decisions globally. Geojit Investments Chief Investment Strategist V K Vijayakumar said sustained FPI selling, coupled with a widening current account deficit, has exerted pressure on the rupee. "At the beginning of the year, the rupee was at 90 to the US dollar. On May 15, it breached the 96-mark to touch 96.14," he said. Vijayakumar said the rupee could weaken further if FPI outflows persist and crude oil prices remain elevated. He also noted that the continuing flow of capital into artificial intelligence-focused companies globally has led to some diversion of funds away from markets such as India, which are seen as lagging in the AI space. "This trend could reverse when the AI trade, which appears to be in bubble territory, eventually cools off," he added. ### 相關股票 - [INDA.US](https://longbridge.com/zh-HK/quote/INDA.US.md) - [EPI.US](https://longbridge.com/zh-HK/quote/EPI.US.md) - [MORN.US](https://longbridge.com/zh-HK/quote/MORN.US.md) ## 相關資訊與研究 - [G7 財長巴黎會議 聚焦全球經濟失衡與貿易摩擦](https://longbridge.com/zh-HK/news/286716289.md) - [四分之一的近期裁員被歸因於人工智能](https://longbridge.com/zh-HK/news/286659129.md) - [大中華私募市場資金轉向重質量增長](https://longbridge.com/zh-HK/news/286966080.md) - [歐洲反貪會議丨胡英明：團結各方克服地緣政治挑戰 應對貪污風險](https://longbridge.com/zh-HK/news/286711800.md) - [全球市場動盪：地緣政治影響金融，科技需求激增引發新機遇](https://longbridge.com/zh-HK/news/286838455.md)