印度孟买SENSEX指数 (SENSEX) 加自选

卢比抹去了特朗普当选以来的所有损失；短裤保释。周五，印度卢比继续上涨，抹去了自唐纳德·特朗普于2024年11月赢得美国总统选举以来的所有损失，交易员们表示，在美印贸易协议的希望越来越大的情况下，美元流入强劲，空头回补。

Rupee wipes out all losses since Trump election win; shorts bail.The Indian rupee extended its rally on Friday, wiping out all losses since Donald Trump won the U.S. presidential elections in November 2024, with traders citing strong dollar inflows and short-covering amid rising hopes of a U.S.-India trade deal.

2025年4月，汇丰银行印度制造业采购经理人指数从3月的58.1微升至58.2，略低于58.4的初步估计，标志着十个月来最强劲的行业改善。在强劲的国内外需求的推动下，产出以2024年6月以来的最快速度增长。同样，国际订单创下自2011年3月以来的第二大增幅，提振了销售额，并支持了稳定的就业机会创造。随着新订单的增加，采购活动激增，投入库存升至八个月高点，而生产后库存则以近三年半来最快的速度下降。积压订单略有增加，供应商交付时间略有缩短。就价格而言，产出费用以2013年10月以来的最快速度上涨，尽管投入成本通胀保持温和，主要是建筑、劳动力和原材料支出增加。最后，在需求强劲、营销努力和新客户咨询的支撑下，商业信心保持强劲。

The HSBC India Manufacturing PMI edged up to 58.2 in April 2025 from 58.1 in March, slightly below the flash estimate of 58.4, marking the strongest sector improvement in ten months. Output grew at the fastest pace since June 2024, driven by robust domestic and foreign demand. Similarly, international orders recorded their second-steepest rise since March 2011, boosting sales and supporting solid job creation. Purchasing activity surged alongside new orders, lifting input inventories to an eight-month high, while post-production stocks fell at the fastest pace in nearly three and a half years. Backlogs increased slightly, and vendor delivery times shortened marginally. In terms of prices, output charges rose at the fastest rate since October 2013, even as input cost inflation remained moderate, led by higher expenses in building, labor, and raw materials. Lastly, business confidence stayed strong, underpinned by demand strength, marketing efforts, and new client enquiries.

印度汇丰银行4月制造业采购经理人指数高于预期（58.1）：实际（58.2）。印度汇丰银行4月制造业采购经理人指数高于预期（58.1）：实际（58.2）

India HSBC Manufacturing PMI above expectations (58.1) in April: Actual (58.2).India HSBC Manufacturing PMI above expectations (58.1) in April: Actual (58.2)

周五早盘，印度股市飙升865点，涨幅1.1%，至81125点，此前因对美国和印度之间潜在贸易协议的乐观情绪，印度股市在前一交易日持平。股市反弹之际，交易员在假期后重返市场，获利回吐和新的买入兴趣提振了市场情绪。BSE Sensex指数创下12月中旬以来的最高水平，追随华尔街在强劲科技收益推动下的隔夜涨幅。缓解对华盛顿和北京之间贸易战的担忧也提振了市场情绪，因为中国表示愿意与美国启动贸易谈判。外国资金流入进一步提振了市场，Nifty 50指数上涨1.0%，至24500点以上。该指数有望连续第三周上涨，上涨2.2%。汽车和科技股领涨，阿达尼港口（4.8%）领涨，此前第四季度综合利润强劲增长。其他显著上涨的股票包括Maruti Suzuki（2.7%）和IndusInd Bank（2.3%）。

Indian shares soared 865 points, or 1.1%, to 81,125 in Friday morning trade, after being flat in the prior session amid optimism over a potential trade deal between the U.S. and India. The rally came as traders returned to the market following a holiday, with profit-taking and renewed buying interest lifting sentiment. The BSE Sensex hit its highest level since mid-December, tracking overnight gains on Wall Street driven by strong tech earnings. Easing concerns over a trade war between Washington and Beijing also supported sentiment, as China signaled its willingness to initiate trade negotiations with the U.S. Foreign fund inflows further buoyed the market, with the Nifty 50 climbing 1.0% to above 24,500. The index is on track for its 3rd straight weekly gain, up 2.2%. Auto and tech stocks led the rise, with notable gains from Adani Ports (4.8%), after posting a strong increase in consolidated profit for Q4. Other notable gainers included Maruti Suzuki (2.7%) and IndusInd Bank (2.3%).