印度孟买SENSEX指数 (SENSEX) 加自选

周四，印度BSE Sensex指数下跌约0.4%，收于83190.3点，这是连续第二个交易日下跌，因为IT股的疲软超过了金融、汽车和金属股的涨幅。由于与美国可能达成的贸易协议存在不确定性，以及从TCS开始的6月季度财报季即将开始，市场情绪保持谨慎。据报道，印度计划在9月或10月前与美国达成全面双边贸易协议的第一阶段，并在8月1日新的最后期限之前达成一项临时协议，以避免额外关税。与此同时，美联储的最新会议记录显示，大多数政策制定者支持今年晚些时候降息。在企业方面，Bharti Airtel、Asian Paints、BEL、Tech Mahindra、Infosys、Eternal和HCL Tech是最大的落后者，跌幅在0.7%至2.7%之间。相比之下，Maruti、塔塔钢铁、Bajaj Finance、BajajFinserv和塔塔汽车的涨幅最大，高达1.4%。

India's BSE Sensex closed about 0.4% down at 83,190.3 on Thursday, the second straight session of losses, as weakness in IT stocks outweighed gains in financials, autos and metals. Market sentiment stayed cautious amid uncertainty over a possible trade deal with the US and the kickoff of the June-quarter earnings season, starting with TCS. India reportedly aims to conclude the first phase of a comprehensive bilateral trade deal with the United States by September or October and an interim pact ahead of the new August 1 deadline to avoid additional tariffs. Meanwhile, the latest FED minutes revealed most policymakers favored interest rate cuts later this year. On the corporate front, Bharti Airtel, Asian Paints, BEL, Tech Mahindra, Infosys, Eternal and HCL Tech were the biggest laggards, shedding between 0.7% and 2.7%. Contrastingly, Maruti, Tata Steel, Bajaj Finance, Bajaj Finserv and Tata Motors posted the biggest gains, up to 1.4%.

卢比收盘几乎持平，进口商美元出价阻碍了升值尝试。周四，印度卢比收盘时几乎没有变化，因为交易员避开了对该货币的激进定向押注，而进口商的常规美元需求削弱了亚洲同行上涨的积极信号。

Rupee ends nearly flat, importer dollar bids hinder attempts to rise.The Indian rupee ended little changed on Thursday, as traders steered clear of aggressive directional bets on the currency, while routine dollar demand from importers blunted positive cues from an uptick in Asian peers.

卢比小幅走高；熟悉的阻力位、支撑位趋于稳定。周四，印度卢比上涨，追随地区同行走高，因为白宫新一轮的关税威胁对市场没有多大影响，交易员预计印度卢比在短期内将保持在熟悉的区间。

Rupee nudges higher; familiar resistance, support levels tipped to hold.The Indian rupee ticked up on Thursday, tracking regional peers higher, as a fresh round of tariff threats from the White House did little to move the needle for markets with traders expecting the local unit to stick to its familiar range in the near-term.

周四早盘，BSE Sensex指数下跌178点，跌幅0.2%，至83359点，连续第二个交易日下跌，因交易员权衡了潜在的美印贸易协议的前景。投资者也为6月季度财报季的开始做好了准备，TCS计划于今天晚些时候公布其业绩。在动荡的交易时段，制药和医疗保健行业领跌，各下跌0.7%，因为美国计划对药品进口征收200%的关税。与此同时，科技板块下跌0.5%，消费品板块下跌0.3%。美联储会议纪要在一定程度上限制了这一跌幅，该纪要显示了今年晚些时候降息的预期。此外，在科技股反弹的推动下，华尔街隔夜乐观的交易有助于防止该指数进一步下跌。表现最差的包括Bharti Airtel（-1.3%）、HCL Tech（-1.0%）、Infosys（-0.9%）、Tech Mahindra（-0.8%）、Asian Paints（-0.8%。

The BSE Sensex dropped 178 points, or 0.2%, to 83,359 in morning trade on Thursday, extending its decline for a second consecutive session as traders weighed the prospects of a potential US-India trade deal. Investors also braced for the start of the June quarter earnings season, with TCS scheduled to announce its results later today. In a volatile session, the pharmaceutical and healthcare sectors led losses, each falling 0.7%, amid US plans to impose a 200% tariff on pharmaceutical imports. Meanwhile, the tech sector declined 0.5%, and consumer goods slipped 0.3%. The fall was somewhat limited by the Fed meeting minutes, which indicated expectations of interest rate cuts later this year. Additionally, an upbeat session on Wall Street overnight—fueled by a rally in the tech sector—helped prevent further declines in the index. Among the bottom performers were Bharti Airtel (-1.3%), HCL Tech (-1.0%), Infosys (-0.9%), Tech Mahindra (-0.8%), Asian Paints (-0.8%), while TCS fell by 0.2%.