周三，印度BSE Sensex指数收于82634.5点，几乎没有变化，仍接近7月10日以来的最高水平，因为投资者在持续的贸易发展和26财年第一季度收益的公布中保持谨慎。美国总统唐纳德·特朗普宣布与印度尼西亚达成贸易协议，但在7月底之前对药品和半导体征收高额关税。特朗普还宣布，印度正在谈判一项类似于美国-印度尼西亚协议的贸易协议，旨在增加美国市场准入。总体而言，11个主要行业指数中有8个收高，其中IT板块领涨（+0.6%），Tech Mahindra上涨1.9%。汽车指数上涨0.4%，受马恒达和马恒达的推动，而塔塔汽车公司限制了涨幅。在引人注目的股票上涨中，ITC Hotels在报告第一季度净利润同比增长54%后上涨了近5%。然而，金属价格小幅下跌0.5%。

India's BSE Sensex closed virtually unchanged at 82,634.5 on Wednesday, remaining near its highest level since July 10, as investors stayed cautious amid ongoing trade developments and the release of first-quarter FY26 earnings. US President Donald Trump announced a trade deal pact with Indonesia but flagged steep tariffs on pharmaceuticals and semiconductors by the end of July. Trump also announced that India is negotiating a trade deal similar to the US-Indonesia agreement, aiming for increased US market access. Overall, 8 of the 11 major sectoral indices ended higher, led by IT (+0.6%) as Tech Mahindra rose 1.9% ahead of its results. The auto index gained 0.4%, driven by Mahindra & Mahindra, while Tata Motors capped gains. Among notable stock movers, ITC Hotels rallied nearly 5% after reporting a 54% year-on-year jump in Q1 net profit. Metals, however, edged down 0.5%.

卢比下跌，因美国通胀恐慌削弱美联储降息押注，提振美元。印度卢比周三下跌，因为最新的美国通胀报告显示，关税开始影响价格，削弱了对美联储降息的押注，这提高了美国国债收益率和美元。

Rupee falls as US inflation jitters dent Fed rate cut bets, hoist dollar.The Indian rupee fell on Wednesday as the latest U.S. inflation report showed that tariffs were beginning to feed into prices, weakening bets on rate cuts by the Federal Reserve, which lifted U.S. Treasury yields and the dollar.

印度和美国的通胀报告强化了美元-卢比远期保费的下行倾向。分析师表示，印度通胀降温和美国关税引发的价格压力正在巩固美元-卢比远期溢价的下行趋势。

India, US inflation reports reinforce downward bias on dollar-rupee forward premiums.Cooling inflation in India and tariff-induced price pressures in the U.S. are cementing a downward bias on dollar-rupee forward premiums, according to analysts.

周三早盘，BSE Sensex指数下跌153点，跌幅0.2%，至82416点，结束了前一交易日的涨幅，因为交易员在美印贸易谈判中变得谨慎。对美国通胀加速的担忧以及特朗普总统再次威胁对来自欧盟和墨西哥的进口商品征收30%关税，加剧了全球通胀压力，打压了投资者情绪。在关键企业盈利之前，人们也普遍持谨慎态度，Tech Mahindra和ITC Hotels等公司将于当天晚些时候公布业绩。然而，积极的贸易数据部分抵消了这一下降，因为印度的贸易逆差在2025年6月三个月来首次缩小。汽车和金属板块是拖累该指数的主要因素之一。明显落后的包括塔塔汽车公司（-1.1%）、塔塔钢铁公司（-1.0%）、马恒达和马恒达公司（-0.9%）、亚洲涂料公司（-0.8%）和日本钢铁公司（-0.8%.）。与此同时，Tech Mahindra和ITC Hotels在财报公布前均上涨0.4%。

The BSE Sensex fell 153 points, or 0.2%, to 82,416 in morning trade on Wednesday, snapping the previous session’s gains as traders turned cautious amid ongoing US–India trade negotiations. Concerns over accelerating US inflation and President Trump’s renewed threats to impose 30% tariffs on imports from the EU and Mexico added to global inflationary pressures, weighing on investor sentiment. Caution also prevailed ahead of key corporate earnings, with companies such as Tech Mahindra and ITC Hotels set to report results later in the day. However, the decline was partially offset by positive trade data, as India’s trade deficit narrowed in June 2025 for the first time in three months. The auto and metal sectors were among the main drags on the index. Notable laggards included Tata Motors (-1.1%), Tata Steel (-1.0%), Mahindra & Mahindra (-0.9%), Asian Paints (-0.8%), and JSW Steel (-0.8%). Meanwhile, Tech Mahindra and ITC Hotels each rose 0.4% ahead of their earnings announcements.