特朗普警告后，卢比面临新的中东紧张局势压力。周二开盘时，印度卢比可能会下跌，受油价上涨和美国总统唐纳德·特朗普呼吁撤离德黑兰后美国股票期货下跌的拖累。

Rupee faces pressure on fresh Middle East jitters after Trump warning.The Indian rupee is likely to dip at the open on Tuesday, weighed down by rising oil prices and a decline in U.S. equity futures after U.S. President Donald Trump called for the evacuation of Tehran.

根据印度汽车制造商协会（SIAM）的数据，印度乘用车总销量在上个月增长5.5%后，于2025年5月同比增长0.8%，达到303099辆。这些数字不包括宝马、梅赛德斯-奔驰、捷豹路虎（JLR）和沃尔沃的销售额。这标志着乘用车销量连续第八个月同比增长，尽管增速是该序列中最疲软的。SIAM总干事Rajesh Menon表示：“展望未来，印度储备银行在不到六个月的时间里三次下调回购利率，总计100个基点，加上预计将出现高于正常水平的季风，这些指标将在未来几个月通过提高可负担性和提振消费者信心，对汽车行业产生积极影响。”。然而，在4月份暴跌7.9%之后，每月销售额下降了0.2%。

Total passenger vehicle sales in India climbed by 0.8% year-on-year to 303,099 units in May 2025, after a 5.5% growth in the previous month, according to data from the Society of Indian Automobile Manufacturers (SIAM). The figures exclude sales from BMW, Mercedes-Benz, Jaguar Land Rover (JLR), and Volvo. This marked the eighth consecutive month of year-on-year growth in passenger vehicle sales, though the softest pace in the sequence. " Going forward, the RBI’s three repo rate cuts totalling 100 basis points in less than six months, along with a forecast of above-normal monsoons are some of the indicators which should positively impact the auto sector by improving affordability and boosting consumer sentiment in the coming months," Rajesh Menon, Director General, SIAM said. However, on a monthly basis, sales fell by 0.2%, following a 7.9% plunge in April.

卢比在震荡交易后几乎持平；远期保费下降。印度卢比在周一收盘几乎持平之前经历了波动，因为美元的广泛下跌削弱了伊朗-以色列冲突升级引发的风险规避。

Rupee ends nearly flat following choppy trading; forward premiums dip.The Indian rupee experienced choppy trading before ending nearly flat on Monday as a broad based decline in the U.S. dollar blunted risk aversion spurred by the escalation in the Iran-Israel conflict.

周一，印度BSE Sensex指数上涨约0.8%，收于81796.2点，结束了连续两天的下跌，因为全球市场在中东紧张局势之后出现了一些稳定，油价在盘中明显下跌。与此同时，人们的注意力也转向了美联储周三的政策结果，交易员们正在等待有关未来利率走势的指导。在国内数据方面，印度批发价格通胀在2025年5月降至0.39%的一年多来低点，低于预期的0.80%的小幅下降，低于4月份的0.85%。UltraTech Cement（+2.4%）和Tech Mahindra（+2.1%）涨幅最大，因为大多数行业都出现了复苏。HCL Technologies、TCS和Infosys分别上涨1.6%、1.5%和1.1%。然而，塔塔汽车公司股价下跌4%，此前其豪华车部门捷豹路虎下调了年度展望。

India's BSE Sensex closed about 0.8% firmer at 81,796.2 on Monday, halting a two-day losing streak, as global markets saw some stabilization in the wake of Middle East tensions, with oil prices notably falling during the session. Meanwhile, the attention also turns to the Federal Reserve's policy outcome on Wednesday, as traders await guidance on the future trajectory of interest rates. On the domestic data front, India’s wholesale price inflation eased to an over one-year low of 0.39% in May 2025, lower than the expected slight decline to 0.80% and down from 0.85% in April. UltraTech Cement (+2.4%) and Tech Mahindra (+2.1%) were among the top gainers as most sectors saw a recovery. HCL Technologies, TCS, and Infosys gained 1.6%, 1.5%, and 1.1%, respectively. Tata Motors, however, slipped 4% after its luxury arm Jaguar Land Rover (JLR) downgraded its annual outlook.