早安！特朗普政府针对新H-1B签证征收的10万美元费用再次遭遇法律障碍。第二位美国联邦法官叫停了该费用，裁定移民局和国务院在实施前未遵循必要的规则制定程序。
Good morning! The Trump administration’s $100,000 fee for new H-1B visas has hit another legal roadblock. A second US federal judge has blocked the fee, ruling that immigration authorities and the State Department failed to follow the required rule-making process before implementing it.
与此同时，五角大楼将人工智能和自主系统置于未来作战计划的核心位置。国防部长皮特·赫格塞斯宣布成立自主作战司令部，即AutoWarCom，这是一个专注于扩大无人机、机器人和人工智能应用的新部门。
The Pentagon, meanwhile, is putting AI and autonomous systems at the centre of its future warfare plans. Defence Secretary Pete Hegseth has announced Autonomous Warfare Command, or AutoWarCom, a new unit focused on expanding the use of drones, robotics and artificial intelligence.
市场方面同样受到关注。在9月销量数据公布后，包括巴杰汽车、马恒达和Escorts Kubota在内的汽车股下跌，而印度储备银行批准阿努普·萨哈担任下一任董事总经理兼首席执行官后，科塔克马恒达银行股价上涨。卢比兑美元贬值至95.95卢比，黄金价格持稳，白银上涨，投资者正密切关注美国利率和收益率走势。
Markets are also in focus. Auto stocks including Bajaj Auto, Mahindra & Mahindra and Escorts Kubota are falling after September sales numbers, while Kotak Mahindra Bank has gained after the RBI approved Anup Saha as its next MD & CEO. The rupee has slipped to ₹95.95 against the dollar, while gold remains steady and silver gains as investors track US rates and yields.
在印美关系方面还有更多进展：皮尤什·戈亚尔会见了美国贸易代表贾米森·格里尔，双方正推动达成临时贸易协议。
There is more on the India-US front: Piyush Goyal has met US Trade Representative Jamieson Greer as both countries push for an interim trade deal.
第二位法官叫停特朗普总统针对新H-1B工签征收的10万美元费用第二位联邦法官周三叫停了美国总统唐纳德·特朗普针对高技能外籍工人新H-1B签证征收的前所未有的10万美元费用。
Second judge blocks US President Donald Trump's $100,000 fee for new H-1B worker visasA second federal judge on Wednesday blocked an unprecedented $100,000 fee that US President Donald Trump has imposed on new H-1B visas for highly skilled foreign workers.US District Judge Haywood Gilliam in Oakland, California, ruled that US Citizenship and Immigration Services and the State Department failed to follow necessary rule-making processes before implementing Trump's fee.
加利福尼亚州奥克兰的美国地区法官海伍德·吉利亚姆裁定，美国公民及移民服务局和国务院在实施特朗普的这项费用前，未遵循必要的规则制定程序。更多内容请见此处什么是AutoWarCom？五角大楼新指挥部加速人工智能与无人机战争发展五角大楼成立了一个新的军事单位，专门致力于扩大自主和机器人系统的使用，将无人机和人工智能置于美军未来作战计划的核心地位。
More HereWhat is AutoWarCom? Pentagon’s new command to accelerate AI, drone warfareThe Pentagon has created a new military unit dedicated to expanding the use of autonomous and robotic systems, putting drones and artificial intelligence at the centre of the US military’s plans for future warfare.
它被称为自主作战指挥部，简称AutoWarCom，这是由美国国防部长皮特·赫格塞斯于周三（9月30日）宣布的。更多内容解读 - 为何巴杰汽车领跌，车股在公布9月销量数据后下跌高达7%于周四（10月1日）公布9月销量数据的汽车股均出现下跌，跌幅高达7.5%。巴杰汽车领跌，随后是马恒达、Escorts Kubota和SML Mahindra股价下跌。
It is called Autonomous Warfare Command or AutoWarCom, as announced by US Defense Secretary Pete Hegseth on Wednesday, September 30. More HereExplained - Why Auto stocks, led by Bajaj fell up to 7% after their September sales numbersAuto stocks that came out with their September sales figures on Thursday, October 1, are all trading with losses of up to 7.5%. Bajaj Auto is leading the losses, followed by declines seen in shares of Mahindra & Mahindra, Escorts Kubota, and SML Mahindra.
更多内容今日金银价格：9月回调后投资者应关注什么10月1日早盘，金价基本持稳，而银价上涨，投资者继续评估美国利率、国债收益率、美元走势及地缘政治局势的前景。在纽约商品交易所，黄金交易价为每盎司4191.90美元。更多内容印度储行批准阿努普·萨哈出任新任董事总经理兼首席执行官后，Kotak Mahindra Bank股价上涨逾3%印度储备银行于周四（10月1日）批准阿努普·库马尔·萨哈出任总部位于孟买的Kotak Mahindra Bank Ltd.下一任董事总经理兼首席执行官。
More HereGold, silver prices today: What investors should watch after September correctionGold prices were largely steady in early trade on October 1, while silver gained, as investors continued to assess the outlook for US interest rates, Treasury yields, the dollar and geopolitical developments. On COMEX, gold was trading at $4,191.90 an ounce. More HereKotak Mahindra Bank shares gain over 3% after RBI approves Anup Saha as new MD & CEOThe Reserve Bank of India, on Thursday, October 1, granted approval for Anup Kumar Saha to become the next MD & CEO of Mumbai-based Kotak Mahindra Bank Ltd. Saha will replace outgoing MD & CEO Ashok Vaswani from January 1, 2027 for a period of three years.
Saha将于2027年1月1日起接替离任的董事总经理兼首席执行官Ashok Vaswani，任期三年。更多内容卢比兑美元贬值12派至95.95：什么因素正在拖累货币走势周四，印度卢比兑美元低开，较高的原油价格和升高的美国国债收益率持续给货币带来压力。
More HereRupee slips 12 paise to 95.95 against dollar: What is weighing on the currency nowThe Indian rupee opened weaker against the US dollar on Thursday , with higher crude oil prices and elevated US Treasury yields continuing to put pressure on the currency.
卢比开盘报95.95卢比兑1美元，而周三收盘报95.83卢比兑1美元，跌幅为12派。更多内容Elara Securities的Bino Pathiparampil表示：尽管存在利润率上限风险，医院股票仍具吸引力Elara Securities研究主管Bino Pathiparampil表示，近期股价回调后，医院股票为中长期投资者提供了买入机会，因为拟议的药品利润率上限对盈利的潜在影响预计将有限。
The rupee opened at 95.95 per dollar, compared with 95.83/$ at Wednesday’s close, marking a 12-paise decline. More HereHospital stocks attractive despite margin cap risks, says Elara Securities' Bino PathiparampilHospital stocks present a buying opportunity for medium-term investors following a recent price correction, as the potential earnings impact from proposed drug margin caps is expected to be limited, according to Bino Pathiparampil, Head of Research at Elara Securities.
在最高法院批评药品高额加价后，该板块经历了急剧抛售，许多股票下跌5%至7%。更多内容花旗给予“买入”评级：Havells股价回调使风险收益比变得吸引人Havells India Ltd.的股份周四（10月1日），在券商花旗重申对该股的积极立场，并对该电线电缆制造商开启30天正面催化剂观察后，股价盘中最高上涨2%。花旗维持对哈维尔士印度“买入”评级，目标价1525卢比/股，较前收盘价暗示有50%上涨空间。
The sector witnessed a sharp sell-off, with many stocks dropping 5 to 7%, after the Supreme Court criticised high markups on medicines. More HereHavells share price correction makes risk-reward attractive, Citi says with 'buy' ratingShares of Havells India Ltd. gained as much as 2% on Thursday, October 1 after brokerage firm Citi reiterated its positive stance on the stock, and also opened a 30-day positive catalyst watch on the wires and cables manufacturer. Citi maintained its "buy" rating on Havells India with a price target of ₹1,525 per share, indicating an upside of 50% from its previous close.
更多内容印度和美国推动临时贸易协议达成，戈亚尔会见美国贸易代表格里尔。商业与工业部长皮尤什·戈亚尔在密尔沃基举行的G20贸易部长会议间隙，会见了美国贸易代表贾米森·格里尔，双方加快努力以达成临时双边贸易协议。戈亚尔在X平台发文称，双方就尽早达成“互利的临时协议”进行了“富有成效的讨论”。更多内容商贸团体会见财政部长后撤回10月2日“拒用UPI日”号召。
More HereGoyal meets US Trade Representative Greer as India, US push for interim trade dealCommerce and Industry Minister Piyush Goyal met US Trade Representative Jamieson Greer on the sidelines of the G20 Trade Ministers' Meeting in Milwaukee as India and the US stepped up efforts to conclude an interim bilateral trade agreement. In a post on X, Goyal said he had a "productive discussion" with Greer towards the early conclusion of a "mutually beneficial interim agreement".More HereTraders withdraw October 2 ‘No UPI Day’ call after meeting finance ministerThe proposed ‘No UPI Day’ protest planned by mobile retailers and consumer product distributors on October 2 has been called off after a trade delegation met Finance Minister Nirmala Sitharaman and raised concerns over the proposed Merchant Discount Rate on certain UPI transactions.
手机零售商和消费品分销商原定于10月2日发起的“拒用UPI日”抗议活动已取消，此前贸易代表团会见了财政部长尼尔马拉·西塔拉曼，就拟议中的部分UPI交易商户折扣率表达了担忧。更多内容西南季风以13%降雨亏缺收官；南部和东北部将迎大雨。印度西南季风于周三（9月30日）结束，季风季降雨量较常年偏少12.6%，成为2015年以来最干旱的季风季，尽管南部和东北部部分地区周四可能出现大雨。6至9月季风季全国累计降雨量为759.4毫米。更多内容
More HereSouthwest monsoon ends with 13% rain deficit; south, northeast to see heavy rain India's southwest monsoon ended on Wednesday, September 30, with rainfall 12.6% below normal, making it the country's driest monsoon since 2015, even as parts of southern and northeastern India are likely to receive heavy rain on Thursday. The country received 759.4 mm of rain during the June-September season. More Here