印度储备银行于周三时隔三年多首次上调借贷成本，因中东战争推高亚洲第三大经济体的物价，并加剧了本已脆弱的卢比汇率压力。此决定标志着通胀预期出现明显鹰派转变。
The Reserve Bank of India raised borrowing costs for the first time in over three years on Wednesday, as the Middle East war pushes up prices in Asia's third-biggest economy and weighs on an already fragile rupee. The decision signals a marked hawkish shift in inflation expectations.
印度央行行长表示，此次决策是由于能源价格上涨和全球供应链中断导致通胀超出预期。此次加息结束了央行约三年的暂停紧缩政策，表明政策立场出现重大转变。
The RBI governor said the decision came after rising energy prices and disruptions to global supply chains pushed inflation above expectations. The rate hike ends the central bank's roughly three-year pause on tightening, signaling a significant shift in policy stance.
汇丰银行和高盛等投资银行预计，印度央行将在12月再次加息，表明此次紧缩并非一次性举措。卢比近几周承受压力，因战争推高了该国能源进口成本。
Investment banks HSBC and Goldman Sachs expect the RBI to raise rates again in December, suggesting the tightening cycle is not a one-off move. The rupee had been under pressure in recent weeks as the war drove up the country's energy import bill.
印度政府正密切关注通胀对消费支出和增长目标的影响。分析人士称，若地区冲突持续时间超过当前预期，央行可能进一步紧缩货币政策。
India's government is closely watching how inflation affects consumer spending and growth targets. Analysts say the RBI could tighten further if the regional conflict drags on longer than currently expected.