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印度股市在抛售后可能反弹,但油价飙升可能限制涨幅Indian shares likely to rebound after selloff, but oil surge may cap gains

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10月9日 - 印度股市周五有望高开,基准指数可能在经历了前一交易日的剧烈抛售后迎来技术性反弹,此前抛售将指数推入超卖区间并跌至多年低位。

Oct 9 - Indian shares are poised for a higher open on Friday, with benchmark indexes likely to stage a technical rebound after a sharp selloff pushed them into oversold territory and to multi-year lows in the previous session.

然而,油价飙升以及美国监管机构对印度IT外包企业广泛使用的绿卡项目施加新的监管压力,可能会限制涨幅。

Gains, however, could be capped by a surge in oil prices and fresh US regulatory pressure on a green-card programme widely used by Indian IT outsourcing firms.

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GIFT Nifty futures were at 22,379.5 at 7:41 a.m. IST, indicating a positive start for the Nifty 50 (.NSEI), which closed at 22,231.80 on Thursday.

截至印度标准时间上午7:41,GIFT Nifty期货报22,379.5点,预示Nifty 50指数(.NSEI)将积极开盘,该指数周四收于22,231.80点。

The Sensex (.BSESN) ended the previous session at a 32-month low, while the Nifty slipped to its lowest level in 18 months.

Sensex指数(.BSESN)周四收盘创32个月新低,而Nifty指数跌至18个月低位。

The selloff reflected mounting concerns over elevated crude prices, rising global bond yields and a weaker rupee. These factors have heightened inflation worries after the Reserve Bank of India's hawkish rate increase earlier this week.

抛售反映了市场对高企原油价格、全球债券收益率上升和卢比走弱的日益担忧。这些因素在印度储备银行本周早些时候鹰派加息后,加剧了通胀忧虑。

Foreign portfolio investors offloaded a net 129.44 billion rupees ($1.3 billion) of Indian equities on Thursday, marking their largest single-day outflow since May 29, 2026. Domestic institutional investors helped cushion the sales, purchasing a net 107.03 billion rupees of shares.

外资投资者周四净抛售1294.4亿卢比(约13亿美元)印度股票,创下自2026年5月29以来最大单日流出纪录。国内机构投资者净买入1070.3亿卢比股票,帮助缓冲了抛售压力。

The decline has also driven the benchmarks toward an oversold territory, suggesting weak momentum but raising the prospect of a near-term technical bounce, analysts said.

分析师表示,跌势也将基准指数推向超卖区域,显示动能疲软,但增加了近期技术性反弹的可能性。

Brent crude hovered near $104 a barrel after jumping 4% on Thursday, driven by escalating Middle East tensions and supply-disruption fears linked to a hurricane approaching the US Gulf Coast.

布伦特原油徘徊在每桶104美元附近,周四大涨4%,受中东局势升级以及飓风逼近美国墨西哥湾沿岸引发供应中断担忧驱动。然而,任何反弹都可能受到权重IT股疲软的制约。

Any recovery, however, could be constrained by weakness in heavyweight IT stocks.

印度最大软件公司塔塔咨询服务(TCS.NS)公布了三年来最疲软的9月季度营收增速,加剧了市场对客户支出和行业需求前景的担忧。

Tata Consultancy Services (TCS.NS), the country's top software company, reported its weakest September-quarter revenue growth in three years, heightening concerns about client spending and demand conditions for the sector.

美国周四将主要IT外包公司暂停参与永久劳工认证计划(一条关键的绿卡途径)后,压力加剧。

Pressure intensified after the US suspended major IT outsourcing firms on Thursday from the Permanent Labor Certification Program, a key green-card pathway.

“印度IT公司已经在压力下运营,这一额外的监管发展又增加了一层不确定性,”巴杰证券研究主管苏米特·辛格尼亚表示。

"Indian IT companies are already operating under pressure, and this additional regulatory development adds another layer of uncertainty," said Sumit Singhania, head of research at Bajaj Broking.

重点关注股票 JSW Steel (JSTL.NS) 9月季度总粗钢产量同比增长5%至727万吨 Dr Reddy's (REDY.NS) 在安得拉邦Pydibhimavaram工厂接受检查后,收到美国药监局发出的包含两项观察意见的Form-483表格 Lupin (LUPN.NS) 获得美国药监局批准一款用于治疗低凝血的药物 NCC (NCCL.NS) 获得特伦甘纳邦径向道路建设订单,价值128.6亿卢比

STOCKS TO WATCH JSW Steel (JSTL.NS) posts a 5% year-on-year rise in overall crude steel production in the September quarter to 7.27 MT Dr Reddy's (REDY.NS) receives a Form-483 with two observations from the US drug regulator after inspection at its facility in Pydibhimavaram in the state of Andhra Pradesh Lupin (LUPN.NS) gets US drug regulator's approval for a drug used to treat low blood clotting NCC (NCCL.NS) secures an order for radial road construction in Telangana worth 12.86 billion rupees