唐纳德·特朗普在中期选举前排除美国对伊朗的攻击，油价因此回落。美国对两家孟买公司因伊朗石油贸易实施制裁，Anthropic 更新规则禁止滥用 Claude，Hexaware 与 Anthropic 合作，股价上扬。早上好！
Donald Trump ruled out US attacks on Iran before midterms, easing crude prices. The US sanctioned two Mumbai firms over Iran oil trade, Anthropic updated rules to ban Claude abuse, and Hexaware partnered with Anthropic, boosting shares. Good morning!
美国总统唐纳德·特朗普表示，华盛顿将在11月3日的中期选举前不会对伊朗发动攻击。布伦特原油在亚洲早盘交易中回落，此前在隔夜上涨超过4%后收于每桶104美元以上，市场在权衡美伊冲突的最新信号。
US President Donald Trump said Washington would not attack Iran before the November 3 midterm elections. Brent crude slipped in early Asian trade after gaining more than 4% overnight to close above $104 a barrel, as markets weighed the latest signals on the US-Iran conflict.
华盛顿也在加强对与伊朗相关贸易的关注。美国对两家总部位于孟买的公司和五名印度公民实施制裁，指控其涉及伊朗石油贸易，目标为SSPL Solutions和Samudra Marine Services。此举为企业在地缘政治紧张局势加剧的背景下增添了不确定性。
Washington is also tightening its focus on Iran-linked trade. The US has sanctioned two Mumbai-based firms and five Indian nationals over alleged involvement in Iranian petroleum trade, targeting SSPL Solutions and Samudra Marine Services. The move adds another layer of uncertainty for businesses amid heightened geopolitical tensions.
在持续发展的人工智能领域，Anthropic 更新了 Claude 的使用政策，禁止对其模型进行持续且无必要的滥用行为，此前关于 AI 意识的争论不断。与此同时，Hexaware Technologies 的股价在该IT服务公司宣布与 Anthropic 建立多年合作伙伴关系，以在企业客户中推广 Claude 后上涨超过10%。
In the ever-happening world of AI, Anthropic has updated Claude’s usage policy to prohibit sustained and needless abusive behaviour towards its models, amid debate over AI consciousness. Meanwhile, Hexaware Technologies shares have surged more than 10% after the IT services company announced a multi-year partnership with Anthropic to expand Claude adoption among enterprise clients.
TCS 表示，美国暂停绿卡劳工认证计划不会对其劳动力战略产生实质性影响，并计划招聘15,000人。其第二季度业绩也引发了分析师的分歧反应。
TCS says the US suspension of the green card labour certification programme will not materially affect its workforce strategy and plans to hire 15,000 people. Its Q2 results have also sparked a divided response from analysts.
原油价格在唐纳德·特朗普表示选举前不会对伊朗发动攻击后下跌。2023年10月9日星期五，原油价格在亚洲早盘交易中下跌，此前美国总统唐纳德·特朗普称在11月3日的中期选举前不会攻击伊朗。
Crude oil prices fall after Donald Trump says no Iran attacks before elections Crude oil prices fell in early Asian trading on Friday, October 9, after US President Donald Trump said that they would not attack Iran before the mid-term elections take place on November 3.
布伦特原油今晨下跌0.6%，此前在隔夜上涨超过4%后收于每桶104美元以上。美国原油或西德克萨斯中质原油也以类似幅度下跌，报约每桶90美元。
Brent crude prices are down 0.6% this morning, having gained over 4% overnight to close above the mark of $104 a barrel. US Crude or the West Texas Intermediate is also trading with losses of a similar quantum at around $90 a barrel.
Anthropic禁止用户滥用Claude AI，围绕机器意识的争论愈演愈烈Anthropic于周四采取行动，禁止用户对其Claude AI系统实施不必要的残酷对待，与此同时，围绕人工智能是否具有意识的哲学争论也日益激烈。
Anthropic bans users from abusing Claude AI as debate over machine consciousness grows Anthropic on Thursday moved to bar users from treating its Claude AI system with needless cruelty, amid a growing philosophical debate over whether artificial intelligence can be conscious.
这家总部位于旧金山的人工智能实验室更新了其使用政策，新增“禁止持续、不必要地滥用或残酷对待我们模型”的条款。两间位于孟买的公司、5名印度公民因伊朗石油贸易遭美国制裁美国于周四（10月8日）对两间位于孟买的公司及其关联的5名印度公民实施制裁，指控他们参与从伊朗进口石油产品。
The San Francisco-based AI lab updated its usage policy to include "a prohibition on sustained and needless abusive or cruel behavior toward our models." Two Mumbai-based firms, 5 Indian nationals face US sanctions over Iran oil trade The US on Thursday (October 8) imposed sanctions on two Mumbai-based firms and five Indian nationals associated with them over allegations of being involved in the trade of petroleum products from Iran.
美国国务院此次行动针对的是SSPL Solutions Private Limited和Samudra Marine Services Private Limited，因其协助从伊朗进口石油产品。
The US Department of State action targeted SSPL Solutions Private Limited and Samudra Marine Services Private Limited for facilitating the import of petroleum products from Iran.
TCS称美国绿卡计划暂停不会影响招聘，计划创造1.5万个岗位印度最大的IT服务出口商Tata Consultancy Services（TCS）周五表示，美国政府暂停永久劳工认证（PERM）计划，不会对其劳动力战略或客户合作产生实质性影响。
TCS says US green card programme suspension won't affect hiring, plans 15,000 jobs Tata Consultancy Services (TCS), India’s largest IT services exporter, said on Friday that the US government’s suspension of the Permanent Labour Certification (PERM) programme would not materially affect its workforce strategy or client engagements.
该公司表示，由于对这一计划的依赖有限，并专注于本地招聘，将有助于其应对这一决定的影响。
The company said its limited reliance on the programme and focus on hiring locally would help it manage the impact of the decision.
抗癌药价格上限：医院和制药股成为焦点；分析师认为对盈利的影响有限在政府决定将所有非管制类抗癌药的贸易利润上限设定为最高零售价格（MRP）的30%后，医院股周五预计将平开或小幅上涨，而制药股则可能面临轻微抛压。
Anti-cancer drug price cap: Hospital and pharma stocks in focus; analysts see limited earnings impact Hospital stocks are expected to open flat to mildly higher on Friday, while pharmaceutical stocks may see mild selling pressure following the government's decision to cap trade margins on all non-scheduled anti-cancer drugs at 30% of the maximum retail price (MRP).
根据券商评论，此次政策对医院盈利的影响预计有限，但制药公司所受影响将受到密切关注。
The impact on hospital earnings is expected to be limited, according to brokerage commentary, although the implications for pharmaceutical companies will be closely monitored.
为什么Hexaware Tech股价在周五大幅上涨超过10% Hexaware Technologies Ltd.的股价在10月9日星期五上涨了超过10.20%，因为这家IT服务公司宣布与Anthropic建立多年合作伙伴关系，以在企业客户中推广其Claude人工智能模型的采用。
Why Hexaware Tech shares surged over 10% on Friday Shares of Hexaware Technologies Ltd. surged more than 10.20% on Friday, October 9, after the IT services company announced a multi-year partnership with Anthropic to expand the adoption of its Claude artificial intelligence models among enterprise clients.
根据合作协议，Hexaware已成为Anthropic的Claude合作伙伴网络中的首选合作伙伴。在第二季度业绩公布后买入还是卖出TCS？分析师意见分歧Tata Consultancy Services Ltd.（TCS）的股价在10月9日星期五最高涨幅达4%，对其九月季度业绩作出反应。该业绩符合市场预期，于周四盘后公布。
Under the partnership, Hexaware has become a preferred partner in Anthropic’s Claude Partner Network. Buy or sell TCS after Q2 results? Analysts remain a divided house Shares of Tata Consultancy Services Ltd. (TCS) gained as much as 4% on Friday, October 9, reacting to their September quarter results. The results, which were in-line with what the street was anticipating, were reported after market hours on Thursday.
目前有48位分析师覆盖TCS，其中29位仍维持“买入”评级，13位给出“持有”，6位给出“卖出”评级。卢比对美元小幅上升至96.72，油价受关注印度卢比在10月9日星期五开盘时比美元高出6派斯，报96.72，而前一日（10月8日）收于96.78。
48 analysts now have coverage on TCS, of which 29 still continue to maintain a "buy" rating on the stock, 13 analysts say "hold", while six have a "sell" rating. Rupee edges higher to 96.72 against US dollar, oil prices in focus The Indian rupee opened 6 paise higher at 96.72 against the US dollar on Friday (October 9), compared with Thursday’s (October 8's) close of 96.78.
美元回落以及美国国债收益率下降为本币提供了一些提振，尽管原油价格居高不下、外资组合流出以及美国收益率上升仍对卢比构成压力。
A pullback in the dollar and US Treasury yields offered some relief to the domestic currency, although elevated crude oil prices, foreign portfolio outflows and higher US yields continue to weigh on the rupee.
2026年补选结果：西孟加拉、阿萨姆、泰米尔纳德、浦杜切里计票进行中2026年10月9日星期五上午8点，西孟加拉、阿萨姆、泰米尔纳德和浦杜切里补选的计票工作在严密安保下开始，官员先计数邮寄选票，然后再计数电子投票机（EVM）记录的票数。西孟加拉邦，印度人民党自今年推翻TMC以来面临首次选举考验。
Bypoll Results 2026: Counting underway in Bengal, Assam, Tamil Nadu, Puducherry Counting of votes for by-elections in West Bengal, Assam, Tamil Nadu and Puducherry began at 8 am on Friday, October 9, amid tight security, with officials first counting postal ballots before moving on to votes recorded in electronic voting machines (EVMs). In West Bengal, BJP faces its first electoral test in since overthrowing TMC this year.
霍尼韦尔航空航天将在2027年前向印度斯坦航空有限公司（HAL）交付全部16台HTT-40发动机。霍尼韦尔航空航天公司表示，计划于2027年上半年前向印度斯坦航空有限公司（HAL）交付HTT-40教练机的全部16台发动机。霍尼韦尔航空航天公司国防与航天业务总裁马特·米拉斯周四在接受CNBC-TV18采访时表示，该公司还计划在2029年这一截止日期前完成技术转让。
Honeywell Aerospace to complete supply of 16 HTT-40 engines to HAL by 2027 Honeywell Aerospace is set to deliver all 16 engines for the HTT-40 trainer aircraft to Hindustan Aeronautics Limited (HAL) by the first half of 2027. The company also aims to complete the technology transfer by the 2029 deadline, Matt Milas, president of defence and space at Honeywell Aerospace, told CNBC-TV18 on Thursday.