周四暴跌之后，印度股市周五强劲反弹，Sensex指数飙升879点，Nifty指数重回22,500点。尽管外国投资者持续撤出市场，但国内机构投资者的买入为反弹提供了支撑。由于原油价格仍是关键风险因素，投资者也将关注此次涨势能否持续。
After Thursday’s sell-off, Indian equities staged a sharp recovery on Friday, with the Sensex surging 879 points and the Nifty reclaiming 22,500. Domestic institutional buying helped support the rebound even as foreign investors continued to pull money out of the market. With crude oil still a key risk, investors will also be watching whether the rally can sustain.
Sensex指数跃升879点，Nifty指数重回22,500点：股市反弹的5大原因 周五（10月9日），主要股指大幅收高，Sensex指数上涨879点至72,472点，Nifty 50指数上涨289点至22,520点，市场几乎收复了周四的全部跌幅。市场各板块普遍上涨，除油气板块外，所有行业指数均收涨。
Sensex jumps 879 points, Nifty reclaims 22,500: 5 reasons why stock market rebounded The equity benchmark indices ended sharply higher on Friday (October 9), with the Sensex rising 879 points to 72,472 and the Nifty 50 gaining 289 points to 22,520, as the market recovered nearly 80% of Thursday’s fall. Buying was broad-based, with all sectoral indices except oil and gas ending in the green.
卢比收盘价 | 原油价格缓解，卢比对美元汇率上涨5派萨至96.73 尽管地缘政治风险变化，为何原油价格可能仍接近100美元？ X-Analysts创始人兼首席执行官Mukesh Sahdev预计，在美国大选前，原油价格将维持在每桶100美元左右。他表示，高昂的运输成本以及全球石油供应的中断，使得尽管地缘政治局势发生变化，油价仍未能回落。
Rupee at Close | Rupee rises 5 paise to ₹96.73 against dollar as crude oil prices ease Why crude oil prices may remain near $100 despite changing geopolitical risks Mukesh Sahdev, Founder and CEO of X-Analysts, expects crude oil prices to remain around the $100 per barrel mark ahead of the US elections, saying elevated freight costs and disruptions to global oil flows are preventing prices from easing despite changing geopolitical developments.
国内机构投资者以3031.3亿卢比买入抵消外资抛售，Sensex与Nifty终结8周连跌 根据交易所初步数据，截至10月9日当周，外国机构投资者（FIIs）净卖出价值3029.4亿卢比的印度股票，而国内机构投资者（DIIs）则买入价值3031.3亿卢比的股票。
DIIs offset foreign selling with ₹30,313 crore buying as Sensex, Nifty snap 8-week losing streak Foreign institutional investors (FIIs) sold Indian equities worth ₹30,294 crore on a net basis during the week ended October 9, while domestic institutional investors (DIIs) bought shares worth ₹30,313 crore, provisional exchange data showed.
目前市场焦点转向下一阶段的财报季，投资者正在评估受挫的IT股能否在盈利改善的背景下复苏。Senco Gold公司则押注节日和婚庆需求将推动更强劲的增长，而德里方面则在周六即将举行的CJP抗议活动前加强了安保措施。
The focus now shifts to the next leg of the earnings season, with investors weighing whether beaten-down IT stocks can recover on the back of improving earnings. Senco Gold is betting on festive and wedding demand to drive stronger growth, while Delhi steps up security ahead of the CJP protest scheduled for Saturday.
IT股：估值变得更具吸引力，但盈利复苏是上涨关键，Equirus表示 在经历大幅回调后，IT股已变得更具吸引力，但股价的持续复苏将取决于盈利和收入增长的好转，Equirus Securities股票研究部总监Sandeep Shah表示。
IT stocks: Valuations turn attractive, but earnings recovery key to upside, says Equirus IT stocks have become more attractive after a sharp correction, but a sustained recovery in share prices will depend on an improvement in earnings and revenue growth, according to Sandeep Shah, Director, Equity Research at Equirus Securities.
Senco Gold预计2027财年营收增长25%，尽管金价上涨且利润率承压 位于加尔各答的珠宝零售商Senco Gold预计2027财年营收将增长25%，高于此前指引的20%，强劲的节日和婚庆需求推动了销售。董事总经理兼首席执行官Suvankar Sen表示，在评估12月季度的业绩后，公司可能会考虑将增长目标上调至30%。
Senco Gold targets 25% growth in FY27 despite rising gold prices and margin pressure Kolkata-based jewellery retailer Senco Gold eyes 25% revenue growth in FY27, up from its earlier guidance of 20%, as strong festive and wedding demand supports sales. Managing Director and CEO Suvankar Sen said the company could consider raising its growth target to 30% after reviewing its performance in the December quarter.
德里在CJP抗议活动前进入高度戒备状态；Jantar Mantar周边已安装监控摄像头 在蟑螂人民党（CJP）定于10月10日举行的抗议活动之前，德里已进入高度安全戒备状态，Jantar Mantar周边地区已安装大量监控摄像头。根据《印度公民安全法》（BNSS）第163条，该地区也已实施禁令。
Delhi on high alert ahead of CJP protest; CCTV cameras installed around Jantar Mantar Delhi is on heightened security alert ahead of the Cockroach Janata Party’s (CJP) protest scheduled for October 10, with numerous CCTV cameras installed in the area around Jantar Mantar. Prohibitory orders under Section 163 of the Bharatiya Nagarik Suraksha Sanhita (BNSS) are also in force in the area.
在此关注实时更新：Jantar Mantar 4公里范围内将从晚上10点起暂停互联网服务24小时 Piyush Goyal认为美国签证限制对印度而言是机遇，尽管政府澄清称PERM暂停不会影响H-1B签证持有者。Jyotiraditya Scindia表示，卫星运营商在商业部署前必须通过安全检查。最高法院的听证可能会决定药品价格管制是否会扩大到癌症药物之外。与此同时，Navi Pillay因其在国际法和正义领域的工作而荣获2026年诺贝尔和平奖。
Follow LIVE Update Here:Internet services to be suspended for 24 hours from 10 pm within 4-km radius of Jantar Mantar Piyush Goyal sees US visa curbs as an opportunity for India, even as the government clarifies that the PERM suspension does not affect H-1B visa holders. Jyotiraditya Scindia says satellite operators must clear security checks before commercial rollout. A Supreme Court hearing could signal whether medicine price controls will extend beyond cancer drugs. Meanwhile, Navi Pillay wins the 2026 Nobel Peace Prize for her work on international law and justice.
皮尤什·戈亚尔称：H-1B签证无法获批对印度将是重大利好 印度商务部长皮尤什·戈亚尔周五表示，无法获得更多H-1B签证对印度经济是好事。他主张，随着企业越来越依赖本地人才和全球能力中心（GCC），更多科技工作正在向印度转移。
H1B visas not being granted will be a big win for India, says Piyush Goyal Not getting more H-1B visas is good for the Indian economy, Commerce Minister Piyush Goyal said on Friday, arguing that more technology work is moving to India as companies increasingly rely on local talent and global capability centres (GCCs).
他的言论是在美国政府暂停了涉及塔塔咨询服务公司（TCS）、印孚瑟斯（Infosys）、纬创（Wipro）和HCL科技等大型科技公司的永久劳工认证（PERM）计划中的新申请和待处理申请一天后发表的。
His remarks came a day after the US administration suspended new and pending applications under the Permanent Labour Certification (PERM) programme involving major technology companies, including Tata Consultancy Services (TCS), Infosys, Wipro and HCL Technologies.
印度称，美国绿卡流程的暂停不会影响H-1B签证持有者 Jyotiraditya Scindia称：卫星通信领域不存在垄断；运营商必须通过安全标准才能开始服务 印度联邦通信部长Jyotiraditya Scindia于10月9日周五表示，印度不允许任何行业存在垄断。他澄清说，Starlink、Reliance Jio旗下的Jio Satcom以及Bharti支持的Eutelsat OneWeb这三家实体已获得商业卫星通信许可证，只要各自满足强制性安全标准，即可获准运营。
India says US green card process suspension does not affect H-1B visa holders No monopoly in satcom; operators must clear security norms to begin services: Jyotiraditya Scindia Union Communications Minister Jyotiraditya Scindia on Friday, October 9, said India does not permit a monopoly in any sector, clarifying that three entities—Starlink, Reliance Jio's Jio Satcom, and Bharti-backed Eutelsat OneWeb—have secured commercial satellite communication licenses and will be cleared for operations once each individually meets mandatory security benchmarks.
继抗癌药物之后，政府是否将对更多药品设定利润上限？最高法院的听证会或提供线索 Trilegal律师事务所企业、制药、医疗保健及生命科学部门合伙人Ashwin Sapra表示，政府将非清单类抗癌药物的贸易利润上限设定为30%的举措，可能为其他药品和医疗产品实施类似价格控制铺平道路。
After cancer drugs, will the government cap margins on more medicines? SC hearing may offer clues The government's move to cap trade margins on non-scheduled cancer drugs at 30% could pave the way for similar price controls on other medicines and healthcare products, according to Ashwin Sapra, Partner – Corporate, Pharmaceuticals, Healthcare & Life Sciences at Trilegal.
纳维·皮莱是谁？印度裔法学家荣获2026年诺贝尔和平奖 挪威诺贝尔委员会将2026年诺贝尔和平奖授予纳瓦内瑟姆·“纳维”·皮莱，以表彰她促进和平与国际法的努力，并肯定她在加强战争罪、反人类罪和种族灭绝罪问责制方面的作用。
Who is Navi Pillay? Indian-origin jurist wins Nobel Peace Prize 2026 The Norwegian Nobel Committee has awarded the Nobel Peace Prize for 2026 to Navanethem “Navi” Pillay for her efforts to promote peace and international law, recognising her role in strengthening accountability for war crimes, crimes against humanity and genocide.
今天的内容就到这里。我们周一将再次回归，为您带来更多影响市场、商业和经济的新闻。祝您周末愉快！
That’s all for today. We’ll be back on Monday with more of the stories shaping markets, business and the economy. Have a great weekend!