
万亿卢比。该首次公开募股(IPO)亦刷新多项纪录,吸引逾 7 万亿卢比认购资金。
Jio Platforms grabbed the spotlight with a blockbuster market debut, listing at a 21% premium and ending the day 27% higher, taking its market capitalisation past ₹13 lakh crore. The IPO also shattered records, drawing over ₹7 lakh crore in bids.
大盘表现好坏参半。受 Nifty 信息技术指数下跌近 2% 拖累,Sensex 指数收跌 353 点至 73,246 点,Nifty 50 指数收跌 51 点至 22,699 点。相比之下,宽基指数表现坚挺,Nifty 银行指数上涨 293 点,Nifty 中盘指数上涨 245 点。Larsen & Toubro 及医药股获买盘支持,缓冲了基准指数跌幅。
Markets, however, had a mixed session. The Sensex fell 353 points to 73,246 and the Nifty 50 slipped 51 points to close at 22,699, weighed down by a nearly 2% drop in the Nifty IT index. In contrast, broader markets remained resilient, with the Nifty Bank rising 293 points and the Nifty Midcap index gaining 245 points. Buying in Larsen & Toubro and pharma stocks helped limit losses in the benchmark indices.
投资者静候美国联邦储备委员会利率决议,卢比兑美元汇价高开 10 派司,报 95.02。与此同时,沙特炼油厂遇袭后,布伦特原油维持在每桶 115 美元上方,通胀与进口成本忧虑持续萦绕投资者心头。
The rupee opened 10 paise stronger at 95.02 against the US dollar as investors awaited the US Federal Reserve's rate decision. Meanwhile, Brent crude remained above $115 a barrel after a refinery attack in Saudi Arabia, keeping inflation and import-cost concerns firmly on investors' radar.
Jio Platforms 首秀创历史:涨 27%、市值 13 万亿卢比印度史上规模最大的 IPO —— Jio Platforms 按预期登陆股市,相较发行价 1,119 卢比,溢价 21% 上市。这笔 3,021.3 亿卢比的 IPO 打破多项纪录,总认购倍数达发行保留股份的 22.19 倍。认购金额突破 7 万亿卢比,其中锚定投资者认购 2.5 万亿卢比,公众投资者认购 4.9 万亿卢比。
Jio Platform makes historic trading debut with 27% gains, ₹13 lakh crore market capIndia's biggest IPO in history, Jio Platforms, has made its stock market debut on expected lines, listing at a 21% premium compared to its issue price of ₹1,119. The ₹30,213 crore IPO broke many records enroute to achieving a total subscription figure of 22.19 times the number of shares reserved for the IPO. Demand for the IPO crossed ₹7 lakh crore, with ₹2.5 lakh crore bid by anchor investors, and another ₹4.9 lakh crore coming in from public investors.
该数字亦超越 LG Electronics India 此前获得的 4.4 万亿卢比认购,使 Jio Platforms 成为至少近二十年来印度认购金额最高的 IPO。阅读更多收盘综述:Jio 首日飙升、L&T 与医药股领涨;Nifty 信息技术指数跌 2%周五印度股市基准指数收低,Sensex 与 Nifty 双双回落,但宽基指数表现优于大盘。
The figure also crossed the ₹4.4 lakh crore bids received by LG Electronics India, making Jio Platforms the most bid for Indian IPO at least the last two decades. Read MoreClosing bell: Jio surges on debut, L&T and pharma stocks lead gains; Nifty IT slides 2%Indian equity benchmarks ended lower on Friday, with the Sensex and Nifty giving up ground even as broader markets outperformed.
Nifty 指数守在 22,700 点附近,部分大盘股(包括 Larsen & Toubro 以及医药板块)获买盘支撑,提振了市场情绪。IT 股承压,跟随全球科技股走弱,市场担忧与人工智能相关的盈利前景。Sensex 指数下跌 353 点,跌幅约 0.5%,收于 73,246 点;Nifty 50 指数下跌 51 点,收于 22,699 点。相比之下,Nifty Bank 指数上涨 293 点至 54,267 点,Nifty Midcap 指数上涨 245 点至 57,275 点,显示出除头部基准指数外的相对强势。
The Nifty held near the 22,700 mark, while buying in select heavyweight stocks, including Larsen & Toubro and pharma counters, helped support sentiment. IT stocks remained under pressure, tracking weakness in global technology shares amid concerns around artificial intelligence-linked earnings. The Sensex fell 353 points, or around 0.5%, to close at 73,246, while the Nifty 50 declined 51 points to settle at 22,699. In contrast, the Nifty Bank advanced 293 points to 54,267, while the Nifty Midcap index rose 245 points to 57,275, reflecting relative strength beyond the headline benchmarks.
阅读更多布伦特原油突破 115 美元:对汽油价格、通胀和印度卢比意味着什么卢比高开 10 个基点,报 95.02 兑 1 美元;聚焦美联储决议印度卢比周三高开 10 个基点,报 95.02 兑 1 美元,周二收盘为 95.12,投资者静待美国联邦储备委员会的政策决定。卢比跟随大多数亚洲货币走弱,美联储决议预计在印度市场收盘后公布。
Read moreBrent crude tops $115: What it means for petrol prices, inflation and the Indian rupeeRupee opens 10 paise higher at 95.02 against dollar; Fed decision in focus The Indian rupee opened 10 paise higher at 95.02 against the US dollar on Wednesday , compared with Tuesday’s close of 95.12, as investors awaited the US Federal Reserve’s policy decision. The rupee is tracking losses across most Asian currencies, with the Fed’s decision expected after Indian market hours.
周四交易时段关键看点Nifty 指数在又一个震荡交易日后,仍卡在 22,400-22,800 点区间,交易员正寻找能决定市场下一步走向的线索。所有目光聚焦于今晚晚些时候公布的美联储利率决定,这可能为全球市场定调并影响风险偏好。
Key things to watch out for Thursday's sessionThe Nifty remains stuck in the 22,400-22,800 range after another volatile session, with traders now looking for cues that could determine the market’s next move. All eyes are on the US Federal Reserve’s interest rate decision later tonight, which could set the tone for global markets and influence risk appetite.
国内方面,财报季正酣。HUL(印度联合利华)营收增速创 14 个季度新高,销量增长 7%;Vedanta 单季净利润创历史新高。Hero MotoCorp、TVS Motor、JSW Energy 和 Pidilite Industries 也在重磅发布财报的公司之列。投资者周四将继续追踪财报驱动的个股行情,关注股票包括 Jio Platforms、JSW Energy、United Spirits 和 PNB Housing Finance。
Back home, earnings season is in full swing. HUL reported its strongest revenue growth in 14 quarters, with volumes rising 7%, while Vedanta delivered a record quarterly profit. Hero MotoCorp, TVS Motor, JSW Energy and Pidilite Industries were also among the key names announcing results. Investors will continue to track earnings-driven stock moves on Thursday, with Jio Platforms, JSW Energy, United Spirits and PNB Housing Finance among the stocks in focus.
在业绩公布潮与全球宏观信号交织的背景下,交易员正为又一个波澜壮阔的交易日做准备。
Amid the heavy flow of results and global macro cues, traders are bracing for another action-packed session.
10月29日Nifty展望:指数卡在22,400-22,800区间,交易员接下来该关注什么?
Nifty Outlook for October 29: Index stuck in 22,400-22,800 range, what should traders watch next?
在11月衍生品到期系列的首个交易日,Nifty在近280点的宽幅日内区间内波动。自10月1日以来的18个交易日中,有15个交易日该指数录得超过200点的日内波动区间,整体市场同样保持震荡。阅读更多10月29日关注股:Jio Platforms、JSW Energy、United Spirits、PNB Housing Fin等从Meesho报告净商品交易总额同比增长23%,到TVS Holdings报告9月季度净利润增长43.3%至63.5亿卢比,以下是周四交易时段前需跟踪的股票。
On the first day of the November derivatives expiry series, the Nifty traded within a wide intraday range of nearly 280 points. The broader market has also remained volatile, with the index recording an intraday range of more than 200 points in 15 of the 18 trading sessions since October 1. Read moreStocks to Watch for October 29: Jio Platforms, JSW Energy, United Spirits, PNB Housing Fin and moreFrom Meesho reporting a 23% year-on-year rise in net merchandise value to TVS Holdings posting a 43.3% increase in net profit to ₹635 crore for the September quarter, here are the stocks to track ahead of Thursday’s trading session.
阅读更多业绩中心:Adani Enterprises、Vedanta、Pidilite、Hero MotoCorp领衔周三业绩密集日周三的业绩涵盖涂料与胶粘剂、两轮车、金属、能源及放贷机构。Vedanta报告创纪录的季度利润,TVS Motor和Hero MotoCorp实现强劲营收增长,而JSW Energy带来大幅盈利惊喜。Pidilite Industries同样报告双位数营收增长,但原材料通胀拖累利润率。
Read moreEarnings Central: Adani Enterprises, Vedanta, Pidilite, Hero MotoCorp lead a packed results day Wednesday’s earnings card spanned paints and adhesives, two-wheelers, metals, energy and lenders. Vedanta reported a record quarterly profit, TVS Motor and Hero MotoCorp posted strong revenue growth, while JSW Energy delivered a sharp earnings surprise. Pidilite Industries also reported double-digit revenue growth, though material inflation weighed on margins.
此外,资产质量改善与一次性收益塑造了业绩表现。以下是当日关键业绩一览。HUL第二季度业绩:营收增速创14个季度新高;销量增长7%印度最大快消品公司Hindustan Unilever于10月28日周三公布9月季度业绩,结果基本符合至略高于分析师预期。9月季度,HUL营收同比增长14.5%至18,226亿卢比。
Elsewhere, improving asset quality and one-off gains shaped the numbers. Here is a look at the key results of the day.HUL Q2 Results: Revenue growth highest in 14 quarters; Volumes increase by 7% Hindustan Unilever , India's largest FMCG company, reported its September quarter results on Wednesday, October 28, which were largely in-line to slightly above what analysts were anticipating.
根据CNBC-TV18汇编的数据,HUL的营收增长是过去14个季度中最高的。同时,请通过CNBC-TV18的实时博客,跟踪今晚的美联储利率决议。2026年10月美联储会议:在哪里观看由凯文·沃什主导的FOMC利率决议。当天其他重大新闻:距离美联储利率决议仅剩几个小时,市场正在寻找方向,投资者有大量事项需要跟踪。阿卡什·安巴尼阐述了Jio在人工智能、云计算和空间连接方面的下一步重大押注,此前该公司实现了轰动性的市场首次公开募股。
For the September quarter, HUL's revenue grew by 14.5% from the same quarter last year to ₹18,226 crore. HUL's revenue growth is the highest in the last 14 quarters, according to data compiled by CNBC-TV18. Also track Federal Reserve interest rate decision tonight with CNBC-TV18’s live blogFed Meeting October 2026: Where to watch Kevin Warsh-led FOMC interest rate decisionOther big news of the dayWith the Fed rate decision just hours away and markets searching for direction, investors have plenty to track. Akash Ambani laid out Jio’s next big bet on AI, cloud computing and space connectivity following the company’s blockbuster market debut.
在国内,塔塔集团董事会争端出现了政治转折,拉胡尔·甘地质疑印度企业界的沉默,而政府则进行了反击。与此同时,东部各州仍处于戒备状态,因为飓风阿纳布正逼近安得拉邦海岸,而以色列的选举则出现了悬而未决的局面,出口民调显示,总理本雅明·内塔尼亚胡与对手加迪·艾森科特陷入了势均力敌的僵局。Jio未来10年将专注于人工智能、云计算和空间连接,阿卡什·安巴尼表示:阅读完整演讲。
Back home, the Tata Group boardroom dispute took a political turn, with Rahul Gandhi questioning corporate India's silence and the government pushing back. Meanwhile, eastern states remain on alert as Cyclone Arnab approaches the Andhra coast, while Israel’s election delivered a cliffhanger, with exit polls showing Prime Minister Benjamin Netanyahu and rival Gadi Eisenkot locked in a dead heat. Jio to focus on AI, cloud, space connectivity in next 10 yrs, says Akash Ambani: Read full speechAkash Ambani, Managing Director of Jio Platforms, on Wednesday, October 28, said the company aims to democratise technologies such as artificial intelligence , cloud computing and connected devices over the next decade, as it looks to expand its footprint in India and global markets following its blockbuster initial public offering .Read MoreTata Group row: Rahul Gandhi questions corporate India's silence, Nirmala Sitharaman hits back Rahul Gandhi, the leader of the Opposition in the Lok Sabha, on Wednesday questioned corporate India's silence amidst a boardroom dispute at the Tata Group.
Jio Platforms董事总经理阿卡什·安巴尼于10月28日星期三表示,该公司旨在未来十年内普及人工智能、云计算和连接设备等技术,以期在其轰动性首次公开募股之后,扩大其在印度和全球市场的足迹。阅读更多。塔塔集团争端:拉胡尔·甘地质疑印度企业界的沉默,尼尔玛拉·西塔拉曼予以反击。人民院反对党领袖拉胡尔·甘地于周三在塔塔集团董事会争端中质疑印度企业界的沉默。
"Tata is being criminally destroyed, and no business leader dares say a word. How long will you stay silent? Until they own you?
“塔塔正在被犯罪性地摧毁,没有一位商业领袖敢说一句话。你们要沉默多久?直到他们拥有你们?印度商业界不是莫迪和沙阿的玩物。你们缺乏勇气。我们没有。”
Indian business is not Modi and Shah's plaything. You lack courage.
“我们将确保这些罪行得到伸张正义,”该国会党领袖说。气旋阿纳布:谁为其命名,以及安得拉邦和奥里萨邦政府如何做好准备气旋阿纳布于10月26日在孟加拉湾增强,印度气象部门预测,这场风暴将向安得拉邦海岸移动,可能于10月28日登陆。预计这场风暴将给东海岸部分地区带来大雨和强风。阅读更多以色列选举:内塔尼亚胡遭遇挫折,出口民调显示他与加迪·艾森科特陷入僵局以色列总理本雅明·内塔尼亚胡及其对手加迪·艾森科特在周二选举后均声称有权领导以色列,内塔尼亚胡主张组建右翼政府,而艾森科特表示选民已拒绝了这位长期执政的以色列领导人。然而,出口民调显示,两人的阵营陷入僵局。阅读更多另请阅读
We don't. We will ensure justice for these crimes," the Congress leader said. Cyclone Arnab: Who gave the name and how Andhra, Odisha governments are preparing for itCyclone Arnab intensified over the Bay of Bengal on October 26, with the India Meteorological Department forecasting that the storm will move towards the Andhra Pradesh coast and could make landfall on October 28. The storm is expected to bring heavy rainfall and strong winds to parts of the eastern coast. Read MoreIsrael election: Netanyahu faces setback as exit polls show deadlock with Gadi EisenkotPrime Minister Benjamin Netanyahu and his rival Gadi Eisenkot offered competing claims to lead Israel after Tuesday’s election, with Netanyahu calling for a right-wing government and Eisenkot saying voters had rejected the long-serving Israeli leader. Exit polls, however, showed their blocs locked in a deadlock. Read MoreAlso