印度卢比周五因资金流动而意外反弹，但可能难以持续，亚洲货币普遍走弱、风险情绪恶化打击市场情绪，而油价下跌可能带来缓解。
The Indian rupee's surprise flow-driven recovery on Friday may prove harder to sustain, with weakness across Asian currencies and a deteriorating risk mood weighing on sentiment, while a dip in oil prices may offer relief.
交易员称，卢比周一预计基本持平开盘，报94.94-94.98兑1美元。
The rupee is expected to open largely flat at 94.94-94.98 to the U.S. dollar on Monday, per traders.
交易员称，本地货币上周大部分时间承压，周五一度跌至95.28，随后因一家大型外国银行大量抛售美元而扭转走势。
The local currency spent most of last week under pressure, falling to 95.28 on Friday before reversing course on heavy dollar selling by a large foreign bank, according to traders.
一家私营银行的货币交易员称，卢比的反弹是“意外”的，且“非常违背趋势”。
It was a "surprise" recovery for the rupee and "very much, against the trend", a currency trader at a private sector bank said.
他表示，周五的反弹强化了这一观点：目前卢比将在每美元95元左右的区间内波动。
Friday's recovery strengthens the view that the rupee will remain range-bound around the 95-per-dollar level for now, he said.
他和路透社采访的其他交易员均无法确定该外国银行周五抛售美元背后的具体资金流向。该交易员补充称，卢比很难延续周五的反弹。卢比的亚洲同类货币本周开盘大多下跌，受美国股市抛售拖累。
Neither he nor other traders Reuters spoke to could identify the specific flows behind the foreign bank's dollar-selling on Friday. The rupee will have a difficult time building on Friday's recovery, the trader added. The rupee's Asian peers were mostly down to begin the week, bogged down by the selloff in US equities.
周五，美国科技股暴跌，债券飙升，接近近三年来最大单月涨幅，因为投资者担心巨大且不断增加的人工智能支出可能无法带来足够回报，从而寻求避险。
US technology shares slumped on Friday and bonds surged toward their biggest monthly rise in nearly three years as investors sought safety due to worries that huge and rising AI spending may not deliver sufficient returns.
由人工智能支出引发的抛售对卢比而言呈现混合局面。一方面，它打击了整体风险偏好；另一方面，印度被视为对冲科技驱动抛售的工具，可能支持外资流入。周五，海外投资者净买入印度股票。
The AI-spending-led selloff presents a mixed picture for the rupee. While it hurts overall risk appetite, India is seen a hedge against the technology-driven rout, potentially supporting foreign inflows. Overseas investors were net buyers of Indian equities on Friday.
与此同时，印度储备银行在远期市场的净空头美元头寸在9月攀升至2400亿美元的历史新高，而一个月前为2000亿美元。
Meanwhile, the Reserve Bank of India's net short dollar position in the forward market climbed to a all-time high of $240 billion in September, from $200 billion a month earlier.
分析师称，这一跳升可能反映了银行在印度储备银行特别FCNR(B)存款计划下动员的美元流入，随后与央行进行了掉期交易。
The jump likely reflects dollar inflows mobilised by banks under the RBI's special FCNR(B) deposit scheme and subsequently swapped with the central bank, analysts said.