Top 10@10 —— CNBC-TV18 每日通讯，精选市场、企业动态、经济洞察与财经亮点十大新闻 —— 晚间 10 点送达。
Top 10@10 — CNBC-TV18’s daily newsletter featuring the top 10 stories on markets, corporate updates, economic insights, and financial highlights — delivered at 10 pm.
四连涨、两月新高、外资创纪录买入日 周二，BSE Sensex 指数飙升 1,225 点，NSE Nifty 指数上涨 370 点，连续第四个交易日收涨，双双收于两个月高位。在经历三个多月来最大单日跌幅后，布伦特原油守在 105 美元下方，因美国和伊朗释放寻求和谈的意愿。
Four straight gains, a 2-month high and a record FII buying day The Sensex jumped 1,225 points and the Nifty gained 370 points on Tuesday, extending their winning run to a fourth session and closing at two-month highs. Brent held below $105 after its steepest slump in over three months, as the US and Iran signalled willingness to pursue peace talks.
市场创两月新高：是什么推动 Sensex、Nifty 连涨四日？
Market at 2-month high: What drove Sensex, Nifty higher for a fourth day?
股票基准指数 BSE Sensex 和 NSE Nifty 周二将连涨纪录延续至第四个交易日，Sensex 上涨 1,225 点，Nifty 上涨 370 点，双双收于两个月高位。此外外资延续现货市场买入势头至第三日，净买入超 1350 亿卢比 根据交易所数据，外国机构投资者（FII）周二（11 月 3 日）净买入印度股票 6,836.81 亿卢比。
The equity benchmark indices BSE Sensex and NSE Nifty extended their winning streak to a fourth consecutive session on Tuesday, with the Sensex rising 1,225 points and the Nifty gaining 370 points to close at two-month highs. Also
布伦特跌破 105 美元；油价在三个多月来最大跌幅后企稳，因美伊和谈带来希望 周二油价企稳，此前布伦特原油周一收盘暴跌 7.6%，创下三个多月来最大单日跌幅，因美国和伊朗在西亚战争进入第九个月之际释放寻求和谈的意愿。
FIIs extend cash market buying streak to third straight day, pump in over ₹13,500 crore Foreign institutional investors (FIIs) bought Indian equities worth a net ₹6,836.81 crore on Tuesday, November 3, according to exchange data.
业绩聚焦：从印度国家银行、NSE 到 Solar Industries，大超预期与喜忧参半信号并存的一天 周二的财报季涵盖面颇广：国内最大贷款机构、最大交易所以及一系列中型公司，股价表现与利润增速讲述着不同的故事。不按行业分类，现从主题角度梳理当日业绩。SBI 业绩超预期，塔塔信托冻结源于州政府规则变更印度国家银行（SBI）9 月季度业绩超出预期，净利润达 2303.7 亿卢比，得益于出售 SBI Funds 股份带来的 729 亿卢比特殊收益。
Brent below $105; Oil steadies after biggest slump in over three months on hopes of US-Iran peace talks Oil prices steadied on Tuesday after their steepest slump in more than three months, with Brent crude plunging 7.6% on Monday's close as the US and Iran signalled a willingness to pursue peace talks in the ninth month of the West Asia war. Earnings Central: From SBI and NSE to Solar Industries, a day of big beats and mixed signals Tuesday's earnings slate had a little of everything: the country's largest lender, its biggest exchange and a string of mid-sized companies where share price action and profit growth told different stories. Rather than go sector by sector, here's a look at the day's results by theme.
一项《信息获取法》（RTI）查询显示，导致拉坦·塔塔爵士信托自 5 月以来被冻结的规则变更，源自马哈拉施特拉邦法律与司法部，而非慈善监管机构，塔塔信托正在对此提出异议。周三值得关注的股票包括 NSE、Chambal Fertilisers、GSK Pharma 和 IEX。
SBI beats estimates, Tata Trust’s freeze traced to a state rule change SBI’s September-quarter numbers topped estimates, with net profit at ₹23,037 crore, helped by a ₹7,290 crore exceptional gain from the SBI Funds stake sale. An RTI query has revealed that the rule change behind the Sir Ratan Tata Trust’s freeze since May came from Maharashtra’s Law and Judiciary Department, not the charity regulator, a claim Tata Trusts is contesting.
11 月 4 日关注股：NSE、Chambal Fert、GSK Pharma、IEX、Aarti Drugs 等从 NSE、Bata India 和 Chambal Fertilisers 到 Neuland Laboratories、ASK Automotive 和 GNG Electronics，多只股票有望在周三交易时段前继续受到关注。
NSE, Chambal Fertilisers, GSK Pharma and IEX are among the stocks to track on Wednesday.
拉坦·塔塔爵士信托自 2026 年 5 月起被冻结；RTI 查询显示系马哈拉施特拉邦政府提议规则变更一项 RTI 查询显示，马哈拉施特拉邦的慈善监管机构实际上并非导致拉坦·塔塔爵士信托自 2026 年 5 月以来被冻结的那项有争议规则变更的幕后推手。相反，该规则是由该邦法律与司法部直接制定的。尽管这一突如其来的监管障碍实际上已使塔塔资产的主要股东陷入瘫痪，但塔塔信托正在反击，辩称不能仅仅因为规则变更就追溯适用于现有受托人。
Stocks to Watch for Nov 4: NSE, Chambal Fert, GSK Pharma, IEX, Aarti Drugs and more From NSE, Bata India and Chambal Fertilisers to Neuland Laboratories, ASK Automotive and GNG Electronics, several stocks are likely to remain in focus ahead of Wednesday’s trading session. Sir Ratan Tata Trust frozen since May 2026; Maharasthra govt proposed rule change, shows RTI query An RTI query has revealed that Maharashtra's charity regulator wasn't actually the one behind a controversial rule change that has frozen the Sir Ratan Tata Trust since May 2026. Instead, the rule was cooked up directly by the state's Law and Judiciary Department.
SBI 第二季度业绩：不良贷款生成较上季放缓，净息差改善；贷款增长强劲印度最大贷款机构印度国家银行公布的 9 月季度业绩在各项指标上均高于分析师预期。
While this sudden regulatory hurdle has effectively paralyzed the major Tata Sons shareholder, Tata Trusts is firing back, arguing you can’t just change the rules of the game retroactively for existing trustees.
印度最大贷款机构的净利息收入较去年同期增长 14.7%，至 4914.3 亿卢比。期内净利润为 2303.7 亿卢比。按同比计算，SBI 利润增长 14.3%。本季度盈利得益于出售 SBI Funds 股份产生的 729 亿卢比特殊收益。
SBI Q2 Results: Slippages moderate from June quarter, Margin improves; Loan growth strong State Bank of India, India's largest lender, reported results for the September quarter that were higher than analyst expectations across parameters. Net Interest Income for India's largest lender grew by 14.7% from the year-ago quarter to ₹49,143 crore. Net profit for the period stood at ₹23,037 crore. On a year-on-year basis, SBI's profit grew 14.3%.
美国中期选举迫在眉睫，特朗普面临考验；安巴尼登顶亚洲首富榜；印度着眼第三家国家航空公司民主党若在美国中期选举中获胜，可能会让特朗普更难推行其议程，伊朗战争和印美关系等议题均在博弈之中。在更贴近本土的消息里，信实工业股价单日飙升近 12%，为穆克什·安巴尼增财 85 亿美元，使其跃居亚洲首富。
The profitability for the quarter was aided by a ₹7,290 crore exceptional gain, which arose from the SBI Funds stake sale. Midterms loom over Trump, Ambani tops Asia’s rich list, India eyes a third carrier A Democrat win in the US midterms could make it harder for Trump to push his agenda, with the Iran war and India ties among the issues in play.
阿达尼机场控股首席执行官阿伦·班萨尔表示，印度理应拥有三家国家航空公司，而中央政府正在权衡为“阿格尼维尔”计划士兵延长两年服役期，决定最快可能于 11 月 21 日出炉。
Closer home, Mukesh Ambani became Asia’s richest after a nearly 12% Reliance surge added $8.5 billion in a day.
美国中期选举：民主党获胜如何制约特朗普并影响伊朗战争、印美关系民主党若在中期选举中获胜，可能会让唐纳德·特朗普在总统任期后半段更难推行其议程。虽然预计民主党将在众议院赢得席位，但参议院控制权的归属仍存不确定性。选举结果将决定反对派对政府拥有多大影响力，尤其是在调查、政府支出和伊朗战争等方面。
Adani Airport Holdings CEO Arun Bansal said India deserves three national carriers, while the Centre is weighing a two-year extension for Agniveers, with a decision likely by November 21. US midterms: How a Democrat victory could constrain Trump and affect Iran war, India ties A Democrat victory in the US midterm elections could make it considerably harder for Donald Trump to push his agenda during the second half of his presidency. While Democrats are expected to make gains in the House of Representatives, the battle for control of the Senate remains uncertain.
安巴尼单日增财 85 亿美元登顶亚洲首富周一，信实工业股价飙升近 12%，为穆克什·安巴尼带来 85 亿美元财富增值，使其在《福布斯》榜单上超越字节跳动创始人张一鸣，成为亚洲首富。
The outcome will determine how much leverage the opposition has over the administration, particularly on investigations, government spending and the Iran war.
阿达尼机场控股首席执行官阿伦·班萨尔表示，印度理应拥有三家国家航空公司。关于阿达尼是否会涉足航空业务，班萨尔对CNBC-TV18表示：“虽然阿达尼机场控股不同于阿达尼集团，但我认为印度理应拥有三家国家航空公司。”
Mukesh Ambani gains $8.5 billion in a day to become Asia's richest Mukesh Ambani overtook ByteDance's Zhang Yiming on Monday to become Asia's richest person on Forbes' list, as a nearly 12% Reliance stock surge added $8.5 billion. India deserves three national carriers, says Adani Airport Holdings CEO Arun Bansal Arun Bansal, CEO of Adani Airport Holdings, said India deserves three national carriers.
“烈火计划”：印度可能将“烈火战士”服役期限延长两年，决定最快于11月21日做出。消息人士透露，中央政府正考虑将根据“烈火计划”即将完成四年服役期的“烈火战士”服役期限再延长两年。关于对这一军事招募计划拟作出的修改，决定最快可能于11月21日做出。
On the question of whether Adani will get into the airline business, Bansal told CNBC-TV18, "While Adani Airport Holdings is different from the Adani group, I believe that India deserves three national carriers." Agnipath scheme: India may extend Agniveers' service tenure by 2 years, decision likely by Nov 21 The Centre is considering extending the service tenure of Agniveers, who are set to conclude their four years of engagement under the Agnipath scheme, by another two years, sources told CNBC-TV18. The decision on the proposed changes to the military recruitment scheme is likely to be taken by November 21.
今晚节目到此结束。明天见，我们将带来《十大要闻@10点》的又一期节目。
That's all from us tonight. See you tomorrow with another edition of Top 10@10.