特朗普总统承认，伊朗冲突和飙升的燃料成本导致共和党在中期选举中失利。与此同时，受强劲市场反弹推动，印度重新夺回数万亿美元市值里程碑，而原油价格跌破关键关口，提振了石油销售类股票。了解康明斯印度公司股价对季度利润不及预期的反应。早上好！
President Trump concedes the Iran conflict and soaring fuel costs triggered Republican midterm losses. Meanwhile, India reclaimed a multi-trillion dollar market capitalization milestone driven by a strong market rally, while crude prices crashed below key thresholds, lifting oil-marketing stocks. Discover how Cummins India shares reacted to missing quarterly profit estimates. Good morning!
美国总统唐纳德·特朗普承认，伊朗战争和汽油价格上涨可能是共和党在中期选举中失利的原因之一，但他同时表示自己仍会做出同样的决定。特朗普称，从长远来看，这场冲突是“唯一的答案”，尽管他也承认这在短期内推高了燃料价格。
US President Donald Trump has acknowledged that the war in Iran and higher gasoline prices likely contributed to Republican losses in the midterm elections, while maintaining that he would take the same decision again. Trump said the conflict was the “only answer” in the long term, even as he accepted that it pushed up fuel prices in the short term.
在连续五个交易日强劲上涨后，印度股市重新回到5万亿美元市值俱乐部。Nifty 50指数较10月28日的低点上涨超过7%，回升近2000点，而在孟买证券交易所上市公司的投资者财富增加了约30万亿卢比。
India’s stock market is back in the $5 trillion market-cap club after a strong five-session rally. The Nifty 50 has gained more than 7% from its October 28 low, recovering nearly 2,000 points, while investor wealth across BSE-listed companies has risen by around ₹30 lakh crore.
原油价格则大幅反向波动，一夜之间暴跌超过8%，跌破每桶95美元。这一下跌引发了对石油敏感类股票的上涨，国有石油销售公司印度斯坦石油公司、巴拉特石油公司和印度石油公司均上涨约5%。受原油价格下跌和外国证券投资流入的推动，卢比兑美元汇率也升至15天高点94.33卢比。
Crude oil prices have moved sharply in the opposite direction, plunging more than 8% overnight and falling below $95 a barrel. The drop has triggered a rally in oil-sensitive stocks, with state-run oil marketing companies HPCL, BPCL and IOC gaining around 5%. The rupee also strengthened to a 15-day high of ₹94.33 against the dollar, helped by lower crude prices and foreign portfolio inflows.
随着美国选举结果公布后美元走弱，黄金和白银价格上涨，黄金期货上涨近1%，至每盎司4111美元。
Gold and silver moved higher as the dollar weakened following the US election results, with gold futures rising nearly 1% to $4,111 an ounce.
在德里，简塔曼塔周围的路障已被拆除，此前该地被取消作为授权抗议场所的指定，当地居民的出行因此更加便利。特朗普承认伊朗战争、油价导致选举失利；但表示会“再干一遍”美国总统特朗普周三（11月4日）表示，伊朗战争导致共和党在中期选举中遭受重创，“很大程度上属实”，但他态度强硬，称从“长远”来看这是“唯一答案”，他会“再干一遍”。
In Delhi, barricades around Jantar Mantar have been removed, easing movement for local residents after the site was denotified as an authorised protest venue. Trump admits war in Iran, oil prices led to poll loss; but says would 'do it again US President Donald Trump on Wednesday (November 4) said it was "largely true" that the war in Iran cost the Republicans heavy losses in the midterm election, but struck a defiant note, saying he would do it again as it was the “only answer” in the “long term”.
当被问及副总统万斯关于伊朗战争导致共和党选举失利的言论时，特朗普对记者说：“嗯，我认为很大程度上属实，因为短期内它推高了汽油价格。”
"Well, I think it's largely true because it drove the gasoline up a little bit in the short term," Trump told reporters when asked about Vice President JD Vance’s remarks that the Iran war led to Republican losses in the election.
股市反弹：印度重回5万亿美元市值俱乐部——推动因素及股票解析印度股市重回5万亿美元总市值俱乐部。受强劲的连续五个交易日上涨推动，BSE上市公司投资者总财富激增约30万亿卢比，重夺关键里程碑，显示市场情绪发生重大转变。
Stock Market Rally: India is back to being a $5 trillion market - Here are the factors and stocks that led it India’s stock market is back in the $5 trillion market capitalization club. Driven by a strong five-session rally, total investor wealth across BSE-listed companies surged by approximately ₹30 lakh crore, reclaiming crucial milestone territory and signaling a significant shift in market sentiment.
从10月28日22,497点的低位起，Nifty 50指数已反弹近2,000点，涨幅超过7%。原油价格暴跌：周四这些股票出现积极反应全球原油价格隔夜暴跌逾8%，跌破每桶100美元关口，随后进一步滑落至95美元以下，受此影响，油价敏感型股票周四（11月5日）大幅反弹。
From the October 28 lows of 22,497, the Nifty 50 index has rebounded nearly 2,000 points, having gained over 7% during this period. Crude oil prices crash: Here are the stocks witnessing a positive reaction on Thursday Oil-sensitive stocks witnessed a sharp rally on Thursday, November 5, after global crude oil prices plunged more than 8% overnight, falling below the $100-a-barrel mark and subsequently slipping under $95 a barrel.
国有石油营销公司（OMC）股票，包括Hindustan Petroleum Corporation Ltd.（HPCL）、Bharat Petroleum Corporation Ltd.（BPCL）和Indian Oil Corporation（IOC），周四盘中涨幅约5%。
Shares of state-run oil marketing companies (OMCs), including Hindustan Petroleum Corporation Ltd. (HPCL), Bharat Petroleum Corporation Ltd. (BPCL) and Indian Oil Corporation (IOC), gained around 5% in Thursday's trade.
Bombay Coated & Special Steels股票上市首日溢价12%钢材加工公司Bombay Coated & Special Steels股票于周四（11月5日）上市首日，以发行价82卢比溢价12%挂牌。
Bombay Coated & Special Steels shares list at 12% premium over IPO price Shares of steel processing company Bombay Coated & Special Steels made their stock market debut on Thursday, November 5, listing at a premium to the issue price of ₹82.
该股在国家证券交易所（NSE）以91卢比开盘，溢价10.98%。在孟买证券交易所（BSE），该股以92.02卢比首秀，较发行价上涨12.22%。
The stock opened at ₹91 on the National Stock Exchange (NSE), marking a premium of 10.98%. On the BSE, it debuted at ₹92.02, up 12.22% over the issue price.
康明斯印度股价因二季度业绩不及预期暴跌14% 市场聚焦业绩说明会 康明斯印度有限公司股价周四（11月5日）盘中最大跌幅达14%，此前该公司发布了截至9月季度（2027财年二季度）业绩，营收与盈利双双未达分析师预期。
Cummins India shares tank 14% after Q2 results miss; all eyes on earnings call Shares of Cummins India Ltd. tanked as much as 14% on Thursday, November 5, after the company reported its September quarter (Q2 FY27) results, with both revenue and profitability missing analyst estimates.
公司独立营业收入在2027财年二季度同比增长4.1%至330.1亿卢比，去年同期为317.1亿卢比。然而，营收较分析师调查预期的353.65亿卢比低6.66%。
The company's standalone revenue from operations increased 4.1% year-on-year to ₹3,301 crore in Q2 FY27, compared with ₹3,171 crore in the corresponding quarter last year. However, revenue fell short of the analyst poll estimate of ₹3,536.5 crore by 6.66%.
卢比升至15日高点94.33兑1美元：关键因素解析 印度卢比兑美元周四（11月5日）走强，开盘报94.35，周三收盘为94.64。随后卢比进一步升值，触及15日高点94.33，得益于原油价格下跌和外资流入。原油价格下跌源于美国中期选举结果，特朗普总统领导的共和党失去国会控制权。
Rupee strengthens to 15-day high of 94.33 against dollar: Key factors explained The Indian rupee strengthened against the US dollar on Thursday, November 5, opening at 94.35 per dollar against Wednesday's close of 94.64. It subsequently strengthened further to touch a 15-day high of 94.33 per dollar, supported by falling crude oil prices and FPI inflows The fall in crude prices followed the US midterm election results, which saw President Donald Trump's Republican Party lose control of Congress.
金银价格为何今日上涨 周四（11月5日），国际市场金银价格走高，受美元走弱支撑，美元疲软源于美国中期选举结果，缓解了部分政治不确定性，提振全球金融市场情绪。
Why are gold and silver prices moving higher today Gold and silver prices traded higher in international markets on Thursday, November 5, supported by a weaker US dollar following the US midterm election results, which eased some political uncertainty and lifted sentiment across global financial markets.
在纽约商品交易所（COMEX），黄金期货报4111美元/盎司，较前收盘价4075.40美元/盎司上涨38美元，涨幅0.93%。
On COMEX, gold futures were trading at $4,111 per ounce, up $38, or 0.93%, from the previous close of $4,075.40 an ounce.
马哈拉施特拉邦设定2030年电动汽车占比30%目标 规划重点高速公路充电走廊 马哈拉施特拉邦首席部长德文德拉·法德纳维斯表示，根据该邦电动汽车政策，目标是到2030年电动汽车占所有新登记车辆的30%。
Maharashtra sets 30% EV target by 2030, plans charging corridors on key highways Maharashtra Chief Minister Devendra Fadnavis has said that the state aims for electric vehicles to account for 30% of all new registrations by 2030 under its EV policy.
马哈拉施特拉邦政府正致力于将该邦从主要的汽车制造中心转变为全球未来出行中心，法德纳维斯周三在浦那地区恰坎工厂举行的梅赛德斯-奔驰全新GLC纯电版发布会上表示。
The Maharashtra government is working to transform the state from a major automobile manufacturing hub into a global centre for future mobility, Fadnavis said at the launch of Mercedes-Benz's all-new GLC Electric at the company's Chakan facility in Pune district on Wednesday.
印度网络安全监管机构警告安卓14至17用户：你的手机数据可能面临风险。印度网络安全机构CERT-In警告称，“安卓操作系统中已报告多个漏洞”。该机构在2026年11月4日发布的最新漏洞公告中将这些漏洞评为“严重”级别。
Indian cyber watchdog warns Android 14 to 17 users: Your phone data could be at risk India's cybersecurity agency CERT-In has warned that “Multiple vulnerabilities have been reported in the Android operating system”.
这些漏洞影响安卓14、15、16、16-qpr2和17版本。该公告针对使用这些版本的个人和组织。
It has rated them “CRITICAL” in its latest vulnerability note, issued on November 4, 2026. The flaws affect Android versions 14, 15, 16, 16-qpr2 and 17.
简塔曼塔的隔离栏被拆除，当地居民出行更为便利。德里简塔曼塔周边限制通行的隔离栏已被拆除。此前数日，在印度内政部所设委员会提出建议后，该地已被取消指定为授权抗议场所。这座18世纪天文台附近的居民曾对长期限制措施提出担忧，其中一些人就德里警方的隔离栏设置向法院提起诉讼，称这些限制给民众造成相当大的不便，并影响他们的日常出行。
The advisory is aimed at individuals and organisations that use these versions. Barricades removed at Jantar Mantar, eases movement for local residents Barricades restricting movement around Delhi’s Jantar Mantar have been removed, days after it was denotified as an authorised protest site following recommendations by a committee constituted by the Ministry of Home Affairs. Concerns were raised by residents living in the vicinity of the 18th century observatory over the prolonged restrictions, with some of them moving the courts against the barricading by Delhi Police, claiming that the curbs were causing considerable inconvenience to people and affecting their day-to-day movement.