外资周四净买入印度股票16亿美元，为近六年最大单日买入，油价下跌及AI相关股票回调提升了印度的吸引力。
M, Bharath Rajeswaran Foreign investors bought a net $1.6 billion of Indian stocks on Thursday, their biggest daily purchase in nearly six years, as falling oil prices and a retreat from AI-linked shares boosted India's appeal.
据初步交易所数据，海外投资者买入1479.6亿卢比股票，为2021年2月24日以来最多，那次买入2873.9亿卢比，包含一笔大型由内部人推动的交易。
Overseas investors bought 147.96 billion rupees of shares, provisional stock exchange data showed, the most since February 24, 2021, when purchases of 287.39 billion rupees included a large promoter-driven block deal.
此次买入发生在美国中期选举后油价大幅下跌之际，同时人工智能相关股票的抛售促使全球基金重新调整持仓。
The buying came as oil prices fell sharply after the U.S. midterm elections, while a selloff in artificial intelligence-related stocks prompted global funds to rebalance their exposure.
作为主要石油进口国，印度今年表现落后于新兴市场同行，原油价格高企引发经济前景担忧，而AI相关股票相对较少也令投资者望而却步。
India, a major oil importer, has underperformed emerging-market peers this year as elevated crude prices raised concerns over the economic outlook, while its relative lack of AI-linked stocks kept investors away.
但随着油价下跌和投资者重新审视拥挤的AI交易，分析师表示印度资产可能迎来第二轮关注。
But with oil prices falling and investors reconsidering crowded AI trades, analysts said Indian assets could get a second look.
“我们认为，加速盈利、估值偏低以及外资持股比例较低，使印度成为一个有吸引力的机会，”安联全球投资印度股票组合负责人Anand Gupta表示。
"In our view, accelerating earnings, below-average valuations and low foreign ownership make India an attractive opportunity," said Anand Gupta, lead portfolio manager for India equity at Allianz Global Investors.
在美股中期选举结果明朗之前，外资已选择性转为买入。过去五个交易日，外资净买入印度股票2083.5亿卢比（22亿美元）。
Foreign investors had selectively turned buyers even before the US midterm election results became clear. They have bought a net 208.35 billion rupees ($2.20 billion) of Indian stocks over the past five sessions.
这标志着与外资通过十月净卖出创纪录的300亿美元印度股票形成鲜明对比。
That marks a sharp reversal after foreign investors sold a record $30 billion of Indian equities through October.
周四，印度基准指数Nifty 50（.NSEI）和Sensex（.BSEN）分别上涨2.4%，收于24536.6和79310.01点。这两个指数在过去六个交易日累计上涨超过8%，为一年来最长连涨，缩小了与新兴市场同行的表现差距。
The Nifty 50 (.NSEI) and Sensex (.BSEN) jumped 2.4% on Thursday to 24,536.6 and 79,310.01, respectively. The benchmarks have gained more than 8% over six sessions, their longest winning streak in a year, narrowing their underperformance against emerging-market peers.
“印度股票有望维持正走势，”Motilal Oswal Financial Services财富管理研究主管Siddhartha Khemka表示。
Indian equities should maintain their positive trajectory, said Siddhartha Khemka, head of research for wealth management at Motilal Oswal Financial Services.
凯姆卡表示：“美国中期选举的结果进一步提振了全球市场情绪，市场预期贸易和关税政策将更为温和，同时美元走弱，10年期美国国债收益率也出现回落。”
"The US midterm election outcome has further lifted global sentiment, with expectations of a more measured approach to trade and tariffs, alongside a weaker US dollar and the 10-year US Treasury yield easing," Khemka said.