卢比周五将受益于外资在经历数月持续流出后重返印度市场，科技股遭遇抛售为资金流入亚洲第三大经济体提供了顺风。
The rupee on Friday will draw support from a return of foreign capital to Indian markets after months of sustained outflows, with a technology rout offering a tailwind for capital flows into Asia's third-largest economy.
本周迄今卢比已上涨0.5%，周四盘中触及两周高点94.32，收报94.4750。预计周五将基本持平开盘，略带正向倾向。
The rupee has advanced 0.5% so far this week, hitting a two-week high of 94.32 in Thursday's session before settling at 94.4750. It is expected to open largely flat, with a slight positive bias.
印度货币今年大半时间承压，严重依赖央行干预支撑，本周因两个此前拖累其数月的因素——油价和股市资金流向——出现缓解而获得喘息。
The Indian currency, which has remained under pressure for much of the year and relied heavily on central bank intervention for support, has found relief this week from two factors that had weighed on it for months — oil prices and equity flows.
油价因预期共和党在美国中期选举中失利可能限制唐纳德·特朗普总统维持与伊朗对抗的政治空间而回落。
Oil prices have retreated on expectations that the Republican Party's losses in the US midterm elections could constrain President Donald Trump's political room to sustain the conflict with Iran.
与此同时，外国投资者一直在买入印度股票，与AI相关的科技股遭遇抛售有望提振此前因资金追逐AI交易而错失良机的市场。
Meanwhile, foreign investors have been buying Indian equities, with the retreat from AI-linked technology stocks offering a potential boost to markets that had lost out amid capital chasing the AI trade.
这些交易的反转正使印度股票重回聚焦。周四民主党在中期选举中获胜引发对加强监管审查及可能限制AI数据中心扩张的担忧，科技股抛售加剧。
The reversal in those trades is now bringing Indian equities back into focus. The technology rout intensified on Thursday after the Democratic Party victory in the US midterm raised concerns about greater regulatory scrutiny and potential curbs on the expansion of AI data centres.
纳斯达克综合指数（.IXIC）暴跌5.5%，费城半导体指数（.SOX）重挫逾12%。科技股权重较大的亚洲市场周五承压。相比之下，印度股市跌幅预计相对可控。
The Nasdaq Composite (.IXIC) plunged 5.5%, while the Philadelphia Semiconductor Index (.SOX) tumbled more than 12%. Technology-heavy Asian markets came under pressure on Friday. In comparison, losses in Indian equities were expected to be relatively contained.
根据交易所临时数据，外国投资者周四净买入16亿美元印度股票，创下近六年来最大单日买入额。此前四个交易日已净买入约22亿美元。
Foreign investors bought a net $1.6 billion of Indian equities on Thursday, their biggest single-day purchase in nearly six years, according to provisional exchange data. This followed net purchases of about $2.2 billion over the previous four sessions.
交易员表示，外资回流是否标志着投资者对印度情绪出现更持久的逆转，将成为卢比走势的关键因素，与油价并列。
Whether the return of foreign capital marks a more sustained reversal in investor sentiment towards India will be key for the rupee's outlook alongside oil, traders said.