市场周线收高。印度股市基准指数周五连续第七个交易日上涨，为三年来首次出现这样的连涨走势。与此同时，受人工智能引发的抛售拖累，亚洲市场大跌，日本日经指数进入技术性熊市，韩国综合股价指数触发熔断机制。油价仍维持在每桶100美元附近，尽管势将录得自4月以来的最大单周跌幅。初步数据显示，外国机构投资者（FII）净买入股票1374.982亿卢比，国内机构投资者（DII）净卖出596.87亿卢比。
Markets end week higherIndian equity benchmarks extended their winning streak to seven consecutive sessions on Friday, marking their first such run in three years. Meanwhile, Asian markets tumbled amid an AI-led sell-off, with Japan’s Nikkei entering a technical bear market and South Korea’s Kospi triggering a circuit breaker. Oil prices remained near $100 despite being on track for their biggest weekly decline since April. Provisional data showed FIIs net bought ₹13,749.82 crore in equities, while DIIs net sold ₹5,968.70 crore.
Sensex、Nifty连续第七日上涨：达拉尔街连涨背后的三个原因。股市基准指数周五连续第七个交易日上涨，为三年来基准指数首次连续七个交易日录得涨幅。阅读更多。日经指数进入熊市，亚洲股市因AI抛售暴跌；韩国综合股价指数触发熔断。亚洲股市11月6日周五开盘即暴跌，日本日经225指数滑入技术性熊市，此前华尔街芯片制造商股价大跌，投资者纷纷抛售人工智能相关股票。
Sensex, Nifty rally for 7th straight day: 3 reasons behind D-Street's winning streakThe equity benchmark indices extended their winning streak to a seventh consecutive session on Friday , marking the first time in three years that benchmark indices have posted gains for seven straight trading days. Read moreNikkei enters bear market as Asian stocks crash on AI sell-off; Kospi triggers circuit breakerAsian stocks plunged at the open on Friday November 6, with Japan's Nikkei 225 sliding into a technical bear market as investors dumped artificial intelligence-linked shares following a chipmaker rout on Wall Street.
阅读更多。油价逼近100美元，尽管录得4月以来最大单周跌幅，特朗普涉伊朗言论令价格承压。油价在经历动荡一周后于11月6日周五企稳，但仍势将录得自4月以来最大单周跌幅，因投资者押注西亚持续数月的战争将结束。阅读更多。外国证券投资者在这个排灯节以4800亿卢比的买入狂潮点燃达拉尔街。外国证券投资者对印度股市重燃兴趣，在11月2日至11月6日的连续五个交易日内净流入近4826.3亿卢比，在经历数月持续抛售后出现急剧逆转。
Read moreOil nears $100 despite biggest weekly fall since April as Trump’s Iran remarks weigh prices steadied on Friday, November 6, after a volatile week, but remained on track for their biggest weekly decline since April as investors bet on an end to the months-long war in West Asia. Read moreFPIs light up Dalal Street this Diwali with ₹48,000 crore buying spreeForeign portfolio investors are showing renewed appetite for Indian equities, pumping in nearly ₹48,263 crore over five consecutive trading sessions between November 2 and November 6, in a sharp turnaround after months of sustained selling.
阅读更多。后续关键触发因素。投资者将关注塔塔电力新加坡法院案件的进展、DLF与Everstone Group拟议合资企业的进展，以及IDBI银行股权出售的下一步动向。
Read moreKey triggers aheadInvestors will track developments in Tata Power’s Singapore court case, progress on DLF’s proposed joint venture with Everstone Group, and the next steps in the IDBI Bank stake sale.
NCLT对前Videocon发起人韦努戈帕尔·杜特作出的破产裁定所引发的后续影响也将持续受到关注。这些企业、法律和政策层面的动态可能影响个股情绪，并在未来一周推动各板块走势。新加坡法院批准扣押并出售令后，塔塔电力股价下跌3.50%。在Kleros Capital Partners确认新加坡国际商事法庭已批准执行令，扣押并出售塔塔电力有限公司在其新加坡子公司所持股份后，塔塔电力股价下跌超过3.50%。
The fallout from the NCLT’s bankruptcy order against former Videocon promoter Venugopal Dhoot will also remain on the radar. These corporate, legal and policy developments could influence stock-specific sentiment and drive action across sectors in the coming week. Tata Power shares fall 3.50% after Singapore Court grants seize and sell ordersTata Power shares have fallen over 3.50% after Kleros Capital Partners confirmed that the Singapore International Commercial Court has granted enforcement orders to seize and sell the shares held by The Tata Power Company Limited in its Singapore subsidiaries.
这些塔塔电力子公司为Bhira Investments Pte. Ltd.和Tata Power International Pte.。阅读更多DLF将投资375亿卢比，与Everstone Group组建新的战略合资企业并取得多数股权。DLF Ltd.已与总部位于新加坡的Everstone Group签订具有约束力的独家条款清单，拟组建战略合资企业，这标志着其在印度主要房地产市场的大规模扩张。
These Tata Power subsidiaries are Bhira Investments Pte. Ltd. and Tata Power International Pte. Read moreDLF to invest ₹3,750 crore for majority stake in new strategic JV with Everstone GroupDLF Ltd. has entered into a binding and exclusive term sheet with Singapore-headquartered Everstone Group to form a strategic joint venture, marking a major expansion across key Indian real estate markets.
阅读更多DIPAM秘书谈IDBI银行出售：寻求最佳报价以提升估值，寻找另一买家“非常渺茫”。投资与公共资产管理部秘书阿鲁尼什·乔拉为政府接受IDBI银行股份出售修订报价的决定进行了辩护，称在此过程中储备价格既未上调也未下调。阅读更多NCLT因Videocon拖欠SBI 1266.8亿卢比债务宣布其发起人韦努戈帕尔·杜特破产。
Read moreDIPAM Secy on IDBI Bank sale: Best bids sought to boost valuation; finding another buyer ‘very remote’Department of Investment and Public Asset Management Secretary Arunish Chawla has defended the government’s decision to accept the revised offer for the IDBI Bank stake sale, saying the reserve price was neither increased nor reduced during the process. Read moreNCLT declares Videocon’s Venugopal Dhoot bankrupt over ₹12,668 crore SBI duesThe National Company Law Tribunal’s Mumbai bench has declared former Videocon promoter Venugopal Dhoot bankrupt, admitting State Bank of India’s petition against him in his capacity as personal guarantor to loans taken by Videocon Industries.
国家公司法法庭孟买法庭已宣布前Videocon发起人韦努戈帕尔·杜特破产，受理了印度国家银行以其作为Videocon Industries所借贷款个人担保人身份对其提出的申请。阅读更多政策与法律触发因素。投资者将关注GRAP第三阶段限制措施在德里-NCR地区的影响，尤其是对车辆通行和建筑活动的影响。
Read morePolicy and legal triggersInvestors will monitor the impact of GRAP Stage III restrictions across Delhi-NCR, particularly on vehicle movement and construction activity.
CBI 对未来零售及其发起人（包括基肖尔·比亚尼）提起的 90.432 亿卢比诈骗案也将继续受到关注，调查进展及其对公司的潜在影响可能会被密切关注。
The CBI's ₹904.32-crore fraud case against Future Retail and its promoters, including Kishore Biyani, will also remain in focus, with developments in the investigation and its potential implications for the company likely to be watched.
因空气质量转为严重级别，德里-国家首都辖区实施 GRAP 第三阶段管控措施空气质量管理委员会作为预防性措施，在德里-国家首都辖区启动了分级响应行动计划第三阶段，此前由于不利天气条件，该地区空气质量急剧恶化。阅读更多CBI 立案调查未来零售、基肖尔·比亚尼涉嫌 90.4 亿卢比诈骗案；搜查孟买场所印度中央调查局已针对未来零售有限公司及其发起人（包括基肖尔·比亚尼和拉凯什·比亚尼）立案调查一起 90.432 亿卢比银行诈骗案，此前印度国家银行提出投诉。该机构于 11 月 6 日星期五在孟买对该公司发起人和董事关联的多处场所进行了搜查。
Delhi-NCR imposes GRAP Stage III curbs as air quality turns severeThe Commission for Air Quality Management has invoked Stage III of the Graded Response Action Plan across Delhi-NCR as a precautionary measure after the region's air quality sharply deteriorated due to unfavourable weather conditions. Read moreCBI registers ₹904-crore fraud case against Future Retail, Kishore Biyani; searches Mumbai premisesThe Central Bureau of Investigation has registered a ₹904.32-crore bank fraud case against Future Retail Ltd and its promoters, including Kishore Biyani and Rakesh Biyani, following a complaint by the State Bank of India . The agency also conducted searches at multiple premises linked to the company's promoters and directors in Mumbai on Friday, November 6.