印度3个月期国债 (India3M) 加自选

周五上午，BSE Sensex指数下跌813点，跌幅1.0%，至80614点，连续第二个交易日下跌，触及五周低点，原因是以色列对伊朗发动军事打击后，中东紧张局势加剧，投资者感到恐慌。Nifty 50指数也下跌了约1%，延续了其下跌趋势。在特朗普总统重新引发对单边关税的担忧后，美国期货价格暴跌进一步打击了市场情绪。他还批评了美联储主席鲍威尔，称他为“傻瓜”，同时加大了降息的压力。损失范围广泛，运输、物流和能源矿产领跌。周四，印度航空公司的一架飞机在艾哈迈达巴德坠毁，造成机上近242人死亡，航空公司股票下跌。环球航空下跌近4%，而SpiceJet下跌2%。值得注意的下跌股包括巴拉特石油公司（-3.0%）、阿达尼港口公司（-2.1%）、信实工业公司（-1.6%）和巴贾吉汽车公司（-1.4%）。本周，Sensex指数在前一时期上涨后，预计将下跌1.7%。

The BSE Sensex tumbled 813 points or 1.0% to 80,614 on Friday morning, marking its second straight session of losses and hitting a five-week low as rising Middle East tensions spooked investors following Israeli military strikes on Iran. The Nifty 50 also slipped around 1%, extending its decline. Sentiment was further hit by a slump in U.S. futures after President Trump reignited fears of unilateral tariffs. He also criticized Fed Chair Powell, calling him a “numbskull,” while ramping up pressure for rate cuts. Losses were broad-based, with transport, logistics, and energy minerals leading the drop. Airline stocks sank after an Air India plane crashed in Ahmedabad Thursday, killing near 242 people on board. Interglobe Aviation fell nearly 4%, while SpiceJet dropped 2%. Notable decliners included Bharat Petroleum (-3.0%), Adani Ports (-2.1%), Reliance Industries (-1.6%), and Bajaj Auto (-1.4%). For the week, the Sensex is on track for a 1.7% loss, after gains in the prior period.

敏感指数跌至5周低点80428.00点。在过去的4周里，敏感指数上涨了0.67%，在过去的12个月里，它上涨了6.35%。

SENSEX decreased to a 5-week low of 80428.00 Index Points. Over the past 4 weeks, SENSEX gained 0.67%, and in the last 12 months, it increased 6.35%.

周五上午，由于地缘政治紧张局势加剧和贸易不确定性增加，印度卢比跌至86.17的八周低点。此前，以色列在没有美国支持的情况下对伊朗发动空袭，引发了人们对伊朗报复的担忧，并推动油价上涨了近10%。油价上涨引发了人们对印度贸易平衡的担忧，进一步压低了卢比。特朗普总统表示，他可能会延长7月8日的关税最后期限，但也表示将采取更强硬的立场，计划致函贸易伙伴，概述单边关税税率，这加剧了外部压力。然而，一些损失受到美印贸易谈判进展迹象的限制，特别是在工业品、农业和关税方面。印度外交部表示希望在停战协议到期之前敲定协议。在国内，5月份通胀率从4月份的3.16%降至2.82%，为2019年2月以来的最低水平，低于预期，接近印度储备银行2%的较低容忍区间。

The Indian rupee fell to an eight-week low of 86.17 on Friday morning amid rising geopolitical tensions and trade uncertainty. The decline followed Israel’s airstrikes on Iran without U.S. backing, sparking fears of Iranian retaliation and driving oil prices up nearly 10%. Higher oil prices raised concerns about India’s trade balance, pressuring the rupee further. Adding to the external stress, President Trump said he might extend the July 8 tariff deadline but also signaled a tougher stance by planning to send letters to trade partners outlining unilateral tariff rates. However, some losses were limited by signs of progress in U.S.-India trade talks, particularly on industrial goods, agriculture, and tariffs. India’s Foreign Ministry expressed hope of finalizing a deal before the truce expires. Domestically, inflation eased to 2.82% in May, the lowest since February 2019, down from 3.16% in April and below expectations, nearing the RBI’s lower 2% tolerance band.

美元兑印度卢比升至8周高点86.17。在过去的4周里，美元印度卢比上涨了0.66%，在过去的12个月里，它上涨了2.99%。

USDINR increased to an 8-week high of 86.17. Over the past 4 weeks, US Dollar Indian Rupee gained 0.66%, and in the last 12 months, it increased 2.99%.