印度BSE Sensex指数周三收于82693.7点，上涨约0.4%，创下7月23日以来的新高，连续第二天上涨，反映出积极但谨慎的情绪。IT、银行和汽车是表现最好的行业，而金属和快速消费品则出现了盈利记录。投资者对印度和美国之间正在进行的贸易谈判的结果保持乐观。周二举行高级别会议后，双方同意加紧努力，早日达成一项互惠互利的贸易协定。围绕政策改革和国内资金流入的积极情绪也继续支持市场情绪，但在美联储政策决定之前，持续的金融情报机构抛售和谨慎限制了这一势头。在商业方面，SBI、BEL、Kotak Mahindra Bank和Maruti是涨幅最大的银行之一，涨幅在1%至近3%之间。相比之下，Bajaj Finserv、Titan、ITC和塔塔钢铁是最大的落后者。

India's BSE Sensex closed about 0.4% up at 82,693.7 on Wednesday, a fresh high since July 23 and extending gains for a second day, reflecting a positive yet cautious mood. IT, banking, and auto were the top-performing sectors, whereas metals and FMCG experienced profit-booking. Investors stayed optimistic about the outcome of ongoing trade negotiations between India and the United States. Following a high-level meeting on Tuesday, it was agreed to step up efforts to reach an early, mutually beneficial Trade Agreement. Positive sentiment around policy reforms and domestic inflows also continued to support market sentiment, but ongoing FII selling and caution ahead of the US Fed policy decision capped the momentum. On the business front, SBI, BEL, Kotak Mahindra Bank and Maruti were among the top gainers, adding between 1% and nearly 3%. By contrast, Bajaj Finserv, Titan, ITC and Tata Steel were the biggest laggards.

美联储决定前卢比上涨，美印贸易谈判提振市场情绪。周三，印度卢比触及两周多来的高点，受美联储预期降息前美元暴跌以及对美印贸易谈判的乐观情绪提振。

Rupee rises ahead of Fed decision, US-India trade talks lift sentiment.The Indian rupee touched a more than two-week high on Wednesday, boosted by a slump in the U.S. dollar ahead of an expected rate cut by the U.S. Federal Reserve and optimism over U.S.-India trade talks.

周三早盘，BSE Sensex指数上涨258点，涨幅0.3%，至82639点，连续第二个交易日上涨，并保持在7月23日以来的最高水平，这得益于对美印贸易谈判的乐观情绪。交易员还展望了美联储的货币政策会议，市场预计美联储将降息25个基点，这是自去年12月以来的首次降息。在唐纳德·特朗普总统宣布一项允许TikTok继续在美国运营的协议后，美中贸易紧张局势的缓解也提振了市场情绪。Nifty 50指数也上涨了0.3%，收于25300点以上，而小盘股和中盘股分别上涨了0.6%和0.2%。科技、能源和汽车类股领涨，其中UltraTech Cement（1.1%）、塔塔汽车（0.9%）、Kotak Mahindra Bank（0.9%），Maruti Suzuki（0.9%）和塔塔咨询服务（0.8%）领涨。

The BSE Sensex climbed 258 points, or 0.3%, to 82,639 in morning trade on Wednesday, rising for the second straight session and holding at its highest level since July 23, buoyed by optimism over US-India trade talks. Traders also looked ahead to the US Federal Reserve’s monetary policy meeting, with markets expecting the central bank to cut interest rates by 25 basis points — the first reduction since last December. Easing trade tensions between the US and China also lifted sentiment, after President Donald Trump announced an agreement allowing TikTok to continue operating in the US. The Nifty 50 also rose 0.3% to trade above 25,300, while small-cap and mid-cap stocks gained 0.6% and 0.2%, respectively. Technology, energy, and auto stocks led the gains, with notable advances from: UltraTech Cement (1.1%), Tata Motors (0.9%), Kotak Mahindra Bank (0.9%), Maruti Suzuki (0.9%), and Tata Consultancy Services (0.8%).

美国拒绝了印度在世界贸易组织（WTO）就华盛顿对铜和铜衍生产品征收50%关税进行磋商的请求，辩称这些关税不是新德里声称的保障措施。据《经济时报》报道，美国告诉世贸组织，印度寻求磋商“没有依据”。本月早些时候，印度根据世贸组织《保障措施协定》提出了这一请求。这标志着印度在此前就钢铁和铝、汽车和汽车零部件问题发生争端后，第三次寻求与美国和华盛顿进行世贸组织磋商。根据1962年《贸易扩张法》第232条，美国从8月1日起对进口的半成品和衍生铜的铜输入值征收50%的关税。该措施将无限期适用。

The United States has rejected India’s request for consultations at the World Trade Organization (WTO) regarding Washington’s 50% tariffs on copper and copper derivative products, arguing that the tariffs are not safeguard measures, as claimed by New Delhi. According to The Economic Times, the US told the WTO that there is “no basis” for India to seek consultations. Earlier this month, India had initiated the request under the WTO Agreement on Safeguards. This marks the third instance of India seeking WTO consultations with the US and Washington refusing, following previous disputes over steel and aluminium, and automobiles and auto components. The US imposed a 50% tariff on the copper input value of semi-finished and derivative copper imports beginning August 1, under Section 232 of the Trade Expansion Act of 1962. The measure is set to apply indefinitely.