早盘交易中，卢比兑美元汇率上涨40派萨，至87.68。周四早盘，印度卢比兑美元汇率上涨40派萨。这一增长得到了央行干预和美元指数走弱的支持。

Rupee rises 40 paise to 87.68 against US dollar in early trade.The Indian Rupee strengthened by 40 paise against the US Dollar in early trade on Thursday. This rise was supported by central bank intervention and a weaker dollar index.

周四早盘，BSE Sensex指数上涨373点，涨幅0.5%，至82978点，连续第二个交易日上涨，这得益于对季度收益的乐观情绪和持续的外资流入。整体指数触及9月18日以来的最高水平，几乎所有行业都在绿色交易，汽车、金融服务和银行股领涨。然而，在该国最大的两家IT公司Infosys和Wipro发布盈利报告之前，IT行业的小幅亏损部分抵消了这一反弹。印度储备银行行长Sanjay Malhotra在10月1日的货币政策审查中发表的声明进一步提振了市场情绪，该声明表明9月季度GDP增长强劲。尽管如此，持续的美中贸易紧张局势限制了更广泛的市场涨幅。在个股中，安讯士银行在公布第二季度净息差好于预期后飙升2.5%。紧随其后的是Titan（1.8%）、Tata Motors（1.7%）、Adani Ports（1.5%）和Mahindra&Mahindra（1.4%）。

The BSE Sensex rose 373 points, or 0.5%, to 82,978 in morning trade on Thursday, gaining for the second straight session, supported by optimism over quarterly earnings and continued foreign inflows. The broader index touched its highest level since September 18, with nearly all sectors trading in the green, led by auto, financial services, and banking stocks. However, the rally was partially offset by slight losses in the IT sector, ahead of earnings reports from Infosys and Wipro, two of the country's largest IT firms. Sentiment was further boosted by RBI Governor Sanjay Malhotra’s statement during the October 1 monetary policy review, which suggested strong GDP growth for the September quarter. Still, ongoing US-China trade tensions capped broader market gains. Among individual stocks, Axis Bank surged 2.5% after reporting better-than-expected net interest margins in Q2. It was followed by gains in Titan (1.8%), Tata Motors (1.7%), Adani Ports (1.5%), and Mahindra & Mahindra (1.4%).

敏感指数升至83024.00点，为2025年9月以来的最高点。在过去的4周里，敏感指数上涨了0.37%，在过去的12个月里，它上涨了2.46%。

SENSEX increased to 83024.00 Index Points, the highest since September 2025. Over the past 4 weeks, SENSEX gained 0.37%, and in the last 12 months, it increased 2.46%.

印度10年期G-Sec的收益率降至6.48%，为三周来的最低水平，此前印度储备银行的鸽派信号加强了对近期降息的押注。央行会议纪要显示，政策制定者对宽松政策越来越开放，行长马尔霍特拉指出，通胀预测的下调为支持增长提供了政策空间。印度9月份的通胀率降至1.54%，为八年来的最低水平，低于印度储备银行2-6%的目标和1.7%的市场预测，这加强了12月份降息的理由。本月早些时候，印度储备银行保持利率不变，尽管两名小组成员赞成从中性立场转向宽松立场，这表明可能会放松政策，以支持在美国关税压力下的经济。在最新的贸易更新中，美国总统特朗普表示，莫迪总理同意停止购买俄罗斯石油，尽管新德里尚未证实，因为其贸易团队继续在华盛顿与美国官员进行谈判。

The yield on India’s 10-year G-Sec dropped to 6.48%, its lowest level in three weeks, after dovish signals from the Reserve Bank of India strengthened bets of a near term rate cut. The central bank’s meeting minutes showed policymakers increasingly open to easing, with Governor Malhotra noting that the downward revision in inflation projections provides policy space to support growth. India’s inflation eased to 1.54% in September, the lowest in eight years and below both the RBI’s 2–6% target and market forecasts of 1.7%, strengthening the case for a December rate cut. The RBI kept rates unchanged earlier this month, though two panel members favored moving from a neutral to an accommodative stance, signaling potential policy easing to support an economy under pressure from US tariffs. In the latest trade update, US President Trump said PM Modi agreed to halt Russian oil purchases, though New Delhi has yet to confirm, as its trade team continues talks with US officials in Washington.