2025年7月，印度的工业生产增长了3.5%，比上个月的1.5%大幅回升，远远高于市场预期的2.1%的增长。这一结果支持了印度经济在美国政府8月份征收高额关税之前的强劲势头。制造业（5.4%对6月份的3.7%）和发电业（0.6%对-1.2%）实现了产出增长。反过来，矿商的产出以较温和的速度收缩（-7.2%对8.7%）。

The industrial production in India expanded by 3.5% in July of 2025, picking up sharply from the 1.5% increase in the previous month, and firmly above market expectations of a 2.1% expansion. The result supported the strong momentum for the Indian economy ahead of the aggressive tariffs placed by the US government in August. Output growth was carried by manufacturing (5.4% vs 3.7% in June) and a rebound for electricity generation (0.6% vs -1.2%). In turn, output for miners contracted at a softer pace (-7.2% vs .8.7%).

印度BSE Sensex指数周四收于80080.6点，跌幅约0.9%，为8月8日以来的最低水平，连续第二天下跌。包括汽车、IT、快速消费品和金属在内的大多数行业都出现了下跌，因为人们越来越担心美国对印度征收关税的影响。周三，美国政府对包括服装、鞋类和珠宝在内的印度商品加征25%的关税，使对新德里征收的关税总额达到50%。除此之外，持续的外国资金外流也打压了市场情绪。在数据方面，投资者热切期待周五公布的第二季度GDP数据，市场预计增长将放缓至6.6%，低于第一季度的7.4%。在主要推动者中，HCL Tech、塔塔咨询服务公司、电网、印孚瑟斯、HDFC银行、印度斯坦联合利华、Bharti Airtel和ICICI银行是主要落后者，跌幅在1%至近3%之间。Titan、Larsen&Toubro和Maruti领涨了少数几只股票。

India's BSE Sensex closed about 0.9% down at 80,080.6 on Thursday, its lowest since August 8 and extending losses for the second day. Most sectors, including Auto, IT, FMCG, and metals, posted declines amid mounting concerns about the impact of the tariff imposed by the US on India. On Wednesday, the US administration enforced an additional 25% tariff on Indian goods, including garments, footwear and jewellery, bringing the total amount of levies imposed on New Delhi to 50%. Besides this, persistent foreign fund outflows also weighed on sentiment. On the data front, investors eagerly awaited the release of Q2 GDP data on Friday, with markets expecting growth to slow to 6.6%, down from 7.4% in Q1. Among key movers, HCL Tech, Tata Consultancy Services, Power Grid, Infosys, HDFC Bank, Hindustan Unilever, Bharti Airtel and ICICI Bank were among the major laggards, with declines between 1% and nearly 3%. Titan, Larsen & Toubro, and Maruti led the few gainers.

卢比兑美元上涨6便士，收于87.63点。卢比兑美元汇率略有上升。这种上涨是因为美元走弱和原油价格下跌。

Rupee rises 6 paise to close at 87.63 against US dollar.The rupee saw a slight increase against the dollar. This rise happened because the dollar weakened and crude oil prices dropped.

尽管面临关税压力，卢比兑疲软美元仍连续下跌。周四，印度卢比在连续五个交易日下跌后上涨，因为美元走软和央行干预的赌注超过了美国额外关税的影响。

Rupee snaps losing streak against weak dollar despite tariff pressure.The Indian rupee advanced on Thursday after five straight sessions of logging losses, as a weaker dollar and bets of central bank intervention outweighed the impact of additional U.S. tariffs.