周四早盘交易中，BSE Sensex指数上涨305点，涨幅0.4%，至83715点，在7月9日最后期限前几天美国与越南达成贸易协议后，对贸易谈判持乐观态度，从而停止了前一交易日的下跌。在英国《金融时报》的一篇报道提到印度即将敲定与美国的临时贸易协定后，交易员继续关注美印贸易谈判的进展。最终数据也提振了市场情绪，因为印度私营部门的增长在2025年6月达到了14个月的峰值，服务业和制造业分别是10个月和14个月以来增长最快的。小盘股和中盘股也上涨，各上涨0.3%。大多数行业以绿色交易为主，汽车行业上涨1%，而科技行业在华尔街隔夜大幅上涨后上涨0.6%。早期上涨股包括马恒达和马恒达（1.3%）、亚洲涂料（1.3%），ICICI银行（1.1%）、马鲁蒂铃木（0.9%）和印孚瑟斯（0.9%）。

The BSE Sensex rose 305 points, or 0.4%, to 83,715 in early deals on Thursday, halting losses from the previous session amid optimism over trade negotiations following a US-Vietnam trade deal just days ahead of a July 9 deadline. Traders continued to monitor developments in the US-India trade talks after a Financial Times report mentioned that India is close to finalizing an interim trade agreement with the US. Final data also lifted sentiment, as India's private sector growth hit a 14-month peak in June 2025, with services and manufacturing rising the most in 10 months and 14 months, respectively. Small-caps and mid-caps also posted gains, rising 0.3% each. Most sectors traded in the green, led by the auto sector, which rose 1%, while the tech sector climbed 0.6%, following a sharp rise on Wall Street overnight. Early gainers included Mahindra & Mahindra (1.3%), Asian Paints (1.3%), ICICI Bank (1.1%), Maruti Suzuki (0.9%), and Infosys (0.9%).

汇丰银行印度服务业采购经理人指数从初步估计的60.7下调至2025年6月的60.4，此前一个月的最终PMI为58.8。尽管如此，最新数据标志着自去年8月以来最快的扩张，因为产量和新订单是10个月来增长最快的，主要受国内销售的推动。与此同时，新出口订单以三个月来最慢的速度增长，尽管仍是该系列历史上最强劲的订单之一。就业人数连续第37个月增加，尽管比5月份的记录有所放缓，但就业增长率仍超过了长期平均水平。在价格方面，投入成本通胀降至十个月低点，而产出价格通胀放缓，但仍高于系列趋势。最后，商业情绪恶化，跌至长期平均水平以下。

The HSBC India Services PMI was revised lower to 60.4 in June 2025 from 60.7 in the preliminary estimates, following a final 58.8 in the previous month. Still, the latest reading marked the fastest expansion since last August, as output and new orders grew the most in 10 months, mainly boosted by domestic sales. Meanwhile, new export orders rose at the slowest pace in three months, albeit remaining among the strongest in the series' history. Employment increased for the thirty-seventh consecutive month, with the rate of job growth outpacing its long-run average despite slowing from May's record. On the price front, input cost inflation eased to a ten-month low, while output price inflation slowed but remained above the series trend. Finally, business sentiment deteriorated and fell below its long-run average.

2025年6月，汇丰印度综合采购经理人指数为61.0，与初步估计相符，为2024年4月以来的最高水平。该指数高于5月份的59.3，反映出整个经济的强劲势头，因为服务业活动以10个月来最快的速度扩张，制造业产出以14个月来的最快速度增长。新业务总量大幅增长，创下2024年8月以来的最快增长，这得益于海外销售的创纪录扩张。然而，在服务提供商放缓的推动下，就业增长有所放缓，尽管整体扩张率仍保持历史强劲水平。在通胀方面，投入成本压力降至2024年8月以来的最低水平，而产出价格则以三个月来最慢的速度上涨。就这两个指标而言，制造业和服务业的放缓是广泛的。

The HSBC India Composite PMI stood at 61.0 in June 2025, matching the flash estimate and marking the highest level since April 2024. The reading was up from 59.3 in May, reflecting strong momentum across the economy as services activity expanded at the fastest pace in ten months and manufacturing output grew at the quickest rate in 14 months. Total new business rose sharply, posting the fastest increase since August 2024, supported by a record expansion in overseas sales. However, employment growth softened, driven by a slowdown among service providers, though the overall rate of expansion remained historically strong. On the inflation front, input cost pressures eased to their weakest level since August 2024, while output prices rose at the slowest pace in three months. For both indicators, the slowdown was broad-based across the manufacturing and services sectors.

印度汇丰服务业采购经理人指数为60.4，低于6月份的预期（60.7）。印度汇丰服务业采购经理人指数为60.4，低于6月份的预期（60.7）

India HSBC Services PMI came in at 60.4, below expectations (60.7) in June.India HSBC Services PMI came in at 60.4, below expectations (60.7) in June