周四，印度股市收盘大多小幅下跌，追随全球大多数股市，因为地缘政治风险和美联储的悲观信号维持了股市的疲软势头。BSE Sensex指数和NSE Nifty 50指数均下跌0.1%，连续第三个交易日下跌。正如预期的那样，美联储在6月份的会议上保持利率不变，但表现出略微鹰派的语气，暗示关税预计将对美国经济产生通胀影响。这一事件给在孟买交易的科技公司带来了压力，这些公司对美国客户有重大敞口，tech Mahindra、HCL tech、Infosys和TCS收盘时均大幅下跌。其他行业也出现下跌，因为以色列和伊朗冲突导致的油价上涨危及了印度的反通胀进程。

Indian stocks closed mostly slightly lower on Thursday, tracking most of its global counterparts as geopolitical risk and pessimistic signals from the Federal Reserve maintained the muted momentum for equities. Both the BSE Sensex and the NSE Nifty 50 dropped 0.1%, their third consecutive session in the red. The Federal Reserve maintained its rates unchanged in its June meeting, as expected, but struck a slightly hawkish tone by signaling that tariffs are expected to have an inflationary impact in the US economy. The event pressured tech companies traded in Mumbai that have major exposure to US clients, with Tech Mahindra, HCL Tech, Infosys, and TCS closing firmly lower. Other sectors also declined as higher oil prices stemming from the conflict between Israel and Iran jeoperdized India’s disinflation progress.

卢比触及三个月低点，因担心美国在中东冲突中的作用。周四，印度卢比跌至3月中旬以来的最低水平，因为避险情绪笼罩着金融市场，投资者关注美国参与以色列-伊朗冲突的可能性。

Rupee hits three-month low on worries over U.S. role in Middle East conflict.The Indian rupee fell to its weakest level since mid-March on Thursday as risk aversion gripped financial markets, with investors focused on the possibility of U.S. involvement in the Israel-Iran conflict.

中东紧张局势，进口商美元出价使卢比处于不利地位。印度卢比周四下跌，徘徊在两个多月来的最低水平，因为对伊朗-以色列空战升级的持续担忧导致油价上涨，并削弱了风险情绪。

Middle East tensions, importer dollar bids keep rupee on backfoot.The Indian rupee declined on Thursday to hover around its weakest level in over two months, as persistent worries about escalation in the Iran-Israel air war kept oil prices elevated and dented risk sentiment.

印度股市几乎持平，周四早盘交易中约为81504点，金融服务、汽车和耐用消费品的上涨抵消了制造业、医疗保健、石油和天然气、金属和房地产的下跌。尽管美联储暗示今年晚些时候可能降息两次，但在美联储连续第四次会议保持利率稳定后，投资者情绪仍然谨慎。美联储下调2025年和2026年的GDP预测，同时上调通胀预测，进一步打压了市场情绪。交易员还密切关注中东持续的地缘政治紧张局势和原油价格的波动，这可能会影响印度国内通胀前景。其中，Titan上涨0.9%，Mahindra&Mahindra上涨0.9%，JSW Steel上涨0.6%，Tech Mahindra和Adani Ports分别下跌2.6%和1.7%。

Shares in India were nearly flat, trading around 81,504 in early deals on Thursday, as gains in financial services, auto, and consumer durables offset declines in manufacturing, healthcare, oil & gas, metals, and real estate. Investor sentiment remained cautious after the US Federal Reserve held interest rates steady for a fourth consecutive meeting, despite signaling two potential rate cuts later this year. Sentiment was further weighed down by the Fed’s downward revision of its GDP forecasts for 2025 and 2026, alongside an upward revision of inflation projections. Traders also kept a close eye on ongoing geopolitical tensions in the Middle East and the volatility in crude oil prices, which could impact India's domestic inflation outlook. Among notable movers, Titan rose 0.9%, Mahindra & Mahindra added 0.9%, and JSW Steel gained 0.6%, while Tech Mahindra and Adani Ports fell by 2.6% and 1.7%, respectively.