印度缺乏人工智能贸易推动投资者押注高增长。印度股市表现不佳，再加上对人工智能的有限敞口，促使基金经理采取波动较大的高增长策略，以击败标准市场回报，即使外国投资者撤退。

India's lack of AI trade pushes investors towards volatile high-growth bets.Indian equity markets' underperformance, exacerbated by limited exposure to artificial intelligence, is prompting fund managers to adopt volatile high-growth strategies to beat standard market returns, even as foreign investors retreat.

周四早盘，BSE Sensex指数上涨70点，涨幅0.1%，至81844点，结束了前一交易日的下跌。该指数主要受到制药和医疗保健行业上涨的支撑，在特朗普政府澄清不打算对从外国进口的仿制药征收关税后，这两个行业分别上涨了1.2%和1.1%。科技板块也上涨0.4%，受软银支持的Graphcore计划在印度投资13亿美元芯片的消息提振，并领先于关键的季度收益。更广泛的指数追踪了华尔街隔夜的上涨，这是由科技股的强劲表现和人们对美联储今年可能进一步降息的日益增长的希望推动的。然而，汽车和银行股的下跌限制了上行势头。在TCS的收益报告公布之前，交易员也持谨慎态度，该报告将于今天收盘后公布。早期上涨股包括塔塔钢铁（2.5%）、HCL Tech（1.5%）和太阳制药（1.3%）。

The BSE Sensex rose 70 points, or 0.1%, to 81,844 in morning trade on Thursday, halting losses from the previous session. The index was mainly supported by gains in the pharmaceutical and healthcare sectors, which climbed 1.2% and 1.1% respectively, after the Trump administration clarified it is not planning to impose tariffs on generic drugs imported from foreign countries. The tech sector also advanced, up 0.4%, buoyed by news that SoftBank-backed Graphcore plans a $1.3 billion chip investment in India, and ahead of key quarterly earnings. The broader index tracked gains on Wall Street overnight, which were driven by strong performances in tech and growing hopes that the Fed could implement further rate cuts this year. However, upside momentum was capped by losses in auto and banking stocks. Traders were also cautious ahead of TCS’s earnings report, due after market close today. Among early gainers were Tata Steel (2.5%), HCL Tech (1.5%), and Sun Pharmaceutical (1.3%).

在早盘交易中，卢比兑美元汇率下跌3派萨，至88.78。印度卢比今天小幅下跌，兑美元汇率为88.78。投资者正密切关注美国的财政动态和贸易关税。

Rupee falls 3 paise to 88.78 against US dollar in early trade.The Indian Rupee saw a slight dip today, trading at 88.78 against the US Dollar. Investors are closely monitoring US fiscal developments and trade tariffs.

美元走软，印度储备银行在开盘时为卢比提供温和支持。美元走软可能会在周四开盘时给印度卢比带来小幅提振，尽管交易员表示，印度储备银行稳健的手仍然是更大的驱动力。

Softer dollar, RBI muscle to lend rupee mild support at open.A softer dollar may hand the Indian rupee a small boost at the open on Thursday, though traders say the Reserve Bank of India's steady hand remains the bigger driver.