尽管近期表现不佳,但全球AI市场回撤仍刺激了印度的吸引力。 Global AI market pullback boosts India’s appeal despite weak near-term performance.

全球AI市场热情在34%的集会后正在冷却,布隆伯格AI指数比峰值下降了4%。 Global AI market enthusiasm is cooling after a 34% rally, with the Bloomberg AI Index down 4% from its peak. 投资者正在将资本从高估的人工智能股票转向更平衡的市场,尽管印度的摩根斯坦利资本国际公司印度指数在过去一年中下降了1%,但印度还是从中获益。 Investors are shifting capital from overvalued AI stocks to more balanced markets, benefiting India despite its MSCI India Index falling 1% over the past year. 印度表现不佳的原因是AI部门接触有限,依赖传统工业,以及收入预测下降,促使外国投资者停靠1.5万卢比。 India’s underperformance stems from limited AI sector exposure, reliance on traditional industries, and declining earnings forecasts, prompting foreign investors to pull over Rs 1.5 lakh crore. 然而,强劲的宏观基本面、强劲的消费以及预期26-27财政年度13-16%的收入增长可以吸引新的外国兴趣,因为大赦国际的估值是适度的。 However, strong macro fundamentals, robust consumption, and expected 13–16% earnings growth in FY26–27 could attract renewed foreign interest as AI valuations moderate. 分析家认为印度股票是“AI对冲 ” , 汇丰银行建议“超重 ” , 建议逐步修改AI, 可能会增强人们对印度长期潜力的信心。 Analysts view Indian equities as an "AI hedge," with HSBC recommending an "overweight" stance, suggesting a gradual AI correction may boost confidence in India’s long-term potential.