Sensex and Nifty Rally for Third Day as Global Cues Ease Crude Fears
Indian equity markets extended their winning streak for the third consecutive session on Tuesday, driven by positive global sentiment and a significant de-escalation in Middle East tensions. The benchmark indices saw robust buying interest, marking a cumulative surge of nearly 4% for the Sensex over the last three trading sessions.
Benchmark Indices Hit New Heights
The BSE Sensex gained 544.15 points, or 0.71%, to close at 76,808.48, having touched an intraday high of 76,846.74. Similarly, the NSE Nifty 50 rose by 135.25 points, or 0.57%, to settle at 23,989.15, briefly crossing the 24,000 mark during the session.
This rally follows a powerful momentum building over three days, with the Sensex advancing 2,975.93 points (4%) and the Nifty climbing 827.55 points (3.57%) in total during this period.
IT Sector Leads the Charge
The rally was largely spearheaded by the Information Technology (IT) sector. HCL Technologies emerged as the standout performer on both the BSE and NSE, surging 3.55% to reach Rs 1,159. This jump followed the company's announcement of a Rs 1,427 crore investment to acquire a 10.46% stake in the government-backed AI developer, Sarvam AI.
Other significant gainers included:
- NTPC: Up 2.15% to Rs 355.55
- Bajaj Finserv: Up 2.12% to Rs 1,787
- Hindustan Unilever (HUL): Up 2.04% to Rs 2,200
- TCS & RIL: Both posted gains of over 1.6%
Conversely, the metal and auto sectors faced headwinds. Hindalco was the top loser on the Nifty 50, dropping 3.11%, followed by JSW Steel, which declined 1.72%.
Global Drivers: US-Iran Peace and Softening Crude
A primary catalyst for the market's optimism was the reported peace deal between the US and Iran regarding the reopening of the Strait of Hormuz. This development eased fears of energy supply disruptions, causing Brent crude prices to slide by 2% to trade at $81.45 per barrel.
Furthermore, the return of Foreign Institutional Investors (FIIs) provided much-needed liquidity. On Monday, FIIs turned net buyers, purchasing Indian equities worth Rs 200.05 crore. This positive sentiment was echoed in global markets, with the US Nasdaq Composite surging 3.07% and the S&P 500 gaining 1.65%.
Sectoral Performance Summary
市场在多个关键板块出现了广泛的买盘：
- 房地产： 上涨 2.27%
- 重点 IT 板块： 上涨 1.72%
- FMCG： 上涨 1.12%
- 能源： 上涨 1.00%
虽然 IT 和能源板块的权重股提供了支撑，但金属、大宗商品和汽车板块表现滞后，限制了指数进一步上涨的空间。
核心要点
- 连续三日上涨： 在过去连续三个交易日中，Sensex 指数上涨了 4%，Nifty 指数上涨了 3.57%。
- 地缘政治缓解： 美伊就重新开放霍尔木兹海峡达成协议，导致原油价格下跌，从而提振了投资者信心。
- IT 板块走强： 在对 AI 领域进行战略投资后，HCL Tech 领涨市场。