IT Sector Mein Hahakar! Market Neeche Giri, AI Ka Scary Impact

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AuthorIshaan Verma|Published at:
IT Sector Mein Hahakar! Market Neeche Giri, AI Ka Scary Impact
Overview

Aaj Indian share market mein badi girawat dekhne ko mili hai. Sensex aur Nifty dono neeche trading kar rahe hain, aur iska sabse bada reason hai IT sector mein hui zabardast bechwali. Share price ekdum se gir gaye hain.

IT Sector Pehli Line Mein Kyu Gira?

Aaj market mein jo girawat hui hai, uske peeche sabse bada reason hai Information Technology (IT) sector. Nifty IT index toh 2.1% toot gaya hai dopahar tak, aur is hafte toh lagatar giravat dikh rahi hai. Pichhle saal ke comparison mein Nifty IT index lagbhag 16% neeche hai. Iska main karan hai Artificial Intelligence (AI) ka dar.

Experts bol rahe hain ki AI ki wajah se India ki IT companies ke revenue mein 9% se 12% tak ki kami aa sakti hai agle 4 saal mein. Aap jante hain na, ki Indian IT companies ka 40% se 70% revenue application services se aata hai, aur AI usko affect kar sakta hai.

Major IT stocks jaise Tata Consultancy Services (TCS) aur Infosys, jo lagbhag 21-24x ke Price-to-Earnings (P/E) ratio par trade kar rahe the, aur Tech Mahindra, jiska P/E 33x se bhi upar hai, sab mein badi bechwali hui hai. Overall Nifty IT index ka P/E 25.7 hai, jo ab AI ke dar se scrutinized ho raha hai.

Market Indices Aur FII Outflows Ka Scene

IT sector ki is kamzori ka seedha asar bade market indices par pada hai. Sensex 368.37 points neeche trade kar raha tha, aur Nifty bhi 146.7 points gir gaya tha. Aur haan, Foreign Institutional Investors (FIIs) bhi aajkal thode cautious hain. Kal, yani Thursday ko, unhone shares ₹2,150.51 crore ke beche hain, jisne selling pressure ko aur badha diya.

RBI Ki Policy Aur Uska Asar

Reserve Bank of India (RBI) ne apni monetary policy mein koi change nahi kiya hai. Repo rate 5.25% par hi hai aur stance bhi 'neutral' rakha gaya hai. Ye sab toh pehle se hi expected tha, khaas kar Union Budget 2026-27 ke baad. Governor Sanjay Malhotra ne global geopolitical uncertainties ko rate pause karne ka reason bataya hai.

Waise toh RBI policy pause se market mein zyada harkat nahi hoti, par aajkal global economic situation aur tech sector ki problems ke karan is neutral stance ka koi khaas impact nahi dikha. Sabko lag raha tha ki shayad budget ke baad kuch support milega, par abhi toh IT sector ki girawat aur FII outflows zyada bhaari pad rahe hain.

Sectoral Divergence Aur Analysts Kya Bolte Hain?

Sabhi sectors ek jaisa perform nahi kar rahe hain. Jabki IT aur metal sectors mein girawat hai, select banking aur financial stocks jaise Kotak Mahindra Bank aur Bajaj Finance upar trade kar rahe hain. Analysts ki rai is par alag-alag hai. Kuch experts ka kehna hai ki IT sector mein current sell-off shayad zyada ho gaya hai, jabki kuch dusre jaise Jefferies ka manna hai ki AI ki wajah se revenue growth par 1 se 2 saal tak impact reh sakta hai.

Overall, market mein abhi caution ka mahol hai, aur IT sector filhal market ko neeche kheench raha hai.

Disclaimer:This content is for educational and informational purposes only and does not constitute investment, financial, or trading advice, nor a recommendation to buy or sell any securities. Readers should consult a SEBI-registered advisor before making investment decisions, as markets involve risk and past performance does not guarantee future results. The publisher and authors accept no liability for any losses. Some content may be AI-generated and may contain errors; accuracy and completeness are not guaranteed. Views expressed do not reflect the publication’s editorial stance.