每日机构分析：5月29日

Group 1: Global Economic Outlook - Analysts from Swissquote Bank indicate that improved global economic growth expectations may enhance investor confidence, leading to a potential rise in major stock indices as corporate earnings outlook improves and risk appetite increases [1] - The lifting of tariffs could reduce friction costs in international trade, promoting operational efficiency for multinational companies and boosting overall economic activity [1] - The US dollar is expected to attract investment as risk aversion diminishes and economic growth prospects improve [1] Group 2: Impact of US Court Ruling on Tariffs - Moody's analysts highlight that the US court's decision to block tariff increases is a positive development for emerging markets severely affected by high reciprocal tariffs, as it may alleviate the cost burden on exports [2] - The uncertainty surrounding the government's potential appeal against the court ruling may lead investors to adopt a wait-and-see approach before making significant investment decisions [2][3] Group 3: Regional Economic Indicators - Westpac Banking's economists report a significant decline in New Zealand's business confidence index from 49.3% in April to 36.6%, indicating heightened concerns over trade conflicts [2] - The construction sector experienced the largest drop in confidence, reflecting specific challenges faced by the industry [2] - The Korean International Trade Association anticipates a reduction in the trade surplus between South Korea and the US, projecting a surplus of $55.6 billion in 2024, a 25% increase year-on-year [4] Group 4: Market Reactions and Investment Strategies - Analysts from ABC Refinery note that the US court ruling has led to a significant rise in the US dollar, which in turn has pressured gold prices lower [4] - Goldman Sachs suggests that traditional 60/40 investment portfolios face greater challenges amid rising global macro uncertainty, recommending increased allocations to gold and oil to enhance portfolio resilience [3]