国元证券晨会纪要-20250529

Core Insights - The report highlights the pressure from former President Trump on Harvard University to set a 15% cap on international student enrollment, indicating potential regulatory changes in the education sector [3] - The Federal Reserve's May meeting minutes reveal increased uncertainty regarding the economic outlook, which may impact monetary policy decisions [3] - New Zealand's central bank has lowered interest rates for the sixth consecutive time, reflecting ongoing economic challenges [3] Economic Data Summary - The Baltic Dry Index decreased by 3.28% to 1296.00, indicating a decline in shipping rates [4] - The Nasdaq Composite Index fell by 0.51% to 19100.94, while the Dow Jones Industrial Average decreased by 0.58% to 42098.70, suggesting a bearish trend in U.S. equities [4] - The price of ICE Brent crude oil increased by 1.39% to 64.98, while the U.S. dollar index rose by 0.28% to 99.90, indicating fluctuations in commodity and currency markets [4] - The Hang Seng Index closed at 23258.31, down 0.53%, reflecting a decline in the Hong Kong market [4] - The Shanghai Composite Index remained relatively stable, closing at 3339.93 with a slight decrease of 0.02% [4]