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  外交部发言人郭嘉昆主持今天(21日)举行的例行记者会。在回答有关中韩涉海问题时,郭嘉昆表示,中韩两国海洋权益主张重叠,双方正在推进海域划界谈判,同时根据中韩渔业协定,在中韩暂定措施水域内积极开展合作。中方企业在上述暂定水域建立渔业养殖设施,这并不违反中韩的有关协定。中方通过海洋事务对话合作机制等渠道,向韩方介绍了有关情况,并保持着沟通,我们希望韩方能够客观理性地看待。

  (总台央视记者赵晶)

  摩根士丹利的迈克尔・威尔逊表示,由于存在严重经济放缓的风险,美国分析师正忙着下调盈利预期。

  这位策略师称,标普500指数成分股公司的盈利预期调整广度(即分析师上调预期与下调预期的比例)目前处于极少见到的水平,在没有经济衰退的情况下已接近下行极端水平。

  他在一份报告中写道:“企业面临的不确定性比疫情初期以来的任何时候都要多。这正在对盈利预期调整产生负面影响。”

  分析师的预期已大幅下降。彭博行业研究汇编的数据显示,他们将对标普500指数成分股公司第一季度每股收益增长的预期从年初的11.4%下调至6.9%。

  威尔逊指出,盈利预期调整广度几乎在一年前就达到了峰值。这比特朗普政府上台后标普500指数创下近期新高的时间要早得多,这支持了他的观点,即股票市场回调的程度比市场普遍认知的要深得多。

  他表示:“这就是为什么我们现在更有兴趣关注那些可能已经计入了轻度经济衰退影响的股票或板块,即使大盘指数尚未反映这一点。简而言之,如果经济衰退得以避免,股票市场可能在两周前就已经见底。如果不能避免,标普500指数可能会跌破此前的低点。”

  这位策略师认为,在经济衰退的风险被确凿数据证实或证伪之前(就业报告最为重要),标普500指数的波动区间可能在5000点至5500点之间。上周五,该指数收于这一区间的中间位置,接近5280点。

  今年以来,由于担心唐纳德・特朗普总统提议的关税将损害经济并加剧通货膨胀,美国股票市场出现了抛售。当前的财报季也未能有效提振市场情绪,投资者越来越多地在寻找美国以外的投资机会。今年到目前为止,不包括美国在内的摩根士丹利资本国际全球发达国家指数已上涨超过6%,而标普500指数的跌幅则为10%。

  威尔逊表示,目前国际市场的盈利预期调整正以越来越快的速度跟随美国下调。他指出,欧洲的调整似乎更为明显。

  他写道:“即使在市场下跌的情况下,美国股票市场相对于欧洲股票市场的表现也可能再次转而占优。”

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