原标题：创业板指半日跌超1% 零售板块逆市领涨受外围影响，三大指数开盘均跌超1%，沪指随后小幅回升，深成指弱势徘徊，创业板指跌幅则有所扩大。    BRATISLAVA, Slovakia -- A former prime minister of Slovakia who plans to end the country's military support for Ukraine is poised to return to office after his political party signed a deal Wednesday with two other parties to form a coalition government. The leftist Smer, or Direction, party captured 22.9% of the vote in Slovakia's Sept 30 parliamentary election. The party's leader, populist former Prime Minister Robert Fico, needed to find coalition partners to rule with a majority in the country's 150-seat Parliament.The memorandum signed Wednesday provides for a coalition of Smer, which holds 42 seats; the left-wing Hlas, or Voice, party, which placed third in the election and has 27 seats; and the ultra-nationalist and pro-Russia Slovak National Party, which has 10 lawmakers in the new parliament. Fico's former deputy in Smer, Peter Pellegrini, is the leader of Hlas. Pellegrini parted ways with Fico after the scandal-tainted Smer lost the previous election in 2020. Their reunion was a key to Fico’s ability to form a government.It was not immediately clear when President Zuzana Caputova might swear in the new government. Fico said he hoped to represent Slovakia at the next summit of the leaders of European Union member nations, which is scheduled for late October. As part of the coalition deal, Smer will get to appoint the prime minister and six other ministers, opening the way for Fico to serve as Slovakia's head of government for the fourth time. Hlas will get to name the parliament speaker and seven Cabinet ministers, and the Slovak National Party three ministers.The deal struck by the three groups means that the Progressive Slovakia party, a liberal, pro-Western newcomer that took second place in the election with 18% of the vote, will end up in the opposition. The party holds 32 seats in parliament. Fico campaigned on a pro-Russian and anti-American message. He has vowed to withdraw Slovakia’s military support for Ukraine, and his victory could further strain the fragile unity in the European Union and NATO.He said he wants Slovakia to remain a member of the EU and NATO but with “full respect” for his country's sovereignty.“The protection of sovereignty and national interests of Slovakia will be the government's priority,” Fico said. He pledged the protect his country against illegal migration that has been recently on the rise in Europe. Fico’s critics worry that his return to power could lead Slovakia to abandon its course in other ways, following the path of Hungary under Prime Minister Viktor Orbán and to a lesser extent of Poland under the Law and Justice party.。

B | 截至午间收盘，上证指数跌1.02%，报3230.49点。

C | 深证成指跌1.50%，报11745.14点。创业板指跌2.01%，报2499.35点。沪深两市所有交易个股涨跌比为681：4155，两市涨停31家，跌停3家。个股方面，目前涨停股部分如下：中百集团(10.07%)、浙江永强(10.08%)、锦州港(10.03%)、中远海特(10.00%)、美邦服饰(9.83%)。从盘面上看，行业板块大部分下跌。零售、燃气、港口航运板块领涨，化学原料、电力、汽车服务等领跌。燃气方面，24种产品价格上涨，26种下降。其中，液化石油气（LPG）比上期上涨3%。美国通胀及利率对A股是次要矛盾，A股市场自7月以来的结构市回摆，震荡下行，仍在继续。

D | 交易结构失衡得到修正后的短期企稳属于反弹性质，市场结构偏向均衡，但主线不清晰。

E | 结构市的回摆期，至少回吐50%的涨幅，挑选个股盈利的概率不超过20%。本轮周期，中国与美国经济与市场完全不同步，A股的核心矛盾不是担心估值下杀，而是景气稀缺。

F | 海外衰退预期上升对出口依赖型公司的盈利预测带来影响，而其它景气维持类资产在国内乃至全球资产中的稀缺性将进一步上升。

G | 在投资策略上，首选“高景气赛道、军品占比高、业绩增速快”的标的，次选“估值低分位，边际变化大”的标的，同时重点关注国改受益标的。

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