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Populist former prime minister in Slovakia signs a deal to form a new government_我的网站

A |     本篇评级为★★★，主要围绕以下内容展开：                    1、资金层面出现三个降温信号          2、存储龙头公布炸裂数据，带动的行情可持续吗？                    如有疑问请以音频内容为准，添加妙投小虎哥微信miaotou515，入群有机会与董小姐进一步交流。                   新闻解读评级说明：五星重磅，四星重要，三星级以下大家选择听。

B |     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.。                   1、资金层面出现三个降温信号          今天国内三大指数小幅下挫，这也呼应了全球市场的表现。最近两天，包括美国市场以及亚洲市场同步向下承压。国内当然有自己的逻辑，在5月份整体是受到资金驱动的市场，我们更关注的是资金层面上的一些数据和信号有没有出现变化，我们一起来汇总一下。

C |                    从资金层面上确实有几个变化值得警惕，出现了一些降温的迹象。最典型的包括杠杆资金，融资融券当中的融资净买入量减少了58亿（这是上一个交易日的数据）。现在也有一部分冒险性的资金显示出了减速的迹象，变得犹犹豫豫。同样，今天我们看沪深两市的成交量回落到了3万亿以下，最终定格在了2.9万亿。成交量本身是一个市场活跃度和亢奋情绪的指标，现在看上去也有回落。                   还有一个就是市场上的短期资金拆借利率。钱多了肯定对于市场的情绪是有向上烘托力量的；相反，如果钱少、利率快速上升，还是会带来压力。

D | 今天我们看到国内市场1天期的拆借利率和7天期的拆借利率（都是短期利率）出现了上涨，尤其是1天期的涨幅非常明显。从资金层面上零零星星这几天连续出现了这几个黄灯信号或者是降温信号，合在一起还是值得警惕的。

E | 要考虑到，5月份国内市场向上最大的支撑力其实不是来自于政策，也不是来自于基本面，而就是来自于资金。现在资金上面出现了一些压力，当然这个压力不光是国内市场承受，国内的压力还是偏小的，更多的压力来自于海外。                   本文为妙投付费内容，上述仅为摘要，购买本专栏即可解锁完整内容。新用户可免费领本专栏7天阅读体验机会，在妙投APP-我的-权益兑换 输入“妙投888”即可领取。

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Published on:10:17:54