主动量化周报：V型反转已启动，重视春节行情

• The report discusses the GDPNOW model, which is used for macroeconomic forecasting. The model predicts a GDP growth rate of 4.2% for Q1 2025, reflecting a marginal downward trend in short-term macroeconomic forecasts[17][19] - The BARRA style factors are analyzed, showing a preference for growth over value stocks this week. Factors such as profitability, investment quality, and high beta stocks performed well, while size factors showed a shift towards small and mid-cap stocks[30][31][33] - The report highlights the performance of style factors, with profitability factors (e.g., earnings quality and earnings stability) and high beta stocks benefiting from the market's upward trend. Size factors, however, experienced a pullback, indicating a tilt towards smaller-cap stocks[30][31][33]