公募基金2025二季报分析：加仓通信减仓食品饮料，创业板配置权重明显提升

The provided content does not include any quantitative models or factors, nor does it discuss their construction, evaluation, or backtesting results. The report primarily focuses on fund positioning, sector and stock allocation, and related trends in the public equity fund market. Therefore, no relevant quantitative models or factors can be summarized from the given content.