金融工程周报：流动性问题的小预演-20251019

• The report does not contain specific quantitative models or factors for analysis[2][3][4] - The report primarily discusses macroeconomic trends, asset allocation strategies, and market observations without detailing quantitative models or factor construction[2][3][4] - No formulas, construction processes, or backtesting results for quantitative models or factors are provided in the report[2][3][4]