金融工程周报：事缓则圆-20251102

• The report does not contain any specific quantitative models or factors for analysis and construction[1][2][3] - The report primarily focuses on macroeconomic trends, asset allocation strategies, and market outlooks without detailing quantitative models or factors[6][30][7] - No formulas, construction processes, or backtesting results for quantitative models or factors are provided in the report[13][16][20]