报告导读：风格轮动模型方面，模型Q3发出小盘、成长信号；8月市场偏向小盘、成长风格，模型得到持续印证。行业轮动模型方面，8月，两行业组合超额均超过4%。9月，单因子策略、复合因子策略推荐配置的多头行业均涵盖计算机、通信、传媒行业。风格轮动模型方面，2025Q3，大小盘双驱轮动策略发出小盘信号，8月，小盘持续占优，相对大盘的月超额为1.34%。2025Q3，价值成长轮动策略发出成长信号；8月，成长...
Source Link报告导读：风格轮动模型方面，模型Q3发出小盘、成长信号；8月市场偏向小盘、成长风格，模型得到持续印证。行业轮动模型方面，8月，两行业组合超额均超过4%。9月，单因子策略、复合因子策略推荐配置的多头行业均涵盖计算机、通信、传媒行业。风格轮动模型方面，2025Q3，大小盘双驱轮动策略发出小盘信号，8月，小盘持续占优，相对大盘的月超额为1.34%。2025Q3，价值成长轮动策略发出成长信号；8月，成长...
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