宏观因子模型
Introduction
宏观周期四维因子追踪与打分。源自《基金实训宝典》课程的四维框架（内部政策 30% / 外部政策 25% / 内部经济 30% / 资产定价 15%），用联网搜索取最新数据，逐指标打分 -2~+2、写出可复核的加权算式，输出综合分 -100~+100、共振判定、六类市场情形归类、传导链推演、资产映射、建议仓位与反证清单。当用户询问"现在宏观环境怎么样""该多大仓位""市场处在周期哪个位置""帮我分析内外政策/经济/估值"或想定期追踪宏观因子时使用。所有数据必须附来源与日期，取不到写"未获取"，禁止编造。
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