Core Viewpoint - The report from CICC indicates that the machinery industry, particularly the technology innovation sector, presents significant investment opportunities looking towards 2026 [1] Group 1: Investment Opportunities - The technology innovation segment within the machinery industry is expected to have substantial investment potential [1] - Despite uncertainties in the export sector, the ongoing internationalization process and the anticipated interest rate cuts by the Federal Reserve are believed to create structural opportunities in external demand [1] Group 2: Domestic Demand Outlook - In the short term, there is unlikely to be widespread capacity expansion in downstream sectors [1] - However, as capacity is cleared and general enterprises transition towards growth industries, stock prices are expected to rebound [1]
中金：展望2026年 机械行业中科技创新板块仍具备较大投资机会
Xin Lang Cai Jing·2025-11-07 00:33