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

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 report suggests that structural opportunities exist due to the advancement of internationalization and the anticipated interest rate cuts by the Federal Reserve [1] Group 2: Domestic Demand and Market Dynamics - In the domestic market, there is unlikely to be widespread capacity expansion in the short term; however, as capacity is cleared and general enterprises transition towards growth sectors, stock prices are expected to rebound [1]