中金公司机械行业2026年展望：科技创新板块仍具备显著投资机会

Group 1 - The core viewpoint is that the machinery industry, particularly the technology innovation sector, presents significant investment opportunities looking towards 2026 [1] - Despite uncertainties in the export sector, there are structural opportunities due to the advancement of internationalization and the anticipated interest rate cuts by the Federal Reserve [1] - In terms of domestic demand, while there is unlikely to be a large-scale capacity expansion in the short term, stock prices are expected to rebound as capacity is cleared and general enterprises transition to growth industries [1]