金吾财讯 | 中金公司发研报指,展望2026年,判断机械行业中科技创新板块仍具备显著投资机会;其次,出口端虽面临不确定性,但随着国际化进程推进,叠加美联储降息落地等,该机构认为外需存结构性机遇;内需层面,下游短期难见大范围产能扩张,但随着产能出清和通用企业向成长行业转型,股价有望反弹。
金吾财讯 | 中金公司发研报指,展望2026年,判断机械行业中科技创新板块仍具备显著投资机会;其次,出口端虽面临不确定性,但随着国际化进程推进,叠加美联储降息落地等,该机构认为外需存结构性机遇;内需层面,下游短期难见大范围产能扩张,但随着产能出清和通用企业向成长行业转型,股价有望反弹。
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