【中金：海外工程机械需求超预期 后续海外建筑终端需求有望继续走强】中金发布研报称，近日全球工程机械主机厂发布2Q26业绩，目前工程机械国内主机厂海外收入占比约60%。该行认为后续海外建筑终端需求有望继续走强，具体来看数据中心及租赁需求带动北美需求，拉丁美洲主要受公共投资带动。建议关注三一重工，徐工机械，恒立液压，中联重科，卡特彼勒，维持盈利预测、评级及目标价不变。
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