Galaxy Securities says H2 2026 investment opportunities in the machinery
equipment sector center on three market themes: prioritise AI-related tech
growth — e.g., optical-module test instruments, AI PCB equipment and
consumables, and AI power-generation equipment; target strategic and emerging
industries highlighted in China’s 15th Five-Year Plan, such as humanoid robotics
and controlled nuclear fusion; and favour low-valuation, high-quality stocks
with rising industry beta in cyclical subsectors, including
construction/engineering machinery and machine tools.
