【今日重點關注的財經數據與事件：2026年6月26日 週五】 ① 22:00 美國6月密歇根大學消費者信心指數終值 ② 22:00 美國6月一年期通脹率預期終值 ③ 23:30 美聯儲卡什卡利發表講話 ④ 次日01:00 美國至6月26日當週石油鑽井總數

China A-share photovoltaic equipment sector jumped in early trade; Jingang Photovoltaic rose over 8%, with TCL Zhonghuan, Yicheng New Energy, GCL Integration, Huamin Co. and JA Solar also higher.

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.