智通财经APP获悉，工程机械股今日普涨，截至发稿，森松国际(02155)涨7.29%，报4.27港元；三一国际(00631)涨5.65%，报4.3港元；中联重科(01157)涨4.79%，报3.94港元；中国重汽(03808)涨3.56%，报20.05港元。
华创证券指出，内销方面，挖掘机市场在今年3月开始持续改善，8月的销售数据再次证明了这一趋势。行业内对中挖预期出现改善，考虑到本轮下行周期中挖回调幅度更大，预计后续有望筑底反弹。未来设备更新的刚性需求以及政策法规的干预或将继续推动国内挖掘机市场的复苏。此外，在低基数的背景下，8月挖掘机出口同比首次转正。
此外，美联储4年来首次降息。东吴证券此前指出，长期来看，北美产能逐步释放，关税负面影响消退，利润增量明显。短期来看，美国明确降息预期叠加美国大选下制造业回流加速，市场需求有望回暖。
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