Zhitong App learned that China's A-share market was booming at the beginning of 2019, and the rise may not be over yet. In addition to the Shanghai Composite Index, Shenzhen Index, and GEM Index, the Shanghai and Shenzhen 300 Index, which foreign investors are more concerned about, has surged 25% since this year, and the RMB has also increased by more than 2% against the US dollar. The major US Wall Street banks Goldman Sachs and J.P. Morgan Chase still have room for improvement.

Goldman Sachs released a report on Saturday saying that there is still room for moderate and diversified expansion in the Chinese stock market. If trade frictions continue to come in, Chinese offshore stocks (that is, Chinese stocks other than A shares, major Hong Kong stocks) are expected to rise by an average of 4%, and stocks related to the Sino-US trade war will outperform, such as Nexteer (01316), Ruisheng Technology (02018), and Kingsley Biotech (01548); stocks that have benefited from RMB appreciation are also worth paying attention to, such as Shenzhen International Holdings (00152) and China Aoyuan (038) 83).

Komo said that the Chinese stock market is expected to gain momentum again, but it will rise at a slower pace, mainly because government policies will increase economic growth and corporate profits in the second half of the year. Among them, Chinese stocks are more worthy of increasing their holdings than RMB. Agricultural stocks may outperform basic metal stocks. For example, the prices of soybeans and aluminum are still low, and related stocks are expected to break out.