# HSBC: China's software sector is likely to see gains from rapid adoption of artificial intelligence.

*genai · news · 2026-05-08 · Devdiscourse*

## Key points

- HSBC analysts state AI adoption is benefitting, not threatening, China's traditional software providers.
- AI-related orders now account for approximately 7% of Chinese software firms' projected 2025 revenue.
- HSBC has initiated 'buy' ratings on Intsig and ArcSoft, citing overseas AI application monetization.
- Alternative pricing models like workflow- or outcome-based charges are supporting Chinese software earnings.

**Companies:** Intsig, ArcSoft, Kingdee, Yonyou
**Countries:** China

[Read the full story on Devdiscourse](https://www.devdiscourse.com/article/technology/3901018-hsbc-sees-ai-upside-for-china-software-stocks-despite-global-jitters)

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