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HSBC: China's software sector is likely to see gains from rapid adoption of artificial intelligence.
HSBC analysts state AI adoption is benefitting, not threatening, China's traditional software providers.
KEY POINTS
- 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
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