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HSBC Says AI Adoption Will Boost China Software Stocks

HSBC says AI adoption creates growth for Chinese software firms by improving efficiency. Analysts expect rising orders and overseas demand to drive a recovery.

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HSBC HOLDINGS PLC analysts forecast that AI adoption will drive a recovery in China software stocks, countering disruption fears. The sector currently trades below historical averages as global software indexes have fallen 15% this year. Investors can capitalize on lower model costs and rising AI-related orders, which now average 7% of 2025 revenue.

AI as a Growth Engine Not a Threat
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