Global Software Top Stock Picks from Analysts

Intsig Information

Market Cap: CN¥22.5b

Research and develops text recognition and commercial big data core technologies in China.

Kingsoft Cloud Holdings

Market Cap: US$3.0b

Provides cloud services to businesses and organizations primarily in China.

State Grid Information & Communication

Market Cap: CN¥18.8b

State Grid Information & Communication Co., Ltd.

Servyou Software Group

Market Cap: CN¥18.5b

Provides financial and tax information services in China.

Bitdeer Technologies Group

Market Cap: US$2.7b

Operates as a technology company for blockchain and high-performance computing (HPC) in Singapore, the United States, Bhutan, Norway, Finland, Ethiopia, Canada, and internationally.

SoundHound AI

Market Cap: US$2.7b

Provides independent voice artificial intelligence (AI) solutions that enables businesses across the automotive, TV, IoT, and customer service industries to deliver conversational experiences to customers in the United States, Korea, France, Japan, Germany, and internationally.

SUNeVision Holdings

Market Cap: HK$19.7b

An investment holding company, provides data centre and information technology (IT) facility services in Hong Kong.

Beijing Ultrapower Software

Market Cap: CN¥16.8b

Provides software and information technology services in China, Hong Kong, Macao, Taiwan, and internationally.

Keel Infrastructure

Market Cap: US$2.4b

Operates digital and energy infrastructure with focus on high-performance computing (HPC) and artificial intelligence (AI) workloads in North America, Canada, and the United States.

VNET Group

Market Cap: US$2.1b

An investment holding company, provides data center hosting and related services in China.

Phancy Group

Market Cap: HK$16.3b

An investment holding company, engages in operations of artificial intelligence (AI) platform in the People's Republic of China.

Beijing Haizhi Technology Group

Market Cap: HK$15.7b

Beijing Haizhi Technology Group Co., Ltd.

ArcSoft

Market Cap: CN¥13.4b

Provides algorithm licensing and system solutions in China.

Semitronix

Market Cap: CN¥13.0b

Provides characterization and yield improvement solutions for the semiconductor industry in China and internationally.

NextNav

Market Cap: US$1.8b

Provides positioning, navigation, and timing (PNT) solutions in the United States.

Longshine Technology Group

Market Cap: CN¥12.0b

Engages in software development in China and internationally.

Manycore Tech

Market Cap: HK$13.6b

Provides software-as-a-service platform that offers users with computer-aided design and modeling capabilities for residential, commercial, and industrial spaces in the People’s Republic of China and internationally.

Yusys Technologies

Market Cap: CN¥11.7b

Provides financial technology solutions in China and internationally.

SharonAI Holdings

Market Cap: US$1.7b

Operates as a computing company specializing in accelerated compute platforms, AI infrastructure, and cloud GPU environments.

Weaver Network Technology

Market Cap: CN¥11.6b

Engages in the research and development, sale, and service of collaborative management and mobile office software products in China.

Via Transportation

Market Cap: US$1.6b

Provides a platform that transforms global transportation systems into digital networks in the United States, Germany, and internationally.

Globant

Market Cap: US$1.6b

Provides technology services in the United States, rest of North America, Latin America, Europe, and internationally.

Taiji Computer

Market Cap: CN¥9.2b

Operates as a software and information technology service company in China.

Digiwin

Market Cap: CN¥9.1b

Provides industry-specific software solutions in Mainland China and internationally.

Deepexi Technology

Market Cap: HK$10.4b

Provides enterprise-level big-model AI application solutions in China.

Boost Run

Market Cap: US$1.2b

Provides artificial intelligence cloud infrastructure and high-performance computing solutions.

ZwsoftLtd

Market Cap: CN¥8.2b

Provides CAD/CAM/CAE solutions in China and internationally.

Braiin

Market Cap: US$1.2b

Operates as an agriculture and analytics services company that provides solutions to improve farming productivity using IoTs, Wireless Connectivity, Robotics, Software, and AI/ML in Australia and New Zealand.

Topsec Technologies Group

Market Cap: CN¥7.6b

Provides cybersecurity and intelligent cloud solutions for basic networks, industrial internet, internet of vehicles, and internet of things in China and internationally.

State Power Rixin Technology

Market Cap: CN¥7.3b

Engages in the provision of software and information technology services to the new energy industry in China and internationally.

Tansun Technology

Market Cap: CN¥7.2b

Provides information technology (IT) solutions and services for financial industry customers in China, Hong Kong, Macao, Taiwan, and internationally.

Tuya

Market Cap: US$1.0b

Provides artificial intelligence (AI) cloud platform services in the People’s Republic of China.

WhiteFiber

Market Cap: US$1.0b

Provides artificial intelligence (AI) infrastructure solutions.

Rezolve AI

Market Cap: US$969.2m

Provides generative AI solutions for the retail and e-commerce sectors in the United Kingdom and the United States.

Vitec Software Group

Market Cap: SEK 9.2b

Develops and delivers vertical software solutions in Sweden, Denmark, Finland, Norway, the Netherlands, the United States, and internationally.

Beijing CTJ Information Technology

Market Cap: CN¥6.4b

Beijing CTJ Information Technology Co., Ltd.