Group 1 - The AI concept stocks in the Hong Kong market have shown strong performance, with notable increases in share prices for companies such as Lion Group, which surged over 44%, and Zhipu, which rose nearly 17% [1][2] - A significant number of AI industry chain companies have been listed in the Hong Kong market since the beginning of 2026, sparking a new wave of AI investment enthusiasm and potentially leading the industry into an expansion cycle [1][2] - Open Source Securities has indicated that leveraging capital markets to enhance financing capabilities will benefit the industry by increasing investment in model research and development, thereby driving demand for computing power and accelerating the commercialization of AI applications [1] Group 2 - Institutions are increasingly optimistic about the new track of "Generative Engine Optimization" (GEO) within the AI sector, which is seen as a catalyst for the current market trend [1] - AI search is gradually transforming user decision-making paths, with implications for digital marketing, e-commerce, and the content and experience economy, all of which are expected to provide real-world scenarios for large models [1]

Group 1 - The Hang Seng Index rose by 0.92%, gaining 245 points to reach 27,094 points, while the Hang Seng Tech Index increased by 1.54% [1] - Zhipu Technology (02513) surged over 16% after launching the first domestic chip training multimodal SOTA model in collaboration with Huawei [1] - Alibaba (09988) saw a rise of over 5% as it announced a significant increase in capital expenditure for Alibaba Cloud, with expectations of resilient profitability [1] - Alibaba Health (00241) increased by over 15% after the exclusive launch of Beimei Jing® and receiving the first overseas drug price certification [1] - Yidu Tech (02158) rose over 9% after winning first place in a smart healthcare innovation competition, showcasing its strong AI capabilities [1] - Tongdao Recruitment (06100) jumped over 10% due to market reassessment of its AI strategy and solid financials [1] - Baiaosaitu-B (02315) increased by over 6% after localizing its AI-driven antibody drug development platform [1] - Maifushi (02556) rose over 8%, with its stock price nearly doubling in three weeks after launching the GEO intelligent assistant [1] - MicroPort Scientific-B (02252) increased by over 8%, as the surgical robot industry is expected to enter a commercialization and policy acceleration phase [1] Group 2 - Hua Hong Semiconductor (01347) rose over 5% as Goldman Sachs noted that high capacity utilization supports product mix optimization and price increases [2] - Restaurant stocks led the gains, with expectations that most leading restaurant brands will see a recovery in customer traffic, leading to more rational competition [2] - Haidilao (06862) increased by 7%, while Jiumaojiu (09922) rose by over 5% [2] - Qiutai Technology (01478) surged by 13% after announcing a profit warning, projecting a 400% to 450% year-on-year increase in comprehensive profit for 2025 [2]

公开资料显示，目前迈富时已在GEO领域推出了具体产品——GEO智能助手。其中长城证券 （002939）发研报指，通过这一GEO智能助手工作台，用户可以通过构建企业知识库、内容投喂、完 善AI提示词等方式提升自身GEO能力，同时平台支持效果追踪的数据反馈，打通GEO智能营销完整链 路。此外，该平台可以识别品牌目前在AI中的可见度，并进行行业内竞争对手的比较，并提出优化建 议，持续实现GEO效果的优化升级。 迈富时(02556)再涨超11%，近三周股价接近翻倍。截至发稿，涨11.26%，报57.8港元，成交额3.26亿港 元。 消息面上，特斯拉CEO马斯克宣布，将在一周内开源决定其平台内容与广告推荐的全套算法代码，并承 诺此后每四周更新一次。此举被市场解读为生成式引擎优化(GEO)可能正式进入商业化加速期。东北证 券发布研报称，由于GEO渗透率提升+AI提供天然流量入口，GEO具备天然覆盖范围及流量优势，GEO 终局市场体量将大于SEO。 ...

公开资料显示，目前迈富时已在GEO领域推出了具体产品——GEO智能助手。其中长城证券发研报 指，通过这一GEO智能助手工作台，用户可以通过构建企业知识库、内容投喂、完善AI提示词等方式 提升自身GEO能力，同时平台支持效果追踪的数据反馈，打通GEO智能营销完整链路。此外，该平台 可以识别品牌目前在AI中的可见度，并进行行业内竞争对手的比较，并提出优化建议，持续实现GEO 效果的优化升级。 消息面上，特斯拉CEO马斯克宣布，将在一周内开源决定其平台内容与广告推荐的全套算法代码，并承 诺此后每四周更新一次。此举被市场解读为生成式引擎优化(GEO)可能正式进入商业化加速期。东北证 券发布研报称，由于GEO渗透率提升+AI提供天然流量入口，GEO具备天然覆盖范围及流量优势，GEO 终局市场体量将大于SEO。 智通财经APP获悉，迈富时(02556)再涨超11%，近三周股价接近翻倍。截至发稿，涨11.26%，报57.8港 元，成交额3.26亿港元。 ...

每经AI快讯，迈富时(02556.HK)盘中一度涨超8%，截至发稿涨5.27%，报53.95港元，成交额3.65亿港 元。 ...

消息面上，马斯克近期发文称，将在一周内正式开源X平台最新的内容推荐算法。这一举动被市场普遍 解读为"马斯克也要涉足GEO"。东北证券认为，AI时代GEO转为企业营销刚需，市场规模增长空间 大。根据Semrush预测，在2028年1月，AI搜索占比将高达52%，全面超过传统搜索并继续上升；根据 《2025中国GEO行业发展报告》，全球GEO市场规模预计在2025年达到了112亿美元，并预计在2030年 达到1007亿美元，而我国GEO市场规模将分别在2025年实现29亿美元，2030年实现240亿美元。 智通财经APP获悉，迈富时(02556)盘中再涨超8%，截至发稿，涨5.27%，报53.95港元，成交额3.65亿港 元。 据悉，作为全球领先的AI应用平台，迈富时已累计服务超过21万家企业。目前，迈富时GEO已深度落 地零售消费、B2B生产制造、汽车、家居、大健康、文旅、外贸出海等多行业。此外，迈富时 Marketingforce日前宣布全新升级GEO智能助手。强化生成式引擎优化（GEO）技术，构建全链路AI原 生营销闭环，助力企业抢占AGI时代AI搜索流量高地，沉淀品牌AI认知资产，筑牢消费者决策全链路竞 ...

迈富时 20260112 摘要 麦富迪 2025 年上半年实现利润转正，全年订单增速超 80%，预示 2026 年收入增长具有高度可预见性和确定性，为股票交易策略提供积 极信号。 GEO 业务始于 2025 年，基于 T4 营销大模型，通过网站分析、企业知 识库构建、AI 提示词生成、文章创作与投喂、数据追踪及效果可视化， 赋能企业营销。 T4 营销大模型积累了过去 20 年服务二十几万家企业的数据，覆盖 30 多个一级行业和 1,000 多个三级行业，为客户训练专属企业知识库，提 高内容生成质量。 麦富迪 GO 产品结合 T-Force 大模型和专属知识库，通过指令生成、文 章创作、风控机制、媒体投放和数据反馈，确保内容精准匹配，提高营 销效率。 GO 产品采用 SaaS 模式，起步费用为 1 万元，包含 1 万权益点数，根 据使用量灵活收费，满足不同规模企业需求，为投资者提供潜在的营收 增长点。 Q&A 请介绍一下麦富迪公司的 GEO 业务及其发展历程。 GEO 业务的发展始于 2025 年 Deepseek 时刻之后，由于大模型在应用端市 场接受度逐渐增加，麦富迪开始相关研究，并基于自身的 T4 营销大 ...

回溯其股价逻辑，不难发现与GEO行业热度的强关联性——马斯克1月10日的开源算法公告，被市场解 读为"巨头入局GEO"的信号，直接点燃赛道情绪；而迈富时此前已落地GEO业务的消息，成为资金追捧 的核心逻辑。对比2024年5月上市首日18.46%的涨幅、2025年5月因"AI Agent驱动扭亏为盈"实现11.26% 的单日上涨，此次股价爆发更具基本面支撑：不再是单纯的"概念炒作"，而是GEO业务从"技术布局"走 向"价值兑现"的市场反馈。 来源：同壁财经 GEO核心优势：从"链路打通"到"效果闭环"，构建差异化竞争力 2026年初，AI广告营销领域的"生成式引擎优化（GEO）"概念正以燎原之势席卷资本市场。从马斯克宣 布一周内开源X平台内容推荐算法引发行业震动，到中证传媒指数单日涨超8%、传媒ETF（512980）早 盘涨停，GEO作为"AI时代的SEO进化体"，已成为推动传媒与科技板块行情的核心动力。在此浪潮中， 港股上市公司迈富时（02556.HK）凭借前瞻性的GEO布局与扎实的技术落地，不仅收获了超18%的增 长，更凸显出其在这条千亿赛道上的独特竞争优势。 在GEO赛道仍处于早期发展阶段时，迈富时已通过 ...

公开资料显示，迈富时为GEO全链路AI解决方案标杆，作为全球领先的AI应用平台，累计服务超20万 家企业，前瞻性布局GEO领域并形成技术闭环。依托自研AI-Agentforce2.0智能体中台与Tforce营销大模 型，推出GEO智能助手及工作台，构建"内容投喂-模型交互-效果追踪"全流程服务链路，可精准识别品 牌在AI生态中的可见度并提供优化建议。 消息面上，马斯克近期发文称，将在一周内正式开源X平台最新的内容推荐算法。这一举动被市场普遍 解读为"马斯克也要涉足GEO"。太平洋证券指出，GEO生成式引擎优化是面向生成式AI应用的广告投 放技术，其通过广告内容投喂，使得广告内容被纳入AI信息库，进而提升广告内容在AI生成内容中的 被引用概率。 迈富时(02556)午后涨幅扩大逾30%，近11个交易日累计涨幅已超70%。截至发稿，涨26.39%，报49.04 港元，成交额8.04亿港元。 ...

Core Viewpoint - The stock of Mai Fushi (02556) has seen a significant increase, with a rise of over 30% in the afternoon session and a cumulative increase of more than 70% over the past 11 trading days, indicating strong market interest and potential investor confidence [1] Company Performance - As of the latest report, the stock price is at 49.04 HKD, with a trading volume of 804 million HKD [1] - The recent surge in stock price reflects positive market sentiment towards the company's developments and strategic positioning in the AI sector [1] Industry Insights - Elon Musk's announcement to open-source the latest content recommendation algorithm for the X platform is interpreted as a move towards Generative Engine Optimization (GEO), which is a technology aimed at enhancing advertising through generative AI applications [1] - Pacific Securities highlights that GEO involves feeding advertising content into an AI information database, thereby increasing the likelihood of the content being referenced in AI-generated outputs [1] Company Positioning - Mai Fushi is recognized as a benchmark for GEO full-chain AI solutions and is a leading global AI application platform, having served over 200,000 enterprises [1] - The company has strategically positioned itself in the GEO field, creating a technological closed loop through its self-developed AI-Agentforce 2.0 platform and Tforce marketing model [1] - The introduction of GEO intelligent assistants and workstations allows for a comprehensive service chain that includes content feeding, model interaction, and effect tracking, enabling precise visibility optimization for brands within the AI ecosystem [1]