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被爆炒个股澄清“不涉及”“无收入” GEO概念公司集体“拉警报”
Di Yi Cai Jing· 2026-01-13 13:52
1月13日,引力传媒(603598.SH)、人民网(603000.SH)、新华网(603888.SH)再度涨停。其中, 引力传媒在近7个交易日走出6个涨停板,人民网、新华网则在最近两个交易日连续涨停。此外,浙文互 联(600986.SH)、浙数文化(600633.SH)在盘中涨停后大幅跳水。 人民网、浙数文化均表示,目前不涉及GEO业务。其中,2026年1月5日至13日期间,人民网累计上涨 33.75%,股价短期涨幅较大。 GEO(生成式引擎优化)概念股大涨,多家上市公司紧急提示风险,纷纷表示"不涉及GEO业 务"或"GEO业务未形成收入"。 (文章来源:第一财经) 引力传媒、新华网、浙文互联则都表示GEO业务尚未形成收入。 其中,引力传媒(603598.SH)近期涨幅最大。自2025年12月30日至2026年1月13日期间,该公司股票 累计上涨97.54%。 浙文互联也是类似的情况,GEO业务尚未形成收入。但是自2026年1月5日以来,股价累计涨幅 43.99%。该公司的最新动态市盈率为132.13倍,根据申万行业分类,所属"传媒行业"市盈率为53.13倍。 该公司前三季度业绩处于下滑状态。2025年前三季 ...
被爆炒个股澄清“不涉及”“无收入”,GEO概念公司集体“拉警报”
Di Yi Cai Jing· 2026-01-13 13:51
浙文互联也是类似的情况,GEO业务尚未形成收入。但是自2026年1月5日以来,股价累计涨幅 43.99%。该公司的最新动态市盈率为132.13倍,根据申万行业分类,所属"传媒行业"市盈率为53.13倍。 引力传媒、新华网、浙文互联则都表示GEO业务尚未形成收入。 其中,引力传媒(603598.SH)近期涨幅最大。自2025年12月30日至2026年1月13日期间,该公司股票 累计上涨97.54%。 该公司的最新动态市盈率为311.50倍,最新市净率为40.53倍,显著高于行业平均水平。截至2026年1月 13日,引力传媒所处的L7租赁和商务服务业的最新静态市盈率为32.49倍,最新市净率为2.23倍。 面对飙涨的股价,引力传媒称,公司GEO事业部仍处于组建筹划阶段,GEO业务尚未形成成熟的商业 模式,其市场认可度及盈利模式均存在不确定性,该业务尚未形成相关收入。目前,公司主营业务仍为 广告代理服务。 同时,该公司提示称,业绩存在波动风险。2025年前三季度,引力传媒实现营业收入64.62亿元,实现 归属于上市公司股东的净利润2036.02万元,毛利率2.69%,较去年同期下降1.73个百分点,主要系行业 竞争 ...
GEO概念火热 多家上市公司回应相关业务进展
Di Yi Cai Jing· 2026-01-13 13:29
浙文互联:公司GEO业务尚未形成成熟的盈利模式,目前尚未形成相关收入 (本文来自第一财经) 2连板人民网:目前不涉及GEO业务 2连板新华网:GEO业务未形成收入 浙数文化:相关子公司的主营业务为数字营销服务和广告代理服务等,不涉及GEO业务 3连板引力传媒:GEO业务尚未形成收入 GEO概念今日持续活跃,多只概念股发布公告回应相关业务布局情况: ...
GEO概念逆势暴涨,多家上市公司回应相关业务情况
2 1 Shi Ji Jing Ji Bao Dao· 2026-01-13 13:24
1月13日晚间,多家上市公司公开回应相关业务情况。 引力传媒(603598.SH)发布股票交易异常波动暨风险提示公告,公司关注到有媒体将公司列为GEO概念 股。目前,公司主营业务仍为广告代理服务。截至目前,公司GEO事业部仍处于组建筹划阶段。公司 GEO业务尚未形成成熟的商业模式,其市场认可度及盈利模式均存在不确定性,该业务尚未形成相关 收入。 浙文互联(600986.SH)发布风险提示公告,公司关注到有媒体将公司列为GEO概念股。截至本公告披露 之日,公司GEO业务尚未形成成熟的盈利模式,市场认可度及盈利性均存在不确定性,目前尚未形成 相关收入。 新华网(603888.SH)公告称,公司股票1月5日至1月13日收盘价累计涨幅38.5%,高于行业平均水平。公 司GEO业务未形成收入:近日,有媒体将公司列为GEO概念股。经自查,公司GEO业务尚未形成成熟 的盈利模式,市场认可度及盈利性均存在不确定性,目前尚未形成收入。 南方财经全媒体集团投资传媒记者 李昊 1月13日,GEO(生成式引擎优化)概念股逆市大涨。消息面上,马斯克近期发文称,将会在7天内开 源新的算法,包括所有用于决定向用户推荐哪些自然内容和广告帖子 ...
GEO概念股爆火!多家公司紧急提示!
Zheng Quan Ri Bao Zhi Sheng· 2026-01-13 13:20
Group 1 - The core viewpoint of the articles highlights the rising interest in the GEO (Generative Search Engine Optimization) concept, driven by advancements in AI large models, which is reshaping content marketing and advertising strategies in the media sector [1][2][3] - GEO is defined as the use of generative AI technology to create content that closely matches user intent, enhancing its ranking and citation rate in AI searches, and is seen as a new form of content marketing distinct from traditional SEO [1][2] - Analysts from Dongfang Securities and Pacific Securities predict that the GEO market is in its early stages but is expected to experience rapid growth, potentially transforming advertising from one-time traffic payments to long-term AI information operations [1][2] Group 2 - Several companies, including Yingli Media and People's Daily, have clarified their positions regarding GEO business, stating that their current operations do not include GEO and that their business models have not yet matured, leading to uncertainties in market recognition and profitability [2][3] - Yingli Media reported a stock price increase of 97.54% from December 30, 2025, to January 13, 2026, indicating significant volatility and potential risks associated with the recent surge in stock prices [2] - Experts warn that the current hype around GEO carries high risks, as many companies have not established a viable business model or generated actual revenue from GEO, and the reliance on AI model recommendations may lead to rapid obsolescence of existing optimization strategies [3][4]
GEO概念持续火热,多家公司密集公告“降温”:尚未形成成熟商业模式和收入
Xin Lang Cai Jing· 2026-01-13 13:12
关于GEO,银河证券在研报中指出,生成式搜索(Generated Engine Optimization,GEO)是随着生成式 人工智能兴起,为应对传统SEO(搜索引擎优化)在AI对话场景中的局限性而提出的新概念。其指的是 通过优化内容,使其在生成式AI引擎的回应中更容易被检索和推荐。 1月12日、13日,多家上市公司已密集发布异动公告,回应GEO业务进展并提示风险。 1月13日,引力传媒再次发布异动公告并提示风险称,公司关注到有媒体将公司列为GEO概念股。目 前,公司主营业务仍为广告代理服务。截至公告披露日,公司GEO事业部仍处于组建筹划阶段。公司 GEO业务尚未形成成熟的商业模式,其市场认可度及盈利模式均存在不确定性,该业务尚未形成相关 收入。公司股票自2025年12月30日至2026年1月13日收盘价累计涨幅97.54%,股价短期涨幅较大。公司 的最新动态市盈率为311.50,最新市净率为40.53,显著高于行业平均水平。 同日,天龙集团公告称,现阶段,公司相关AI工具主要应用于公司内部使用的广告创意素材和传播内 容的创作,当前未因AI工具产生额外的收入,对公司整体经营情况没有重大影响。公司股票自202 ...
AI应用商业化拐点已至!GEO崛起重构流量逻辑,豆包元宝等APP普及,2026行业赛道迎来爆发式增长
Xin Lang Cai Jing· 2026-01-13 11:27
Group 1 - Tongdahai, located in Chongqing, is a core service provider in the court informationization sector, focusing on judicial AI applications with over 2,000 courts using its products nationwide [1] - The company's intelligent document generation system improves judges' work efficiency by over 50%, while its intelligent case allocation system meets the smart management needs of courts [1] - As demand for judicial AI continues to grow, the company is expected to enhance its market coverage and commercialization capabilities, becoming a key beneficiary in the judicial AI sector [1] Group 2 - Tianlong Group, based in Shantou, Guangdong, operates in digital marketing and ink chemicals, with a strong focus on AI applications in digital marketing [2] - The company’s advertising optimization through AI technology has increased conversion rates by over 30% compared to traditional methods [2] - AI applications are driving the company's performance growth, leveraging its technical expertise and channel resources to meet advertisers' needs [2] Group 3 - Guangyun Technology, a leading player in the e-commerce SaaS sector based in Hangzhou, focuses on AI application development for e-commerce scenarios [3] - Its AI selection system provides precise product recommendations based on comprehensive e-commerce data analysis [3] - The company is expected to maintain its leading position in the e-commerce AI sector as demand for intelligent solutions increases [3] Group 4 - Zhangqu Technology, located in Beijing, is an established player in the mobile gaming industry, innovating AI applications in game development [4] - AI-generated content tools reduce development cycles by 20%-30% and costs by over 15% [4] - The company is positioned to leverage AI applications for intelligent transformation in the gaming business [4] Group 5 - Zhuoyi Information, based in Wuxi, Jiangsu, specializes in cloud computing infrastructure and AI computing power services [5] - The company optimizes AI computing power scheduling efficiency, supporting large model training and inference [5] - As demand for AI computing power continues to grow, the company is set to benefit significantly from its foundational role in AI application deployment [5] Group 6 - Dian Diagnostics, a leading third-party medical diagnostics company in Hangzhou, focuses on AI applications in the medical field [6] - Its AI diagnostic systems achieve over 95% accuracy in identifying cancer cells and enhance diagnostic efficiency [6] - The company is expected to expand its AI application scenarios in the medical sector, driving intelligent transformation in diagnostics [6] Group 7 - Zhidema, based in Beijing, operates a consumer content and shopping guide platform, integrating AI technology for consumer decision-making [7] - The platform's conversion rate is 40% higher than the industry average due to its AI recommendation system [7] - AI applications are crucial for enhancing user experience and monetization in the consumer sector [7] Group 8 - Yidian Tianxia, located in Xi'an, focuses on AI marketing applications for cross-border e-commerce and overseas enterprises [8] - The company’s AI creative platform generates multilingual advertising materials, adapting to various cultural contexts [8] - As demand for cross-border AI marketing grows, the company is positioned as a key bridge for enterprises entering AI applications [8] Group 9 - Weishidun, a digital transformation service provider, specializes in AI applications for the financial and government sectors [9] - Its intelligent risk control system effectively identifies financial risks, reducing bad debt rates [9] - The company is expected to expand its market share in financial and government AI solutions as demand increases [9] Group 10 - Xinlicheng, based in Zhengzhou, focuses on AI applications in grassroots medical services and health management [10] - The company’s AI-assisted diagnostic systems enhance the capabilities of grassroots doctors [10] - As the government promotes improvements in grassroots medical capabilities, the company is set to enhance service accessibility and quality through AI [10] Group 11 - Waifu Holdings, located in Shanghai, is a leader in human resources services, integrating AI technology into its applications [11] - The AI recruitment system improves hiring efficiency by over 60% [11] - The company is positioned to expand its AI applications in human resources, driving the sector's digital transformation [11] Group 12 - Zhonggong Education, based in Wuhu, is a leading vocational education company focusing on AI applications [12] - Its AI learning platform generates personalized study plans, enhancing learning efficiency [12] - The company is expected to solidify its leading position in vocational education through innovative AI applications [12] Group 13 - Zhizhen Technology, located in Beijing, focuses on AI applications in the telecommunications sector [13] - Its AI network operation system enhances network stability and reduces operational costs [13] - The company is set to expand its market share in telecommunications AI solutions as demand grows [13] Group 14 - Visual China, based in Chongqing, is a leader in visual content services, leveraging AI to transform content production and transaction [14] - The company’s AI content generation platform supports efficient visual content creation [14] - As demand for AI-generated visual content increases, the company is positioned to benefit significantly in this sector [14] Group 15 - Yiyuan Media, located in Beijing, is an integrated marketing service provider focusing on AI marketing applications [15] - The company’s AI marketing creative platform generates advertising materials quickly, adapting to short video marketing needs [15] - AI is a core technology driving innovation in the marketing sector, positioning the company as a leader in AI marketing [15] Group 16 - Shenguang Group, based in Guangzhou, is a leading advertising marketing company that integrates AI technology into its global marketing applications [16] - The company’s AI creative center generates multilingual advertising content, catering to overseas market needs [16] - As cross-border AI marketing demand grows, the company is expected to strengthen its position in the marketing industry [16]
浙文互联(600986) - 浙文互联股票交易风险提示性公告
2026-01-13 10:32
证券代码:600986 证券简称:浙文互联 公告编号:临2026-005 浙文互联集团股份有限公司 股票交易风险提示性公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性 陈述或者重大遗漏,并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示: 公司股票价格自 2026 年 1 月 5 日以来收盘价累计涨幅 43.99%,股价短 期涨幅较大,同期上证指数累计涨幅为 4.28%。公司的最新动态市盈率为 132.13, 根据申万行业分类,公司所属"传媒行业"市盈率为 53.13,公司市盈率明显高 于行业平均水平。敬请广大投资者注意二级市场交易风险。 业绩波动风险:2025 年前三季度,公司实现营业收入 560,470.29 万元, 实现归属于上市公司股东的净利润 12,662.28 万元,同比下降 19.68%,实现归 属于上市公司股东的扣除非经常性损益的净利润 1,869.48 万元,同比下降 78.62%。 浙文互联集团股份有限公司(以下简称"公司")股票于 2026 年 1 月 8 日、 1 月 9 日、1 月 12 日连续三个交易日内日收盘价格涨幅偏离值累计超过 20%。根 据《 ...
浙文互联:公司GEO业务尚未形成相关收入
Zheng Quan Shi Bao Wang· 2026-01-13 10:22
人民财讯1月13日电,浙文互联(600986)1月13日发布股票交易风险提示性公告,公司关注到有媒体将 公司列为GEO概念股。截至目前,公司GEO业务尚未形成成熟的盈利模式,市场认可度及盈利性均存 在不确定性,目前尚未形成相关收入。 ...
浙文互联:公司GEO业务尚未形成成熟的盈利模式 目前尚未形成相关收入
Mei Ri Jing Ji Xin Wen· 2026-01-13 10:19
每经AI快讯,1月13日,浙文互联(600986.SH)发布风险提示公告,公司关注到有媒体将公司列为GEO概 念股。截至本公告披露之日,公司GEO业务尚未形成成熟的盈利模式,市场认可度及盈利性均存在不 确定性,目前尚未形成相关收入。除此之外,公司未发现其他可能或已经对上市公司股票交易价格产生 较大影响的媒体报道、市场传闻或热点概念事项等,敬请广大投资者注意投资风险。 ...