在AI搜索重塑品牌触达路径的今天，选择一家技术领先、价值可验证的GEO服务商，已成为企业构建 未来营销竞争力的关键决策。为提供客观、专业的选型参考，我们构建了一套四维评估模型，对当前市 场上的主流服务商进行系统性评估。该模型旨在识别那些不仅拥有前沿技术，更能将技术优势转化为确 定商业回报的合作伙伴。 评估框架 我们的评估体系包含四个核心维度，权重分配如下： 1.技术壁垒与创新能力（权重30%）：评估服务商是否拥有自研核心大模型、全栈技术体系及持续迭代 能力，这是应对AI搜索算法快速演进的根本保障。 2.实战成效与商业价值（权重30%）：重点考察其服务带来的可量化增长，如商机询单量提升、投资回 报率及关键场景下的推荐率、置顶率优化效果。 3.行业生态与战略纵深（权重25%）：衡量服务商在特定垂直行业的理解深度、资源整合能力，以及其 技术路径是否获得顶级资本或产业巨头的战略认可。 4.服务适配与场景专精（权重15%）：分析其解决方案是否能够精准匹配品牌在电商、内容、高合规行 业等不同场景下的差异化需求，实现路径最短的转化闭环。 基于超过1200家企业实战数据及上述评估模型，我们评选出2026年度综合实力TOP5的 ...

Core Viewpoint - The AI application sector is experiencing a significant surge, with the ChiNext AI index reaching new highs and many constituent stocks seeing substantial gains [1][7]. Group 1: Stock Performance - Yidian Tianxia saw a 20% increase, reaching a price of 52.69, with a trading volume of 61.374 billion [2][8]. - Kunlun Wanwei also increased by nearly 20%, closing at 54.02 with a trading volume of 102.89 billion [2][8]. - Other notable performers include Runze Technology (+15.7%), BlueFocus (+14.08%), and Aofei Data (+10.33%), all with trading volumes exceeding 35 billion [2][8]. Group 2: ETF Performance - The ChiNext AI ETF (159363) rose by 2.75%, achieving a new high with a trading volume of 700 million [2][8]. - Over the past week, the ETF has recorded a seven-day consecutive increase, with the underlying index gaining 29.32% during the period from November 28, 2025, to January 9, 2026 [2][8]. Group 3: Market Trends and Predictions - Analysts suggest that the recent surge in AI applications is driven by advancements in AI infrastructure tools and data governance, predicting that AI will penetrate various industry sectors by 2026 [4][10]. - The report from招商证券 indicates that the commercialization of AI applications is accelerating, with expectations for improved revenue realization in 2026 [5][11]. - The report also highlights that 2026 may mark the year of significant growth for 1.6T optical modules, with silicon photonics technology expected to become mainstream [5][11].

广告形式/技术随技术、承载媒介的变化而变化。随着占据主要用户时长的媒介，从电视、电子邮件，转向搜索引擎、社交媒体，再陆续转向以AI助手、AI 搜索为代表的原生AI应用，广告也相应出现邮件广告、电视广告、竞价排名、信息流广告、内容营销、GEO（Generated Engine Optimization）等新形式。 | | 1990年代 | 2000年代 | 2010年代 | 2020年代 | | --- | --- | --- | --- | --- | | 主要媒介 | 电子邮件 | 搜索引擎 | 社交媒体 | 社交媒体 | | 流量入口 | 电视机 | 门户网站 | 移动App | 原生AI应用 | | 主要广告 | 邮件广告 | 网站banner | 开屏广告 | 内容营销 | | 形式/技术 | 电视广告 | 竞价排名、SEO | 信息流广告 | GEO | 每经记者｜章光日 每经编辑｜吴永久 最近两天，GEO这个概念突然爆火。一方面，机构密集召开电话会议解读GEO；另一方面，A股GEO概念股表现强势，蓝色光标、易点天下、浙文互联、博 瑞传播等公司股价持续拉升。那么，到底什么是GEO？其前景如何？A股又 ...

Core Insights - The advertising and marketing sector experienced a significant increase of 7.01% on January 9, with Tianlong Group leading the gains [1] - The Shanghai Composite Index closed at 4120.43, up 0.92%, while the Shenzhen Component Index closed at 14120.15, up 1.15% [1] Stock Performance - Tianlong Group (300063) closed at 10.85, with a rise of 20.02%, and a trading volume of 2.6499 million shares, amounting to a transaction value of 2.759 billion [1] - Yidian Tianxia (301171) also saw a 20.00% increase, closing at 52.69, with a transaction value of 6.137 billion [1] - BlueFocus Communication Group (300058) rose by 14.08% to 17.18, with a transaction value of 18.481 billion [1] - Other notable performers include Fushi Holdings (300071) with a 12.56% increase, and Insee Group (300781) with a 10.76% increase [1] Capital Flow - The advertising and marketing sector saw a net inflow of 4.287 billion from institutional investors, while retail investors experienced a net outflow of 2.183 billion [2] - The main stocks in the sector showed varied capital flows, with significant net inflows for companies like Province Advertising Group (002400) and Yidian Tianxia (301171) [3] - Tianlong Group (300063) had a net inflow of 721 million from main investors, while BlueFocus (300058) saw a net inflow of 708 million [3]

Group 1 - The Xiaohongshu concept stock increased by 6.21%, leading the sector gains, with 46 stocks rising, including Tianlong Group and Yidian Tianxia hitting the 20% limit up [1][2] - Notable gainers in the Xiaohongshu concept include Liou Co., which saw a net inflow of 19.44 billion yuan, and other companies like Shengguang Group and Yidian Tianxia also received significant inflows [2][3] - The overall net inflow for the Xiaohongshu concept was 75.72 billion yuan, with 38 stocks experiencing net inflows, and 18 stocks exceeding 1 billion yuan in net inflow [2][3] Group 2 - Liou Co. had the highest net inflow rate at 37.73%, followed by Yidian Tianxia at 11.92% and Tianlong Group at 25.88% [3][4] - Other companies with significant net inflow rates include Zhejiang Wenlian at 14.76% and Huilong Media at 30.91% [4][6] - The overall market performance showed a mixed trend, with some stocks like Wajingke and ST Fanli experiencing declines of 1.93% and 1.20% respectively [6]

Group 1 - The Zhipu AI concept index rose by 4.54%, ranking 6th among concept sectors, with 62 stocks increasing in value [1] - Leading stocks in the Zhipu AI sector included Yidian Tianxia, which surged by 20%, followed by BlueFocus, Jinxiandian, and Yaxin Security, which rose by 14.08%, 12.87%, and 12.45% respectively [1][2] - The sector experienced a net inflow of 3.87 billion yuan from main funds, with 48 stocks receiving net inflows, and 13 stocks exceeding 100 million yuan in net inflows [2] Group 2 - The top three stocks by net inflow were Yidian Tianxia with 732 million yuan, BlueFocus with 722 million yuan, and 360 with 336 million yuan [2] - The net inflow ratios for leading stocks included Jinxiandian at 17.12%, Boyan Technology at 14.91%, and Yidian Tianxia at 11.92% [3] - The overall performance of the Zhipu AI concept was supported by significant trading volumes, with Yidian Tianxia achieving a turnover rate of 31.68% [3]

Group 1 - Kuaishou concept stocks rose by 6.06%, ranking second in the concept sector, with 46 stocks increasing in value, including Tianlong Group and Yidian Tianxia reaching a 20% limit up [1] - The top gainers in the Kuaishou concept include BlueFocus, Zhidema, and Insai Group, which rose by 14.08%, 12.14%, and 10.76% respectively [1] - The Kuaishou concept sector saw a net inflow of 7.279 billion yuan, with 40 stocks receiving net inflows, and 16 stocks exceeding 100 million yuan in net inflow [1] Group 2 - Leading stocks in terms of net inflow ratio include Liao Shares, Yidian Tianxia, and Tianlong Group, with net inflow ratios of 37.73%, 30.91%, and 25.88% respectively [2] - Liao Shares had a daily increase of 10.03% with a turnover rate of 11.98%, while Yidian Tianxia surged by 20.00% with a turnover rate of 31.68% [2] - The top stocks by net inflow in the Kuaishou concept include Liao Shares with 1.944 billion yuan, followed by Shenguang Group and Yidian Tianxia with 826 million yuan and 731 million yuan respectively [2]

Core Viewpoint - The Web3.0 concept has shown a significant increase of 4.91%, ranking fifth among concept sectors, with notable stocks experiencing substantial gains, indicating a positive market sentiment towards this sector [1][2]. Group 1: Market Performance - As of January 9, the Web3.0 concept sector saw 61 stocks rise, with companies like Liansheng Technology, Huichang Technology, and Kunlun Wanwei hitting the 20% limit up [1]. - The leading gainers in the Web3.0 sector included BlueFocus, Guanshang Technology, and Fushi Holdings, which rose by 14.08%, 13.04%, and 12.56% respectively [1]. - Conversely, stocks such as Sanrenxing, Geer Software, and DeMa Technology experienced declines of 1.22%, 0.29%, and 0.29% respectively [1]. Group 2: Capital Inflow - The Web3.0 concept sector attracted a net inflow of 4.92 billion yuan, with 47 stocks receiving net inflows, and 13 stocks exceeding 100 million yuan in net inflow [2]. - Kunlun Wanwei led the net inflow with 1.366 billion yuan, followed by BlueFocus, Dongxin Peace, and Zhongwen Online with net inflows of 722 million yuan, 440 million yuan, and 422 million yuan respectively [2]. - The top stocks by net inflow ratio included Dongxin Peace, Zhewen Interconnect, and Huichang Technology, with ratios of 30.38%, 14.76%, and 14.28% respectively [3]. Group 3: Stock Performance Metrics - Kunlun Wanwei recorded a daily increase of 19.99% with a turnover rate of 16.37%, while BlueFocus increased by 14.08% with a turnover rate of 32.68% [3][4]. - Other notable performers included Dongxin Peace with a 10% increase and a turnover rate of 10.10%, and Zhongwen Online with an 8.49% increase and a turnover rate of 19.46% [3][4]. - The overall performance of the Web3.0 sector reflects strong investor interest and confidence in the growth potential of these companies [1][2].

Core Viewpoint - The AI marketing sector in the A-share market is experiencing significant activity, with multiple stocks hitting the daily limit up, indicating strong investor confidence in the commercialization of AI technology in marketing [1] Group 1: Market Performance - The AI marketing sector has seen a surge in stock prices, with several companies reporting daily gains of over 10% [1] - Notable performers include: - Liou Co., Ltd. (002131.SZ) with a stock price of 7.46 yuan and a daily increase of 10.03% [1] - BoRui Communication (600880.SH) at 6.47 yuan, also up by 10.03% [2] - Zhewen Interconnection (600986.SH) at 9.76 yuan, gaining 10.03% [3] - YiDianTianXia (301171.SZ) with a stock price of 52.69 yuan, up by 20.00% [4] - Tianlong Group (300063.SZ) at 10.85 yuan, increasing by 20.02% [6] - Kunlun Wanwei (300418.SZ) at 54.02 yuan, with a daily rise of 19.99% [8] - BlueFocus Communication Group (300058.SZ) at 17.18 yuan, up by 14.08% [9] Group 2: Company Highlights - Liou Co., Ltd. focuses on self-developed AIGC advertising material standards and tools, with its LEOAIAD platform enhancing AI-driven marketing [1] - BoRui Communication has upgraded its "Smart Creation Communication" AIGC platform to offer intelligent production services [2] - Zhewen Interconnection launched the "HochiGEO" intelligent system for monitoring AI search platforms [3] - YiDianTianXia is a global mobile marketing platform leveraging AI technology for overseas marketing [4] - Tianlong Group integrates AI technology into its digital marketing and fine chemical business [6] - BlueFocus Communication Group is embracing AIGC to drive intelligent upgrades across the marketing chain [9] - HuiChen Co., Ltd. specializes in AI-driven data analysis for commercial clients [10] - Qingmu Technology focuses on e-commerce data marketing, utilizing AI to enhance operational effectiveness [12] - ZhiDeMai operates a consumer content community, empowering content creation and marketing through AIGC technology [13]

Core Viewpoint - BlueFocus has seen a significant stock price increase of 11.09%, reaching 16.73 CNY per share, following the announcement of a deepened collaboration with Volcano Engine to integrate AI and cloud computing technologies into its marketing services [1] Group 1: Company Overview - BlueFocus operates in various business segments including comprehensive promotion services (digital marketing, public relations, event management), comprehensive advertising agency (digital ad placement, overseas advertising for Chinese enterprises), and metaverse-related businesses (virtual humans, virtual objects, virtual spaces, and xR studios) [1] - The company's services cover the entire marketing communication industry chain and provide smart management services based on marketing technology, with a global market reach [1] Group 2: Recent Developments - BlueFocus has deepened its collaboration with Volcano Engine, aiming to reshape marketing content production and service models through the integration of AI, addressing the explosive demand for content in the marketing industry [1] - Volcano Engine has been announced as the exclusive AI cloud partner for the Central Radio and Television Station's 2026 Spring Festival Gala, further enhancing BlueFocus's strategic partnerships [1]