（文章来源：每日经济新闻） 每经AI快讯，1月29日，文化传媒板块盘中爆发，因赛集团20%涨停，蓝色光标、易点天下、天龙集 团、世纪天鸿等涨逾10%。 ...

消息面上，月之暗面Kimi 1月27日发布的K2.5模型在上线一天后已登顶全球多个榜单。在权威榜单 LMarena上，Kimi K2.5中仅次于Claude opus 4.5、Gemini3 Pro等闭源模型，位居开源榜首。 AI应用板块卷土重来，因赛集团20CM涨停，蓝色光标、天龙集团、易点天下、值得买涨超10%，华媒 控股、引力传媒（核心股）、天地在线、浙文互联纷纷涨停。 | 名称 | 涨幅� | | --- | --- | | 因赛集团 | +20.00% | | 蓝色光标 | +15.42% | | 天龙集团 | +12.30% | | 易点天下 | +11.26% | | 值得买 | +10.55% | | 华媒控股 | +10.00% | | 引力传媒 | +10.00% | | 天地在线 | +9.99% | | 浙文互联 | +9.98% | | 中文在线 | +9.62% | | 宣亚国际 | +8.77% | | 壹网壹创 | +8.26% | | 省广集团 | +8.23% | | 视觉中国 | +7.49% | | 利欧股份 | +7.18% | 港股大模型概念股MINIMAX-WP涨 ...

Group 1 - The A-share market saw a strong performance in DeepSeek concept stocks, with notable gains from companies such as Kaipu Cloud, Huapei Power, and Chipeng Micro [1][2] - Kaipu Cloud's stock increased by approximately 12.92%, with a total market capitalization of 18.4 billion [2] - Huapei Power reached a 10% increase, hitting the daily limit, with a market value of 8.186 billion [2] - Chipeng Micro's stock rose over 6%, with a market capitalization of 9.257 billion [2] Group 2 - DeepSeek released a new model called DeepSeek-OCR 2, which utilizes an innovative DeepEncoder V2 method to enhance AI's ability to dynamically rearrange image components based on their meaning [1] - This model outperforms traditional visual-language models in processing complex layouts, such as documents or charts, demonstrating superior intelligent and causal reasoning capabilities [1]

证券之星消息，1月26日广告营销板块较上一交易日下跌0.46%，天龙集团领跌。当日上证指数报收于 4132.61，下跌0.09%。深证成指报收于14316.64，下跌0.85%。广告营销板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 600986 | 浙文互联 | 13.26 | 10.04% | 492.69万 | | 63.67亿 | | 002995 | 天地在线 | 25.10 | 9.99% | 38.08万 | | 9.46 Z | | 300242 | 佳云科技 | 6.68 | 3.41% | 100.61万 | | 6.57亿 | | 300781 | 因赛集团 | 44.16 | 3.23% | 18.48万 | | 7.81亿 | | 600358 | ST联合 | 6.29 | 2.61% | 12.16万 | | 7566.47万 | | 002878 | 元隆雅图 | 20.30 | 0.94% | 20.02万 | | 4.04 ...

1月15日，A股市场AI应用板块全线回调，其中，光云科技20CM跌停，天龙集团逼近20CM跌停，值得 买跌超18%，蓝色光标跌12%，拓尔思、因赛集团跌超10%，浙文互联、岩山科技、天下秀10CM跌 停，海天瑞声、福石控股、省广集团、兆讯传媒跌超9%，川网传媒、欢瑞世纪、博瑞传播跌超8%。 | 代码 | 名称 | | 涨幅% ↑ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 688365 | 光云科技 | 1 | -20.00 | 117亿 | 62.18 | | 300063 | 天龙集团 | 1 | -19.97 | 106亿 | 62.78 | | 300785 | 值得买 | 4 | -18.18 | 136亿 | 56.64 | | 300058 | 蓝色光标 | 1 | -12.02 | 683亿 | 65.19 | | 300229 | 拓尔思 | + | -10.49 | 241亿 | 38.89 | | 300781 | 因悪集团 | | -10.34 | 74.90亿 | 31.17 | | 600986 | 浙文互联 ...

Group 1 - The AIGC index experienced a decline, with most constituent stocks falling [1] - Notable declines included Yihualu and Zhidema, both dropping over 15%, while Chuanwang Media fell by 8.11%, and Gain Group and Tianyu Digital Science dropped by 7.63% and 7.53% respectively [1]

（文章来源：证券时报网） 数据宝统计，截至14:51，因赛集团成交额19.11亿元，创2024年11月1日以来新高。最新股价上涨 4.68%，换手率31.03%。上一交易日该股全天成交额为19.04亿元。（数据宝） ...

Core Viewpoint - The AI application sector is experiencing significant growth, with a 6.6% increase in early trading, driven by advancements in AI technology and its commercial applications across various industries [1][2]. Group 1: Market Performance - The AI application sector saw a total trading volume exceeding 7.917 billion yuan, with 74 stocks participating in the trading [1]. - Notable stocks such as Zhuoyi Information, Zhide Mai, and Guangyun Technology reached the daily limit increase of 20%, while several others saw increases exceeding 8% [1]. Group 2: Industry Trends - The market is currently focused on the accelerated commercialization of AI applications, particularly in marketing, e-commerce, healthcare, and media, as the cost of inference decreases and model capabilities improve [2][3]. - Institutions predict that 2026 will be a pivotal year for AI applications, marking a transition from technology validation to commercial promotion [2][3]. Group 3: Growth Projections - According to a report by the China Business Advertising Association, the global GEO market is expected to reach $11.2 billion by 2025, with the Chinese market projected at 2.9 billion yuan [3]. - By 2030, the global GEO market is anticipated to grow to $100.7 billion, with a 5-year CAGR of 55%, while the Chinese market is expected to reach 24 billion yuan, with a 5-year CAGR of 53% [3]. Group 4: Sector-Specific Insights - AI marketing is evolving with the rise of generative search (GEO), transforming traditional search engine optimization into a necessity for marketing [5]. - AI applications in e-commerce, healthcare, office automation, and media are becoming increasingly prevalent, providing significant growth opportunities for companies in these sectors [6].

图与灵AIGC以"技术赋能创意，数据激发灵感"为核心，为品牌提供高效、准确、富有感染力的视觉内容，帮助客户在数 字化浪潮中脱颖而出。 （编辑 郭之宸） 图与灵AIGC的创立，意味着因赛集团进一步加速在AI营销领域的布局。截至目前，因赛集团已构建起营销AI应用矩阵， 旗下控股/参股了多个AI模型及应用，如因赛AI（一个多智能体技术底座+品效销三类场景应用，已完成"模型"与"算法"双备 案）、智眸AI（达人营销投放）、图与灵AIGC（内容创意生成）和昕搜AI（GEO搜索引擎优化）。 本报讯 （记者李雯珊 见习记者张美娜）近日，广东因赛品牌营销集团股份有限公司（以下简称"因赛集团"）微信公众号 显示，因赛集团控股子公司上海天与空广告股份有限公司与行业专家陈锐、黄达强等发起设立上海图与灵文化传媒有限公司 （以下简称"图与灵AIGC"）。图与灵AIGC是一家专注于AI驱动创意的新型AIGC内容创意公司，业务范围涵盖从平面到视频 等视觉物料创意及AIGC全流程执行，包括创意内容智造体/10K级商业平面落地/4K精度多模型TVC等。 ...

Investment Rating - The investment rating for the industry is "Outperform the Market" (maintained) [1]. Core Insights - AI applications are entering a global acceleration phase, with both domestic and overseas markets continuing to expand on a high base. As of September 2025, overseas AI application monthly active users (MAU) have surpassed 1.2 billion, a year-on-year increase of 76.7%, while China's AI application MAU reached 490 million, growing by 172.3% [12]. - AI search, composed of AI chatbots and AI search engines, has become the core engine of AI application development, shifting user behavior from "searching links" to "asking AI for answers." This transformation is reshaping information access and making shopping recommendations a core use case, fundamentally changing brand communication models [12][18]. - The Generative Engine Optimization (GEO) is revolutionizing traditional marketing models, enabling better advertising effectiveness by allowing brands to be directly referenced in AI-generated answers rather than just appearing in search results [13][17]. Summary by Sections AI Marketing: GEO Reshaping Advertising Models - GEO enables a complete transformation of advertising strategies, allowing brands to be directly referenced in AI-generated responses, enhancing exposure and engagement [13][17]. - The shift from traditional SEO to GEO is evident, with brands needing to optimize for AI-generated content rather than traditional search engine visibility [21][30]. AI Short/Anime Series: Multi-Modal Capabilities Driving Market Explosion - AI-driven short series, utilizing AIGC technology, significantly lower production costs and improve efficiency, making it a high-growth area in the content market [33][42]. - The number of AI animation micro-short series launched has been increasing, with 2,902 episodes released from January to August 2025, primarily targeting a younger audience [45]. Market Growth and Company Benefits - The GEO market is expected to grow rapidly, with projections indicating a global market size of $24 billion by 2026 and $100 billion by 2030. In China, the GEO market is anticipated to reach 11.1 billion yuan by 2026 and 36.5 billion yuan by 2028 [30]. - Companies benefiting from this trend include technology providers and content platforms such as 引力传媒, 光云科技, and 哔哩哔哩, which are positioned to capitalize on the shift towards GEO [30].