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]

Core Viewpoint - The advertising and marketing sector experienced a decline of 0.46% on January 26, with Tianlong Group leading the losses. The Shanghai Composite Index closed at 4132.61, down 0.09%, while the Shenzhen Component Index closed at 14316.64, down 0.85% [1]. Group 1: Stock Performance - Zhejiang Wenhu Internet (600986) saw a significant increase of 10.04%, closing at 13.26 with a trading volume of 4.9269 million shares and a transaction value of 6.367 billion [1]. - Tiandi Online (002995) rose by 9.99%, closing at 25.10 with a trading volume of 380,800 shares and a transaction value of 946 million [1]. - Jiyun Technology (300242) increased by 3.41%, closing at 6.68 with a trading volume of 1.0061 million shares and a transaction value of 657 million [1]. - Tianlong Group (300063) led the declines with a drop of 6.24%, closing at 13.97 with a trading volume of 1.4105 million shares and a transaction value of 1.99 billion [2]. - Xinhua Du (002264) fell by 5.05%, closing at 9.96 with a trading volume of 723,200 shares and a transaction value of 725 million [2]. Group 2: Capital Flow - The advertising and marketing sector experienced a net outflow of 1.757 billion from institutional investors, while retail investors saw a net inflow of 1.505 billion [2]. - Tiandi Online (002995) had a net inflow of 1.64 billion from institutional investors, but a net outflow of 909.77 million from speculative funds [3]. - Fenjun Media (002027) recorded a net inflow of 869.46 million from institutional investors, while speculative funds saw a net outflow of 972.81 million [3].

Core Viewpoint - The AI application sector in the A-share market experienced a significant downturn on January 15, with multiple companies facing substantial declines in stock prices, indicating a potential market correction in this sector [1]. Group 1: Market Performance - Companies such as Guangyun Technology and Tianlong Group hit the 20% daily limit down, reflecting severe investor sentiment [1]. - Zhidema and BlueFocus saw declines of over 18% and 12% respectively, indicating a broad sell-off in the AI application sector [1]. - Other companies like Tuoer Si and Yinsai Group also faced declines exceeding 10%, showcasing widespread negative performance across the sector [1]. Group 2: Company Specifics - Guangyun Technology's market capitalization stands at 11.7 billion, with a year-to-date increase of 62.18% despite the recent drop of 20% [2]. - Tianlong Group has a market cap of 10.6 billion and a year-to-date increase of 62.78%, yet it experienced a near 20% decline [2]. - Zhidema, with a market cap of 13.6 billion, saw an 18.18% drop, but still maintains a year-to-date increase of 56.64% [2]. - BlueFocus, valued at 68.3 billion, dropped by 12.02% while having a year-to-date increase of 65.19% [2].

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]

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].

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]

Core Insights - The core viewpoint of the article is the launch of "Zhimou AI 2.0," an AI application for influencer marketing by InSai Group, aimed at transforming the influencer marketing ecosystem through a comprehensive intelligent marketing service capability [2]. Group 1: Product Launch - InSai Group's subsidiary companies, Beijing Yingxing Tianxia Cultural Communication Co., Ltd. and Guangzhou Youyi Digital Information Technology Co., Ltd., have jointly launched the "Zhimou AI 2.0" application [2]. - The application is designed to address the core pain points of influencer marketing teams by creating a full-link intelligent system that includes "selection, delivery, evaluation, and collaboration" [2]. Group 2: Features and Capabilities - Zhimou AI 2.0 features core capabilities in AI identification, AI delivery, AI evaluation, group-level collaboration, and technical architecture, which are tailored to match real work scenarios [2]. - The application has already begun serving brand clients in various industries, including beauty, fast-moving consumer goods (FMCG), and 3C [2]. Group 3: Industry Impact - The current phase of AI is becoming a fundamental basis for determining marketing efficiency [2]. - InSai Group aims to drive a paradigm shift in influencer marketing from an "experience-driven" approach to a "data-driven" model through the intelligent system built by Zhimou AI 2.0 [2].

Group 1 - The core viewpoint of the article is that InSai Group has launched the "ZhiMou AI 2.0 version," an AI application for group-level influencer marketing, aimed at transforming the influencer marketing ecosystem through full-link intelligent marketing services [1][2] - Traditional influencer marketing teams face challenges such as reliance on experience for influencer selection, high content creation costs, and difficulties in cross-platform collaboration, leading to inefficiencies in manual投放模式 [1] - ZhiMou AI 2.0 addresses these pain points by creating a full-link intelligent system that includes selection,投放, evaluation, and collaboration, significantly enhancing投放 efficiency and certainty [1] Group 2 - AI is becoming a core foundation for determining marketing efficiency, with influencer marketing evolving from "resource competition" to "competition in execution and systematic capabilities" [2] - ZhiMou AI possesses core capabilities in AI identification,投放, evaluation, group-level collaboration, and technical architecture, effectively matching real work scenarios and serving brands in industries such as beauty, fast-moving consumer goods, and 3C [2] - The next step for InSai Group is to drive a paradigm shift in influencer marketing from "experience-driven" to "data-driven" through the full-link intelligent system established by ZhiMou AI 2.0 [2]