1月14日，值得买涨5.85%，截至发稿，报74.00元/股，成交2.18亿元，换手率2.44%，总市值147.15亿 元。值得买股价已经连续5天上涨，区间累计涨幅57.6%。 截至发稿，林龙军累计任职时间7年245天，现任基金资产总规模56.68亿元，任职期间最佳基金回报 99.77%， 任职期间最差基金回报-3.04%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 金鹰民丰回报混合（004265）成立日期2017年6月28日，最新规模1.81亿。今年以来收益8.7%，同类排 名978/8838；近一年收益42.68%，同类排名3124/8089；成立以来收益106.74%。 金鹰民丰回报混合（004265）基金经理为林龙军。 资料显示，北京值得买科技股份有限公司位于北京市丰台区诺德中心二期11号楼37层-39层，成立日期 2011年11月10日，上市日期2019年7月15日，公司主营业务涉及运营内容类导购平台什么值得买网站 (www.smzdm ...

（文章来源：每日经济新闻） 每经AI快讯，1月14日，AI应用方向继续走强，浙文互联4天3板，石基信息一字涨停，光云科技、值得 买涨超10%，用友网络、金桥信息等跟涨。 ...

Core Viewpoint - The AI application stocks in A market continue to perform strongly, with several companies experiencing significant price increases on January 14. Group 1: Stock Performance - Guangyun Technology (光云科技) reached a 20% increase, closing at a market capitalization of 14.6 billion [1][2] - Zhidingmai (值得买) surged by 16.19%, with a total market value of 16.2 billion [1][2] - Zhongkong Technology (中控技术) saw an 11.11% rise, bringing its market cap to 55.6 billion [1][2] - Zhewen Huli (浙文互联) increased by 10.04%, with a market value of 18.4 billion [1][2] - Meinian Health (美年健康) rose by 9.99%, reaching a market capitalization of 31.9 billion [1][2] - Liou Shares (利欧股份) experienced a 9.97% increase, with a total market cap of 67.2 billion [1][2] - Dongfang Guoxin (东方国信) grew by 9.94%, with a market value of 14.4 billion [1][2] - People's Daily Online (人民网) increased by 9.65%, reaching a market cap of 30.9 billion [1][2] - Yidian Tianxia (易点天下) rose by 6.70%, with a market capitalization of 35.2 billion [1][2] - Xinhua Net (新华网) increased by 6.50%, with a market value of 19.3 billion [1][2] - Yanshan Technology (岩山科技) saw a 5.84% rise, with a market cap of 72 billion [1][2] - Fushi Holdings (福石控股) increased by 5.88%, with a market value of 8.5 billion [1][2] - Kaipuyun (开普云) rose by 5.86%, with a market capitalization of 15.2 billion [1][2] - Inli Media (引力传媒) increased by 5.74%, with a market value of 8.941 billion [1][2] - Huichan Shares (慧辰股份) saw a 4.66% rise, with a market cap of 5.896 billion [1][2] - Dingjie Smart (鼎捷数智) increased by 4.47%, with a market value of 17.9 billion [1][2] - Tianyu Digital Science (天娱数科) rose by 4.26%, with a market capitalization of 13.4 billion [1][2] Group 2: Year-to-Date Performance - Guangyun Technology has a year-to-date increase of 102.73% [2] - Zhidingmai has risen 85.37% year-to-date [2] - Zhongkong Technology has a year-to-date increase of 42.48% [2] - Zhewen Huli has increased by 58.44% year-to-date [2] - Meinian Health has a year-to-date increase of 54.36% [2] - Liou Shares has risen 76.06% year-to-date [2] - Dongfang Guoxin has a year-to-date increase of 23.39% [2] - People's Daily Online has increased by 46.67% year-to-date [2] - Yidian Tianxia has a year-to-date increase of 84.44% [2] - Xinhua Net has risen 47.50% year-to-date [2] - Yanshan Technology has a year-to-date increase of 78.98% [2] - Fushi Holdings has increased by 35.07% year-to-date [2] - Kaipuyun has a year-to-date increase of 15.60% [2] - Inli Media has a year-to-date increase of 95.23% [2] - Huichan Shares has risen 26.80% year-to-date [2] - Dingjie Smart has a year-to-date increase of 45.49% [2] - Tianyu Digital Science has increased by 26.69% year-to-date [2]

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]

Core Viewpoint - The commercial aerospace sector experienced significant declines, while the GEO concept continued to thrive, indicating a strong market interest in AI applications and aerospace information, referred to as the "new SEO of the AI era" [1] Group 1: Market Performance - The stock market saw a surge in certain stocks, with Liou Co. achieving five consecutive gains, and Inertia Media recording six gains over seven days, showcasing short-term explosive price performance [2] - BlueFocus's stock price doubled in seven days, with a single-day trading volume of 19.32 billion yuan on January 12, leading the market [2] - The concept sector attracted over 5 billion yuan in net inflows from main funds over two consecutive days, indicating strong institutional and retail investor interest [3] Group 2: Market Drivers - Elon Musk's open-source recommendation algorithm for the X platform has broken down technical barriers in the industry, shifting GEO optimization from "blind trial and error" to "precise strategies," serving as a catalyst for the current market trend [4] - The explosive growth in AI assistant user numbers is projected to reduce traffic from traditional search engines by 50% by 2028, positioning GEO as a core method for optimizing AI search traffic and creating a trillion-yuan market space [4] Group 3: Industry Analysis - BlueFocus (300058) is a leader in AI marketing and GEO, enhancing its technical capabilities through strategic investments in GEO startups like PureblueAI [5] - Easy Point (301171) is a benchmark in cross-border GEO, serving as a primary agent for Google and developing its own "Overseas Compass" [5] - Inertia Media (603598) has established a strategic GEO division and algorithm team to customize AI knowledge bases, serving major platforms like Douyin and Kuaishou [5] - Zhejiang Wen Internet (600986) launched the HochiGEO intelligent body, offering GEO as a subscription-based SaaS adaptable to mainstream AI platforms [5] - Liou Co. (002131) integrates LeoAI and the "Ougu Yi" model for comprehensive marketing GEO optimization [5] - Tianlong Group (300063) is recognized for its precision marketing, applying SWM experience to optimize GEO prompts [6] - Zhi De Mai (300785) collaborates with MiniMax to enhance brand recommendation efficiency through GEO optimization [7] - Chinese Online (300364) provides a wealth of licensed digital content as quality data for GEO, supporting AI-native brand narratives [7] - Fushi Holdings (300715) partners with iFLYTEK to empower GEO with AIGC tools, facilitating business applications in various industries [7]

值得买股价创出历史新高，截至9:36，该股上涨8.68%，股价报68.08元，成交量1321.21万股，成交金额 9.29亿元，换手率10.80%，该股最新A股总市值达135.38亿元，该股A股流通市值83.29亿元。 证券时报·数据宝统计显示，值得买所属的传媒行业，目前整体跌幅为0.08%，行业内，目前股价上涨的 有28只，涨停的有人民网、新华网等5只。股价下跌的有101只，跌幅居前的有蓝色光标、荣信文化、奥 飞娱乐等，跌幅分别为6.26%、5.99%、5.53%。 （文章来源：证券时报网） 公司发布的三季报数据显示，前三季度公司共实现营业收入8.06亿元，同比下降20.37%，实现净利润 1344.86万元，同比增长253.49%，基本每股收益为0.0700元，加权平均净资产收益率0.71%。（数据 宝） ...

每经AI快讯，1月13日，AIGC指数表现活跃，成分股中，易点天下触及涨停，值得买上涨13.35%，中 文在线上涨10.61%，海天瑞声上涨10.16%，万兴科技上涨10.03%。 （文章来源：每日经济新闻） ...

Group 1 - US stock market showed slight gains with the Dow Jones up 0.17%, Nasdaq up 0.26%, and S&P 500 up 0.16%, with both Dow and S&P reaching new closing highs [3] - Major tech stocks had mixed performance, with Oracle up 3.1%, Google up 1.1%, and Tesla up 0.9%, while Meta and Intel saw declines of 1.7% and 3.1% respectively [3] - Financial sector declined over 1%, led by a drop in major banks following President Trump's announcement of a 10% cap on credit card interest rates starting January 20 [3] Group 2 - Precious metal prices surged due to risk aversion, with COMEX gold futures rising 2.54% to $4604.30 per ounce and silver futures up 7.26% to $84.61 per ounce [4] - Industrial metals also saw a rebound, with copper prices returning to $6 per pound and other metals like aluminum and nickel increasing by over 1% [4] Group 3 - Guizhou Moutai has set contract prices for some products for 2026, with significant price reductions for various types of Moutai liquor, including a drop from 2969 yuan to 1859 yuan per bottle for premium Moutai [8] - The company is adjusting its pricing strategy in response to market conditions, which may impact its revenue and profitability [8] Group 4 - The commercial aerospace sector remains active, with multiple stocks experiencing significant movements, although some companies clarified they are not involved in commercial aerospace [9] - Companies like North Navigation and Aerospace Changfeng have issued announcements regarding their business layouts in response to market interest [9] Group 5 - The market liquidity is currently abundant, and thematic trading is expected to continue, indicating a positive outlook for certain sectors [11] - Analysts suggest that the cross-year market trend may continue, although there is an increased risk of short-term technical corrections [10]

近年来，值得买不仅仅与MiniMax合作，还参与其他国内大模型平台和智能终端的共建。公告显示，值 得买通过提供"小值"的API接口、提供商品数据库和内容数据库接口等方式，支持第三方AI应用为用户 解答与消费相关的问题。目前，公司已经与月之暗面、智谱华章、百川智能、讯飞星火、MiniMax、面 壁智能等通用大模型公司，与华为小艺助手、荣耀YOYO助手、理想汽车、联想如意助手等智能终端产 品达成合作，在脱敏的基础上提供消费内容信息。同时，公司的智能体"小值"以Agent产品的形式已入 驻了元宝、豆包、文小言等智能体应用平台，以独立智能体的形式为用户提供消费决策建议。 财报显示，2025年前三季度，值得买加大了人工智能底层技术和产品应用的研发投入，推出AI购物管 家独立APP、针对品牌客户的营销需求研发AI全域洞察平台、上线基于MCP构建的标准化消费数据服 务能力平台。 不过，值得买在2025年前三季度实现AI相关收入仅为3229.05万元，占总收入不足5%，技术转化效率仍 待验证。 智通财经1月12日讯（记者 沈娇娇）因与MiniMax达成了官方合作伙伴关系，值得买（300785.SZ）连续 三个交易日内收盘价涨 ...

Core Viewpoint - The company, ZhiDeMai (300785.SZ), has announced a partnership with MiniMax, a large model company, which has garnered significant market attention regarding MiniMax-related concepts [1] Group 1: Partnership Announcement - On July 29, 2024, the company officially announced its partnership with MiniMax through its official WeChat account [1] - MiniMax's product, HaiLuo AI, is now integrated into ZhiDeMai's "Consumer Model Enhancement Toolset," allowing users to utilize the "floating ball" feature for quick price comparisons and purchasing [1] Group 2: Impact on Business - The partnership currently does not have a substantial impact on the company's main business operations [1] - The company urges investors to make rational judgments and decisions regarding this development [1]