Market Performance - The digital media sector increased by 10.35% on January 12, with Chuanwang Media leading the gains [1] - The Shanghai Composite Index closed at 4165.29, up 1.09%, while the Shenzhen Component Index closed at 14366.91, up 1.75% [1] Individual Stock Performance - Chuanwang Media (300987) closed at 21.65, up 20.01% with a trading volume of 314,100 shares and a transaction value of 655 million [1] - Zhidema (300785) closed at 62.64, up 20.00% with a trading volume of 293,000 shares and a transaction value of 1.76 billion [1] - Zhuochuang Information (301299) closed at 65.10, up 13.38% with a trading volume of 76,800 shares and a transaction value of 488 million [1] - Mango Super Media (300413) closed at 29.65, up 12.57% with a trading volume of 810,800 shares and a transaction value of 2.31 billion [1] - People's Daily Online (603000) closed at 23.16, up 10.02% with a trading volume of 344,000 shares and a transaction value of 797 million [1] Capital Flow Analysis - The digital media sector saw a net inflow of 1.144 billion in main funds, while retail funds experienced a net outflow of 524 million [2][3] - Major stocks like Mango Super Media and People's Daily Online had significant net inflows from main funds, indicating strong institutional interest [3]

Group 1 - The investment logic in the AI industry is shifting from "computing power competition" to "application value" [1][3] - The media application sector is expected to leverage digital marketing GEO to capture AI dividends, with 2026 projected to be the year of commercial monetization for AI applications [2][3] - The recent surge in AI application stocks, such as 易点天下 (301171.SZ) and 中文在线 (300364.SZ), indicates strong market interest, with some stocks rising by 20% and ETFs like 华夏传媒 (516190.SH) increasing over 8% [1] Group 2 - The GEO (Generative Engine Optimization) concept is a marketing strategy aimed at enhancing the visibility of brands in AI-generated content, thereby influencing consumer decisions [1][2] - According to QuestMobile, the leading native AI market player, 豆包 has 155 million weekly active users, followed by DeepSeek and 元宝 with over 80 million and 20 million respectively [2] - A report from Gartner predicts that by 2028, traffic from search engines to brands will decrease by 50%, as consumers increasingly accept AI-driven generative search [2] Group 3 - Challenges exist in the practical application of GEO, as improper use could lead to the creation of misleading information, akin to "internet water armies" [3] - The potential for commercial monetization is significant, but there is a need for caution to avoid misuse of GEO, which could undermine consumer trust [3] - The greatest monetization opportunities will belong to brands that effectively use AI technology to convey genuine value to consumers [3]

东方证券主要观点如下： GEO本质是AI重塑流量入口后，内容营销的新形态 智通财经APP获悉，东方证券发布研报称，AI chatbot和AI搜索概览类产品正在形成新的流量入口， ChatGTP/Gemini/豆包/DeepSeekMAU分别为8.8/6.5/1.6/1.3亿，形成新的信息分发渠道，因此AI平台内投 流是未来广告主必须重视的营销阵地，GEO是其中的探索方式之一。从海内外引用逻辑和打法差异 看，国内布局GEO更具优势的或是大厂代运营平台，积累大量营销素材制作、投放、交易转化数据， 对大厂传统业务理解构成开展GEO业务的抓手。 海外市场，基础功在于SEO，内容足够好的官网能被搜索引擎索引是前提，因此策略上先集中资源打造 高质量的官网内容，再辅以YouTube、Reddit、Quora等高权重垂类社区的内容投入。国内市场，AI更倾 向于抓取大型门户网站的自媒体号、CSDN等第三方平台，以及各自体系内内容(如豆包抖音短视频和头 条、元宝微信公众号等)，因此策略上是广泛布局围绕query铺设内容矩阵。 东方证券认为，从海内外引用逻辑和打法差异看，国内布局GEO更具优势的或是大厂代运营平台，积 累大量营销素 ...

Core Viewpoint - The AI application sector experienced a significant surge on January 12, with various AI-related stocks hitting their daily price limits, indicating strong market enthusiasm for AI technologies and applications [1][2]. Group 1: Stock Performance - Over 80 stocks, including Zhongcheng Technology, Xingtum Control, and Zhidema, reached their daily limit, showcasing a robust interest in AI-related investments [1]. - In the Hong Kong market, AI concept stocks also saw substantial gains, with Zhipu rising over 40% and MINIMAX-WP increasing by more than 29% [1]. Group 2: Policy and Industry Developments - The Ministry of Industry and Information Technology, along with seven other departments, issued the "Implementation Opinions on 'Artificial Intelligence + Manufacturing'," providing guidelines for the intelligent upgrade of industries such as chemicals [2][3]. - By 2027, China aims to achieve reliable supply of key AI technologies, with plans to apply 3 to 5 general large models in manufacturing and develop 1,000 high-level industrial intelligent agents [3][4]. Group 3: Market Trends and Future Outlook - The AI industry in China is showing strong competitive advantages, with breakthroughs in large model capabilities and a thriving open-source ecosystem [4]. - Investment logic in AI applications is shifting from hardware competition to focusing on commercial viability and localized breakthroughs, emphasizing the importance of application scenarios [5][6]. - The AI application sector is expected to evolve from being merely usable to highly effective by 2026, with diverse business models becoming mainstream [6].

Market Performance - The Shanghai Composite Index rose by 1.09% to close at 4165.29 points, while the Shenzhen Component Index increased by 1.75% to 14366.91 points, and the ChiNext Index gained 1.82% to 3388.34 points [1] - The North Stock 50 surged by 5.35% to 1605.77 points, with the total market turnover reaching 36,445 billion yuan, an increase of 4,922 billion yuan compared to the previous day, marking a historical high [1] Sector Highlights - The AI application sector showed significant activity, with stocks such as Yidian Tianxia (301171), Zhidema (300785), and Kunlun Wanwei (300418) hitting the 20% daily limit up, while companies like Liou Co. (002131) and Vision China (000681) also reached the limit [1] - The commercial aerospace sector strengthened, with Xingtou Measurement and Control hitting a 30% limit up, and Tianyin Machinery (300342) and Ligong Navigation also reaching the 20% limit up [1] - The brain-computer interface sector continued to perform well in the afternoon, with Daoshi Technology (300409) hitting a 20% limit up, alongside Yanshan Technology (002195) and Haige Communication (002465) [1] - The insurance sector experienced a correction, with China Ping An and China Pacific Insurance (601601) both declining over 2% [1]

1月12日，A股市场AI应用板块集体爆发，AI应用指数飙升近8%，个股中，蓝色光标、拓尔思、昆仑万 维、值得买等多股涨停，值得注意的是，易点天下、中文在线、天龙集团更是组成了新的"易中天"组 合。 近日AI产业动态密集，海外xAI、Anthropic陆续融资，国内"人工智能+制造政策"推出，智谱和MiniMax 上市大涨，后续DeepSeek-V4推出有望引发新一轮AI应用热潮。 | | | | | AIGC概念板块个股 | | | | --- | --- | --- | --- | --- | --- | --- | | 序号 代码 | | 名称 | . | 涨幅%↓ | 总市值 | 年初至今涨幅% | | 1 | 300058 | 蓝色光标 | 1 | 20.02 | 740亿 | 78.99 | | 2 | 300229 | 拓尔思 | 1 | 20.02 | 231亿 | 32.86 | | 3 | 300987 | 川网传媒 | 1 | 20.01 | 37.53 Z | 28.87 | | ব | 300520 | 科大国创 | 1 | 20.01 | 142亿 | 39.07 | | 5 | 3 ...

百亿蓝海爆发 近段时间，一场名为GEO的变革正在资本市场悄然爆发！ 当地时间1月10日，马斯克在X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的代码。 这一举动被市场解读为"马斯克也要涉足GEO"。 受此影响，GEO概念表现强势，易点天下、蓝色光标、值得买、天龙集团20cm涨停，利欧股份、浙文互联、博瑞传播10cm涨停。 | 代码 | 名称 | 最新价 | 涨跌额 | 涨跌幅V | | --- | --- | --- | --- | --- | | 300058 | 蓝色光标 | 20.62 | +3.44 | 20.02% | | 301171 | 易点天下 | 63.23 | +10.54 | 20.00% | | 300785 | 值得买 | 62.64 | +10.44 | 20.00% | | 300063 | 天龙集团 | 13.02 | +2.17 | 20.00% | | 300418 | 昆仑万维 | 64.82 | +10.80 | 19.99% | | 300792 | 膏网膏创 | 40.86 | +5.71 | 16.24% | | 300781 ...

中信建投（601066）证券指出，当前AI产业动态密集，海外xAI、Anthropic陆续融资，国内"人工智能 +制造政策"推出，智谱和MiniMax上市大涨，后续DeepSeek-V4推出有望引发新一轮AI应用热潮。随着 模型能力不断提升，尤其是推理与长窗口成本的显著下降，AI下游应用场景正加速进入商业化验证阶 段，重点关注搜索&营销、Coding、多模态、Agent、AI for Science领域，相关公司商业化进程有望进一 步加速。 AI应用概念12日盘中集体爆发，截至发稿，众诚科技、易点天下（301171）、光云科技、值得买 （300785）等涨停，星图测控涨超25%续创新高，昆仑万维（300418）、并行科技等涨超15%。 ...

Group 1 - The AI application sector continues to rise, with companies like ZhiDeMai, Guangyun Technology, and Chuanwang Media hitting the daily limit, while BlueFocus has surged over 15%, reaching a historical high [1]

1月12日，值得买涨12.74%，截至发稿，报58.85元/股，成交2.08亿元，换手率2.90%，总市值117.03亿 元。值得买股价已经连续3天上涨，区间累计涨幅17.67%。 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.com)及相应的移动客户端,为电商、品牌商等提供信息推广服务、互联网效果营销平台服 务。主营业务收入构成为：信息推广收入41.83%，互联网效果营销平台收入28.38%，运营服务费收入 27.62%，品牌营销收入2.00%，商品销售收入0.17%。 从值得买十大流通股东角度 截至发稿，刘慧影累计任职时间3年164天，现任基金资产总规模236.34亿元，任职期间最佳基金回报 94.73%， 任职期间最差基金回报26.25%。 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 ...