1月13日晚间，多家上市公司公开回应相关业务情况。 引力传媒(603598.SH)发布股票交易异常波动暨风险提示公告，公司关注到有媒体将公司列为GEO概念 股。目前，公司主营业务仍为广告代理服务。截至目前，公司GEO事业部仍处于组建筹划阶段。公司 GEO业务尚未形成成熟的商业模式，其市场认可度及盈利模式均存在不确定性，该业务尚未形成相关 收入。 浙文互联(600986.SH)发布风险提示公告，公司关注到有媒体将公司列为GEO概念股。截至本公告披露 之日，公司GEO业务尚未形成成熟的盈利模式，市场认可度及盈利性均存在不确定性，目前尚未形成 相关收入。 新华网(603888.SH)公告称，公司股票1月5日至1月13日收盘价累计涨幅38.5%，高于行业平均水平。公 司GEO业务未形成收入：近日，有媒体将公司列为GEO概念股。经自查，公司GEO业务尚未形成成熟 的盈利模式，市场认可度及盈利性均存在不确定性，目前尚未形成收入。 南方财经全媒体集团投资传媒记者 李昊 1月13日，GEO（生成式引擎优化）概念股逆市大涨。消息面上，马斯克近期发文称，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 ...

关于GEO，银河证券在研报中指出，生成式搜索（Generated Engine Optimization，GEO）是随着生成式 人工智能兴起，为应对传统SEO（搜索引擎优化）在AI对话场景中的局限性而提出的新概念。其指的是 通过优化内容，使其在生成式AI引擎的回应中更容易被检索和推荐。 1月12日、13日，多家上市公司已密集发布异动公告，回应GEO业务进展并提示风险。 1月13日，引力传媒再次发布异动公告并提示风险称，公司关注到有媒体将公司列为GEO概念股。目 前，公司主营业务仍为广告代理服务。截至公告披露日，公司GEO事业部仍处于组建筹划阶段。公司 GEO业务尚未形成成熟的商业模式，其市场认可度及盈利模式均存在不确定性，该业务尚未形成相关 收入。公司股票自2025年12月30日至2026年1月13日收盘价累计涨幅97.54%，股价短期涨幅较大。公司 的最新动态市盈率为311.50，最新市净率为40.53，显著高于行业平均水平。 同日，天龙集团公告称，现阶段，公司相关AI工具主要应用于公司内部使用的广告创意素材和传播内 容的创作，当前未因AI工具产生额外的收入，对公司整体经营情况没有重大影响。公司股票自202 ...

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 recent surge in A-share market, particularly the "New Yi Zhong Tian" combination, is driven by the emerging concept of "GEO" (Generative Engine Optimization), reflecting both genuine market demand and speculative capital activities [1][2]. Group 1: Market Dynamics - The "New Yi Zhong Tian" combination, consisting of Yidian Tianxia, Zhongwen Online, and Tianlong Group, has seen stock prices increase by over 47% within a few trading days [1][3]. - The GEO concept is gaining traction as a critical strategy for brands to enhance visibility and authority in AI-generated content, contrasting with traditional SEO methods [2][3]. - The global GEO service market is projected to grow from $1.2 billion to $3.5 billion by 2026, with a compound annual growth rate (CAGR) exceeding 140% [3]. Group 2: Company Profiles - Yidian Tianxia, as a Google primary agent, focuses on overseas marketing and is viewed as a potential player in the cross-border GEO field [4]. - Zhongwen Online provides compliant copyright data to large models, positioning itself as a core content provider in the GEO ecosystem [4]. - Tianlong Group leverages its internet marketing experience to develop AIGC engine-related businesses, which are interpreted as foundational capabilities for GEO applications [4]. Group 3: Investment Trends - The concentrated capital interest in the "New Yi Zhong Tian" combination has made it a leading sector player, with other AI marketing stocks also experiencing significant price increases [5]. - As of January 13, Tianlong Group's stock has risen by 82.26%, Yidian Tianxia by 72.86%, and Zhongwen Online by 47.37% [4]. Group 4: Financial Performance - Yidian Tianxia reported a revenue of 2.717 billion yuan, a year-on-year increase of 54.94%, with a net profit of 204 million yuan, up 4.41% [8]. - Tianlong Group's revenue for the first three quarters was 5.459 billion yuan, down 5.84%, but net profit increased by 129.06% to 111 million yuan [8]. - Zhongwen Online continued to report losses, with a revenue of 1.011 billion yuan, a 25.12% increase, but a net loss of 520 million yuan, widening by 176.64% [8]. Group 5: Market Sentiment and Risks - The current market sentiment reflects a "concept premium," with concerns about the disconnect between valuations and actual performance [6][8]. - Many companies, including Yidian Tianxia and Liao Shares, have issued risk warnings indicating that their GEO-related business models are still in the early stages and lack substantial revenue contributions [9].

资金流向方面，今日该股主力资金净流出8.28亿元，其中，特大单净流出7.88亿元，大单资金净流出 4000.54万元。近5日主力资金净流入3992.75万元。 融资融券数据显示，该股最新（1月12日）两融余额为15.81亿元，其中，融资余额为15.74亿元，融券余 额为630.40万元。近5日融资余额合计增加2.53亿元，增幅为19.13%，融券余额合计增加126.92万元，增 幅25.21%。（数据宝） 易点天下1月13日交易公开信息 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 深股通专用 | 50288.37 | 48365.57 | | 买二 | 机构专用 | 17564.24 | 11030.78 | | 买三 | 国泰海通证券股份有限公司上海长宁区江苏路证券营业 部 | 16902.77 | 7994.99 | | 买四 | 机构专用 | 13428.92 | 91.01 | | 买五 | 机构专用 | 12429.81 | 13509.96 | | 卖一 | 深股通专用 ...

1月13日，AI应用板块表现活跃，AI应用细分概念——"GEO"（生成式引擎优化）再走强，被市场称为 新"易中天"组合的——易点天下、中文在线、天龙集团均大涨，易点天下一度三连板。 据媒体报道称，马斯克当地时间1月10日在社交媒体平台X发文称，将在一周内正式开源X平台最新的内 容推荐算法，覆盖"所有用于决定向用户推荐自然内容和广告内容的代码"。马斯克表示，"此过程将每 四周重复一次"，同时附带开发者说明，标注算法和逻辑上的改动内容。 截至发稿，天龙集团20%涨停，易点天下、中文在线均涨超10%。浙文互联、引力传媒、利欧股份等涨 停。 编辑丨瑜见 | 代码 | 名称 | 米唱 | 息金额 | 息市值 | 现价 | | --- | --- | --- | --- | --- | --- | | 920021 流金科技 | | +27.23% | 13.22 Z | 37.39 Z | 12.05 | | e88382 | 光云科技 | +20.02% | 16.19 Z | 125.1 乙 | 29.38 | | 301 408 | 华人健康 | +20.00% | 13.06 Z | 110.4 Z | 27. ...

据媒体报道称，马斯克当地时间1月10日在社交媒体平台X发文称，将在一周内正式开源X平台最新的 内容推荐算法，覆盖"所有用于决定向用户推荐自然内容和广告内容的代码"。马斯克表示，"此过程将 每四周重复一次"，同时附带开发者说明，标注算法和逻辑上的改动内容。 编辑丨瑜见 | 代码 | 名称 | 米帽 | 息金额 | 息市值 | 现价 | | --- | --- | --- | --- | --- | --- | | 920021 | 流金科技 | +27.23% | 13.22 乙 | 37.39 Z | 12.02 | | 288362 | 光云科技 | +20.02% | 16.19 乙 | 125.1 乙 | 29.38 | | 301408 | 华人健康 | +20.00% | 13.06 Z | 110.4亿 | 27.60 | | 301378 | 通达海 | +19.99% | 2.08 Z | 43.94 乙 | 45.49 | | 300244 | 迪安诊断 | +19.99% | 13.96 Z | 195.4 乙 | 31.27 | | 300063 | 天龙集团 | +19.97% | 2 ...

Group 1 - The media sector has shown strong performance, with the index reaching 1033.55 points and a daily increase of 3.42%, indicating a significant upward trend in stock prices [1] - Several companies, including Tianlong Group, People’s Daily, and Inertia Media, have experienced stock price surges, with Inertia Media achieving six limit-up days within seven trading sessions [1] - Companies like Yidian Tianxia and Zhongwen Online have reported significant stock price deviations, with Yidian Tianxia's stock price increasing over 30% and Zhongwen Online's stock price deviating by 32% over three consecutive trading days, while both companies stated that their operational conditions remain stable [1] Group 2 - The rise of the media sector is primarily supported by AI developments, with companies like Yue Media implementing AI technologies in advertising and content creation, leading to cost reductions and efficiency improvements [2] - The commercialization of AI technology is seen as a fundamental support for the media sector's growth, with companies transitioning from technology development to scalable monetization, thus changing market profitability expectations [2] - Policy measures, including regulations and support for digital content export, are strengthening the foundation for the media industry's development, providing new growth opportunities for companies [2] Group 3 - The dual regulatory approach is reshaping the competitive landscape of the media industry, with regulations aimed at eliminating low-quality productions and promoting resource concentration among compliant and capable companies [3] - The cultural export policy is providing additional market opportunities for media companies, particularly for AI-enhanced digital content, which is expected to have improved efficiency and commercial value in overseas markets [3] - Technological breakthroughs in display technology, such as Hisense's new RGB-Mini LED technology, are providing hardware support for media content presentation, further enhancing the industry's capabilities [3] Group 4 - The integration of AI technology across the media industry is expected to be a core development theme in the long term, optimizing production efficiency in various content areas and shifting production models from human-driven to technology-driven [4] - The sustainability of the media sector's performance will depend on companies' ability to convert AI technology into continuous profit growth [4]

Group 1 - The core theme of AI applications has seen a significant surge, particularly in the GEO segment, attracting substantial trading interest [1] - Stocks such as 易点天下, 中文在线, and 天龙集团 experienced a maximum increase of 20% in their share prices, indicating strong market performance [1] - The 华夏传媒ETF (516190) received a net inflow of 575 million yuan, highlighting investor enthusiasm for GEO-related assets [1] Group 2 - The upcoming release of DeepSeek V4 and the appearance of 豆包 on the Spring Festival Gala are key catalysts driving market interest [1] - The GEO theme is characterized as a new narrative that redefines the underlying logic of advertising and marketing in the AI era, making it a unique investment opportunity amid rising risk appetite and liquidity [1] - The 中证文娱传媒指数, which the 华夏传媒ETF tracks, includes companies involved in video, live streaming, gaming, film, IPTV/OTT, digital publishing, digital marketing, online education, and event performances, aligning with new technology and consumption trends [1]

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]