Xin Lang Cai Jing·2026-01-12 06:57Core Viewpoint - The rise of AI search is gradually transforming user decision-making paths, leading to the emergence of the GEO (Generative Engine Optimization) sector [1][5]. Group 1: Market Performance - The A-share AI application sector experienced a collective surge, with stocks like Zhi De Mai and Zhuo Yi Information hitting the daily limit, while Yi Dian Tian Xia, Zhong Wen Online, and Tian Long Group formed a new "Yi Zhong Tian" combination [1][5]. - Notable stock performances include: - Yi Dian Tian Xia: 63.23, up 20.00%, with a transaction volume of 3.786 billion - Zhong Wen Online: 34.98, up 20.00%, with a transaction volume of 4.461 billion - Tian Long Group: 13.02, up 20.00%, with a transaction volume of 2.820 billion [2][6]. Group 2: Industry Insights - Institutions are optimistic about the GEO concept, with predictions that by 2026, companies like Zhi Pu and MiniMax will enter the Hong Kong market, leveraging digital marketing GEO to capture AI dividends [2][6]. - AI search is changing consumer habits, with brands' AI visibility directly influencing business opportunities. According to Gartner, by 2028, traffic from search engines to brands will decrease by 50%, as consumers embrace AI-driven generative search [2][6]. Group 3: GEO Definition and Strategy - GEO stands for Generative Engine Optimization, a strategy focused on optimizing content structure, data tagging, brand authority, and dialogue experience for generative AI content distribution and recommendation [3][7]. - The primary goal of GEO is to enhance the visibility and authority of brands, products, or services in AI-generated content, ensuring they are prioritized in search results [3][7]. Group 4: User Growth and Application - The user base for AI applications is expanding, with statistics showing that Dou Bao leads with 155 million weekly active users, followed by DeepSeek with over 80 million and Yuan Bao with over 20 million. Alibaba's "Qian Wen" is rapidly approaching the second tier with nearly 10 million weekly active users [3][7]. - The increasing volume of AI applications is establishing a central role in traffic dynamics, with large models evolving beyond simple chat assistants to become integrated tools for businesses and individuals [8]. Group 5: Investment Trends - The investment logic in the AI industry is shifting from a "computing power race" to "application value," with concerns about an AI "bubble" stemming more from demand than production [4][8]. - The generative AI gap is evident across industries, particularly in technology and media, indicating significant structural disruption and transformation potential [4][8]. - The development of large models is expected to accelerate the commoditization and elimination of simple applications, while serving as a key tool for applications with deep industry know-how, particularly in AI healthcare, which is evolving from a single auxiliary tool to comprehensive lifecycle management [4][8].