GEO革命：AI流量入口重构，借道传媒ETF华夏一键布局

Core Viewpoint - A marketing revolution is underway, transitioning from "keyword ranking" to "AI answer priority," significantly impacting the media sector and leading to a surge in the Media ETF Huaxia (code: 516190) as investors position themselves for the GEO (Generative Engine Optimization) era [1][9]. Group 1: GEO Revolution - GEO is an optimization strategy for generative AI platforms aimed at ensuring brands, products, or services are prioritized in AI-generated responses [11]. - Unlike traditional SEO, GEO requires content to be logically coherent, data authoritative, and emotionally resonant, marking a shift in advertising demand from "ranking priority" to "answer priority" [11]. - The Chinese GEO market is projected to reach approximately 2.9 billion RMB by 2025 and 24 billion RMB by 2030, with the global market expected to exceed 100 billion USD [11]. Group 2: Media ETF Huaxia - Media ETF Huaxia (516190) is positioned as a primary investment tool for the GEO revolution, with its constituent stocks highly aligned with GEO concepts [13]. - The ETF covers key sectors such as online retail, advertising, film publishing, gaming, and digital media, with top holdings including Focus Media, Giant Network, BlueFocus, and Kunlun Wanwei [13][14]. - As of January 9, 2025, the ETF has achieved a year-to-date return of 13.15% and a one-year return of 52.38%, significantly outperforming the CSI 300 index [15].