Blue Focus(SZ:300058) Huan Qiu Lao Hu Cai Jing·2026-01-12 08:14Core Insights - The A-share AI application sector experienced a collective surge, particularly in the GEO (Generative Engine Optimization) concept, with multiple stocks hitting the daily limit up, indicating strong market interest and investment potential [1][2] Industry Trends - The GEO concept represents a new marketing strategy tailored for generative AI, aiming to optimize content structure and multi-modal semantic adaptation, allowing brand information to be prioritized in AI-generated responses, thus shifting from traditional SEO to a model that achieves "zero-click exposure" [1] - The user base for generative AI is expanding, with over 30% of global information retrieval now conducted through generative AI, leading to a shift in advertiser demand from "ranking priority" to "answer priority," creating a rigid demand for GEO [1][2] Market Potential - The commercialization of the GEO sector is accelerating, with projections estimating the Chinese GEO market to reach 2.9 billion RMB by 2025 and 24 billion RMB by 2030, while the global market is expected to grow to 11.2 billion USD and over 100 billion USD respectively [2] - The recent announcement by Elon Musk to open-source the X platform's content recommendation algorithm is seen as a significant catalyst for the GEO sector, lowering industry entry barriers and enabling companies to adapt their optimization strategies more precisely [2] Investment Outlook - Multiple research institutions view the GEO sector as a core sub-line in AI applications, highlighting its dual attributes of clear short-term catalysts and high long-term growth certainty, making it a key investment focus [3] - Companies that are early adopters of GEO business and possess relevant technological capabilities, as well as authoritative content platforms with high AI relevance, are expected to benefit from this trend [3]