Di Yi Cai Jing·2026-01-12 09:05Group 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]