Hua Er Jie Jian Wen·2026-01-12 11:01Group 1 - The A-share AI application sector has experienced a collective surge, with stocks like Worth Buying and Zhuoyi Information hitting the daily limit [2] - Notable stocks such as Yidian Tianxia, Zhongwen Online, and Tianlong Group formed a new "Yizhongtian" combination, all recording a 20% limit up in the morning session [2][3] - BlueFocus also saw a significant increase, with a trading volume reaching 19.32 billion yuan, ranking first in A-share trading volume for the day [3] Group 2 - The industry is undergoing a profound transformation as user decision-making shifts from "clicking links" to "reading AI-generated answers," fundamentally rewriting brand visibility logic [5][13] - A new competitive approach called GEO (Generative Engine Optimization) is emerging as a key strategy in the AI search era, becoming the entry point for traffic and marketing survival [5][13] - Traditional search processes are being replaced; users now receive direct answers from AI without needing to click through to web pages, altering the foundation of marketing [11][19] Group 3 - The shift from link-based entry points to AI-generated answers is changing how brands achieve visibility, raising questions about how brands can be seen and mentioned when answers are generated by AI [13][19] - The migration of entry points is not a future possibility but is currently happening, with significant user engagement on AI platforms like ChatGPT and Doubao, which have monthly active users of 780 million and 170 million, respectively [17] - Predictions indicate that by 2026, search engine traffic may decline by 25%, with search marketing share being taken over by AI chatbots and virtual agents [19] Group 4 - GEO is defined as an advertising marketing technology service aimed at ensuring brands are actively mentioned in AI searches, contrasting with traditional SEO which focuses on ranking [22][23] - GEO optimizes two core aspects: the recognition and credibility of brand content by large models, differing from traditional SEO's deterministic optimization to GEO's probabilistic optimization [23][24] - The transition from SEO to GEO reflects a shift in focus from being found to being cited by AI, emphasizing the need for brands to adapt their content strategies accordingly [22][24] Group 5 - The market for GEO is projected to reach significant levels, with estimates suggesting it could reach around 100 billion yuan, paralleling the SEO market's growth [49][50] - The business model for advertising agencies is evolving, with GEO offering opportunities for recurring revenue through subscription models, akin to SaaS companies [43][47] - The competitive landscape is expected to consolidate, as the complexities of ensuring AI models understand and cite content create higher barriers to entry [47][49] Group 6 - The execution path for brands to implement GEO includes analyzing user intent, structuring content, and ensuring authoritative backing for claims made in AI-generated answers [52][55] - The focus should be on creating high-quality, verifiable content that can be easily referenced by AI, moving away from merely increasing content volume [32][55] - The transition to GEO represents a systemic upgrade in brand strategy, emphasizing the importance of being mentioned in AI-generated conclusions as user behavior shifts towards seeking direct answers [59]