GEO概念继续爆发！AI应用有望接棒商业航天？传媒ETF(512980)盘中涨超4%冲击9连涨

Group 1: AI Applications and Market Trends - The AI application sector continues to show strong momentum, with companies like Yiyuan Media achieving six consecutive trading limits in seven days, and others like Yidian Tianxia and Zhuoyi Information also experiencing three consecutive limits [1] - The AI comic industry is expected to see significant growth, with 46,931 new comic productions anticipated in 2025, marking a 1,150% increase in the second half of the year alone [1] - The market size for AI comics is projected to exceed 20 billion yuan by the end of 2025, driven by low production costs ranging from 50,000 to 150,000 yuan per episode, which is significantly lower than traditional short dramas [1] Group 2: Generative AI and Marketing Strategies - Generative AI is reshaping the internet traffic landscape, with marketing strategies shifting from traditional SEO to Generative Engine Optimization (GEO), where brand competition is now focused on "AI answer citation rights" [2] - The global GEO market is expected to grow from $11.2 billion in 2025 to $100.7 billion by 2030, while the Chinese market is projected to increase from $2.9 billion to $24 billion [2] - DeepSeek plans to release its next-generation flagship model V4 in February 2026, which has shown superior code generation capabilities in internal benchmarks compared to competitors [2] Group 3: ETF Performance and Market Insights - As of January 13, 2026, the CSI Media Index rose by 3.38%, with the Media ETF (512980) increasing by 2.96%, reaching a peak of over 4% during the trading session [3] - The Media ETF has seen a cumulative increase of 23.01% over the past week, leading its category, with a total fund inflow of 3.281 billion yuan over the last eight days [3] - The latest scale of the Media ETF reached 6.667 billion yuan, marking a new high since its inception, with the number of shares also hitting a one-year peak at 5.293 billion [3]