Jin Rong Jie·2026-01-13 03:35Core Viewpoint - The commercial aerospace sector experienced significant declines, while the GEO concept continued to thrive, indicating a strong market interest in AI applications and aerospace information, referred to as the "new SEO of the AI era" [1] Group 1: Market Performance - The stock market saw a surge in certain stocks, with Liou Co. achieving five consecutive gains, and Inertia Media recording six gains over seven days, showcasing short-term explosive price performance [2] - BlueFocus's stock price doubled in seven days, with a single-day trading volume of 19.32 billion yuan on January 12, leading the market [2] - The concept sector attracted over 5 billion yuan in net inflows from main funds over two consecutive days, indicating strong institutional and retail investor interest [3] Group 2: Market Drivers - Elon Musk's open-source recommendation algorithm for the X platform has broken down technical barriers in the industry, shifting GEO optimization from "blind trial and error" to "precise strategies," serving as a catalyst for the current market trend [4] - The explosive growth in AI assistant user numbers is projected to reduce traffic from traditional search engines by 50% by 2028, positioning GEO as a core method for optimizing AI search traffic and creating a trillion-yuan market space [4] Group 3: Industry Analysis - BlueFocus (300058) is a leader in AI marketing and GEO, enhancing its technical capabilities through strategic investments in GEO startups like PureblueAI [5] - Easy Point (301171) is a benchmark in cross-border GEO, serving as a primary agent for Google and developing its own "Overseas Compass" [5] - Inertia Media (603598) has established a strategic GEO division and algorithm team to customize AI knowledge bases, serving major platforms like Douyin and Kuaishou [5] - Zhejiang Wen Internet (600986) launched the HochiGEO intelligent body, offering GEO as a subscription-based SaaS adaptable to mainstream AI platforms [5] - Liou Co. (002131) integrates LeoAI and the "Ougu Yi" model for comprehensive marketing GEO optimization [5] - Tianlong Group (300063) is recognized for its precision marketing, applying SWM experience to optimize GEO prompts [6] - Zhi De Mai (300785) collaborates with MiniMax to enhance brand recommendation efficiency through GEO optimization [7] - Chinese Online (300364) provides a wealth of licensed digital content as quality data for GEO, supporting AI-native brand narratives [7] - Fushi Holdings (300715) partners with iFLYTEK to empower GEO with AIGC tools, facilitating business applications in various industries [7]