国信证券：AI辅助购物迎突破 GEO有望重塑获客模式

Core Viewpoint - The report from Guosen Securities recommends focusing on platform ecosystem operators and AI tool implementation leaders, highlighting their ability to enhance user insights, marketing methods, and product development, which aligns with the GEO model to improve "answer" weight logic [1] Group 1: Industry Insights - AI search is reshaping information access, with shopping recommendations becoming a core usage scenario, leading to a fundamental transformation in brand communication models [1] - The GEO (Generative Engine Optimization) model achieves a complete process from questions to answers through multi-model collaboration, indicating a significant shift in industry dynamics and the emergence of new growth opportunities [1] - The application of AI technology is now a central focus across various industries, with e-commerce being a key area due to its complex scenarios and large data volumes, making it one of the most important application fields for AI technology [1] Group 2: Investment Opportunities - The report suggests that platform companies in the cross-border e-commerce sector are likely to leverage AI to help small and medium-sized clients reduce costs and improve efficiency internally [1] - The GEO model is expected to assist leading operational enterprises in developing independent sites, optimizing their profit structures [1] - The shift from traditional search to generative AI dialogue for user information acquisition indicates that GEO will be a key direction for brand marketing transformation, creating new growth spaces for e-commerce service providers and cross-border e-commerce companies with technological integration capabilities [1]