Jin Rong Jie·2026-01-14 03:07Core Viewpoint - The AI application sector is experiencing significant growth, with a 6.6% increase in early trading, driven by advancements in AI technology and its commercial applications across various industries [1][2]. Group 1: Market Performance - The AI application sector saw a total trading volume exceeding 7.917 billion yuan, with 74 stocks participating in the trading [1]. - Notable stocks such as Zhuoyi Information, Zhide Mai, and Guangyun Technology reached the daily limit increase of 20%, while several others saw increases exceeding 8% [1]. Group 2: Industry Trends - The market is currently focused on the accelerated commercialization of AI applications, particularly in marketing, e-commerce, healthcare, and media, as the cost of inference decreases and model capabilities improve [2][3]. - Institutions predict that 2026 will be a pivotal year for AI applications, marking a transition from technology validation to commercial promotion [2][3]. Group 3: Growth Projections - According to a report by the China Business Advertising Association, the global GEO market is expected to reach $11.2 billion by 2025, with the Chinese market projected at 2.9 billion yuan [3]. - By 2030, the global GEO market is anticipated to grow to $100.7 billion, with a 5-year CAGR of 55%, while the Chinese market is expected to reach 24 billion yuan, with a 5-year CAGR of 53% [3]. Group 4: Sector-Specific Insights - AI marketing is evolving with the rise of generative search (GEO), transforming traditional search engine optimization into a necessity for marketing [5]. - AI applications in e-commerce, healthcare, office automation, and media are becoming increasingly prevalent, providing significant growth opportunities for companies in these sectors [6].