GEO概念大幅回落 值得买、天龙集团双双跌停

Core Viewpoint - The GEO (Generative Engine Optimization) concept has experienced a significant decline in the stock market, with several companies facing substantial drops in their stock prices due to market speculation and concerns over their actual involvement in GEO-related businesses [1][2]. Group 1: Company Announcements - ZhiDeMai (300785) announced that it does not engage in GEO business and that its AI-related revenue is minimal, having no significant impact on overall operations [1]. - Tianlong Group (300063) clarified that its subsidiaries focus on digital marketing and do not engage in GEO business, warning of potential trading risks due to market speculation [1]. - BlueFocus (300058) stated that its AI-driven revenue is small and does not materially affect its financial performance, urging investors to view the business development rationally [2]. Group 2: Market Reactions - ZhiDeMai and Tianlong Group both noted that their stock prices have surged beyond industry and market averages, indicating potential irrational market behavior and heightened trading risks [1][2]. - BlueFocus and Yilun Media (603598) highlighted that their stock price increases are misaligned with their operational performance, cautioning investors about the volatility and risks associated with current market sentiments [2].