GEO重构千亿营销市场，创业板软件ETF华夏（159256）持仓股深信服涨超2%

Group 1 - The A-share market showed a narrowing decline in major indices, with the Shenzhen Component Index briefly turning positive, indicating a mixed performance in the software development sector [1] - Major tech companies like Google and Amazon are piloting AI shopping assistants, while domestic e-commerce platforms are utilizing AI to generate product recommendation texts, thereby reducing operational costs [1] - The software industry plays a crucial role in the AI value chain, providing essential technology support and application implementation in both the midstream technology layer and downstream application layer [1] Group 2 - The GEO market is projected to reach a global market size of $100.7 billion by 2030, with a compound annual growth rate of approximately 55%, while the Chinese market is expected to grow to 24 billion yuan [2] - There is a clear trend of shifting from traditional search engines to generative AI, indicating a transformation from SEO to GEO, which is anticipated to reshape the advertising and marketing industry [2]