Zhi Tong Cai Jing·2026-01-16 02:28Core Viewpoint - The report from Guotai Junan highlights the transition from traditional SEO to GEO (Generative Engine Optimization), emphasizing that GEO focuses on how AI models understand and recommend brand content, which is expected to enhance marketing efficiency and shorten consumer decision-making cycles [1][2]. Group 1: Marketing Evolution - The rise of AI recommendations is anticipated to usher in a new era of marketing characterized by GEO, which optimizes content for AI to extract key information and prioritize brand content in responses [2][3]. - GEO is expected to replace parts of the traditional SEO market due to its higher efficiency and broader long-term potential [1][2]. Group 2: Content Requirements - GEO requires a more specialized approach to content, as AI prefers rational, authoritative, and structured information, necessitating optimization in the credibility and coverage of content sources [3]. - The nature of content preferred by AI differs from traditional marketing, leading to a need for distinct optimization strategies in marketing [3]. Group 3: Beneficiaries of GEO Transformation - Five types of companies are expected to benefit from the GEO transformation: AI platform companies, SaaS companies, marketing firms, agency operators, and brand companies, with agency operators likely to respond quickly to changes in channel and traffic distribution [3]. - Companies that adapt their marketing strategies to the new traffic distribution methods are likely to see significant benefits, particularly those that are early adopters of AI systems [3].