Xin Lang Cai Jing·2026-01-23 07:26Group 1 - The AI application ecosystem is deepening, with policies enabling computing power upgrades, as Alibaba's Qianwen App integrates with various services, marking a shift from technical capabilities to user-perceived commercial applications [1] - Walmart announced the integration of Google's generative AI chatbot Gemini into its shopping process, enhancing consumer experience in product discovery and purchasing [1] - OpenAI plans to test ChatGPT advertisements in the U.S. for free and entry-level subscription users, indicating a move towards monetizing AI capabilities [1] Group 2 - Guosen Securities is optimistic about GEO (AI-generated engine optimization) reshaping the traffic and content service ecosystem, suggesting investment opportunities in the media sector driven by AI applications [2] - Douyin's giant engine reported a peak daily consumption of 30 million in the comic drama sector, with a projected market size of 22 billion yuan by 2026, reflecting high industry vitality [2] - AI technology is deeply integrated into the comic drama pipeline, significantly reducing costs and increasing efficiency, while top AI dramas enhance commercial value through copyright distribution [2] Group 3 - As of January 23, 2026, the CSI Media Index rose by 2.71%, with the Media ETF (512980) increasing by 3.39%, indicating strong market performance [3] - The Media ETF saw a significant scale increase of 60.78 million yuan in the past week, with a notable share growth of 24.6 million shares [3] - The Media ETF closely tracks the CSI Media Index, which includes major GEO concept stocks, with GEO weight exceeding 32% [3]