AI 系列跟踪（89）：GEO 有望驱动广告代理商商业模式变革，关注 AI+广告投资机会

Investment Rating - The report maintains a "Positive" investment rating for the industry [8] Core Insights - Generative Engine Optimization (GEO) is an AI-driven content optimization strategy aimed at enhancing the visibility of brands, products, or content in AI-driven search engines, emphasizing "being trusted by AI" rather than traditional SEO's focus on ranking [2][5][13] - The GEO market is in its early stages, with projections estimating it will reach USD 11.2 billion by 2025 and potentially grow to a USD 100 billion scale by 2030 [13] - Major companies in the GEO space, such as Profound and Semrush, primarily utilize subscription models for monetization, offering various pricing tiers for their services [13] - GEO is expected to drive a transformation in the business models of advertising agencies, potentially shifting towards subscription-based or performance-based payment structures, thereby enhancing profitability [13] Summary by Sections Event Description - GEO aims to improve content visibility in AI, which could lead to significant changes in advertising agency business models [5] Market Potential - The global GEO market is projected to grow significantly, with a forecast of reaching USD 11.2 billion by 2025 and USD 100 billion by 2030 [13] Company Focus - Companies with strong data accumulation and technology capabilities, such as 易点天下, are expected to benefit from the GEO trend [13]