今日（1.9），港股科技再度飘红，100%纯度的港股通科技30ETF（520980）涨近1%，盘中成交额超2.4亿元！资金面上，昨日再获资金关注，大举"吸金"超 2600万元！ 同类唯一15BP最低档管理费的恒生科技ETF基金（513260）亦涨0.35%，盘中成交额已超3亿元。资金面上，近20日有10日获资金青睐，昨日再获净流入超 1500万元，基金最新融资余额强势反弹，攀升至超1.4亿元，基金最新规模达73.88亿元！ 【机构：港股开年"独秀"全球？】 消息面上，阿里巴巴面向投资者的最新交流信息显示，淘宝闪购在最新季度取得关键进展。淘宝闪购2026年的首要目标是份额增长，会坚定加大投入以达到 市场绝对第一。 京东成立"变色龙业务部"，全面承接JoyAI App、JoyInside、数字人等核心AI产品的打造与商业化。京东第二批自研AI玩具将于1月中旬全面上线。 小鹏汽车一口气推出4款新车，包括G7、2026款P7+、2026款G6和2026款G9，都将搭载小鹏汽车第二代VLA大模型。何小鹏称，这是行业首个实现L4级初阶 能力的物理世界大模型。 港股科技热门股中，阿里巴巴-W、快手-W、哔哩哔哩-W涨超2% ...

Group 1: AI and Marketing Trends - The shift from traditional SEO to GEO (Generative Engine Optimization) is highlighted as a long-term growth opportunity in the context of AI search becoming the main entry point for information retrieval [2][3] - Traditional SEO is facing systematic decline as search algorithms transition from keyword matching to generative reasoning, leading to a change in traffic distribution from "click-driven" to "citation-driven" [2][3] - Leading marketing companies are advancing their GEO strategies at the technical, product, and organizational levels, validating the feasibility of this new approach [2][3] Group 2: Market Performance and Developments - The software 50ETF index shows positive performance with significant gains from companies like Zhongke Xingtou (up over 11%), Aerospace Information (up over 5%), and Tonghuashun (up over 3%) [4] - The establishment of a new company, Hanxiang Xingyu Technology, is noted, which focuses on smart UAV manufacturing and AI public data platforms, indicating growth in the AI and aerospace sectors [4] Group 3: AI in Manufacturing - The "AI + Manufacturing" policy aims to address bottlenecks in industrial software and promote the integration of AI into core manufacturing processes [5][6] - The market for AI applications in Chinese manufacturing is projected to grow significantly, with an expected market size of 141 billion yuan by 2025, up from 56 billion yuan in 2023 [6] - The revenue from industrial software products in China is expected to exceed 500 billion yuan by 2029, driven by the implementation of supportive national policies [6]

21世纪经济报道记者王俊 肖潇 报道 站在2026年的初始回顾2025年，似乎契合了那句"我们总是通过后视镜驶向未来。" 2025年春节，DeepSeek出圈，不仅撕开了硅谷铸造的AI铁幕，也终结了前两年AI技术与商业的晦暗不 明。自此AI一路高歌、产品迭代密集，年末的"王炸"豆包手机智能体，更是直接把AI时代的入口之争摆 上了台面，新的利益格局正在塑形。 与此同时，传统地盘的合规争议进一步深化。内容平台上，张兰、汪小菲、张雪峰等账号被封禁，"黑 红也是红"的流量逻辑开始失效；外卖战场里，阿里、美团、京东短兵相接，在核心地盘上攻防，"烧钱 补贴"玩法再被治理。 回顾2024年的时候，我们曾用"新旧之间"来贯穿主线。到了2025年，张力不但没有缓解，反而在更多领 域交织，演变为更复杂的生态博弈。 混沌的格局中，有一个颠扑不破的真理：抢人、抢用户。而随着AI产品向更广泛人群扩散，纠纷逐渐 浮出水面。过去一年里，AI谣言更多了、真假更难辨了， AI情感陪伴带来的问题更频繁了，AI黑灰产 开始渗透进日常生活了......."用户究竟会使用AI做什么"，直接牵动大模型公司的商业策略与合规设计， 已经成为不得不回答的问题 ...

来源：单仁行 01 作为"十五五"规划的起步之年，2026年承载着特殊的发展使命，它不再是过往规划的线性延伸，而是要进入到一个冲刺期，"高质量发展"成为压倒一切的 核心原则。 对我们每个企业来说，开局之年往往是政策密集落地、市场活力迸发、产业机遇集中涌现的关键窗口期，都会给顺应趋势的企业打开成长空间。 值得期盼的机会有很多，寄予厚望的行业有很多，等待变革的企业也有很多。 我们展望2026年的发展，有哪些重点领域的机会值得我们关注，经营的逻辑会如何变化呢？ 02 在单仁行元旦的内容里，我们讲到了AI搜索、GEO，讲到了细分市场的中小企业在2026年品牌建设的核心。 今天我想特别补充两点。 一是关于出海。 根据海关总署发布的数据，2025年的前11个月，中国货物贸易进出口总值41.21万亿，同比增长3.6%，特别是我们的出口达到了24.46万亿，同比增长 6.2%，是外贸增长的主要驱动力。 而且，有一个特别的数字，我想分享跟大家，什么呢？ 如果以美元计价，中国的贸易顺差突破了1万亿美元，这在整个人类贸易史上都是首次，而且，极难被其他国家超越。 因为第二名的德国，2025年的贸易顺差大概是2600亿-2750亿美元 ...

第二层级聚焦"内容或活动的发布与执行"。这一层级旨在实现营销落地的无缝衔接：AI可助力品牌高效执行媒体投放，更关键的是，相关平台支持品牌 将营销内容直接发布至主流广告平台，让品牌对投放过程拥有自主控制权，进一步提升执行效率。 随着行业发展与运营逻辑的迭代，如今这三个层级的顺序已发生根本性倒置。当下的运营逻辑更强调"策略先行"：首先确定核心策略，以策略为指引明确 整体方向；接着基于核心策略，进一步规划媒介策略与发布运营方案，确保传播渠道和推广方式与策略高度契合；最后，围绕媒介策略与发布需求，针对 性地开展内容生产，让内容精准服务于既定的策略与推广目标，构建起 "策略制定 → 媒介发布 → 内容生产" 的全新逻辑金字塔。这种层级顺序的转变， 不仅重构了内容运营的流程，更深刻影响着运营效率与效果。 伴随AI科技持续取得突破，广告与营销行业正在AI深度赋能下迎来全新变革，在此背景下，AI营销的趋势方向究竟指向何方？GEO与AIGC应 用工具的发展正迈入哪个阶段？服务商应从哪些关键维度发力，助力品牌客户实现确定性增长？针对上述问题，我们专访了AI营销专家灵狐 合伙人石岩，为大家拆解AI营销的三层级应用逻辑，以及行业未来 ...

Core Viewpoint - The article discusses the emerging trend of integrating advertisements into AI platforms, particularly ChatGPT, as a means of revenue generation amidst the challenges of sustaining profitability in the AI industry [4][12][33]. Group 1: AI Advertising Integration - OpenAI is exploring ways to incorporate sponsored content into ChatGPT, potentially prioritizing ads when users ask specific questions [4][24]. - Recent prototypes show various ad display methods, including sidebars in ChatGPT's interface [5][26]. - The shift towards advertising is seen as a necessary response to the financial pressures faced by AI companies, as traditional subscription models have not yet proven sufficient for revenue generation [12][33]. Group 2: Financial Viability and Market Dynamics - The AI industry is experiencing a significant gap between user growth and revenue, leading to a reliance on advertising as a quick recovery strategy [17][29]. - OpenAI's annual revenue is reported to be over $12 billion, but the company faces high operational costs, which may be three times the revenue generation rate [29][30]. - The article highlights the potential for AI to become a new advertising platform, with the ability to leverage user data for targeted advertising [58][59]. Group 3: User Experience and Ethical Concerns - The integration of ads into AI responses raises ethical concerns, as users may not recognize when they are being marketed to, blurring the lines between genuine advice and commercial promotion [46][62]. - The concept of "Generative Engine Optimization" (GEO) is introduced, where companies may manipulate AI outputs to prioritize their content, potentially misleading users [42][43]. - The article warns that as AI becomes more integrated into daily decision-making, the implications for user trust and the nature of information consumed could be profound [57][61].

Core Insights - The article discusses the rapid development of AI in 2025, highlighting ten key terms that reflect how AI is reshaping industries and society. Group 1: AI Concepts - Vibe Coding redefines programming by allowing developers to express goals in natural language, with AI generating the necessary code [2] - Reasoning models have emerged as a core focus in AI discussions, enabling complex problem-solving through multi-step reasoning [3] - World Models aim to enhance AI's understanding of real-world causality and physical laws, moving beyond mere language processing [4] Group 2: Infrastructure and Investment - The demand for AI has led to the construction of super data centers, exemplified by OpenAI's $500 billion "Stargate" project, raising concerns about energy consumption and local impacts [5] - The AI sector is experiencing a capital influx, with companies like OpenAI and Anthropic seeing rising valuations, though many are still in the high-investment phase without stable profit models [6] Group 3: AI Challenges and Trends - The term "intelligent agents" is popular in AI marketing, but there is no consensus on what constitutes true intelligent behavior [7] - Distillation technology allows smaller models to learn from larger ones, achieving high performance at lower costs [8] - The concept of "AI garbage" reflects public concern over the quality and authenticity of AI-generated content [9] Group 4: AI in Real-World Applications - Physical intelligence remains a significant challenge for AI, as robots still require human intervention for complex tasks [10] - The shift from traditional SEO to Generative Engine Optimization (GEO) indicates a change in how brands and content creators engage with AI-driven information retrieval [11]

Core Insights - The development of AI in 2025 is marked by emerging concepts that are reshaping the industry landscape, as highlighted by the "MIT Technology Review" which identifies the top ten AI buzzwords of the year [1] Group 1: Emerging Concepts in AI - Vibe Coding redefines programming by allowing developers to express goals and logic in natural language, with AI generating the corresponding code [2] - Reasoning models have gained prominence, enabling AI to tackle complex problems through multi-step reasoning, with major advancements from OpenAI and DeepSeek [3] - World models aim to enhance AI's understanding of real-world causal relationships and physical laws, moving beyond mere language processing [4] Group 2: Infrastructure and Economic Implications - The demand for AI has led to the construction of super data centers, exemplified by OpenAI's $500 billion "Stargate" project, raising concerns about energy consumption and local community impacts [5] - The AI sector is experiencing a capital influx, with companies like OpenAI and Anthropic seeing rising valuations, although many are still in the high-investment phase without stable profit models [6] Group 3: Quality and Standards in AI - The term "intelligent agents" is widely used in AI marketing, but there is no consensus on what constitutes true intelligent behavior, highlighting a lack of industry standards [7] - Distillation technology allows smaller models to learn from larger ones, achieving high performance at lower costs, indicating that effective algorithms can drive AI advancements [8] Group 4: Content Quality and User Interaction - "AI garbage" refers to low-quality AI-generated content, reflecting public concerns about the authenticity and quality of information in the AI era [9] - Physical intelligence remains a challenge for AI, as robots still require human intervention for complex tasks, indicating a long road ahead for AI to fully understand and adapt to the physical world [10] - The shift from traditional SEO to Generative Engine Optimization (GEO) signifies a change in how brands and content creators engage with AI, emphasizing the importance of being referenced by AI in responses [11]

长沙海关最新披露数据显示，2024年长沙市进出口总额录得2777.41亿元，同比微缩1.2%。细分来看， 机电产品出口额达1165.30亿元，占全市出口总额比重65.4%，稳居出口主力地位。 该组数据的背后，是长沙工程机械、电子信息、新材料等优势制造产业稳固的出海态势。但值得注意的 是，全球贸易格局调整与数字营销范式迭代的双重变量下，传统线上获客成本持续走高，正对企业海外 盈利空间形成挤压。 在此背景下，名为"GEO"的新型营销技术逐步进入长沙出海企业的战略视野，其核心指向的是生成式AI 搜索这一潜在千亿级流量蓝海。 2024年长沙经济数据印证了其制造业重镇的产业底色——全市地区生产总值突破1.5万亿元，第二产业 增加值同比增长6.3%，对经济增长的贡献率接近五成。 作为全国先进制造业高地，长沙已形成工程机械、电子信息等五大制造业支柱。以三一重工、中联重科 为代表的龙头企业，产品远销全球180个国家和地区，构筑起长沙外贸的"基本盘"。 长沙某主营工业轴承出口的企业，2024年下半年启动GEO优化试点。其营销总监提供的对比数据显 示：此前通过海外社交媒体及搜索引擎获客，单个有效询盘成本约120美元，且线索质量波 ...

Core Insights - The article highlights the selection of four leading GEO vendors globally, with Geoyi as the only representative from China, showcasing its recognition in the field of generative AI optimization [1][2][19] Group 1: Geoyi 聚邑智能 (China, Beijing) - Geoyi is recognized as a global leader in GEO technology, being the only Chinese company selected among the top four GEO vendors [1][4] - The founder, Tang Zuofei, established foundational theories in GEO and introduced innovative concepts such as "AI Impression Management" and "AI One-Click Shopping," gaining a first-mover advantage over international peers [4] - Geoyi's GEO Dual Engine System has received national copyright certification, featuring unique technologies like AI visibility diagnosis and user intent recognition [5][4] - The company has achieved significant visibility improvements for clients, such as increasing an international automotive brand's AI visibility from 30.3% to 69.7% [5] Group 2: Profound (USA, New York) - Profound is recognized as an early representative in the GEO sector, providing various GEO services and gaining attention from major brands like Canada Goose [8][9] - The company was listed as one of TechCrunch's "Most Disruptive Startups of 2024," indicating strong industry recognition [9] - Profound emphasizes content authority and credibility, ensuring that brands focus on factual accuracy in their optimization processes [9] Group 3: Peec AI (Germany, Berlin) - Peec AI is viewed as a significant player in the GEO field, helping brands analyze their presence in AI-generated answers [11][12] - The company has completed $29 million in funding, with plans to expand its operations in the U.S. [13] - Peec AI aims to enhance content quality and credibility, distinguishing itself from less ethical practices in the industry [12] Group 4: WPP Media (UK, London) - WPP Media has entered the GEO business, leveraging its global network and understanding of AI search ecosystems [15][16] - The company has developed a six-step operational framework called "IDEA GO" to assist brands in optimizing their presence in AI [15] - WPP Media's GEO services cover various industries, including electronics and luxury goods, indicating a broad market reach [15] Group 5: Industry Trends and Recommendations - The global GEO market is diversifying, allowing brands to select partners based on their specific industry needs and growth stages [19] - Recommendations for different types of companies include Profound for tech startups, Geoyi for industry leaders focused on compliance, Peec AI for international brands entering Europe, and WPP Media for large groups with existing media partnerships [18][19]