Core Viewpoint - The rise of GEO (Generated Engine Optimization) is expected to transform marketing paradigms, with e-commerce operation companies poised to leverage their understanding of platforms and content marketing to capture new brand marketing demands as AI tools become more prevalent [1][2]. Group 1: Market Trends - The Chinese GEO market is rapidly growing, with a projected year-on-year increase of 215% by Q2 2025, and over 78% of enterprise decision-makers prioritizing AI search optimization in their digital transformation strategies [3]. - According to Gartner, traditional search engine traffic is expected to decline by 25% by 2026, as AI chatbots and other virtual AI optimization methods gain market share in search marketing [3]. Group 2: Business Implications - Businesses utilizing GEO have seen a 2.8 times increase in customer acquisition conversion rates compared to traditional search engines, with user decision cycles shortened by 40% [3]. - The shift in marketing models is compelling brands to adapt their marketing strategies, particularly as many small and medium-sized brands lack the technical capabilities required for GEO [4]. Group 3: Opportunities for E-commerce Operation Companies - E-commerce operation companies, due to their close collaboration with platforms and deep understanding of consumer insights and brand strategies, are well-positioned to quickly establish GEO content generation capabilities [4]. - These companies are expected to capture a portion of brand marketing budgets during the initial stages of GEO development, facilitating precise targeting in the AI era [4].

Core Insights - Elon Musk announced the open-sourcing of X platform's latest content recommendation algorithm, interpreted as his formal entry into the GEO (Generative Engine Optimization) field, leading to a 13.17% surge in the A-share GEO concept sector [1] Industry Growth - The global GEO market is projected to grow at a CAGR of approximately 55% from 2025 to 2030, increasing from $11.2 billion in 2025 to $100.7 billion in 2030, while China's market is expected to grow at a CAGR of about 53%, from 2.9 billion yuan in 2025 to 24 billion yuan in 2030 [2] - Gartner predicts that by 2028, traffic from traditional search engines will decrease by 50%, with consumers increasingly accepting AI-driven generative search [2] - CITIC Securities expresses optimism about AI search becoming the primary information access point, highlighting the long-term growth potential of GEO as a new paradigm for content and traffic optimization [2] Company Developments - Zhejiang Wenlian (浙文互联) has launched the HochiGEO tool, positioning itself as a core player in the GEO sector and likely to benefit from industry growth [3] - BlueFocus Communication Group (蓝色光标) has led an investment in PureblueAI to accelerate its GEO ecosystem layout, leveraging its brand resources and technological integration advantages [3] - Gravity Media (引力传媒) has established a strategic GEO division focusing on AI search and generative marketing, serving major platforms like Douyin and Kuaishou [4] - Liou Co., Ltd. (利欧股份) has developed the AIGC ecosystem platform LeoAI and the marketing model "Ou Gui Yi," implementing comprehensive GEO optimization across advertising and short video sectors [4] - Yidian Tianxia (易点天下), a leader in cross-border digital marketing, has developed the "Outbound Compass" GEO module to enhance AI search recommendation rates for overseas brands [4] - Worth Buying (值得买) collaborates with MiniMax to integrate the Sea Cucumber AI into its content e-commerce platform, optimizing brand recommendation efficiency through GEO [4] - Fushi Holdings (福石控股) has partnered with iFLYTEK to empower GEO with its FlinkAI platform, achieving significant results in industries like automotive [4] - Chinese Online (中文在线) offers 5.6 million types of digital content and the "Chinese Xiaoyao" model, adapting multimodal content for AI recommendations [5] - Toris (拓尔思) utilizes semantic understanding and large model technology to support brand content structuring, providing core algorithm support for GEO [5]

1月12日，AI应用侧细分概念——GEO（生成式引擎优化）主题持续火热，多股涨停。港股市场移动互 联网AI营销龙头万咖壹联（01762.HK）今天盘中一度涨超15%。多家机构发布研报，看好其在GEO赛 道的前瞻性布局与生态协同优势，认为公司正借生成式AI浪潮，从移动生态服务商向AI营销核心玩家 跃升。 据悉，万咖壹联的GEO实践已在多场景落地。在海外电商领域，公司为某海外电商平台提供GEO定制 服务，使其在百度AI平台多个行业关键词搜索排名均为第一，提升品牌曝光与获客效率。在国内小游 戏推广领域，针对某小游戏应用开发者"用户增长乏力、传统买量成本高昂"的痛点，万咖壹联也促成其 与某手机浏览器的深度GEO合作，实现低成本、高转化的推广目标。 盈立证券最新研报称，万咖壹联是中国领先的移动互联网AI营销科技公司，是游戏分发与移动广告领 域的"隐形冠军"及生态核心服务商。盈立证券指出，公司2025年上半年海外收入同比激增439.1%，达 4190万元，预计下半年增长幅度会更大。公司计划未来3—4年内将海外收入占比提升至30%左右，成为 公司核心增长引擎。 海外市场已显现赛道热度，2024年诞生的Profound、PE ...

1、行情 此外，大部分概念今日均走强，而周期股跌幅居前。 截至收盘，沪指、深成指、创业板指分别收涨1.09%、1.75%、1.82%，市场超4100股上涨，1100余股下跌。 三市成交额超3.6万亿，刷新了A股历史记录。 题材方面，AI应用、AI营销、AI编程、传媒等概念股集体狂飙，涨停板太多了不再赘述； 航天概念持续单边大涨，涨停板太多了也不再赘述； 金融概念局部走强，太平洋、大智慧（摸板）一度涨停，银之杰、新致软件、赢时胜、同花顺等涨超10%，指南针、财富趋势、宇信科技、挖 金客等均大涨； 脑机接口受消息刺激高开高走，岩山科技、道氏技术（20CM）、南京熊猫（炸）涨停，熵基科技、盈康生命、爱朋医疗、汤姆猫等集体大 涨； 今日A股迎来了"牛市般"大涨行情。 量子科技午后迎来延伸炒作，志特新材6连板，格尔软件、科大国创（20CM）涨停，国盾量子、纬德信息、天融信、信安世纪等走强； 2、AI应用 今天AI应用集体暴涨，是非常罕见的暴力上涨。 博瑞传播、恒为科技、利欧股份、引力传媒、浙文互联、省广集团、易点天下（20CM）、天龙集团（20CM）、天下秀、昆仑万维（20CM） 集体2连板； 人民网、欢瑞世纪、川网传 ...

1月12日，A股再次见证历史，火热空前！ 下午2点01分，A股市场成交量再破3万亿元，这是A股史上第六次站上3万亿的成交高峰。 沪指以"十七连阳"的连涨势头，创下33年来的历史纪录；截至收盘，沪指涨1.09%，报4165.29点，再度刷新逾10年新高。 深成指涨1.75%，创业板指涨1.82%，板块方面，AI应用题材全线爆发，商业航天、核聚变、零售、半导体概念股活跃，市场逾4100股上涨。 GEO概念股掀涨停潮 1月12日早盘AI应用方向集体走强，Sora概念、MLOps概念、AI语料、智谱AI、多模态AI、ChatGPT概念、AIGC概念等纷纷涨幅靠前。港股AI应用概念股 同样集体大幅走高。AI应用侧细分概念——GEO（生成式引擎优化）主题表现火爆，催化传媒板块行情，A+H股集体狂掀涨停潮。 A股热点板块涨幅 消息面上，近期AI应用营销GEO方向催化较为密集。一是大模型企业MiniMax、智谱近期先后登陆港股，且市场表现强势。今天，MiniMax、智谱双双大 涨。截至收盘，智谱大涨31.4%报208.4港元/股，再创上市新高，市值升至910亿港元。MiniMax涨15.36%报398港元/股，市值升至123 ...

Investment Rating - The report rates the industry as "Outperforming the Market" [5] Core Insights - The advent of AI is leading to a redistribution of internet traffic, shifting marketing strategies from traditional SEO (Search Engine Optimization) to GEO (Generative Engine Optimization). The competitive landscape for brands is transitioning from "search result rankings" to "AI answer citation rights" [1][2] - According to Semrush, AI search is expected to account for 52% of the market by January 2028, surpassing traditional search methods [2] - The global GEO market is projected to reach USD 11.2 billion by 2025 and USD 100.7 billion by 2030, with China's GEO market expected to reach USD 2.9 billion in 2025 and USD 24 billion by 2030 [2] Summary by Sections Industry Dynamics - The report highlights that GEO is becoming a necessity for enterprise marketing, with significant growth potential in the market. GEO aims to position brand or product information more prominently and authoritatively in AI-generated answers, summaries, or recommendations [2] - The fundamental difference between GEO and SEO lies in the optimization targets, where GEO optimizes the knowledge sources, corpora, and brand information structure for AI understanding and presentation [2] Technical Implementation - The technical essence of GEO is described as reverse engineering of RAG (Retrieval-Augmented Generation). GEO allows promotional entities to pre-process content into formats that are more suitable for AI retrieval and citation, thereby achieving higher rankings in AI-generated answers [3] Key Companies - BlueFocus: The company led an investment in PureblueAI, focusing on GEO technology to enhance brand exposure on AI platforms [4] - Yidian Tianxia: The company has deeply engaged in GEO technology and has developed a comprehensive GEO theoretical system and practical guidelines [4] - Zhejiang Wenlian: The company launched the optimization engine HochiGEO, which simulates consumer AI inquiries to optimize brand content for AI recommendations [4] - Inertia Media: The company has established a GEO division to focus on "AI search + generative marketing" [4] - 37 Interactive Entertainment: The company invested in the GEO service provider Zhitui Shidai, which developed the first open-source GEO service system in China, known as the GENO system [4]

Core Viewpoint - The market is experiencing a significant surge in the domestic computing power sector, particularly in IDC and AI application areas, as evidenced by the performance of the Huabao Big Data ETF, which saw an increase of 8.28% and is currently up 5.98%, marking a 12-day consecutive rise [1]. Group 1: Market Performance - The Huabao Big Data ETF (516700) is heavily invested in sectors such as data centers, cloud computing, and big data processing, with a focus on leading companies like Zhongke Shuguang, Keda Xunfei, and Inspur [5]. - Several companies in the computing and software development sectors have shown remarkable stock performance, with Tuoer Si and Yidian Tianxia both hitting the 20% limit up, and others like Xin Dian Software and Zhongguo Changcheng also experiencing significant gains [6]. Group 2: Industry Trends - The IDC industry is expected to see improved supply-demand dynamics driven by increased capital expenditure (Capex) from major companies returning to AI investments, alongside a rise in acceptance of domestic computing power and improvements in high-end chip availability [3]. - The demand for data centers is being driven by the high growth of the computing power market, particularly in North America and China, with significant projects still pending in overseas markets [4]. Group 3: Strategic Insights - The concept of Generative Engine Optimization (GEO) is becoming crucial for businesses as it allows them to optimize content models to become preferred citations for AI models, thus capturing user attention more effectively [3]. - The Chinese government is emphasizing the importance of technology independence and self-reliance, which is expected to accelerate the domestic replacement process and enhance the prospects for self-controlled technology [7].

Group 1 - The core viewpoint of the articles highlights a surge in AI marketing, particularly in the GEO (Generative Engine Optimization) sector, with multiple companies experiencing significant stock price increases [1][2] - Companies such as Chuanwang Media and Yidian Tianxia saw their stocks hit the 20% limit up, while others like Liou Co., Shengguang Group, and Visual China also reached the 10% limit up [1] - The recent AI application marketing in the GEO direction has catalyzed a wave of investment interest, with MINIMAX's stock soaring over 70% and 140% after its listing in Hong Kong [1] Group 2 - GEO is defined as an optimization strategy for generative AI platforms, aiming to prioritize brand mentions and product recommendations in AI-generated responses [2] - The shift in advertising demand from "ranking priority" (SEO) to "answer priority" (GEO) is expected to drive innovation in marketing and media business models [2] - The Media ETF Huaxia (516190.SH) has seen significant inflows, with over 15 million net inflow on January 9 and further large-scale capital inflows on January 12, indicating strong market interest in AI-related applications [2]

Core Viewpoint - The stock of WanKa YiLian (01762) surged over 15%, reaching a price of 0.95 HKD, with a trading volume of 25.16 million HKD, following Elon Musk's announcement to open-source the latest content recommendation algorithm on platform X, which is interpreted as a move into Generative Engine Optimization (GEO) [1] Company Summary - WanKa YiLian is a leading mobile internet game distribution company with a self-developed AI advertising platform, positioning itself as a potential beneficiary in the GEO era [1] - The company has established unique advantages that are difficult to replicate, including deep partnerships with major smartphone manufacturers, which allow it to capture core traffic for GEO [1] - WanKa YiLian has accumulated vast amounts of data and scenarios, solidifying its foundation for content optimization in GEO [1] - The company has made forward-looking investments in AI technology, creating barriers to entry for GEO core capabilities [1] - An upgraded commercial monetization model has opened up growth opportunities in the GEO space for the company [1] Industry Summary - The market perceives GEO as a rapidly growing direction in AI marketing, which is expected to drive significant growth in the AI marketing market size and reshape the industry chain structure [1] - Open-source securities suggest that GEO will lead to a revaluation of marketing companies, indicating a positive outlook for investments in this sector [1]

Group 1 - The core viewpoint of the article highlights that WanKa YiLian (01762) has seen a significant increase in stock price, rising over 15% to 0.95 HKD, with a trading volume of 25.16 million HKD [1] - Elon Musk announced on January 10 that he will open-source the latest content recommendation algorithm of the X platform within a week, which is interpreted by the market as Musk's entry into Generative Engine Optimization (GEO) [1] - Open-source securities believe that GEO will become a rapidly growing direction in the AI marketing field, driving continued high growth in the AI marketing market and restructuring the industry chain, leading to a revaluation of marketing companies [1] Group 2 - WanKa YiLian is a leading mobile internet game distribution company with a self-developed AI advertising platform, positioning itself as a potential beneficiary in the GEO era [1] - The company has established unique advantages that are difficult to replicate, including deep partnerships with major mobile manufacturers, which capture core traffic entry points for GEO [1] - WanKa YiLian has accumulated vast amounts of data and scenarios, solidifying the foundation for GEO content optimization, and has made forward-looking investments in AI technology to build core capability barriers for GEO [1] - The company is upgrading its commercial monetization model, which opens up growth space for GEO [1]