当前时间点，从SEO到GEO，搜索逻辑已发生根本性转变，互联网正从"抢排名"的SEO时代进入"抢答 案"的GEO时代，权威信息如各类官媒的重要性，在大模型训练数据源和商业化角度上的重要性均明显 提高。 具体来说，权威媒体内容成为大模型构建知识体系的基础材料，决定信息节点位置和关联关系强弱。北 京南文技术团队分析发现，传统媒体内容在可信度评估中权重高达73%，远超自媒体内容从"被挤压"到 合作共赢，权威媒体提供可信内容，科技平台提供技术与流量，形成新的价值生态。目前已有较多大模 型企业主动寻求与权威媒体合作，以降低幻觉风险、提升内容质量。 智通财经APP获悉，浙商证券发布研报称，大模型的幻觉问题是伴随着人工智能底层技术路径与生俱 来，AI虚假信息数量激增的问题丞待解决，基座大模型预训练已进入瓶颈期，急需破解优质数据的可 持续供给难题。当前时间点，从SEO到GEO，搜索逻辑已发生根本性转变，互联网正从"抢排名"的SEO 时代进入"抢答案"的GEO时代，权威信息如各类官媒的重要性，在大模型训练数据源和商业化角度上的 重要性均明显提高。 浙商证券主要观点如下： 信息过载与质量危机 当前时间点，AI虚假信息数量激增，机 ...

Investment Rating - The industry rating is "Positive" (maintained) [7] Core Insights - The search logic has fundamentally shifted from SEO to GEO, emphasizing the importance of authoritative information sources in the era of AI and large models [1][3] - The credibility of traditional media content is significantly higher, with a weight of 73% in credibility assessments compared to self-media content [3] - Collaboration between authoritative media and technology platforms is creating a new value ecosystem, enhancing content quality and reducing risks associated with AI-generated content [3][4] Summary by Sections Industry Overview - The transition from "ranking" to "answering" in search logic highlights the growing importance of authoritative information sources [1][3] - The rise of AI has led to an increase in false information, creating a trust crisis for large models [2] Data Quality and Challenges - The pre-training of foundational large models has reached a bottleneck, necessitating sustainable supply of high-quality data [2] - Epoch AI estimates that by 2028, all high-quality text data on the internet will be exhausted [2] Collaboration and Commercialization - Authoritative media, such as Xinhua and People's Daily, are recognized as high-weight sources in AI knowledge graphs, influencing the structure and relationships of information nodes [4] - Information cited by three or more authoritative media sources sees an 80% increase in penetration within AI-generated content [4] Investment Recommendations - Focus on key authoritative information publishing institutions such as People's Daily, Xinhua News, and Southern Media [5]