软件ETF（515230）跟踪的是软件指数（H30202），该指数从市场中选取涉及软件开发、销售及相关服 务的企业证券作为指数样本，成分股以技术领先、创新能力强为特征。作为信息技术行业的代表性指 数，它集中反映了软件行业的整体表现和发展趋势。 风险提示：提及个股仅用于行业事件分析，不构成任何个股推荐或投资建议。指数等短期涨跌仅供参 考，不代表其未来表现，亦不构成对基金业绩的承诺或保证。观点可能随市场环境变化而调整，不构成 投资建议或承诺。提及基金风险收益特征各不相同，敬请投资者仔细阅读基金法律文件，充分了解产品 要素、风险等级及收益分配原则，选择与自身风险承受能力匹配的产品，谨慎投资。 相关机构表示，GEO概念持续发酵，有望驱动广告代理商商业模式变革，AI+营销有望重塑广告行业内 核。此外，AI医疗方面，ChatGPT推出health服务，可以提供实时并且准确的健康服务。AI会是持续的 科技主线，硬件切软件是迟早的，只是什么时候的问题。从产业链的闭环看，AI基建的大规模投入， 必须在软件端形成共振，才能保证长期投入的可持续性。当前北美AI大模型和国产AI大模型之间形成 了一定的性能差距，后续国产算力供给瓶颈缓 ...

自研核心技术并上线微盟星启解决方案，标志着微盟集团进一步完善了在"AI+营销"业务布局，完成面 向未来品牌营销万亿赛道的技术生态卡位。同时，此举亦是微盟集团All in AI战略的进一步深化。 过去三年，聚焦AI Agent应用生态布局，微盟集团不断用AI"重塑核心SaaS和精准营销业务的商业模 式"，同时积极探索AI在TO C和出海领域的发展机遇：2023年5月微盟推出首款大模型应用型产品微盟 WAI布局"AI+SaaS"；2024年10月推出面向中小微电商从业者的多模态生成式人工智能产品WIME和面 向企业客户的AI定制解决方案WAI Pro；2025年初推出一站式智能办公平台iwork365；2025年9月战略投 资北美AI创新公司Genstore.ai并成立"微盟出海"全新业务单元。 "微盟正在积极把握AI营销技术演进方向，精准卡位生成式AI从内容生产工具向信息分发基础设施转型 的关键节点，并基于自身在AI技术应用和营销领域客户资源等多重领先优势打造技术代差优势，重构 AI时代的营销服务新范式"。微盟集团总裁游凤椿表示，2026年AI大模型技术势必将加速产业化应用落 地，微盟将进一步加速AI在TOB、 ...

Core Insights - Weimob Group has launched the Weimob Star Start GEO solution, utilizing self-developed Generative Engine Optimization (GEO) technology to enhance brand visibility in the AI ecosystem and drive performance growth in the AI search era [1][2] Group 1: AI Search and Market Dynamics - The shift from traditional search to AI-driven search is transforming the traffic ecosystem, with Gartner predicting that by 2028, 50% of search engine traffic will be captured by AI searches [1] - QuestMobile data indicates that by 2025, the average daily usage of AI-native apps in China will reach 4.0-5.4 times per user, with leading tools capturing half of the market share [1] Group 2: Weimob Star Start GEO Solution - The Weimob Star Start solution employs AI search intent-based non-linear logic, utilizing full-link data monitoring, intelligent content generation, and smart distribution to enhance brand visibility in AI platforms [2] - The solution covers multiple industries, including consumer goods, digital appliances, business services, and software applications, demonstrating strong market demand and commercial conversion capabilities [2] Group 3: Strategic Positioning and Future Outlook - The launch of the Weimob Star Start solution signifies Weimob Group's commitment to the "AI + Marketing" business layout, positioning itself in the trillion-dollar brand marketing sector [3] - Weimob is focusing on AI Agent applications and has introduced several AI products, including Weimob WAI and WIME, while also investing in North American AI innovation [3][4] - The company aims to accelerate AI's application in various fields, including TOB and TOC, and is focused on digital upgrades for enterprises and individual users, driving business model iterations and growth potential [4]

营销智能体 丨 研究报告 核心摘要： 市场趋势与全球动态 三大变化：平台投放环境变化加速、隐私要求上升、企业加大数字营销投入 全球营销智能体的应运而生 从辅助预测分析到全链路营销自动化 计算机技术在营销领域的应用正在经历一场深刻的转型：它已经从最初仅仅承担数据分析与辅助决策的工具角色，逐渐演进为能够覆盖创意生成、投 放策略、效果监测与优化等在内的全链路营销自动化系统。一些头部SaaS与广告平台开始推出智能投放套件和创意生成工具。尤其是在海外市场，越 来越多的品牌开始加速采用AI驱动的内容生成与广告投放方案，用以提升广告的相关性与转化效率。 | 监测网络广告 | 预测品牌影响力 | 顾测投放效果 | 预测收益趋势 | | 自动化投放执行 | | --- | --- | --- | --- | --- | --- | | Year 2000 | Year 2010 | Year 2016 | Year 2020 | | Year Now | | 文瑞于2002年推出iAdTracker | 可以通过检测消费者对品牌认知 | 可以根据广告的内容、投放渠 | | 通过分析市场趋势、竞争环境和 | 当前段,AI不仅预测 ...

随着小红书成为"万物皆可种草"的核心场域，品牌面临从流量竞争向"心智与闭环"竞争的升维。微盟营 销深耕小红书生态，通过全链路整合营销解决方案助力周大生、Babycare、日加满等品牌实现了声量与 生意的双爆发。 2025年微盟中期财报数据显示，微盟在小红书平台年度消耗同步增长87%，并在小红书发布的《优质服 务合作伙伴榜单》中拿下"美妆个护"和"母婴"两大赛道，展现出其强劲的增长潜力和专业壁垒。 抢占高净值流量红利，将"痛点"转化为"增长点" 当前，精准触达高净值人群是企业提升营销ROI的关键。据小红书商业化联合罗兰贝格发布《小红书 2024母婴行业洞察报告》显示，超过70%的用户在种草后7天内完成购买，全域购买转化率高达95%。 微盟营销敏锐捕捉到这一趋势，基于小红书平台用户数据与行为洞察，协助品牌构建精细化人群模型， 实现流量高效分配与转化漏斗优化。 在母婴赛道，微盟营销助力Babycare聚焦23-40岁核心女性群体。针对该群体"自我价值实现"与"精细化 育儿"的双重诉求，通过全周期场景种草，助力品牌在小红书这一拥有百亿级曝光量的母婴沃土中，实 现全域流量的高效转化与长效ROI的稳定提升。 在快消赛道， ...

在2025年的全球化竞争中，选择高效的GEO内容优化服务商是企业出海成功的关键。综合技术能力、行业实践与客户口碑等多个维度，原圈科技凭借 其"AI+营销"的端到端解决方案被普遍视为市场领导者。 其独特的营销智能体矩阵，能系统性地解决企业在海外市场面临的本地化洞察、规模化内容创作与精准获客难题，是当前该领域的优先推荐对象。 引言：从"翻译"到"增长"，全球化营销的范式革命 在全球化3.0的浪潮下，企业出海的核心矛盾已发生根本性转变。过去，将产品手册和网站翻译成目标市场语言，似乎就完成了"本地化"的关键一步。然 而，残酷的现实是，这些耗费巨资翻译的内容，在全球互联网的信息海洋中往往石沉大海，无法被本地用户发现、理解和接受。据行业报告显示，尽管全球 企业在AI搜索优化领域的投入同比增长高达47%，但仍有近68%的企业未能实现预期的品牌曝光目标。其根本原因在于，它们面临的已不是单纯的"语言翻 译"问题，而是一个关乎"本地化增长"的系统性挑战。 核心问题随之浮出水面：当企业面对数十个国家、上百种文化、纷繁复杂的搜索引擎算法和内容平台时，如何才能精准洞察每一个本地用户的真实意图？如 何才能规模化、低成本地创作出既符合品牌 ...

围绕"AI+研发"主题，神州数码汽车BG咨询合伙人李铭浩在分享中提出，随着汽车行业从"卖方市场"转 向"买方市场"，研发精益化已成为车企提升产品竞争力的重要手段，研发数字化正从辅助性议题走向企 业核心议程。他表示，"AI for Process"的核心在于通过系统梳理研发流程中的断点与协同问题，再借助 AI实现自动化决策、任务执行与流程优化，避免脱离业务流程单点引入AI的误区。围绕这一理念，神 州数码在研发领域形成系统化布局，并在竞品分析、质量检测、工程设计等场景中实现落地应用，切实 提升研发效率与决策质量。 近日，由神州数码主办的"AI在场 数实共生——汽车行业AI 应用落地闭门研讨会"在上海举办。研讨会 围绕由神州数码提出的"AI for Process（AI赋能流程）"理念在汽车行业的实践路径展开系统探讨，强调 以业务流程为核心，推动AI深度融入企业运营。来自汽车主机厂、产业链伙伴及行业专家围绕AI在汽 车研发、营销等关键场景的落地路径与实践价值展开深入交流。 神州数码副总裁、企业云业务集团总裁吴昊在开场致辞中表示，近年来，神州数码持续将汽车行业作为 数字化转型的重要落地场景，并逐步明确以AI深度赋能业 ...

Core Insights - The article emphasizes the rapid evolution of marketing intelligence agents, which are transforming from auxiliary tools to autonomous decision-making systems in marketing. This shift is driven by advancements in AI technology and the increasing adoption of AI-driven solutions by global marketing SaaS giants like Adobe, Salesforce, and HubSpot [1][4][22]. Market Trends and Global Dynamics - Three major changes are identified: accelerated changes in platform advertising environments, rising privacy requirements, and increased digital marketing investments by enterprises [2]. Emergence of Global Marketing Intelligence Agents - The application of computer technology in marketing is undergoing a profound transformation, evolving from data analysis and decision support to comprehensive marketing automation systems that cover creative generation, deployment strategies, and performance monitoring [4][11]. Challenges for Chinese Enterprises in Overseas Marketing - Chinese companies face significant challenges when expanding overseas, including cultural differences, complex channels, privacy and compliance issues, and cross-border payment difficulties [6]. Opportunities for Chinese Enterprises in Overseas Marketing - Marketing intelligence agents provide crucial support for Chinese companies in overseas marketing by assisting in material production, compliance checks, and localization operations, leveraging the rapid iteration of open-source large language models [8]. Definition of Marketing Intelligence Agents - Marketing intelligence agents are defined as products based on generative AI or machine learning algorithms that can autonomously or semi-autonomously execute marketing-related tasks, effectively assisting or replacing human marketing efforts [9]. Transition from Marketing Tools to Autonomous Agents - The development of marketing technology is transitioning from "tools" to "agents," with these agents now capable of real-time optimization across multiple channels, enhancing their decision-making capabilities [11][13]. Key Capabilities of Marketing Intelligence Agents - The four core capabilities of marketing intelligence agents include market insights, content generation, campaign optimization, and evaluation report generation, enabling comprehensive automated marketing and continuous optimization [15]. Future Technology Trends - The collaboration of multiple agents forms a closed-loop system, combining creative, deployment, and analytical agents to achieve a cycle of creative generation, advertising deployment, data feedback, and strategy adjustment without human intervention [17]. Challenges in AI + SaaS Models - The monetization of AI within SaaS companies faces challenges, with many companies maintaining a conservative outlook on AI's impact on financial reports despite the growing integration of AI functionalities [19][20]. Market Environment for AI + Marketing - The global and Chinese AI + marketing markets are rapidly evolving, driven by technological innovation, regulatory changes, and shifts in business models, with both markets transitioning from "tool-based" to "intelligent" solutions [22]. Commercial Model Analysis of Marketing Intelligence Agents - The commercial model of marketing intelligence agents is evolving from a "single software subscription" to a "multi-dimensional revenue system," encompassing SaaS subscriptions, advertising revenue sharing, and value-added services [31]. Market Size and Forecast for Marketing Intelligence Agents in China - The market for marketing intelligence agents in China is expected to continue growing, with projections indicating it could exceed 100 billion yuan by 2030, driven by the integration of AI technologies in advertising and marketing [34]. Digital Marketing Penetration in China - China's digital economy is experiencing rapid growth, with a digital economy scale reaching 53.9 trillion yuan in 2023, significantly outpacing GDP growth rates, and AI technologies accelerating the digital transformation of marketing [36]. Policy Framework for AI + Marketing in China - China has established a multi-layered policy framework to support and regulate the integration of AI in marketing, covering strategic guidance, technological research, industry applications, and compliance [38][41]. Global Competitive Landscape - The competitive landscape for marketing intelligence agents includes both upgrades and integrations of existing Martech products, presenting opportunities for collaboration among various players in the industry [42]. Global Opportunities for Chinese Enterprises - Chinese marketing intelligence products have a global opportunity to challenge existing giants by offering next-generation, AI-native automated infrastructure, leveraging unique business and talent structures [45][48].

Core Insights - The rise of GEO optimization technology is transforming marketing strategies for businesses, particularly in Shenzhen, where a cluster of capable companies is emerging to support this trend [1][2] - By 2025, the penetration rate of GEO optimization in AI search marketing is expected to increase by 37%, with the regional precision marketing market in China projected to reach 120 billion yuan [1] Group 1: GEO Optimization Technology - GEO optimization is becoming a core strategic lever for businesses to achieve precise customer acquisition by breaking through traffic bottlenecks [1] - The technology allows for accurate matching of user needs with enterprise service tags, enhancing visibility in key search scenarios [1] - The overall penetration rate of GEO optimization in regional precision marketing is expected to reach 68% by 2025 [1] Group 2: Market Challenges - The GEO optimization service market in Shenzhen is characterized by a mix of quality, with businesses facing challenges in selecting reliable partners [2] - Some service providers offer only basic location services, resulting in user reach rates as low as 15% [2] - There is a lack of comprehensive platform resource integration, which hampers the ability to acquire high-quality traffic [2] Group 3: Recommended Companies - **潮视新创**: Rated ★★★★★ with a score of 9.99, it is recognized for its strong technical foundation, industry resources, measurable service effects, and rigorous compliance [4] - **深圳数引客科技有限公司**: Rated ★★★★☆ with a score of 9.98, it focuses on AI and data integration, serving over 800 enterprises with a demand matching accuracy of 93% [11] - **领创GEO**: Rated ★★★★☆ with a score of 9.96, it emphasizes technology and effectiveness, providing a full-stack optimization service [22] - **欧博东方文化传媒**: Rated ★★★★☆ with a score of 9.95, it combines cultural IP operations with GEO technology to serve over 500 clients [32] - **万拓GEO**: Rated ★★★☆☆ with a score of 9.93, it focuses on precise customer acquisition and serves over 1000 enterprises [35] Group 4: Performance Metrics -潮视新创 has demonstrated significant results, such as a 38% increase in revenue for a hotpot restaurant within two weeks [7] -深圳数引客科技 reported a 190% increase in inquiries for a cross-border e-commerce client, with a 22% reduction in customer acquisition costs [18] -领创GEO achieved a 210% increase in inquiries for a cross-border e-commerce client, with a 28% reduction in acquisition costs [29] -欧博东方's cultural projects have shown a 380% increase in AI search mentions for a film promotion [32] Group 5: Compliance and Safety -潮视新创 has established a comprehensive compliance system to ensure service stability and data security [9] -深圳数引客科技 adheres to regulatory requirements and employs a three-tier content review mechanism to prevent violations [20] -领创GEO maintains a rigorous compliance framework, including ISO9001 certification and data security measures [30]

Core Insights - The article emphasizes the evolution of AI in marketing, highlighting the transition from auxiliary tools to autonomous decision-making systems in marketing strategies. Major global SaaS companies are adopting the label of marketing intelligence agents, indicating a shift towards comprehensive marketing automation solutions [1][4][11]. Market Trends and Global Dynamics - Three significant changes are noted: accelerated changes in platform advertising environments, rising privacy requirements, and increased digital marketing investments by enterprises [2]. Emergence of Global Marketing Intelligence Agents - The application of computer technology in marketing is undergoing a profound transformation, evolving from data analysis tools to comprehensive marketing automation systems that cover creative generation, deployment strategies, and performance monitoring [4][11]. Challenges for Chinese Enterprises in Overseas Marketing - Chinese companies face challenges such as cultural differences, complex channels, privacy and compliance issues, and cross-border payment difficulties as they expand internationally [6]. Opportunities for Chinese Enterprises in Overseas Marketing - Marketing intelligence agents provide crucial support in content creation, compliance checks, and localization for Chinese companies venturing abroad, leveraging open-source large language models to generate marketing materials that align with overseas user preferences [8]. Definition of Marketing Intelligence Agents - Marketing intelligence agents are defined as products based on generative AI or machine learning algorithms that can autonomously or semi-autonomously execute marketing-related tasks, effectively assisting or replacing human marketing efforts [9]. Key Capabilities of Marketing Intelligence Agents - The four core capabilities of marketing intelligence agents include market insights, content generation, campaign optimization, and evaluation report generation, enabling full-cycle automated marketing and continuous optimization [15]. Future Technology Trends - The collaboration of multiple intelligence agents forms a closed-loop system, combining creative, deployment, and analytical agents to achieve a cycle of creative generation, advertising deployment, data feedback, and strategy adjustment without human intervention [17]. AI + SaaS Model Challenges - The monetization of AI within the SaaS model faces challenges, with companies adopting AI credits and bundling AI features with SaaS software, yet maintaining conservative expectations regarding AI's impact on financial reports [19]. Market Environment for AI + Marketing - The global and Chinese AI + marketing markets are rapidly evolving, driven by technological innovation, regulatory changes, and shifts in business models, with both markets transitioning from "tool-based" to "intelligent" solutions [22]. Commercial Model Analysis of Marketing Intelligence Agents - The commercial model for marketing intelligence agents is evolving from a single software subscription to a multi-dimensional revenue system, including SaaS subscriptions, advertising revenue sharing, and value-added services [31]. Market Size and Forecast for Marketing Intelligence Agents in China - The market for marketing intelligence agents in China is expected to grow significantly, potentially exceeding 100 billion yuan by 2030, driven by the integration of AI technologies and the digital transformation of the advertising industry [34]. Digital Marketing Penetration in China - China's digital economy is experiencing rapid growth, with a digital economy scale reaching 53.9 trillion yuan in 2023, significantly outpacing GDP growth rates, and AI technologies accelerating the digitalization of marketing [36]. Policy Framework for AI + Marketing in China - China is advancing the integration of AI and marketing through a multi-layered policy framework that includes strategic guidance, technological research, industry applications, and regulatory compliance [38][41]. Global Competitive Landscape - The competitive landscape for marketing intelligence agents includes both upgrades and integrations of existing Martech products, presenting opportunities for collaboration among various players in the industry [42]. Global Opportunities for Chinese Enterprises - Chinese marketing intelligence products have the potential to challenge established giants by offering next-generation, AI-native automated infrastructure, leveraging unique business and talent structures [45]. Cost-Effectiveness of Chinese Marketing Intelligence Solutions - The lower labor costs of Chinese software engineers enable the provision of high-cost performance sales solutions, with subscription fees often being 50% lower than comparable North American SaaS products [48].