核心摘要： GEO是一种新兴的营销优化策略，基于LLM大语言模型的信息认知-答案输出的技术原理，通过优化内容，使品牌或产品信息更易被生成式AI引擎抓取、 理解、引用，并呈现在AI生成的答案中。 GEO核心目标是构建品牌与AI之间的信任关联，促进品牌与产品被AI"看见"并"信任"。 01 AI搜索下的GEO AI行业发展现状 中国AI行业已进入以生成式AI为核心的规模化应用阶段，AI正从效率工具演进为用户高频的信息获取与决策入口 AI应用流量规模 生态驱动与技术突破双轮驱动，2025年AI应用用户规模持续增加，流量分布呈现两极分化趋势 2025年AI应用市场行业规模快速扩张，内部呈现显著分化趋势：豆包、DeepSeek、腾讯元宝、千问凭借生态优势或垂直场景突破实现爆发式增长，为行 业贡献主要增量；与此同时，部分应用增长停滞甚至略微下滑，反映出用户正加速向具备核心价值与生态协同能力的头部APP集中。 随着AI应用普及，用户搜索行为发生哪些变化？ 搜索范式变革，从传统的"链接导向"向"答案导向"迁移 在生成式人工智能的时代下，搜索引擎已从对话工具转化为信息搜索工具。超过4成用户搜索习惯重心从传统搜索引擎向AI搜索转 ...

P a l l a sAI成立于2 0 2 5年5月。身后创始人Et h a n，毕业于厦门大学软件工程专业，曾担任蚂蚁大模型首席架构师，拥有1 0年营销算法 经验。与市面上大多数GEO服务商的路径不同，基于对技术的深刻洞察，公司认为大模型时代的GEO，存在服务更广泛SMB企业的 产 品 化 机 会 ， 让 每 一 个 受 限 于 成 本 和 资 源 的 企 业 品 牌 ， 都 可 以 获 取 顶 级 营 销 技 术 支 持 ， 面 向 AI 时 代 进 行 品 牌 营 销 。 公 司 产 品 P a l l a sAI，是市场上首款提供标准化服务的GEO AI Ag e n t。 本次融资，公司将重点用于技术升级、垂直行业解决方案落地，以及招募更多优秀人才。据了解，公司已与多个行业头部企业开展深 度合作，企业内部的营销人员通过P a l l a sAI的产品协作，在不了解AEO底层知识的情况下，完成了自有产品品牌的可见性平均5 0 % 以上的提升，并且验证了AI平台的高效线索渠道收集。可以预见，属于AEO/GEO行业新的发展格局正在到来。 三人联手创业 面向 AI 时代，构建企业营销资产 AI助手和智能体正 ...

进群后，你有机会得到： 01 近日，专注于答案引擎优化（AEO）的 AI Agent 平台 PallasAI 宣布完成数千万人民币融资，由香港上市公司有赞（8083.HK）独家投资。这是该公司三 个月内获得的第二笔投资，此前曾获得极客公园旗下变量资本和 Founder Park 联合发起的社区早期基金的孵化投资。 PallasAI 成立于 2025 年 5 月。创始人 Ethan，毕业于厦门大学软件工程专业，曾担任蚂蚁大模型首席架构师，拥有 10 年营销算法经验。团队核心成员 均来自阿里、蓝标及知名独角兽创业公司，兼具顶尖学术视野与亿级流量产品的营销落地能力。 与市面上大多数 GEO 服务商的路径不同，基于对技术的深刻洞察，公司认为大模型时代的 GEO，存在服务更广泛 SMB 企业的产品化机会，让每一个受 限于成本和资源的企业品牌，都可以获取顶级营销技术支持，面向 AI 时代进行品牌营销。公司产品 PallasAI，是市场上首款提供标准化服务的 GEO AI Agent。 本次融资，公司将重点用于技术升级、垂直行业解决方案落地，以及招募更多优秀人才。据了解，公司已与多个行业头部企业开展深度合作，企业内部的 营 ...

当AI应用成为新一代流量入口，GEO/GEM新产业变革逐渐被资本市场关注到。今年1月，OpenAI迈出AI广告商业化步伐，宣布将在ChatGPT免费版和Go版 中测试广告，更加速了这一新产业的进程。 与此同时，A股市场GEO/GEM概念板块表现活跃，多个相关个股在短期内出现明显上涨。然而，多家被列为相关概念股的上市公司发布公告澄清，表示相 关业务"尚未形成成熟的盈利模式"或"尚未形成相关收入"。 资本市场对GEO/GEM概念的热捧与多家上市公司"尚未形成收入"的澄清公告形成微妙对比，这个被机构预测将达万亿元规模的新赛道到底蕴含多少真实价 值？ GEO/GEM热度飙升，相关个股股价短期涨幅超100% 随着ChatGPT、DeepSeek等生成式AI应用融入日常生活，用户逐渐习惯于通过对话直接获取整合答案，而非点击搜索引擎提供的链接列表。AI应用成为新时 代的流量入口。根据AI产品榜的数据，25年12月ChatGPT的App月活已达8.8亿，国内豆包、夸克和DeepSeek的App月活均超1.3亿。 新行业迎接新挑战，谁来定义GEO/GEM的未来？ 与此同时，越来越多用户使用AI应用进行购物决策，AI应用流量的商 ...

Core Viewpoint - A U.S. bankruptcy judge has dismissed Amazon's attempt to block a $400 million financing deal for Saks Global Enterprises during its Chapter 11 bankruptcy proceedings [1]. Group 1: Bankruptcy Proceedings - Saks is seeking $1.75 billion to continue operations and will require further approvals from the U.S. District & Bankruptcy Court for the Southern District of Texas [2]. - Saks filed for bankruptcy with $3.4 billion in debt, citing cash shortfalls after its merger with Neiman Marcus, which hindered its ability to restock inventory [6]. Group 2: Amazon's Involvement - Amazon's investment in Saks, amounting to $475 million as part of a $2.7 billion acquisition of Neiman Marcus, is now considered presumptively worthless due to Saks' financial mismanagement [4]. - Amazon has expressed concerns over Saks' financial management, stating that the retailer has "burned through hundreds of millions of dollars in less than a year" and failed to meet their agreement [3]. Group 3: Financial Challenges - Saks is facing a "luxury liquidity crisis," with lenders debating whether to inject more capital to sustain the luxury department store amid ongoing financial difficulties [5]. - The company has struggled with payments and has requested suppliers to extend past-due bills, surprising many in the luxury retail sector [5].

相关产品：创业板软件ETF华夏（159256）、创业板200ETF华夏（159573）、人工智能AIETF （515070）。 （文章来源：每日经济新闻） 在AI产业链中，软件行业主要处于中游技术层和下游应用层，扮演着核心技术支撑和应用落地的关键 角色。具体来看，软件行业在中游技术层主要提供AI框架、开发平台和算法模型，这些技术是AI应用 开发的基础。在下游应用层，软件行业通过将AI技术与各行业结合，推动AI应用的落地。 国泰君安证券指出，AI正推动营销行业从"流量覆盖"向"场景融合"跃迁，其核心逻辑在于：大模型技术 已实现从"素材精准推送"到"动态生成与交互"的突破，使得品牌能够基于用户实时场景需求生成个性化 内容，实现"智慧陪伴式"营销。该机构认为，AI营销的核心竞争力已从工具效率转向生态整合能力，建 议关注具备全场景数据、多终端触达及AI内容生成技术的平台企业。 A股三大指数午后集体翻红，盘面上，存储、人形机器人板块持续拉升，软件开发板块探底回升，跌幅 收窄，创业板软件ETF华夏（159256）盘中跌2.86%，持仓股广立微异动拉升，涨幅超4%，华大九天、 长亮科技、航天智装等股涨幅居前，卫宁健康跌超1 ...

Summary of Key Points from the Conference Call Industry Overview - The conference discusses the marketing industry, specifically focusing on Generative Engine Optimization (GEO) and Generative Language Optimization (GUO) as emerging technologies in AI marketing [1][2][3]. Core Insights and Arguments - **Generative Engine Optimization (GEO)**: This technology ensures accurate brand messaging in AI models, enhancing trust and conversion rates through multi-touch user validation [1]. - **Market Growth**: The GEO service market is projected to reach a scale of 100 billion by 2027, with rapid client growth and high gross margins compared to the SEO industry, which is 10%-15% lower [3][20]. - **AI Tool Traffic**: According to Gartner, AI tools currently account for 40% of traffic, with expectations for further increases as models like Gemini 3 develop [7]. - **GUO vs. SEO**: GUO operates differently from SEO, resembling a closed-book exam reliant on internal language models, while SEO follows established rules [9][10]. - **Content Strategy**: Effective content for AI models should resemble PR articles or encyclopedic entries, incorporating data and authoritative sources to enhance credibility [11]. Important but Overlooked Content - **Client Budgeting**: Major clients allocate approximately 400,000 yuan annually for GEO services, indicating a growing recognition of its importance [22]. - **Market Acceptance**: The acceptance of GEO services is rapidly increasing, with significant client growth observed in the second quarter of 2025 [19]. - **Impact on Digital Marketing**: GEO services significantly influence content platforms, with companies like Alibaba and Tencent developing their language models, posing challenges for platforms lacking such capabilities [21]. - **Organizational Adaptation**: Companies must adopt more flexible and youthful organizational structures to thrive in the rapidly changing AI landscape [6]. - **Market Barriers**: Barriers to entry in the industry include the necessity for a mature methodology, reliance on systematic tools, and the ability to serve similar clients effectively [26]. Future Outlook - **Potential Market Dominance**: There is a likelihood that a few companies may dominate the market, creating a "Pareto effect" due to their ability to quickly adapt to AI technologies and industry changes [27]. - **Advertising Demand**: The demand for GEO advertising is expected to grow significantly, driven by economic cycles and the need for effective advertising solutions in the AI era [23][24]. - **International Market Challenges**: Companies face greater challenges in overseas markets due to dispersed information sources and cultural differences, necessitating a tailored approach for successful SEO [28][29].

Core Viewpoint - Zeta Global's stock price increased by 9.5% to $23.73 following the announcement of a strategic partnership with OpenAI to enhance its flagship product, Athena by Zeta, with advanced conversational intelligence and agent capabilities [1] Group 1 - Zeta Global is an AI marketing cloud platform that focuses on providing intelligent solutions for large enterprise marketing teams [1] - The partnership with OpenAI aims to integrate more powerful conversational AI features into Athena, enhancing its functionality [1] - Athena is described as a super-intelligent agent system specifically designed for marketing teams in large enterprises [1]

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Core Insights - Alliance Creative Group, Inc. has launched ACGX.AI, a Full-Service AI Character & Marketing Agency aimed at enhancing branding and revenue for companies in a digital marketplace [1][2] Group 1: Agency Model and Services - ACGX.AI combines traditional marketing expertise with advanced AI technologies to provide efficient and cost-effective content production across digital platforms [2] - The agency offers a complete suite of marketing services, including AI character development, video production, website design, SEO, PPC management, and social media strategies [3][5][7] - AI characters serve as digital ambassadors for brands, enhancing engagement and conversions while being flexible and cost-efficient [4][5] Group 2: Strategic Evolution - The launch of ACGX.AI supports ACGX's strategy to build a scalable ecosystem of digital services and enhance operations through AI and automation [6][8] - Key initiatives include expanding recurring revenue streams, modernizing operations, and acquiring digital media properties [8][9] - ACGX aims to consolidate undervalued online properties while launching new revenue-generating services like ACGX.AI [10]