壹网壹创是国内知名电商代运营服务商，稳居"天猫六星服务商"行列，合作品牌覆盖美妆、个护、母 婴、保健品等多个领域。在全链路精细化服务合作品牌的同时，借助十余年积累的丰富运营与销售数 据，搭乘AI 东风，贯彻运营层面降本增效的战略。同时，深度合作阿里AI 战略体系，有望打开合作品 牌数量及梯队的天花板。维持盈利预测，我们预计25-27 年归母净利润1.11/1.46/1.81 亿元，对应PE 为 90/69/55 倍。维持"增持"评级。 收购标的北京联世传奇网络技术是一家以AI 算法为核心的全域智能营销服务商，为品牌客户提供从策 略制定、内容生产到精准投放、效果归因的数字化营销解决方案，助力品牌实现品效合一。为美妆个 护、3C 数码、服饰等多行业品牌提供跨平台一站式效果广告智能投放服务，与阿里妈妈、巨量引擎等 头部流量平台深度合作，是阿里妈妈全域六星合作伙伴。 公司与北京联世优势互补，从过往的合作伙伴走向未来的融合共创。在AI 广告智能营销领域领先的标 的公司将成为上市公司全资子公司，此举将精准补强上市公司电商代运营服务中广告投放这一垂直领域 的专业服务能力。交易完成后，上市公司和标的公司可在客户资源方面进行互 ...

Core Viewpoint - The article emphasizes the evolution of AI applications from mere conversational tools to proactive task executors, reflecting a shift in user expectations towards AI's ability to solve problems and enhance productivity [27][28]. Group 1: AI Application Trends - The AI application rankings indicate a growing demand for tools that can perform tasks autonomously rather than just engaging in dialogue, marking a transition towards AI as a "digital colleague" [27]. - Users are increasingly looking for AI to not only demonstrate intelligence but also to provide tangible solutions to their needs, shifting the focus from "what AI can do" to "what AI can do for me" [28]. - The trend shows AI applications expanding their capabilities, integrating deeper into workflows, and addressing more human-centric experiences, such as mental health support and creative content generation [28][29]. Group 2: Featured AI Applications - The article highlights several AI applications across different categories, including: - **Marketing and Content Creation**: Blue Yunyun Galaxy Marketing AI provides a comprehensive content production solution for media and marketing scenarios, although it has limitations in real-time information processing [6][8]. - **Research and Information Processing**: AI Quick Researcher generates structured reports efficiently, but may have data lag issues [8][9]. - **Office Efficiency**: ClawdBot serves as a local AI assistant for automating tasks like email summaries and data analysis, enhancing workplace productivity [10][11]. - **Development Tools**: Lovable allows users to create full-stack applications through natural language, making development accessible to non-technical users [12][13]. - **Creative and Wellness Applications**: White Daydream transforms text into engaging videos, while Forest Healing Room offers emotional support through AI-driven therapy [14][15]. Group 3: Developer Insights - The developer of Blue Yunyun Galaxy Marketing AI discusses the need for a system that not only generates content but also ensures it is visible and shareable in the digital landscape, addressing common challenges in content marketing [21][24]. - The platform's unique approach focuses on generating content that is optimized for AI search engines, enhancing its discoverability and impact [21][24]. - User feedback has been instrumental in refining the product, with features like prompt optimization receiving positive responses for improving user experience [26].

作者 | 硬 AI 编辑 | 硬 AI 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 ...

财务方面，福石控股2023年和2024年已连续两年亏损，归母净利润分别为-2145万元、-1.31亿元。 2月2日，福石控股（300071.SZ）开盘20cm跌停，报5.78元；随后打开跌停，截至收盘跌19.36%，报5.83元。 公开资料显示，陈永亮1976年2月出生，现年50岁，本科学历。历任浙江海贸律师事务所律师、团支部书记、多家企业法律顾问；2012年2月至2021 年7月13日，任浙江福特资产管理股份有限公司总经理；2019年11月至2021年7月9日，任杭州福石资产管理有限公司总经理；2012年2月至今，任浙 江福特资产管理股份有限公司董事长；2020年11月30日至今，任公司董事长。2021年7月26日至今，任公司总经理。 根据2024年年报披露，陈永亮从公司获得的税前报酬总额为132.95万元。陈永亮直接持有上市公司8552600股，通过间接持有杭州福石99.87%股份及 福石初喜99.97%股份间接持有上市公司88114223 股，故其共计持有上市公司9666823股股份。 公开资料显示，福石控股是一家线下营销服务供应商，具有整合营销传播服务能力，主营业务主要包含AIGC数智化平台赋能的数字 ...

公开资料显示，福石控股是一家线下营销服务供应商，具有整合营销传播服务能力，主营业务主要包含AIGC数智化平台赋能的数字营销、体验营 销、公关广告。服务客户既包括惠普、微软、AMD、可口可乐、三星等国际知名企业，也涵盖联想、伊利、王老吉、中粮集团等国内领先品牌。 (本文不构成任何投资建议，据此操作风险自担) 财务方面，福石控股2023年和2024年已连续两年亏损，归母净利润分别为-2145万元、-1.31亿元。 消息面上，福石控股公告称，公司近日收到国家某监察委员会签发的留置通知书，公司实际控制人、董事长兼总经理陈永亮被实施留置。目前公司 未被要求协助调查，其他董事和高级管理人员均正常履职，公司控制权未发生变化，董事会运作正常，生产经营管理情况正常。公司将持续关注上 述事项的进展情况，并及时履行信息披露义务。 公司近期发布的2025年度业绩预告显示，预计归母净利润亏损6700万元至1.3亿元，较上年同期减亏0.4%至48.67%；扣非净利润亏损6471.4万元至1.28 亿元，同比减亏14.17%至56.51%。 公开资料显示，陈永亮1976年2月出生，现年50岁，本科学历。历任浙江海贸律师事务所律师、团支部书 ...

1 月 30 日，第一财经 "科创未来行" 2026 年度首场 AI 产业主题沙龙于上海成功启幕。本次活动以构建 AI 新生产力为核心主题，聚焦 AI 技术落地实践与商 业创新升级，汇聚学界权威、企业领袖、投资精英与实战专家，从 GEO（生成式引擎优化）、Agent（智能体）等核心维度切入，深度解构生成式 AI 时代 商业革命的底层逻辑，探索产业智能化转型的可行路径。 作为 AI 领域垂直行业沙龙，本次活动吸引超 150 位关注 AI 商业化应用的各界人士齐聚一堂，共同探讨 AI 技术对生产力革新、行业格局重构、商业逻辑重 塑的深层影响，见证 AI 新生产力赋能产业发展的全新可能。 打破生产力边界，AI开启新红利时代 AI 对产业的变革，始于生产力核心要素与底层逻辑的重构。中欧国际工商学院经济与决策学教授、中欧 AI 与管理创新研究中心主任方跃指出，AI 应用最 本质的突破，是打破了生产力三大要素的传统边界 —— 如今的 AI 兼具生产工具、劳动力双重属性，同时通过处理海量数据成为生产资料的重要载体，这 种跨界融合是以往任何技术变革都未实现的突破。 尽管当前 AI 发展仍面临能力培养、数据质量、风险管控等现实 ...

又有上市公司实控人被留置！ 2月1日晚间，福石控股发布公告称，其近日收到国家某监察委员会签发的留置通知书，公司实际控制人、董事长兼总经理陈永亮被实 施留置。 福石控股强调，截至公告披露日，公司未被要求协助调查。公司拥有完善的组织架构和规范的治理体系，公司其他董事和高级管理人 员均正常履职，公司控制权未发生变化，董事会运作正常，生产经营管理情况正常，上述事项未对公司正常生产经营产生重大影响。 此外，福石控股表示，截至公告披露日，公司尚未知悉上述事项的进展及结论，公司将持续关注上述事项的进展情况，并严格按照有 关法律、法规和规范性文件的规定及时履行信息披露义务。 陈永亮早期从事法律行业，曾为律师及多家企业法律顾问。2012年2月至2021年7月，陈永亮任浙江福特资产管理股份有限公司总经 理；2019年11月至2021年7月，任杭州福石资产管理有限公司总经理；2012年2月至今，任浙江福特资产管理股份有限公司董事长，系 上市公司实际控制人。 过往信息显示，陈永亮在上市公司重整领域拥有较丰富的经验。他成功投资或服务落地了多家上市公司重整案例，包括华谊嘉信、豆 神教育等。 福石控股是一家线下营销服务供应商，具有整合营销 ...

Core Viewpoint - The article highlights the recent surge in precious metal prices and the emergence of new concepts in commercial aerospace, space photovoltaics, and AI applications, particularly in the media sector, which has attracted significant investment [2][9]. Group 1: Market Trends - In January 2026, the media ETF (512980) received approximately 8.566 billion yuan in net inflows, bringing its total size to over 11 billion yuan, making it the first media-themed index fund to reach this milestone [2][16]. - The cultural media sector experienced a resurgence, with multiple stocks hitting the daily limit up, driven by the popularity of AI applications like ClawdBot and updates to domestic large models [5][9]. - The price of Feitian Moutai has been rising, attributed to pre-holiday stocking by retailers and Moutai's volume control strategy, despite no significant increase in market demand [9]. Group 2: AI Applications and Developments - The AI application sector is witnessing rapid growth, with the launch of various new models, including ClawdBot and MiniMax 2.1, which have sparked investor interest [12][19]. - OpenAI plans to introduce advertising in ChatGPT, with a pricing model significantly higher than that of Meta platforms, indicating a potential for revenue growth in AI applications [13][14]. - The competition for AI traffic entry points is intensifying among major internet companies, with significant investments aimed at expanding user engagement and application scenarios [20][22]. Group 3: Investment Opportunities - The article suggests that the media sector is poised for growth due to the integration of AI technologies, with new investment opportunities emerging in advertising, short videos, music, and gaming [28][30]. - The media ETF (512980) tracks the CSI Media Index, which includes stocks like Focus Media and BlueFocus, with a significant weight in GEO concept stocks [29]. - The rapid increase in the number of animated short dramas (漫剧) and their market performance indicates a strong growth potential in the media sector, driven by AI capabilities [24][25].

Group 1 - The market is experiencing unusual signals driven by the "application end," particularly in the AI application sector, with companies like 易点天下, 中文在线, and 天龙集团 frequently appearing on the gainers list [1] - The game media ETF浦银 (517770) has seen a 26.75% increase over the last 30 trading days and over 55% since 2025 [2] - The current market dynamics indicate a shift from "upstream capabilities" to "downstream applications," prompting investors to question how AI can be integrated into specific industries and create verifiable business paths [5][6] Group 2 - The emergence of GEO is linked to a significant change in how AI is reshaping information access, making content, gaming, and media focal points for market reassessment [6][10] - The discussion around GEO highlights a fundamental shift in user information acquisition from "search-click-read" to "ask-generate-decide," indicating a change in content's role [12][13] - The gaming and media sectors are being re-evaluated as they are user attention-centric industries with diverse monetization paths, making them prime candidates for AI application [19][21] Group 3 - The game media ETF浦银 (517770) tracks the 中证沪港深游戏及文化传媒指数, covering multiple sectors including gaming, film, advertising, and content platforms, with a notable presence of Hong Kong stocks [25][26] - Recent funding behavior indicates a structural reassessment of AI-related assets in the Hong Kong market, which had previously been affected by negative market sentiment [30][31] - The ETF浦银 (517770) has seen over 257 million yuan in net inflows over the past 20 days, reflecting its growing significance in the market [33] Group 4 -浦银安盛 is advancing its index business brand "指数家," focusing on a systematic approach to index investment that emphasizes transparency and long-term sustainability [35] - The game media ETF浦银 (517770) is not an isolated product but a manifestation of the "指数家" methodology applied to a specific industry direction [35]

Core Viewpoint - The article discusses the transformative impact of AI on traditional search engines and the media industry, highlighting the shift towards AI-driven content generation and the emergence of new marketing strategies like Generative Engine Optimization (GEO) [6][10][20]. Group 1: AI and Search Engine Dynamics - The number of active users for leading AI applications exceeded 150 million by the end of last year, indicating a significant shift in user behavior from traditional search engines to AI models for information retrieval [7]. - Gartner predicts a 25% decline in traditional search engine traffic by 2024, with a potential 50% reduction by 2028, suggesting a major disruption in how brands attract traffic [11]. - The content distribution and presentation processes differ significantly between traditional search engines and AI applications, leading to a potential loss of visibility for original content [10][14]. Group 2: Impact on Content Creators and Marketing Strategies - Content creators face challenges as their work's visibility diminishes due to the AI's ability to generate answers directly, which reduces user engagement with original content [19]. - The shift from Search Engine Optimization (SEO) to Generative Engine Optimization (GEO) is necessary for brands to ensure their content appears in AI-generated responses, requiring new strategies for content creation and marketing [20]. - The GEO market is projected to reach 24 billion yuan in China by 2030, with a global market size of 100.7 billion USD, indicating a significant growth opportunity for media companies [20]. Group 3: Media Industry Adaptation - AI is contributing to various sectors within the media industry, including marketing, advertising, and digital media, by enhancing creativity and content generation capabilities [24]. - The media ETF (512980) tracks a diversified index of media companies, with significant inflows of over 5 billion yuan in recent weeks, reflecting investor interest in the evolving media landscape [25]. - Content creators are encouraged to adapt to AI changes by enhancing their unique insights and learning new content creation and distribution techniques to thrive in the AI-driven environment [26][27].