AI对话和AI搜索结果中的内容是否被优化过，用户并不知情。 那么这种企业向广告公司付费做AI搜索优化的行为算广告吗？ 需要遵守怎样的商业规则和边界？ 作者：冯雨晨 封图：图虫创意 流量在哪里，生意就在哪里，当用户转向AI大模型的智能问答，广告公司和企业也盯上了这片流量新大陆。 广告公司正在通过生成式搜索引擎优化（GEO）服务，让企业客户在AI搜索结果中获得更高的曝光率和排名。例如，当用户向AI提出"补水面膜推 荐"这一问题，广告公司可以通过GEO服务，让企业客户的面膜品牌出现在AI回答中。 张夏天是创业公司QuickCreator的联合创始人，业务是为出海企业提供AI内容生成和SEO优化的工具产品。他在多个社交平台的个性签名是：给AI打 工。 GEO是一种针对AI对话平台的内容优化服务，其核心目的是通过系统化方法优化内容在AI对话中的可见性、排名甚至是流量获取能力，从而提升企业 的排名、曝光率，甚至是用户转化率。这和传统的SEO（搜索引擎优化）不同，GEO最关注的问题不再是"内容能不能排到搜索引擎的首页"，而是"内 容能否成为AI答案的一部分"。 某广告公司的业务负责人称，GEO的两大逻辑是优质内容输出和AI ...

Core Insights - The article discusses the emerging trend of Generative Search Engine Optimization (GEO) services, which allow businesses to enhance their visibility and ranking in AI-generated search results, marking a shift in advertising strategies towards AI platforms [2][3][11] Group 1: GEO Services Overview - GEO services focus on optimizing content for AI dialogue platforms, aiming to integrate business content into AI responses rather than traditional search engine rankings [2][3] - The primary strategies for GEO include producing high-quality content that aligns with AI model preferences and feeding relevant data to AI systems [3][12] - Companies are increasingly seeking GEO services as they recognize the importance of AI search optimization in driving business [11][12] Group 2: Market Dynamics - The demand for AI search optimization services is rising, with both clients and advertising companies showing increased interest in GEO [11][12] - Pricing for GEO services varies based on the client's brand recognition and content richness, with costs determined by the number of keywords and platforms targeted [11][12] - Some advertising companies guarantee that clients' names will appear in AI responses for specific keywords, although they do not guarantee ranking positions [11][12] Group 3: Content Optimization Techniques - Effective content for AI models should be structured to allow each paragraph to independently answer specific questions, with clear themes and data support [12] - The approach to content creation has shifted from optimizing entire pages for search engines to ensuring that individual segments serve as the best answers to specific queries [12][15] Group 4: Advertising Classification and Regulations - The classification of GEO services as advertising is debated, with some experts asserting that these services fall under advertising regulations due to their intent to influence consumer perception [14][15] - Current major AI platforms have not yet integrated advertising into their models, leading to questions about the transparency and ethical implications of third-party optimization services [13][14] - There is a call for clarity in labeling optimized content to avoid misleading consumers, especially in sensitive industries like healthcare and finance [15]

●案件所处的诉讼阶段：收到起诉材料及传票 ●该案件上市公司所处的当事人地位：被告 证券代码：603825 证券简称：华扬联众 公告编号：2025-071 华扬联众数字技术股份有限公司 关于涉及诉讼事项的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 原告与被告一签订书面合同,约定被告一投放广告并向原告支付广告费 用。原告按约定执行完毕，被告一未按时支付合同价款。原告与被告一签订 书面合同期间，被告二系被告一的唯一股东，2023 年 12 月，被告三变更为 被告一的唯一股东，被告三对受让股权前已经存在的公司债务应知晓。故原 告向法院提起诉讼。 二、本次诉讼事项对公司本期利润或期后利润等的影响 鉴于本次案件尚未开庭审理，也未产生有效判决，尚不能确定对公司本期利 润或期后利润的影响。公司将及时跟进事项进展，依据有关会计准则的要求和实 际情况进行相应的会计处理，并及时按照规则要求履行信息披露义务。敬请广大 投资者注意投资风险。 三、其他尚未披露的诉讼或仲裁事项 截至本公告日，公司及子公司不存在应披露而未披露的重大 ...

Market Overview - Concerns over escalating Middle East conflicts due to Trump's warnings have led to declines in major U.S. stock indices, with the Dow Jones down 0.7%, S&P 500 down 0.84%, and Nasdaq down 0.91% [1] - Tesla shares fell nearly 4%, leading the decline among major tech stocks, while solar stocks plummeted after a Senate bill proposed phasing out solar tax credits, with Sunrun dropping 40% [1] - The Chinese concept stock index fell nearly 2%, while RGC, a regenerative medicine company, surged 30% [1] Economic Indicators - Following the release of U.S. retail sales data, U.S. Treasury yields hit a daily low, and the dollar index rose, recovering losses since the Israeli attacks [2] Commodity Market - Trump's warning to Iran has triggered a significant rebound in oil prices, with intraday gains reaching 5% and closing at a nearly five-month high [3] - Silver futures rose over 2%, reaching a historical high, while gold futures experienced a decline, moving further away from record closing highs [4] Policy Developments - The European Commission plans to impose a complete ban on imports of Russian oil and natural gas [5] Technology and Innovation - Amazon's CEO stated that AI will replace a significant number of jobs, indicating a noticeable reduction in headquarters staff over the coming years [6] Domestic Developments - The State Administration of Foreign Exchange reported an increase in foreign investment in domestic stocks in May compared to the previous month [7] - The Lujiazui Forum is set to commence, opening a window for new financial policies [8] - New policies to support the high-quality development of the integrated circuit industry in Guangzhou have been issued, encouraging the development of high-end semiconductors and sensor materials [8] Industry Highlights - A breakthrough in magnetic levitation technology was reported, with a test vehicle achieving a speed of 650 km/h, setting a global record for similar platforms [14] - Meta is exploring AI-generated advertising technology to reduce costs and complexity for advertisers, with new tools allowing the transformation of product images into multi-scene video ads [15] - The 55th Paris Air Show will take place in June 2025, showcasing China's aerospace capabilities across various sectors [16] Company Announcements - BOE Technology Group plans to acquire a 30% stake in Xianyang Rainbow Optoelectronics Technology Co., Ltd. for a base price of 4.85 billion yuan [21] - Huahai Pharmaceutical's chairman proposed a share buyback of 50 million to 100 million yuan [21] - GuoDa Special Materials' actual controller proposed a share buyback of 200 million to 400 million yuan [21] - National Chip Technology has successfully tested a new anti-quantum password card product [21]

明日主题前瞻 1、HBM | 据证券时报报道，长鑫存储计划在2025年底前交付第四代高带宽存储器样品（HBM3），并预计从2026年开始全面量产。此外，长鑫存储还设定 了2027年开发第五代HBM（HBM3E）的目标。 点评：分析认为，这意味着中国企业在高端存储芯片领域正逐步缩小与国际领先企业的差距，未来几年内，长鑫存储将直接与三星、SK海力士和美光等全 球存储芯片巨头展开正面竞争。在高性能计算和人工智能领域蓬勃发展的当下，市场对高带宽存储（HBM）技术的需求呈现出爆发式增长。集邦咨询分析 指出，HBM迭代速度极快，预计到2025年，最新一代产品HBM3e将占据2025年出货份额超过90%。而下一代技术HBM4也将从2026年开始逐步进入市场。 三星正按计划推进HBM4的开发，预计2025年下半年量产，2026年实现商业出货。受益于算力芯片提振HBM需求，相关产业链有望迎来加速成长。 2、AI广告 | 据证券时报报道，Meta正深入探索AI生成广告技术，从而降低广告商制作广告内容的成本和复杂性。当地时间周二，Meta宣布升级图像转视频 广告工具，允许营销人员利用人工智能将产品图片转化为多场景视频广告。广告主最 ...

（原标题：2025 戛纳国际创意节：26,900 份作品角逐全球创意巅峰，创意产业加速重构） 2025年6月16日至20日，戛纳国际创意节如期举行，全球广告营销界正式步入一年一度的"戛纳时刻"。 这不仅是一场汇聚全球顶尖创意作品与思想领袖的盛会，更是整个创意产业风向标与变革加速器的核心 现场。 在刚刚公布的官方数据中，本届戛纳国际创意节共收到来自全球96个市场的26,900份参赛作品，数量再 创新高，成为近年来最具热度与广度的一届。作为全球广告与品牌传播领域最具影响力的奖项之一，这 一数字不仅代表了行业的繁荣，也映射出全球创意生态的广泛参与和复苏活力。 戛纳国际创意节首席执行官西蒙?库克（Simon Cook）对此表示："世界级创意没有边界。今年我们看到 的不仅是数量的提升，更是质量的提升。尤其令人振奋的是拉丁美洲地区的参赛热情显著增强，他们所 带来的社会议题作品极具能量，正在推动全球创意向更深层次的价值维度进化。" 中国报奖热度降温，创意输出方式待思考 值得关注的是，在全球热度持续攀升的背景下，中国区的报奖数据出现回落。根据中国区官方代表提供 的数据，2025年中国报奖数为303份，相较2024年的389份 ...

Core Insights - WPP has appointed Sharon Ho as Managing Director of Delivery and Client Transformation in China, overseeing the Wuxi Operations and Delivery Center, marking a strategic upgrade in WPP's delivery capabilities and client transformation in the Chinese market [1] - The Wuxi center, which started operations in July 2024, currently has over 150 operational and delivery experts, with plans to triple its size by the end of 2026, enhancing service output in key areas such as social, content, performance marketing, and business operations [1] - Sharon Ho will leverage WPP's AI-driven end-to-end marketing platform, WPP Open, to integrate AI into content production, performance marketing, and operational services, helping clients balance short-term growth with long-term brand building [1] Company and Industry Summary - WPP's strategy in China focuses on deepening delivery capabilities and accelerating client transformation, responding to the highly digital and performance-oriented marketing environment [1] - The appointment of Sharon Ho, who has over 15 years of experience in business transformation and team management, is expected to enhance WPP's service capabilities powered by AI, positioning the Wuxi center as a strong engine for client business growth [2] - The emphasis on creating flexible, efficient, and innovative solutions aligns with the industry's trend of integrating creativity with technology to achieve sustainable growth for client brands [2]

[Table_Main] 行业研究|可选消费|媒体Ⅱ 证券研究报告 媒体Ⅱ行业周报、月报 2025 年 06 月 15 日 [Table_Title] 浙江 17 部门印发《关于支持游戏出海的若干措 施》，OpenAI 发布 o3-pro 模型 ——传媒行业周报 [Table_Summary] 报告要点： 市场表现 周度涨跌情况（2025.6.7-2025.6.13）：传媒行业（申万）上涨 1.55%， 排名行业第 4 名，同期沪深 300 跌 0.25%，上证指数跌 0.25%，深证 成指跌 0.60%，创业板指涨 0.22%，恒生科技指数跌 0.89%。元隆雅 图、川网传媒、粤传媒、中文在线、巨人网络表现较优，恒生科技成 分股中哔哩哔哩-W（周涨幅 9.00%）、阅文集团（周涨幅 4.81%）和 网易-S（周涨幅 4.02%）表现较好。 行业重点数据及动态更新 AI：AI 产品榜发布 5 月 web 端 AI 产品排行榜，5 月 Gemini 本月访 问量环比增长 28.9%，进入前三。此外 Sora 本月访问量环比增长 121.25%，达到 6334 万次。国内方面，DeepSeek、纳米 AI 搜索、 ...

截至2025年6月13日收盘，电声股份（300805）报收于10.76元，较上周的10.46元上涨2.87%。本周，电 声股份6月11日盘中最高价报11.58元。6月10日盘中最低价报10.42元。电声股份当前最新总市值45.65亿 元，在广告营销板块市值排名19/29，在两市A股市值排名3166/5150。 电声股份进行了2024年年度权益分派，以截至2025年3月31日公司总股本424,253,592股为基数，向全体 股东每10股派发现金股利人民币0.2元（含税），合计派发现金股利8,485,071.84元，不送红股，不进行 资本公积金转增股本。本次权益分派股权登记日为2025年6月16日，除权除息日为2025年6月17日。 此外，电声股份完成了工商变更登记及备案，注册资本由人民币423,230,000元变更为人民币424,253,592 元，并取得了广州市市场监督管理局换发的《营业执照》。公司的基本登记信息包括：统一社会信用代 码914401015505981158，名称为广东电声市场营销股份有限公司，法定代表人为梁定郊，注册资本为肆 亿贰仟肆佰贰拾伍万叁仟伍佰玖拾贰元人民币，成立日期为2010年02月 ...

广东省广告集团股份有限公司 本公司及董事会全体成员保证公告内容的真实、准确、完整，不存在虚假记载、误导性 陈述或重大遗漏。 广东省广告集团股份有限公司（以下简称"公司"）2024 年度利润分配方案 已经 2025 年 4 月 25 日召开的 2024 年年度股东会审议通过，现将权益分派事宜 公告如下： 一、股东会审议通过利润分配方案情况 股东会审议通过，具体方案为：以公司当前总股本 1,743,337,128 股为基数，按 每 10 股派发现金股利人民币 0.18 元（含税），共计人民币 31,380,068.31 元；不 送红股，不以资本公积转增股本。若公司股本总额在权益分派实施前发生变化， 公司将按照分配总额固定的原则对分配比例进行调整。 二、权益分派方案 证券代码：002400 证券简称：省广集团 公告编号：2025-020 咨询部门：公司董事会办公室 地 址：广州市海珠区新港东路 996 号保利世界贸易中心 G 座 邮 编：510220 公司 2024 年年度权益分派方案为：以公司现有总股本 1,743,337,128 股为基 数，向全体股东每 10 股派 0.18 元人民币现金（含税；扣税后，通过深 ...