天龙集团公告，公司股票于2026年1月8日至2026年1月12日连续3个交易日收盘价格涨幅偏离值累计超过 30%，构成股票交易异常波动。经自查，公司生产经营活动正常，控股股东、实际控制人不存在影响公 司股票交易异常波动的应披露而未披露的重大事项，且在异常波动期间未买卖公司股票；公司未发现可 能或已经对股价产生较大影响的媒体报道或市场传闻，前期披露信息亦无需要更正、补充之处。 ...

Group 1: Market Performance - The advertising and marketing sector increased by 10.17% compared to the previous trading day, with Fushi Holdings leading the gains [1] - The Shanghai Composite Index closed at 4165.29, up 1.09%, while the Shenzhen Component Index closed at 14366.91, up 1.75% [1] Group 2: Individual Stock Performance - Fushi Holdings (300071) closed at 8.93, with a rise of 20.03% and a trading volume of 302.22 million shares [1] - BlueFocus Communication Group (300058) closed at 20.62, also up 20.02%, with a trading volume of 1216.68 million shares [1] - Other notable performers include Yidian Tianxia (301171) with a 20% increase, Tianlong Group (300063) with a 20% increase, and Insee Group (300781) with a 14.40% increase [1] Group 3: Capital Flow Analysis - The advertising and marketing sector saw a net inflow of 1.16 billion yuan from institutional investors, while retail investors experienced a net outflow of 449 million yuan [2] - The capital flow data indicates that major stocks like Focus Media (002027) had a net inflow of 4.02 billion yuan from institutional investors, despite a net outflow from retail investors [3]

东方证券主要观点如下： GEO本质是AI重塑流量入口后，内容营销的新形态 智通财经APP获悉，东方证券发布研报称，AI chatbot和AI搜索概览类产品正在形成新的流量入口， ChatGTP/Gemini/豆包/DeepSeekMAU分别为8.8/6.5/1.6/1.3亿，形成新的信息分发渠道，因此AI平台内投 流是未来广告主必须重视的营销阵地，GEO是其中的探索方式之一。从海内外引用逻辑和打法差异 看，国内布局GEO更具优势的或是大厂代运营平台，积累大量营销素材制作、投放、交易转化数据， 对大厂传统业务理解构成开展GEO业务的抓手。 海外市场，基础功在于SEO，内容足够好的官网能被搜索引擎索引是前提，因此策略上先集中资源打造 高质量的官网内容，再辅以YouTube、Reddit、Quora等高权重垂类社区的内容投入。国内市场，AI更倾 向于抓取大型门户网站的自媒体号、CSDN等第三方平台，以及各自体系内内容(如豆包抖音短视频和头 条、元宝微信公众号等)，因此策略上是广泛布局围绕query铺设内容矩阵。 东方证券认为，从海内外引用逻辑和打法差异看，国内布局GEO更具优势的或是大厂代运营平台，积 累大量营销素 ...

Core Viewpoint - The A-share AI application sector has experienced a collective surge, with stocks like ZhiDeMai and ZhuoYi Information hitting the daily limit, indicating a significant market interest in AI technologies and their applications [1][2]. Group 1: Market Dynamics - The advertising industry is undergoing a profound transformation as user decision-making shifts from "clicking links" to "reading AI-generated answers," fundamentally altering brand visibility [5][14]. - The emergence of Generative Engine Optimization (GEO) is becoming a new survival strategy in the AI search era, as traditional advertising methods are losing effectiveness [14][21]. Group 2: User Behavior Changes - Users are increasingly relying on AI search engines for direct answers, bypassing traditional web links, which has led to a decline in click-through rates for conventional search results [8][22]. - Data from Citic Securities indicates that monthly active users for ChatGPT and Doubao App have reached 780 million and 170 million, respectively, while traditional search engines like Baidu are seeing stagnant user growth [16]. Group 3: SEO vs. GEO - Traditional SEO focuses on ranking through keyword matching, while GEO emphasizes getting brands mentioned in AI-generated answers, shifting the optimization focus from clicks to AI recognition [26][27]. - GEO is defined as a marketing technology service aimed at ensuring brands are actively mentioned in AI searches, contrasting with the traditional SEO approach [26][27]. Group 4: Optimization Techniques - Effective GEO strategies include incorporating relevant quotes and statistics, which can significantly enhance visibility and citation rates in AI responses [37][40]. - The DDS principle emphasizes the importance of semantic depth, data support, and authoritative sources in creating content that AI models are likely to reference [41][43]. Group 5: Business Model Evolution - GEO represents a shift in advertising agencies from labor-intensive services to technology-driven solutions, with subscription-based models becoming more prevalent [50][57]. - The market for GEO is projected to reach approximately $11.2 billion globally by 2025, with significant growth potential as it replaces traditional SEO practices [66][61]. Group 6: Future Implications - The transition from traditional advertising to GEO signifies a broader shift in how brands engage with consumers, moving from driving traffic to being included in AI-generated answers [79][80]. - Companies must adapt to this new landscape by focusing on creating high-quality, verifiable content that AI models can reference, thereby enhancing their brand visibility [78][82].

Investment Rating - The report rates the industry as "Outperforming the Market" [5] Core Insights - The advent of AI is leading to a redistribution of internet traffic, shifting marketing strategies from traditional SEO (Search Engine Optimization) to GEO (Generative Engine Optimization). The competitive landscape for brands is transitioning from "search result rankings" to "AI answer citation rights" [1][2] - According to Semrush, AI search is expected to account for 52% of the market by January 2028, surpassing traditional search methods [2] - The global GEO market is projected to reach USD 11.2 billion by 2025 and USD 100.7 billion by 2030, with China's GEO market expected to reach USD 2.9 billion in 2025 and USD 24 billion by 2030 [2] Summary by Sections Industry Dynamics - The report highlights that GEO is becoming a necessity for enterprise marketing, with significant growth potential in the market. GEO aims to position brand or product information more prominently and authoritatively in AI-generated answers, summaries, or recommendations [2] - The fundamental difference between GEO and SEO lies in the optimization targets, where GEO optimizes the knowledge sources, corpora, and brand information structure for AI understanding and presentation [2] Technical Implementation - The technical essence of GEO is described as reverse engineering of RAG (Retrieval-Augmented Generation). GEO allows promotional entities to pre-process content into formats that are more suitable for AI retrieval and citation, thereby achieving higher rankings in AI-generated answers [3] Key Companies - BlueFocus: The company led an investment in PureblueAI, focusing on GEO technology to enhance brand exposure on AI platforms [4] - Yidian Tianxia: The company has deeply engaged in GEO technology and has developed a comprehensive GEO theoretical system and practical guidelines [4] - Zhejiang Wenlian: The company launched the optimization engine HochiGEO, which simulates consumer AI inquiries to optimize brand content for AI recommendations [4] - Inertia Media: The company has established a GEO division to focus on "AI search + generative marketing" [4] - 37 Interactive Entertainment: The company invested in the GEO service provider Zhitui Shidai, which developed the first open-source GEO service system in China, known as the GENO system [4]

1月12日（周一），A股GEO概念表现亮眼，多个相关个股和ETF相继涨停。分析称，这与马斯克宣布 一周内正式开源X平台最新的内容推荐算法息息相关。 行情方面，利欧股份、引力传媒、博瑞传播、易点天下、值得买、浙文互联、天龙集团等多只个股涨 停。紧密布局相关标的的两只ETF，包括传媒ETF（512980）和传媒ETF（159805）成交放量，双双涨 停，成为资金博弈AI应用落地的集中出口。 所谓GEO，即生成式引擎优化（Generative Engine Optimization），被视为"AI时代的SEO"，核心不 再是为搜索引擎优化，而是让内容更容易被大模型、智能助手和平台推荐系统"选中"。 机构指出，互联网流量经历搜索时代、推荐时代之后，正进入AI流量时代。而GEO围绕的是"内容—算 法—场景"的重构，直接对接品牌曝光与广告变现，被看作AI应用下半场的关键商业抓手。AI应用端集 中升温，资金围绕"场景+流量"布局 在此背景下，"GEO+传媒"的组合被频繁提及。一些投行与公募认为，谁能率先打通从内容生成、算法 匹配到广告转化的完整链路，谁就更容易在AI时代的流量再分配中占据一席之地。马斯克开源X推荐算 法，被 ...

（文章来源：证券时报网） 据天眼查APP显示，分众传媒信息技术股份有限公司成立于1997年08月26日，注册资本1444219.9726万 人民币。 数据宝统计，截至14:03，分众传媒成交额20.62亿元，创2025年7月8日以来新高。最新股价上涨 4.80%，换手率1.80%。上一交易日该股全天成交额为11.81亿元。 ...

1月12日，A股广告营销板块大福走高，截至发稿，涨超11%，报3797.19点。 | 3415.25 | | | --- | --- | | 3287.94 | | | 3160.62 | | | 3033.31 | | | 09:30 | 11:30/13:00 | 市场AI应用板块集体爆发，值得买、卓易信息等多股涨停，易点天下、中文在线、天龙集团更是组成了新的"易中天"组合。 消息面上，1月9日，上海市市场监督管理局印发《关于促进互联网平台广告规范健康发展的指导意见》，依法依规加强平台广告监管，严厉打击虚假违法广 告行为。优化政策环境、激发创新活力，支持平台企业提升广告服务能级和核心竞争力。严守广告合法合规底线，对关系人民群众生命健康和财产安全的重 点领域广告以及导向问题广告实施严格监管；对新产业、新业态、新模式广告探索包容审慎监管举措，为创新发展留足空间。聚焦当前平台广告规则不公平 不合理、虚假违法广告多发频发等突出问题，统筹运用行政监管、行业自律、信用约束、社会监督等手段，构建协同共治的平台广告治理体系。 | | | 名称 | 最新 | 涨幅%。 | 成交额 | | --- | --- | --- | ...

每日市场观察 2026 年 1 月 12 日 【今日关注】 周五 A 股震荡上升，收盘三大股指均收出阳线，上证指数收盘 16 连阳， 深证成指和创业板指数早盘低开后跟随上证指数上涨，深成指收盘上 涨幅度超过 1%；沪深两市成交额再度创出近期新高，达到 3.15 万亿元， 较前一个交易日大幅放量 3261 亿元。行业板块除银行指数略有下跌外 几乎全线上涨，传媒、军工、计算机、有色、机械设备等行业涨幅居 前，两市上涨股票数量超 3900 多只，上涨数量超过七成。 上证指数收出 16 连阳，技术走势超强的原因是场外增量资金的介入， 技术性整理的信号虽然显现，但在增量资金入场的情况下，三大指数 再度顽强上涨，上证指数冲破 4100 点关口，技术性调整延后；目前行 情轮动特征比较明显，要侧重行业选择，回避弱势品种，选择标的应 注重成长性和业绩，市场中长期基调维持上涨的判断。 军工股周五冲高回落，市场资金流入依然明显，后市仍可继续关注； AI 应用集体爆发，SORA、chatGPT、web3、多模态 AI、传媒等集体上 涨，从行业基本面看，2026 年进入ＡI 应用的价值兑现期，未来 5 年 呈现出"技术-场景-商业"三 ...

华源证券指出，随着豆包、千问等生成式AI产品逐渐成为信息获取的核心入口，流量入口发生迁移， GEO通过优化内容的语义表达、结构形态与可信度背书，提升品牌在AI生成答案中的引用率和可见 度，目前仍处于早期阶段，但已吸引引力传媒、蓝色光标、浙文互联、因赛集团、利欧股份、易点天下 等公司积极布局。 中证网讯 1月12日，AI广告营销行业的GEO概念持续引爆市场，催化传媒板块行情，中证传媒指数早盘 涨超8%，跟踪该指数的传媒ETF（512980）早盘涨停。Wind数据显示，截至1月11日，传媒ETF （512980）2026年以来涨幅已超15%，涨幅在全市场ETF中居前；此外1月9日，该传媒ETF单日获资金 净买入超6亿元，最新规模超39亿元，是全市场同类规模最大的传媒主题指数基金。 生成式引擎优化（GEO）为何开始受关注？据太平洋证券分析，生成式引擎优化（GEO）是面向生成 式AI应用的广告投放技术，其通过广告内容投喂，使得广告内容被纳入AI信息库，进而提升广告内容 在AI生成内容中的被引用概率。从投放策略来看，GEO不仅涉及投放执行，还需对广告内容在AI信息 源中的可检索性、优先级、语义适配性等进行持续优化，有望 ...