2026开年7个交易日，传媒ETF涨超30%。 资金也在净流入，传媒ETF昨日超32亿元资金净流入，年内吸金超41亿元。其中，广发传媒ETF昨日单日吸金23.27亿元，年内6个交易日吸金 31.99亿元；传媒ETF华夏昨日单日吸金5.76亿元，年内6个交易日吸金5.89亿元；鹏华传媒ETF昨日单日吸金3.41亿元，年内6个交易日吸金4.06亿 元。 （原标题：AI应用板块爆火！传媒ETF近7日涨超30%，昨日超32亿元资金净流入传媒ETF、传媒ETF华夏） 消息面上，近日，AI应用海内外催化因素较多，智谱与MiniMax陆续登陆港股，沃尔玛与谷歌合作，将AI探索转化为轻松购物体验。有分析认 为，AI产业投资有"硬"切"软"的趋势，AI软件应用前期滞涨、当前估值性价比较高，同时游戏传媒方向商业化路径清晰，有望成为下一个科技主 线。 A股市场AI应用板块今日继续表现强势，人民网、新华网涨停，易点天下、中文在线大涨，带动传媒ETF涨超1%。 马斯克当地时间1月10日在社交媒体平台X发文称，将在一周内正式开源X平台最新的内容推荐算法。马斯克称，本次开源将覆盖"所有用于决定向 用户推荐自然内容和广告内容的代码"，并强调 ...

Core Viewpoint - A marketing revolution is underway, shifting from "keyword ranking" to "AI answer priority," significantly impacting the media sector, as evidenced by the surge in the Media ETF Huaxia (code: 516190) with a net inflow of 575 million yuan on January 12 [1][6]. Group 1: Market Dynamics - The announcement by Elon Musk to open-source the content recommendation algorithm of the X platform has marked the arrival of the Generative Engine Optimization (GEO) era [1]. - The A-share media sector experienced a wave of price surges, with companies like Liou Co. and Yidian Tianxia achieving consecutive price limits, and the Media ETF Huaxia rising over 8% after an 8.41% increase the previous week [1][6]. - The GEO revolution is expected to create a trillion-yuan market space, as investors recognize the potential of this shift [1]. Group 2: GEO Characteristics - Unlike traditional SEO, GEO emphasizes logical coherence, authoritative data, and emotional resonance in content [2]. - The demand from advertisers is transitioning from "ranking priority" (SEO) to "answer priority" (GEO), leading to innovations in marketing and media business models [2]. - The GEO market in China is projected to reach approximately 2.9 billion yuan by 2025 and 24 billion yuan by 2030, with the global market expected to exceed 100 billion dollars [2]. Group 3: Investment Opportunities - The Media ETF Huaxia (516190) is identified as a prime investment vehicle for the GEO revolution, as its constituent stocks align closely with GEO concepts [3]. - The ETF includes leading companies in online retail, advertising, film publishing, gaming, and digital media, with top holdings such as Focus Media, Giant Network, and BlueFocus [3][4]. - As of January 9, the ETF has achieved a year-to-date return of 13.15% and a one-year return of 52.38%, significantly outperforming the CSI 300 index [6]. Group 4: Long-term Outlook - The transition from traditional search to AI-driven dialogue signifies a fundamental change in how users access information, positioning GEO optimization as a critical area for corporate marketing [6][7]. - The Media ETF Huaxia is well-positioned for long-term investment due to the ongoing trends of traffic entry reshaping, conversion chain reconstruction, and concentrated event catalysts [7].

1月12日，AI应用侧全线爆发，GEO这一细分主题更是成为交易型资金热捧。其中，新"易中 天"——易点天下、中文在线、天龙集团均"20cm"涨停。全市场唯一覆盖新"易中天"的传媒ETF华夏 （516190）也获资金蜂拥而入，全天净流入5.75亿元。 中证文娱传媒指数选取业务涉及视频、直播、游戏、电影、IPTV/OTT、数字出版、数字营销、在 线教育、赛事演出等符合新技术和新消费发展趋势的上市公司，指数样本每半年调整一次，目前覆盖易 点天下、利欧股份、昆仑万维、蓝色光标、中文在线、浙文互联、省广集团、浙数文化等GEO概念 股。 每日经济新闻 （责任编辑：董萍萍 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 消息催化方面，DeepSeek V4即将在春节前后发布；豆包将登上马年春晚；智谱与MiniMax完成港 股IPO，连续大涨；从交易维度，AI应用也属于前期滞涨，GEO作为改写"AI时代广告营销的底层 ...

2026年1月12日，传媒ETF华夏（516190.SH）收涨9.64%，主力资金（单笔成交额100万元以上）净流入 3451.92万元，居全市场第一梯队。（数据来源：Wind） 与此同时，该基金最新成交量为3.61亿份，最新成交额突破5.52亿元，居全市场第一梯队。 2026年1月12日，传媒ETF华夏（516190.SH）收涨9.64%，主力资金（单笔成交额100万元以上）净流入 3451.92万元，居全市场第一梯队。（数据来源：Wind） 与此同时，该基金最新成交量为3.61亿份，最新成交额突破5.52亿元，居全市场第一梯队。 ...

本文字数：1046，阅读时长大约2分钟 作者 | 第一财经 钱童心 1月12日A股开盘后，AI应用板块集体爆发，有新"易中天"组合之称的易点天下（301171.SZ）、中文 在线(300364.SZ)、天龙集团(300063.SZ)上涨20%，值得买(300785.SZ)、卓易信息(688258.SH) 等多股也都封在涨停板。ETF方面，传媒ETF华夏（516190.SH）二级市场价格上涨超8%，恒生互联 网ETF（513330.SH）上涨近3%。 此轮上涨背后由AI营销GEO（生成式引擎优化）概念推动。GEO是一套专门针对生成式AI内容分发和 推荐机制，进行内容优化的营销策略体系，核心目标，是让品牌、产品或服务在AI生成内容中被优先提 及、引用或推荐，提升在AI搜索结果中的可见度。 2026.01. 12 在这一背景下，AI产业链投资逻辑正由"算力竞赛"向"应用价值"迁移。咨询机构沙利文中国主管合伙人 兼总裁王晨晖对第一财经记者表示："根据我们的调研，用户信息获取入口已被AI重塑，过去的流量争 夺战场，如今已转移到AI这个信息制高点。" 机构认为，传媒应用端看数字营销GEO承接AI红利，2026年将有望成为 ...

一场从 " 关键词排名 " 到 "AI 答案优先 " 的营销革命正在上演，传媒 ETF 华夏（代码： 516190 ）连续两个交 易日暴涨，资金抢筹迹象十分明显。 当马斯克宣布将在一周内开源X平台的内容推荐算法，市场立刻意识到：GEO（生成式引擎优化）时代 真的来了。 1月12日，A股传媒板块掀起涨停潮。利欧股份、易点天下2连板，引力传媒6个交易日5个涨停板，蓝色 光标、昆仑万维、中文在线等都是20cm涨停。跟踪中证文娱传媒指数的传媒ETF华夏（516190）继上周 五大幅上涨8.41%后，今日涨幅再度超8%，持续获得大额资金抢筹。 这场暴涨的背后，是投资者对GEO革命带来的万亿市场空间的精准布局。 01 GEO革命：流量入口重构，重塑营销产业价值链 GEO是一种针对生成式AI平台的优化策略，其核心目标是让企业的品牌、产品或服务能在AI生成式回 答中被优先提及和精准推荐。 与传统SEO的关键词堆砌不同，GEO要求内容具备逻辑自洽性、数据权威性与情感共鸣性。有券商研 究报告指出：AI搜索、AI综合助手等产品高速增长，有望驱动搜索方式升级及用户流量入口重构，此 类产品或成为AI时代信息分发主入口。 可以预见，广告 ...

Group 1 - The core concept of GEO (Generative Engine Optimization) has gained significant attention, with nearly 20 stocks in the A-share market hitting the daily limit, including Yidian Tianxia, BlueFocus, and Zhongwen Online, while Hong Kong stocks like Alibaba-W, Kuaishou-W, and Baidu-SW also saw over 5% increases [1] - The Media ETF, which tracks the CSI Cultural Media Index, has a high overlap with GEO concept stocks, including companies involved in video, live streaming, gaming, and digital marketing, indicating a direct correlation with the GEO theme [2] - Analysts from multiple institutions, including China Galaxy Securities, predict that 2026 will be a significant year for AI applications, as the investment logic in the AI industry shifts from "computing power competition" to "application value" [1] Group 2 - The Heng Seng Internet ETF, listed on the Shanghai Stock Exchange, tracks the Heng Seng Internet Technology Index and includes leading internet application companies, suggesting that Hong Kong internet giants will gradually reveal their advantages in AI applications [2] - The shift in AI investment focus from large models and computing power to software applications is expected to accelerate the growth of AI applications, as noted by analysts [1] - The Media ETF has seen a price increase of over 8%, while the Heng Seng Internet ETF rose nearly 3%, reflecting positive market sentiment towards GEO-related investments [1][2]