1月12日，A股AI应用板块集体爆发，GEO概念表现尤为亮眼。截至收盘，易点天下、蓝色光标、中文 在线、天龙集团、值得买等个股实现20cm涨停，浙文互联、利欧股份等多只相关概念股同步封板，传 媒类ETF也获大额资金抢筹。 GEO（Generative Engine Optimization），意为"生成式引擎优化"，作为适配生成式AI的新型营销策 略，其核心目标是通过内容结构化优化、多模态语义适配等方式，让品牌信息在AI生成回答中被优先 提及，实现从"被搜索"到"被推荐"的跨越，区别于传统SEO需用户点击跳转的触达模式，可达成"零点 击曝光"的营销效果。 此次GEO概念的爆发，是多重行业催化与产业趋势共振的结果。行业层面，生成式AI用户规模持续扩 张，数据显示全球超30%的信息获取通过生成式AI完成，用户行为从"关键词检索"向"直接问答案"转 变，推动广告主需求从"排名优先"转向"答案优先"，催生GEO的刚性需求。 海外层面，马斯克在1月10日宣布将在一周内开源X平台内容推荐算法，并强调本次开源将覆盖"所有用 于决定向用户推荐自然内容和广告内容的代码"。这一举措大幅降低了生成式引擎优化的行业门槛，让 企业可精 ...

传媒ETF华夏（516190.SH）1月9日净流入超1500万，1月12日盘中再获大额资金抢筹，其被动跟踪中证 文娱传媒指数，一键打包AI下游应用龙头，覆盖在线零售+广告营销+影视出版+游戏+数字媒体，主要 成分股包括分众传媒、巨人网络、蓝色光标、利欧股份、昆仑万维、三七互娱、中文在线、省广集团、 芒果超媒、易点天下、视觉中国、人民网、浙数文化等50只细分龙头股。 （文章来源：每日经济新闻） 近期AI应用营销GEO方向催化较为密集。资本市场，MINIMAX在港股上市后分别大涨超70%、140%； 海外方面，沃尔玛与谷歌合作，将AI探索转化为轻松购物体验；马斯克当地时间1月10日也在社交媒体 平台发文称，将在一周内正式开源X平台最新的内容推荐算法。这一举动被市场普遍解读为"马斯克也 要涉足GEO"。 GEO（生成式引擎优化）是一种针对生成式AI平台（如DeepSeek、豆包等）的优化策略，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、精准推荐。天风证券指出：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。进一步地，广 ...

Core Insights - The rapid development of AI applications is expected in the first half of 2025, forming a "four-tier" structure [1] Group 1: AI Application Tiers - The first tier consists of AI search engines and AI comprehensive assistants [1] - The second tier includes AI social interaction and AI professional advisors [1] - The third tier is made up of AI efficiency office tools and AI image processing [1] - The fourth tier encompasses AI creative design and copywriting [1] Group 2: User Engagement and Growth - The monthly active user base for mobile AI applications has reached 680 million, with plugin-based users surpassing native app users [1] - The compound growth rate for three types of AI applications in the first half of the year addresses the issues of "scene necessity + user replacement cost" [1] Group 3: Market Trends - The phenomenon of super-heads in the AI search and comprehensive assistant sectors indicates that the integration of "search + service" will become a new paradigm for traffic entry [1]

Core Insights - The rapid development of AI applications is expected in the first half of 2025, forming a "four-tier" structure [1] Group 1: AI Application Tiers - The first tier consists of AI search engines and AI comprehensive assistants [1] - The second tier includes AI social interaction and AI professional advisors [1] - The third tier is made up of AI efficiency office tools and AI image processing [1] - The fourth tier encompasses AI creative design and copywriting [1] Group 2: User Engagement and Growth - The monthly active user base for mobile AI applications has reached 680 million, with plugin-based users surpassing native app users [1] - The compound growth rate for three types of AI applications in the first half of the year addresses the issues of "scene necessity + user replacement cost" [1] Group 3: Market Trends - The phenomenon of super-heads in the AI search and comprehensive assistant sectors indicates that the integration of "search + service" will become a new paradigm for traffic entry [1]