Core Viewpoint - The report from Guosen Securities recommends focusing on platform ecosystem operators and AI tool implementation leaders, highlighting their ability to enhance user insights, marketing methods, and product development, which aligns with the GEO model to improve "answer" weight logic [1] Group 1: Industry Insights - AI search is reshaping information access, with shopping recommendations becoming a core usage scenario, leading to a fundamental transformation in brand communication models [1] - The GEO (Generative Engine Optimization) model achieves a complete process from questions to answers through multi-model collaboration, indicating a significant shift in industry dynamics and the emergence of new growth opportunities [1] - The application of AI technology is now a central focus across various industries, with e-commerce being a key area due to its complex scenarios and large data volumes, making it one of the most important application fields for AI technology [1] Group 2: Investment Opportunities - The report suggests that platform companies in the cross-border e-commerce sector are likely to leverage AI to help small and medium-sized clients reduce costs and improve efficiency internally [1] - The GEO model is expected to assist leading operational enterprises in developing independent sites, optimizing their profit structures [1] - The shift from traditional search to generative AI dialogue for user information acquisition indicates that GEO will be a key direction for brand marketing transformation, creating new growth spaces for e-commerce service providers and cross-border e-commerce companies with technological integration capabilities [1]

Core Viewpoint - The article discusses the anticipated mainstream adoption of AI-assisted shopping by 2026, with a significant shift expected in consumer behavior towards interactive shopping experiences facilitated by AI platforms like ChatGPT [3][5]. Group 1: AI-Assisted Shopping - AI-assisted shopping is expected to transition from a niche experience to a common practice among consumers by 2026, with AI assistants playing a crucial role in shopping decisions [5][6]. - The evolution from "AI-assisted decision-making" to "agentic commerce," where AI robots handle payments and purchases autonomously, will take more time due to consumer reluctance to relinquish control over final transactions [6]. Group 2: Global Payment Giants - Global payment companies are rapidly positioning themselves to capitalize on the shift towards AI-assisted shopping, aiming to secure their place as consumers increasingly engage with chatbots [8]. - Visa is actively communicating with all major industry players, while Mastercard has partnered with Microsoft, and PayPal has signed an agreement with OpenAI to integrate its digital wallet into OpenAI's chatbot [8].