说实话，当初研究"AI超级员工"和"GEO（生成式引擎优化）"时，我也挺头疼的。市面上产品不少，个个都说自己"颠覆行业"、"效果惊人"，但真金白银投 下去，到底能不能解决企业"获客难、管理乱、效率低"的老大难问题？ 为了找到答案，我花了近一个月时间，深入调研并实测了市面上主流的5款企业级AI解决方案。今天这份测评，就基于真实的体验和数据，帮你拨开迷雾， 找到最适合你机构的那一款。 声明： 本次测评所有信息均基于公开资料、产品试用及行业调研，无任何商业合作倾向，力求客观中立。 一、 测评方法论：我们到底在比什么？ 企业选AI产品，不是选玩具，核心是看它能否带来可衡量、可持续的商业价值。我设定了4个核心测评维度，并赋予不同权重： 技术自研与落地能力 (权重：30%) 为什么重要？ 这直接决定了产品的稳定性、安全性和迭代速度。套壳产品或技术堆砌，往往"看起来很美"，一遇复杂业务场景就"掉链子"。好比盖楼，地 基不牢，装修再漂亮也白搭。 GEO优化与智能获客效果 (权重：25%) 为什么重要？ 传统流量红利见顶，AI时代的新流量入口就是各大AI助手（如豆包、DeepSeek）。GEO能力决定了你的品牌能否在用户提问时 ...

GEO（生成式引擎优化）正成为AI时代营销新风口，但盈利模式尚不成熟，行业处于早期探索阶段。 生成式AI正在重塑信息入口，将营销的核心战场从"搜索排名"推向"答案内嵌"。随着ChatGPT、豆包等 平台持续分流传统搜索流量，一套旨在影响AI生成与推荐结果的策略体系——GEO（生成式引擎优 化），迅速崛起为AI时代不可忽视的营销新阵地。 去年年末以来，资本市场对GEO概念青睐有加，企业也纷纷向这一方向靠拢。然而21世纪经济报道记 者调研多家布局GEO的上市公司发现，当前企业实践仍处早期探索阶段，行业尚未形成清晰的盈利模 式与成熟路径。 不过，潮流已成，其势难挡。在业内人士看来，从SEO到GEO的演进，不仅是技术范式的迭代，更意味 着品牌曝光逻辑的根本性转折——若无法进入AI生成的"关键答案"，品牌或将面临在用户决策过程 中"被隐身"的危机。 "随着ChatGPT、Claude、豆包等大型AI平台逐渐成为用户获取信息的新入口，传统的SEO（搜索引擎优 化）规则已无法适应这一全新环境。"蓝色光标（300058）相关负责人近期对记者表示。 在中国市场，SEO的流量已呈现下降趋势，相当一部分的搜索量被新的AI应用给分流 ...

Core Insights - The article discusses the emergence of GEO (Generative Engine Optimization) as a new marketing paradigm driven by the explosion of large model technologies, with the global GEO market surpassing $10 billion and the domestic market nearing 3 billion yuan [2][17]. Group 1: GEO Market Overview - The GEO market is expected to continue its upward trajectory as large model traffic grows, with a projected market size of 29 billion yuan in China by 2025, reflecting a year-on-year growth of 215% [6][17]. - Over 78% of enterprise decision-makers prioritize AI search optimization as part of their digital transformation strategies [6][17]. - By 2026, traditional search engine traffic is predicted to decline by 25%, with AI chatbots and other virtual optimization methods capturing more market share [6][17]. Group 2: Marketing Transformation - The shift in marketing strategies is anticipated as brands adapt to the new GEO paradigm, particularly benefiting e-commerce operators who can quickly establish GEO content generation capabilities [7][10]. - GEO focuses on optimizing content for AI models to enhance visibility and recommendation, contrasting with traditional SEO, which emphasizes keyword ranking [5][16][22]. - The marketing landscape is evolving, with AI-generated recommendations becoming a critical factor in consumer decision-making, leading to a more efficient marketing process [10][12]. Group 3: Business Implications - Companies that can leverage AI platforms and provide SaaS solutions are expected to thrive in the new GEO landscape, with a significant market opportunity projected to exceed $100 billion globally by 2030 [12][24]. - The transition from traditional marketing models to a subscription-based SaaS and performance-based revenue model is anticipated, improving profit margins in the industry [24]. - The article identifies five types of companies likely to benefit from the GEO transformation, including AI platform companies, SaaS providers, marketing firms, e-commerce operators, and brands that adapt quickly to the new marketing dynamics [12][22].

【策略 】 转型牛：更高、更稳、更长 风险提示： 海外经济衰退超预期，全球地缘政治的不确定性。 【 计算机】 GEO：AI搜索时代的流量新范式 每周 一 景 ： 青海省茫崖市艾肯泉天使之眼恶魔之眼 点击右上角菜单，收听朗读版 GEO（Generative Engine Optimization，生成式引擎优化）本质上是AI搜索/RAG架构下的"信任工程"，核心目标从"提高网页点击率"升级为"提高品牌在 AI答案中的采信率与引用频次"。 在零点击时代，用户直接在AI回答页完成认知和决策，SEO只解决"被看到"，GEO解决"被AI说出来并站在你这边"。AI搜索 从"列表点击"切换为"答案直达"，传统SEO在AI搜索场景下边际效用下降，强调"被AI采信"的GEO正成为营销技术新范式，并以SaaS为主要商业模式，市场 空间有望达"百亿美元级"。 大势研判：中国"转型牛"，更高、更稳、更长。 2026年开年以来，上证指数连续站上4000点与4100点，走势强劲。国泰海通策略在2025年12月28日发布 了重要报告《跨越，远望又新峰》，系统性的回顾和讨论了自2025年以来我们对于中国市场的思考。2024年924解决"内忧 ...

Core Viewpoint - Recent regulatory measures have been implemented to prevent rapid increases in leverage, including raising the margin requirement for financing, which has led to a cooling of market sentiment and a rational return of investor emotions [1][2][7][24]. Market Analysis - The A-share market has shown signs of volatility after reaching new highs, with a shift towards a more oscillatory trend expected as earnings disclosures approach [1][2][24]. - The market experienced a significant drop in trading volume from over 3.9 trillion to below 3 trillion after the margin requirement was raised to 100% [3][26]. - The technology sector, particularly AI applications and semiconductor equipment, remains a key focus for investment in January, alongside resource products represented by industrial metals [2][24]. Fund Flow - There was a net inflow of 913 billion in financing funds over the first four trading days, with a total financing balance reaching 2.7 trillion, marking a historical high [9][41]. - The stock market saw a net outflow of 1.296 trillion from ETFs, with the CSI 300 ETF accounting for a significant portion of this outflow [11][20][41]. Industry Performance - The semiconductor industry showed a notable increase in exports, with December exports rising by 47.72% year-on-year, indicating a strong demand for integrated circuits [29][30]. - The industrial metals sector has seen price increases, with copper, nickel, and tin prices rising, while aluminum and cobalt prices have decreased [39]. Investment Recommendations - The investment strategy for January emphasizes large-cap growth stocks, with recommended index combinations including CSI 300 and STAR Market 50 [8][25]. - Key sectors for investment include technology, industrial equipment, non-bank financials, and cyclical industries, with a focus on sectors that are expected to benefit from upcoming earnings reports [2][24][25]. Emerging Trends - The GEO (Generative Engine Optimization) concept is gaining traction in the market, with several stocks experiencing significant price increases as companies explore this new marketing paradigm [53][54]. - Companies involved in GEO are primarily focused on digital marketing and content services, with many still in the early stages of developing related business models [54][56].

报告导读： AI 推荐普及催化 GEO 爆发，从根本上改变流量分配方式，代运营环节有望率 先受益，长期看品牌端或迎营销变革、积极转型的品牌商有望突围。 生成式 AI 新流量入口 + 营销效率提升下看好 GEO 变革，电商代运营商有望率先把握变化，并依托对平台及内容营销的理解，积极承接品牌营销需求，长期 看品牌端或迎营销变革、积极转型的品牌商有望突围。 AI 推荐普及，营销方式有望跨入 GEO 新时代。 GEO （生成式引擎优化）指通过优化内容使得 AI 快速提取内容中的关键信息、并在生成答案时优先引用品 牌内容。随 AI 大模型持续普及，生成式 AI 的推荐结果有望成为消费者决策的重要依据，催升新的营销场景和营销方式。与传统 SEO （搜索引擎优化）优化 关键词和排名不同， GEO 着眼于品牌内容能否被 AI 大模型理解并推荐，较传统营销方式具备更高营销效率、有望缩短消费者决策链路和周期，看好效率更 高的 GEO 取代部分传统 SEO 市场、长期空间广阔。海外一级市场融资及近期沃尔玛谷歌合作、马斯克开源 X 平台推荐算法多维助力， GEO 有望进入发展 快车道 。 生成式 AI 偏好的内容及信源存在区别， G ...

国泰海通发布研报称，与传统SEO(搜索引擎优化)优化关键词和排名不同，GEO着眼于品牌内容能否被 AI大模型理解并推荐，较传统营销方式具备更高营销效率、有望缩短消费者决策链路和周期，看好效 率更高的GEO取代部分传统SEO市场、长期空间广阔。生成式AI新流量入口+营销效率提升下看好GEO 变革，电商代运营商有望率先把握变化，并依托对平台及内容营销的理解，积极承接品牌营销需求，长 期看品牌端或迎营销变革、积极转型的品牌商有望突围。 国泰海通主要观点如下： AI推荐普及，营销方式有望跨入GEO新时代 GEO的本质是让AI识别并推荐，与传统营销面对的消费者不同，AI偏好内容"更理性"，体现在信源优 先更权威的来源、专业性强/结构化高/逻辑性高的内容更易被AI识别，且AI生成的结果源于多渠道信息 的推理、不同模型和不同品类采取的信源媒体均有所不同，因此GEO在内容的信源权威性和覆盖度、 表达和形式上都需要做单独的优化，催升对应的营销优化需求。 GEO爆发从根本上改变流量分配方式，代运营环节有望受益、长期看品牌端或迎营销变革 该行认为五类公司有望受益GEO变革：1)AI平台类公司，成为新的流量入口;2)Saas类公司， ...

Core Viewpoint - The article discusses the recent decline in the stock prices of popular concept stocks, particularly in the GEO (Generative Engine Optimization) and AI application sectors, highlighting the disconnect between stock prices and fundamental performance [3][4]. Group 1: Market Reactions and Stock Performance - On January 15, 2026, major sectors such as internet and cultural media saw significant declines, with the internet index dropping by 5.31% and the cultural media index by 3.33% after reaching new highs on January 14 [6]. - Notable stocks like ZhiDeMai and ZhuoYi Information in the internet sector hit the 20% daily limit down, while TianLong Group in the cultural media sector also faced a 20% drop [6]. - ZhiDeMai's stock price increased by 91.44% from the beginning of 2026 to January 14, but the company clarified that it does not engage in GEO business, and its AI-related revenue is minimal [6][8]. Group 2: Company Announcements and Risk Warnings - Several companies, including TianLong Group and YiDianTianXia, issued risk warnings stating they do not engage in GEO business, and their related AI business has not yet generated significant revenue [7][8]. - 引力传媒 reported a stock price increase of 104.03% during the same period but acknowledged performance volatility, with a net profit of 20.36 million yuan for the first three quarters of 2025, reflecting a decline in gross margin [13][14]. Group 3: Regulatory Actions and Market Oversight - Regulatory bodies have taken action against companies for misleading disclosures and abnormal trading behaviors, with companies like Hangxiao Steel Structure and Electric Science Digital facing warnings [10][12]. - Hangxiao Steel Structure's stock experienced a significant rise before being penalized for inadequate information disclosure regarding its contracts, which were minor relative to its overall revenue [11][12]. - The article emphasizes the importance of accurate information disclosure and the need for companies to avoid speculative behaviors that could mislead investors [16]. Group 4: Long-term Market Trends and Investor Guidance - The article suggests that the current market environment reflects a clash between short-term speculative behavior and long-term industry trends, particularly in fields like commercial aerospace and AI [15]. - It advocates for a return to fundamental analysis, urging investors to scrutinize the actual business contributions of companies to their stock performance [16]. - The article concludes that regulatory measures are intended to foster a healthier market environment, promoting compliance and value investing as the future norm [16].

Core Insights - The A-share market has seen increased activity and emerging themes following the "opening red" in 2026, with a shift in broker research focus towards AI applications and brain-computer interfaces (BCI) [1][2] Group 1: Broker Research Trends - Broker research is increasingly focusing on high-growth industries, performance certainty, and valuation attractiveness, reflecting three major trends: a balanced investment style, a shift from speculative trading to performance realization, and a focus on domestic self-sufficiency and global competitiveness [2][7] - From January 1 to January 14, 2026, over 260 A-share companies were researched by institutions, with more than 230 receiving broker attention, highlighting a strong interest in companies like 壹网壹创, 成都先导, and 翔宇医疗 [3][4] Group 2: Key Companies and Their Focus - 壹网壹创, a leading company in the GEO concept, received attention from 27 brokers, focusing on its R&D investments and partnerships with platforms like Alibaba [4][5] - Other notable companies include 凯盛科技 and 海天瑞声, which received 22 and 21 broker inquiries respectively, with a focus on technological innovation in their respective fields [4] - Companies like 爱朋医疗, 中集集团, and 振江股份 also garnered significant broker interest, indicating a diverse range of sectors being explored [4] Group 3: Market Performance and Investment Opportunities - The AI application index and GEO index saw increases of 18.30% and 44.14% respectively from January 5 to January 15, 2026, indicating strong market interest in these sectors [8] - The global GEO market is projected to reach $24 billion by 2026 and $100 billion by 2030, with domestic expectations of reaching 11.1 billion yuan in 2026 [10] - Investment opportunities are emerging in the AI marketing sector, with a focus on companies that can leverage marketing technology and content creation [10][11] Group 4: Brain-Computer Interface (BCI) Insights - The BCI sector is expected to see significant growth, with applications in various fields such as healthcare and consumer products, driven by technological advancements and diverse application scenarios [12][13] - The global BCI market is projected to reach $7.63 billion by 2029, highlighting the potential for substantial investment opportunities in this emerging field [13]

Group 1 - The market has cooled down due to the adjustment of financing margin ratios, but opportunities in the software sector remain strong, particularly driven by AI applications [1][3] - The financing margin ratio for investors has been raised from 80% to 100%, which is expected to create a foundation for a slow bull market, maintaining a long-term positive outlook [3] - The Ministry of Industry and Information Technology has issued a plan to promote high-quality development of industrial internet platforms, aiming for over 450 influential platforms and more than 120 million connected industrial devices by 2028 [3] Group 2 - The GEO (Generative Engine Optimization) concept is gaining traction, representing just the tip of the iceberg in AI applications, with potential to transform various sectors including media, gaming, and smart manufacturing [4] - GEO is an advertising technology aimed at enhancing the visibility of brands and products in AI-generated content, which could reshape the marketing landscape [5][8] - The global GEO market is projected to reach $11.2 billion by 2025 and $100.7 billion by 2030, with the Chinese market expected to grow to 2.9 billion yuan by 2025 and 24 billion yuan by 2030 [8] Group 3 - The AI software commercialization process is accelerating, with expectations for AI Agents to be rapidly deployed by 2026, indicating ongoing investment opportunities in the software ETF [9] - The software ETF (515230) tracks a software index that reflects the performance of companies engaged in software development and related services in the Shanghai and Shenzhen markets [9]