Folks, today's (January 12th) A-share market performance can only be described with one word: explosive! A staggering 3.6 trillion yuan! Seventeen consecutive days of gains! Both the trading volume and the winning streak in the A-share market have set new records! AI application concepts continued their meteoric rise, sparking a massive wave of limit-up stocks. Companies like Zhi De Mai and Zhuo Yi Xin Xi hit the upper limit, while Yi Dian Tian Xia, Zhong Wen Zai Xian, and Tian Long Ji Tuan collectively formed a powerful new trio dubbed the "Yi-Zhong-Tian" combination. Notably, Elon Musk posted on the social media platform X on January 10th (local time), announcing that the platform's latest content recommendation algorithm would be open-sourced within a week. This move is widely interpreted by the market as "Musk also venturing into GEO." What exactly is GEO? Why is GEO considered the core catalyst for the AI application sector's explosive growth? Can AI applications continue to rise? How can investors seize related opportunities? Let's dive in. [GEO (AI Advertising & Marketing): The Third Revolution in Internet Traffic] So, what is GEO? If traditional search was about "finding links," the AI era is about "getting answers." The core logic of GEO (Generative Engine Optimization) is to optimize content models so they become the preferred citations for major AI models (like Doubao, ChatGPT, Wenxin Yiyan). GEO (AI Advertising & Marketing) is being hailed as the third revolution in internet traffic. The first two internet traffic revolutions were the "Search Era," represented by search engines (like Baidu, Google), and the "Recommendation Era," represented by algorithmic recommendations (like Douyin, Xiaohongshu). The former was about "people finding information," where users actively searched and filtered links; the latter is about "information finding people," where platforms push personalized content based on user profiles. The third revolution, represented by GEO, centers on generative AI transforming "search engines" into "answer engines." Users no longer need to click and navigate; instead, they ask questions directly to AI (like ChatGPT, Doubao, Wenxin Yiyan) and receive a consolidated, structured answer. This has led to a surge in "zero-click searches," completely颠覆ing the traditional click-dependent traffic distribution model. [Why Must Businesses Adopt GEO?] Why is GEO so hot right now? Its future is underpinned by three golden trends: 1. Massive Search Traffic: IDC predicts that global AI search users will reach 4.5 billion by 2028, 2.3 times the user base of traditional search engines. This vast user base offers immense exposure opportunities for businesses and brands. 2. Targeted User Reach: The answer positions in AI searches are extremely valuable. Just five answer slots can determine the direction of 90% of customers, directly capturing 10% of the target audience. Optimizing for GEO on AI search platforms can secure these prime answer positions for a minimal cost, comparable to the price of a milk tea! 3. Immense Growth Potential: The era where AI becomes the decision-making gateway for a billion people has arrived. Mainstream AI search platforms like DeepSeek and Doubao are seeing continuously growing traffic. Seizing the golden window for GEO optimization now can essentially secure a brand's premium spot for the future. Internet红利 have undergone three key iterations: 1) The search traffic era starting around 2000, which spawned opportunities in SEO and Taobao affiliates; 2) The subsequent recommendation traffic era, which propelled short video and live streaming sectors; 3) Today, the AI traffic era is here, with large models like Doubao and DeepSeek becoming the new core of traffic. GEO (AI Advertising & Marketing) is the key marketing paradigm承接 this revolution. According to estimates from Miaozhen Marketing Science Academy, China's GEO market size is projected to reach 2.9 billion RMB in 2025, with the global market at $11.2 billion USD. By 2030, China's market is expected to hit 24 billion RMB, while the global market is forecast to exceed $100 billion USD. [Institutions Are Broadly Bullish on the GEO Concept] Tianfeng Securities points out that the rapid growth of products like AI search and AI assistants is expected to drive upgrades in search methods and a restructuring of user traffic入口. Such products may become the primary入口 for information distribution in the AI era. Furthermore, advertiser demand is shifting from "ranking priority" (SEO) to "answer priority" (GEO), potentially leading to innovation in marketing and media business models and new changes in the competitive landscape. Huaxin Securities notes that with Zhipu and MiniMax successively listing in Hong Kong, the focus in media applications shifts to digital marketing GEO to capture the AI红利. The dual drivers of AI applications and domestic demand remain promising. Following their listings, large models face commercialization challenges, with digital marketing, e-commerce, content, and the experience economy all being favorable scenarios for AI commercialization. Guosheng Securities believes that when consumers become accustomed to asking questions to AI assistants like Doubao, DeepSeek, and Yuanbao, a brand's AI visibility directly determines the likelihood of business opportunities. According to the renowned US consulting firm Gartner, by 2028, traffic to brands from search engines will decrease by 50%, as consumers embrace AI-driven generative search. Guojin Securities argues that, functionally, large models have evolved far beyond their定位 as simple chat assistants from years ago. Diverse development tools now allow enterprises and individuals to deeply integrate large models into their workflows, with the Agent形态 already taking shape. [Performance of Related ETFs] On January 12th, the AI industry chain saw a frenzy of limit-up stocks. The Big Data ETF (516700), which focuses on domestic computing power and AI applications, and the Xin Chuang ETF Fund (562030), heavily weighted in software development, both hit the daily upper limit in intraday trading. The ChiNext AI ETF (159363), known for its 20% high elasticity, surged violently by 7.85% intraday, continuously刷新ing its上市新高. The STAR AI ETF (589520), focused on the domestic AI industry chain, rose sharply by 7.73%, also closing at a new上市新高. The commercial aerospace and satellite navigation sectors soared brilliantly. The General Aviation ETF (159231), providing one-click exposure to commercial aerospace, satellite navigation, the low-altitude economy, and large aircraft, surged 8.71% intraday, simultaneously刷新ing its largest single-day gain and highest closing price since listing. The military sector skyrocketed, with the Military ETF (512810) closing up 5.97%, also hitting a new上市新高. In the Hong Kong market, AI stocks experienced a full-scale爆发. The Hong Kong Internet ETF (513770), a core tool for accessing Hong Kong-listed AI plays, saw its intraday price jump 5.36%.
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