The investment appeal encapsulated by the phrase "Trade Musk in the Year of the Horse" continues to intensify. On January 10, 2026, Elon Musk announced plans to open-source the content recommendation algorithm for platform X within a week. This move is widely perceived by the market as potentially delivering a substantial boost to the GEO sector. On one hand, it is expected to lower the technical barriers for GEO: the open-sourcing of its core algorithm will enable any company, including marketing technology firms like MARKETINGFORCE, to more readily research and develop their own GEO optimization tools, thereby accelerating progress across the entire industry. On the other hand, it fuels market imagination: open-sourcing the algorithm makes it feasible to "possess a controllable, transparent traffic distribution and content recommendation system." This directly reinforces both the viability and the urgency of the core GEO logic—"optimizing presentation within AI-generated answers." Consequently, as hot themes like commercial spaceflight, brain-computer interfaces, and humanoid robots gain momentum, GEO-related stocks in the Hong Kong market also experienced a strong rally on January 12, influenced by Musk's plan.
For MARKETINGFORCE (02556), which had already established a presence in the GEO arena, the stock opened higher and continued to climb at the start of trading today, surging over 20% intraday. As of the time of writing, the stock had soared 23.61% to HK$47.96, bringing its total market capitalization to HK$12.29 billion. Notably, since December 24, 2025, the stock has been on a sustained upward trajectory, accumulating a remarkable gain of over 64% across just 11 trading sessions, showcasing a very impressive bullish trend.
Of course, MARKETINGFORCE's ability to be among the first to capitalize on this industry tailwind is not accidental but stems from the company's forward-thinking strategic positioning. It is understood that MARKETINGFORCE has already launched a specific product in the GEO field—the GEO Intelligent Assistant. A research report from Changjiang Securities pointed out that via this GEO Intelligent Assistant workbench, users can enhance their GEO capabilities by constructing corporate knowledge bases, feeding content, and refining AI prompts, while the platform supports data feedback for tracking effectiveness, thereby completing the full cycle of GEO intelligent marketing. Furthermore, the platform can identify a brand's current visibility within AI systems, perform comparative analyses against industry competitors, and propose optimization suggestions, enabling continuous improvement and upgrading of GEO outcomes. This strategic move undoubtedly positioned MARKETINGFORCE as a direct beneficiary of the current market upswing.
It is reported that GEO, standing for "Generative Engine Optimization," represents the new evolution of SEO in the AI era, and this sector is on the cusp of explosive growth. Data from iResearch shows that in Q2 2025, China's GEO market size surged by 215% year-on-year, with over 78% of enterprise decision-makers already prioritizing AI search optimization as a key focus in their digital transformation efforts. According to estimates from the Miaozhen Marketing Science Academy, the global and Chinese GEO market sizes are projected to reach $11.2 billion and RMB 2.9 billion, respectively, in 2025. By 2030, these figures are expected to grow to $100.7 billion and RMB 24 billion.
In summary, as a bellwether in the tech world, Musk's前瞻性布局 has already laid the groundwork for GEO's development. Given that MARKETINGFORCE is a company that has already released a "GEO Intelligent Assistant" product, its stock leading the上涨 is a logical outcome. In the short term, the company's share price is expected to perform robustly, buoyed by the红利 from GEO's expansion. From a medium- to long-term perspective, as the GEO Intelligent Assistant achieves successful commercialization, both the company's financial performance and valuation are poised to reach new heights.
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