智通财经APP获悉，万咖壹联(01762)涨超15%，截至发稿，涨15.85%，报0.95港元，成交额2516.43万港元。
消息面上，马斯克当地时间1月10日在社交媒体平台X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的全称是“生成式引擎优化”，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。开源证券认为，GEO将成为AI营销领域快速增长方向，推动AI营销市场规模继续高增长，并重构产业链格局，带来营销公司价值重估，建议积极布局。
据悉，万咖壹联是自研AI广告平台的移动互联网游戏分发龙头。公司凭借多年在移动生态领域的深耕细作，已构建起难以复制的独特优势，成为GEO时代的先行者与潜在受益者。优势一，公司深度绑定头部手机厂商，抢占GEO核心流量入口；优势二，海量场景与数据积累，夯实GEO内容优化基础；优势三，AI技术前瞻布局，构建GEO核心能力壁垒；优势四，商业变现模式升级，打开GEO成长空间。
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