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　　万咖壹联（01762）盘中涨超15%，截至发稿，股价上涨13.41%，现报0.93港元，成交额2751.72万港元。

　　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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