GEO营销重回风口,投资逻辑转向“业绩验证”!浙文互联股价4天2板

中金财经
Jan 23

  1月23日(周五),AI应用概念股止跌反弹,GEO营销重回市场风口,传媒ETF华夏(516190.SH)涨超1%。人气股浙文互联4天2板。消息面上,浙文互联官宣:公司AI程序化广告工具“派智”数字人2025年累计消耗量已突破2.5亿元,同比实现5倍增长。GEO营销(生成式引擎优化)并非纯概念炒作,多家机构看好AI应用时代下,GEO营销对传媒板块整体带来的估值提升、盈利周期向上的投资机会。随着用户向AI问答迁移,GEO从“可选项”变为品牌刚需。市场正处爆发前夜,2026年国内GEO市场规模预期达111亿元,未来年复合增长率超过50%,全球市场潜力达万亿美元级别。国内头部公司如蓝色光标,其AI驱动业务收入已达数十亿元,验证了清晰的盈利模式,GEO营销的投资逻辑正从“概念炒作”转向“业绩验证”。华夏基金建议分散布局,通过行业主题ETF整体把握风口机会,如传媒ETF华夏(516190.SH),被动跟踪文娱传媒指数,持仓透明,一键囊括AI营销/语料/游戏/出版等文娱传媒板块龙头,包括浙文互联、中文在线人民网新华网南方传媒等标的。同时也可以关注恒生互联网ETF(513330.SH)、游戏ETF(159869.SZ)。    

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