1月23日，GEO概念股集体回暖，浙文互联盘中一度打开涨停，随后强势封板。与纯蹭GEO概念的停牌核查股不同，浙文互联有实质性布局GEO业务：推出生成式引擎优化智能体 HochiGEO。HochiGEO深度融合AI搜索底层逻辑与营销行业用户洞察，帮助品牌在AI决策入口实现有效露出，从用户洞察到策略落地路径清晰高效。其官方资料介绍称，与追求网页排名的传统SEO不同，GEO聚焦于争夺AI答案中的“话语权”——确保品牌信息被直接整合进生成式回答，成为用户决策的依据。2025年半年报显示，浙文互联上半年归母净利润1.12亿元，同比增长79.50%，其净利润高增背后，是数字营销与AI算力的新增长极,，客户包括荣耀、美的、宝骏、58同城、阿维塔、汾酒、方太等等，跨界多个领域，形成矩阵化优质客户资源池。相关ETF关注传媒ETF华夏(516190.SH)，被动跟踪文娱传媒指数，持仓透明、风格不漂移，一键囊括AI营销/语料/游戏/出版等文娱传媒板块龙头，包括浙数文化、中文在线、浙文互联、昆仑万维、巨人网络、人民网、新华网、南方传媒等标的，充分受益于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。
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