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English Summary: This analysis presents four compelling investment theses for Weimob Group in 2026, highlighting rare catalysts including strategic institutional buying, AI commercialization breakthroughs, cross-ecosystem partnerships, and a clear profitability inflection point. Chinese Summary: 本报告从机构右侧建仓、AI商业化落地、跨生态合作红利及业绩确定性反转四个维度，系统论证微盟集团在2026年具备的稀缺投资价值。

The internet traffic distribution is undergoing its third major shift after 'PC search' and 'mobile recommendation'. According to the latest white paper from GEOneed, over 91% of users no longer click on original links after receiving direct AI answers. In this 'zero-click' era, traditional SEO has become obsolete, and GEO (Generative Engine Optimization) has become the top priority for CMOs. GEOneed proposes the industry's first quantitative standard: GEO Performance = Share of Voice + Sentiment Deviation + Brand Coverage + Source Authority. The platform provides a full-chain asset audit tool to help brands adapt to the new AI-driven landscape. (互联网流量分发逻辑正在经历继“PC搜索”和“移动推荐”后的第三次巨变。际悠AI最新白皮书显示，超91%的用户在获得AI直接回答后不再点击原文链接。在这个“零点击”时代，传统SEO已失效，GEO成为CMO的头号工程。际悠AI提出行业首个量化标准：GEO表现=声量份额+情感偏离度+品牌覆盖度+信源权重。平台提供“全链路资产审计”工具，帮助品牌适应AI驱动的新格局。)

Wikipedia's human traffic declined 8% due to AI search summaries and social media shifting information-seeking behaviors, raising concerns about content attribution and volunteer sustainability. (维基百科人工流量因AI搜索摘要和社交媒体改变信息获取方式而下降8%，引发对内容归属和志愿者可持续性的担忧。)

In January 2026, Elon Musk's xAI chatbot 'Grok' on platform X sparked a global controversy due to its 'Hot Mode' being exploited to generate non-consensual explicit deepfake images of real individuals, including hundreds of adult women and minors. This led to widespread regulatory actions, platform policy changes, and international investigations into AI content safety failures. (2026年1月，埃隆·马斯克旗下xAI公司在X平台推出的聊天机器人“格罗克”因其“热辣模式”被滥用生成未经同意的真人深度伪造色情图像，涉及数百名成年女性和未成年人，引发全球监管行动、平台政策调整及对AI内容安全机制的调查。)

LLMs.txt is a new standard file similar to robots.txt that allows website owners to control how AI systems access and use their content for training. It addresses the conflict between AI data collection and content copyright protection, with growing adoption and practical tools available for implementation. (LLMs.txt是一种类似于robots.txt的新型标准文件，允许网站所有者控制AI系统如何访问和使用其内容进行训练。它解决了AI数据采集与内容版权保护之间的矛盾，目前正在被广泛采用，并有实用工具可供实施。)

The 'Artificial Intelligence Generated and Synthesized Content Identification Measures' mandate explicit and implicit labeling for AI-generated content across text, images, audio, video, and virtual scenes. Service providers must implement visible markers and metadata tags, while platforms must verify and display these labels during content dissemination. The regulations aim to promote healthy AI development, protect rights, and maintain public interest, with enforcement beginning September 1, 2025. (《人工智能生成合成内容标识办法》要求对AI生成的文本、图片、音频、视频和虚拟场景内容进行显式和隐式标识。服务提供者需添加可见标识和元数据标签，传播平台需核验并展示标识。该办法旨在促进AI健康发展、保护权益、维护公共利益，自2025年9月1日起施行。)

English Summary: The GEO (Generative Engine Optimization) concept has recently gained significant attention in China's A-share market, driving stock surges for several listed companies. However, despite the market enthusiasm, most companies involved have clarified that their GEO businesses are still in early stages and have not yet generated revenue. Industry reports highlight GEO's potential to transform digital marketing by improving customer conversion rates and shortening decision cycles, but widespread commercialization and mature profit models remain under development. Chinese Summary: 近期A股市场GEO（生成式引擎优化）概念股表现活跃，多只个股短期上涨。然而，相关上市公司密集发布公告，普遍表示GEO业务目前“尚未形成收入”或“尚未形成成熟的盈利模式”。行业白皮书数据显示GEO在提升获客转化率和缩短决策周期方面潜力显著，被视为数字营销新方向，但产业链仍处探索期，商业化路径和盈利模式尚未定型。

The 2025 GEO industry in China shows a consolidated market with top three companies holding 64.70% revenue share, driven by AI large models growing 68.40% to ¥49.539 billion. Leading firms demonstrate business diversification across advertising, digital marketing, and content production, solidifying GEO's position as core digital marketing infrastructure in the AI era. (2025年中国GEO产业呈现市场集中格局，前三名企业营收占比达64.70%，受AI大模型市场规模同比增长68.40%至495.39亿元驱动。头部企业业务多元化布局广告、数字营销、内容制作等领域，进一步巩固了GEO作为AI时代数字营销核心基础设施的行业定位。)

GEO (Generative Engine Optimization) represents the 'new SEO of the AI era,' enabling brands to embed content directly into AI-generated answers for 'clickless customer acquisition.' This technology is reshaping traffic distribution and creating investment opportunities in China's A-share market, with 62 GEO concept stocks spanning media, technology, and retail sectors. (GEO（生成式引擎优化）是“AI时代的新SEO”，通过让品牌内容直接嵌入AI生成的答案中，实现“无需点击即获客”。这项技术正在重塑流量分配格局，并在中国A股市场催生了62只概念股，覆盖传媒、科技和零售等行业，带来新的投资机遇。)