责任编辑：小浪快报 02月02日消息，截止13:05，AI应用（广告营销）板块强势，浙文互联涨停，天地在线、利欧股份、引 力传媒、新 华 都、值得买等个股涨幅居前。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 ...

Group 1 - The A-share market saw a short-term rise in Kimi concept stocks, with Zhejiang Wenlian increasing by over 8% [2] - Zhi De Mai experienced a rise of over 6%, indicating positive market sentiment towards these stocks [2] - Other stocks such as Runze Technology, Yidian Tianxia, Fengshang Culture, and Borui Communication also followed the upward trend [2]

来源：市场资讯 华龙证券指出，浙文互联AI程序化广告应用工具在2025年累计消耗量实现大幅增长，正引领营销行业智 能化变革。华源证券将其纳入字节链营销相关公司范畴，认为其在AI营销方向上布局推进节奏较快。 浙文互联近期为旗下多家全资子公司合作事项提供连带责任保证，相关担保事项均在2024年年度股东大 会批准的总额范围内，无需另行召开董事会和股东会审议。 注：本文由AI根据市场公开信息生成，不构成投资建议，投资有风险，入市需谨慎。 交易所数据显示，2月2日，开盘后短暂波动，随后快速下探至低位，随即开启强势反弹，逐步回升并持 续上攻，盘中一度触及高位，此后转入震荡整理，在相对高位区间反复波动，截至当前时段，维持在相 对高位附近，早盘下探后的反弹动能强劲，冲高后未能延续上攻态势，进入震荡状态。 | 分时 五日 日K 周K 月K 5分 15分 30分 60分 | | | 五档盘口 | | 明细 | | --- | --- | --- | --- | --- | --- | | 最新:13.70 涨跌额:0.59 涨跌幅:+4.50% | | 均价:13.60 2026-02-02 10:52 | 委比 +17.56% ...

截至2026年2月2日 09:38，中证传媒指数(399971)上涨0.62%，成分股浙文互联上涨4.04%，利欧股份上 涨3.22%，光线传媒上涨2.97%，万达电影上涨2.70%，中国电影上涨2.64%。传媒ETF(159805)上涨 0.59%，最新价报1.7元。 传媒ETF紧密跟踪中证传媒指数，中证传媒指数从营销与广告、文化娱乐、数字媒体等行业中，选取总 市值较大的50只上市公司证券作为指数样本，以反映传媒领域代表性上市公司证券的整体表现。 数据显示，截至2026年1月30日，中证传媒指数(399971)前十大权重股分别为蓝色光标、分众传媒、利 欧股份、巨人网络、岩山科技、昆仑万维、恺英网络、三七互娱、光线传媒、完美世界，前十大权重股 合计占比53.71%。 早盘传媒板块活跃，消息面上，2月1日，腾讯旗下元宝App春节10亿元红包活动开启，腾讯元宝登顶苹 果商店免费榜，2026年春节的这场红包大战，已演变为一场以AI为核心引擎、争夺下一代流量超级入 口的战略卡位战。腾讯、百度、阿里巴巴、字节跳动四大科技巨头携亿元级资源入局，推动AI迈入生 态比拼全新阶段，红包大战推动AI应用加速落地。 开源证券认为， ...

Core Viewpoint - The article discusses the rapid rise and fall of GEO (Generative Engine Optimization) concept stocks in the market, highlighting the transition from traditional SEO to GEO as businesses adapt to AI-driven user behavior [6][19]. Group 1: Market Dynamics - Within two weeks, GEO concept stocks experienced a complete cycle from soaring popularity to a sharp decline, coinciding with a surge in the A-share AI application sector [6]. - Major companies like BlueFocus saw their stock prices increase by 132.44% over nine trading days, while others like Yidian Tianxia and Liou Holdings also experienced significant gains [9]. - The GEO market is projected to reach approximately $11.2 billion globally by 2025 and $100.7 billion by 2030, with a CAGR of about 55% from 2025 to 2030 [11]. Group 2: Business Model and Challenges - GEO aims to optimize brand visibility in AI-generated responses, shifting the marketing focus from traditional search engines to AI interactions [7][10]. - Companies in the GEO space are still in early development stages, with many attempting to build competitive advantages through proprietary algorithms [7]. - The effectiveness of GEO as a marketing tool remains difficult to quantify, raising questions about its commercial viability and sustainability [7][20]. Group 3: Investment Landscape - Investment in GEO-related projects has been cautious, with most funding rounds remaining in the early stages, typically in the tens of millions [21]. - Investors view GEO as a functional module within the broader AI search and marketing SaaS ecosystem rather than a standalone growth opportunity [21]. - The market sentiment has shifted from high expectations to a more conservative outlook as the challenges in proving GEO's effectiveness become apparent [20][21].

公司、爱创天博(杭州)营销科技有限公司（以下简称"杭州爱创天博"）、浙文天杰(杭州)营销科技有限 公司（以下简称"杭州浙文天杰"）、北京爱创天博营销科技有限公司（以下简称"北京爱创天博"）、北 京浙文天杰营销科技有限公司（以下简称"北京浙文天杰"）、北京百孚思广告有限公司（以下简称"百 孚思"）与武汉星图新视界科技有限公司（以下简称"武汉星图"）签署了《保证合同》。鉴于武汉星图 与杭州爱创天博、杭州浙文天杰、北京爱创天博、北京浙文天杰、百孚思签订了《巨量星图平台代理商 合作协议》(具体以双方实际签署的协议名称为准，相关系列合同合称为"主合同")，公司为杭州爱创天 博、杭州浙文天杰、北京爱创天博、北京浙文天杰、百孚思在主合同项下应当履行的义务(包括但不限 于服务费用的支付等)向武汉星图提供不可撤销的连带责任保证担保，担保额度不超过3000万元。 证券代码：600986 证券简称：浙文互联 公告编号：临2026-011 浙文互联集团股份有限公司关于为控股子公司提供担保的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容 ...

Market Overview - The A-share market ended January with the Shanghai Composite Index stabilizing above 4100 points, with a total market turnover of 2.86 trillion yuan [1] - The market showed mixed performance with sectors like precious metals and lithium mining declining, while CPO concepts, optical communication modules, aquaculture, and communication equipment saw gains [1] Sector Performance - The main themes for the month were alternating leadership between non-ferrous metals and technology sectors, with AI application concepts experiencing a strong surge and commercial aerospace concepts remaining active [1] - Precious metals experienced significant volatility, with dramatic price fluctuations [1] Stock Highlights - A total of 48 stocks hit the daily limit up, with 7 stocks achieving consecutive limit ups, and 21 stocks failing to close at the limit, resulting in a limit-up rate of 69% (excluding ST and delisted stocks) [3] - Key stocks included: - Tian Di Online (天地在线) with 10 limit ups in 10 days - Hunan Gold (湖南黄金) with 5 consecutive limit ups due to merger and acquisition news - Baichuan Co. (百川股份) with 3 consecutive limit ups in the chemical sector [3][4] Trading Data - Hunan Gold (002155) closed at 37.00 yuan, up 9.99%, with a turnover rate of 23.32% and a transaction volume of 13.414 billion yuan [4] - Tian Di Online (002995) closed at 34.51 yuan, up 10.01%, with a turnover rate of 50.90% and a transaction volume of 1.915 billion yuan [4] - The top net buy stocks on the day included Hunan Gold, with a net buy of 949 million yuan, followed by Xingye Silver (兴业银锡) and China Gold (中国黄金) [5][6] Institutional Activity - The top net selling stocks included Hunan Gold, with a net sell of 704 million yuan, and Tian Di Online, with a net sell of 108 million yuan [8][9] - Institutional activity showed significant interest in Hunan Gold, with a strong net buy from various funds despite its recent price surge [14][17] Precious Metals and Commodities - The precious metals sector faced a sharp decline, with spot gold prices dropping over 7% during the day, falling below 5000 USD per ounce, and silver prices also experiencing significant drops [11] - The market is reacting to geopolitical tensions and potential changes in U.S. Federal Reserve leadership, which may influence commodity prices [11] Conclusion - The A-share market is characterized by sector rotation, with technology and non-ferrous metals leading the way, while precious metals face downward pressure. Institutional trading patterns indicate a focus on specific stocks like Hunan Gold and Tian Di Online, reflecting investor sentiment and market dynamics [1][3][11]

证券代码：600986 证券简称：浙文互联 公告编号：临 2026-011 浙文互联集团股份有限公司 关于为控股子公司提供担保的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 担保对象及基本情况 | 被担保人名称 | 本次担保金 | 实际为其提供的担保余 额（不含本次担保金额， | 是否在前期预 | 本次担保是 | | --- | --- | --- | --- | --- | | | 额（万元） | 万元） | 计额度内 | 否有反担保 | | 杭州派瑞威行文化传播 | 10,000 | 20,500 | 是 | 否 | | 有限公司 爱创天博（杭州）营销科 | | 0 | | | | 技有限公司 浙文天杰（杭州）营销科 | | | | | | 技有限公司 | | 0 | | | | 北京爱创天博营销科技 | 3,000 | 0 | 是 | 否 | | 有限公司 | | | | | | 北京浙文天杰营销科技 | | 0 | | | | 有限公司 | | | | | | 北京百孚思广告有限公 | | 10 ...

南财智讯1月30日电，浙文互联公告，公司与北京快手广告有限公司签署《保证合同》，为全资子公司 杭州派瑞威行文化传播有限公司在《快手2026年度合作伙伴合作协议》及其补充、变更等法律文件项下 所负全部债务履行，向北京快手提供连带责任保证，担保额度不超过1亿元；同时，公司为全资子公司 爱创天博（杭州）营销科技有限公司、浙文天杰（杭州）营销科技有限公司、北京爱创天博营销科技有 限公司、北京浙文天杰营销科技有限公司、北京百孚思广告有限公司，以及全资子公司北京智阅网络科 技有限公司，分别向武汉星图新视界科技有限公司提供担保，额度分别为不超过3000万元和不超过4000 万元。上述担保事项均在公司2024年年度股东大会批准的总额不超过31亿元担保额度范围内，无需另行 审议。 ...

Core Viewpoint - The data indicates significant outflows of main funds from various stocks, with notable declines in share prices across multiple sectors, particularly in the rare metals and non-ferrous metals industries [1][2][3] Group 1: Stock Performance and Fund Outflows - BlueFocus Media experienced a fund outflow of 1.638 billion yuan, with a share price decline of 3.59% [2] - Northern Rare Earth saw a fund outflow of 1.321 billion yuan, with a share price drop of 8.72% [2] - Zijin Mining reported a fund outflow of 1.256 billion yuan, with a decrease in share price of 8.33% [2] - Tongling Nonferrous Metals had a fund outflow of 1.232 billion yuan, with a share price decline of 10.01% [2] - Luoyang Molybdenum experienced a fund outflow of 1.128 billion yuan, with a share price drop of 9.21% [2] Group 2: Sector Analysis - The rare metals sector, represented by Northern Rare Earth and Luoyang Molybdenum, is facing significant fund outflows and price declines [2][3] - The non-ferrous metals sector, including companies like Zijin Mining and Tongling Nonferrous Metals, is also experiencing substantial outflows, indicating potential challenges in this industry [2][3] - The energy metals sector, represented by Tianqi Lithium and Ganfeng Lithium, shows notable fund outflows, with share price declines of 8% and 7.46% respectively [2][3]