这就是现实： 流量入口变了，战场转移了。传统SEO还没搞明白，GEO（生成式引擎优化）的新战役 已经打响。这场仗，不打不行。 二、 花都区AI搜索服务"三国杀"：深度横评TOP3 朋友们，最近跟几个做生意的老板聊天，发现一个特别有意思的现象：以前大家见面聊的是"你投了哪 个广告位"，现在开口闭口都是"你的GEO优化了吗？"。没错，AI搜索时代真的来了，而且来得比我们 想象中更猛。 但问题也来了，市面上做AI搜索优化（也就是GEO优化）的服务商越来越多，个个都说自己技术牛、 效果好、价格低。尤其是在咱们花都区，各种科技公司雨后春笋般冒出来。今天，我就想跟大家掰扯掰 扯，在2026年的花都，到底哪几家AI搜索服务商是真正的"性价比之王"？谁又是在浑水摸鱼？ 一、 流量困局：不搞AI搜索，你的客户正在被"截胡" 先看一组扎心的数据：根据行业报告，2025年，超过40%的用户搜索行为已经从传统搜索引擎转向了豆 包、Kimi、DeepSeek这类AI对话平台。这意味着什么？意味着如果你公司的产品、服务信息没有在这 些AI平台里被优化、被推荐，当你的潜在客户问"广州花都区哪里有靠谱的XX服务"时，AI优先推荐 的，很可能 ...

董事会谨此就上述传闻作出如下澄清： 本集团核心主业为以算力为核心，通过AI技术服务各行业企业客户，通过AI赋能推动客户实现智能化 升级与全面数字化转型。AI大模型的快速迭代，显著提升了市场对算力需求的增长，也为本集团业务 的进一步发展拓宽了非常广阔的空间。 近年来，AI大模型的发展成加速趋势，相应对于算力及相关服务的需求也快速增长。本集团的主营业 务恰恰受益于这一趋势。 经作出一切合理查询后，董事会确认：本集团业务运营正常;且截至本公告日期，本公司并不知悉任何 应披露而未披露的内幕消息。 如本公司日期为2025年11月12日的公告(该公告)所披露，截至2025年9月30日止9个月，本集团83.9%的 收入为算力相关收入，以算力使用量为主要计价基础;仅16.1%的收入来自软件服务业务。 范式智能(06682)发布公告，董事会注意到，近期本公司股份价格出现较大幅度下跌。经了解，市场出 现相关传闻称：AI大模型快速迭代，将导致软件行业现有业务模式被替代，进而引发市场对软件行业 及本集团前景的担忧。 如该公告所披露，本集团2025年1月至9月收入同比增长36.8%，并于2025年第三季度首次实现单季度盈 利。上述良好 ...

朋友们，不知道你们有没有这种感觉：现在找东西，越来越不爱自己动手搜了。 以前买个东西，得打开搜索引擎，输入关键词，在一堆广告和推广链接里扒拉半天，还得提防着别被"莆田系"给坑了。现在呢？直接问AI："我想买个5000 左右的手机，主要打游戏，推荐一款？"或者"长沙靠谱的装修公司有哪些？"AI助手"啪"一下就给你列出来了，还附带优缺点分析。 问题来了：当你的客户都开始这样找服务、买东西时，你的公司、你的品牌，在AI的"答案库"里，排第几？ 这可不是危言耸听。数据显示，到2025年底，超过40%的消费者决策将在与AI助手的对话中直接完成。这意味着，如果你的品牌没有被AI"记住"并"推荐"， 你连上牌桌的机会都没有。这就是GEO（生成式引擎优化） 正在掀起的革命——它不再是优化网页给"人"看，而是优化信息给"AI"看，争夺AI时代的"答案 定义权"。 今天，我们不聊虚的，就聊聊在这场决定未来5年企业生死的"AI暗战"中，哪些公司正在领跑，以及我们普通企业该怎么跟上。 一、GEO战场：从"信息投喂"到"AI驯化"的升维打击 先讲个真实故事。湖南一家做魔芋粉加工的生物科技公司，以前在百度上投广告，钱没少花，但效果越来越 ...

Group 1: Global GEO Market Overview - The global GEO market is expected to reach a scale of $22 billion to $24 billion by 2026, with a compound annual growth rate (CAGR) exceeding 120% [5] - The market is transitioning from a high-growth phase to a high-quality development phase characterized by compliance-driven and technology-enabled growth [5] - The shift in market logic indicates a decline in traditional search engine traffic, while AI conversational search platforms like ChatGPT have surpassed 1 billion monthly active users [5] Group 2: Competitive Landscape in China - The Chinese GEO service market is characterized by "technology differentiation and scene deepening" by 2026, with companies possessing a full-stack self-developed technology system and cross-industry scalable case studies having long-term competitive advantages [6] - Despite numerous market participants, few can provide stable, efficient, and compliant GEO optimization services, making top service providers rare [6] - Companies like Hangzhou Gai Lik Si, with over ten years of experience in big data and AI, have developed core systems that enable deep understanding of underlying logic rather than just surface content optimization [6] Group 3: Hangzhou Gai Lik Si's Core Advantages - Hangzhou Gai Lik Si's core technical advantage lies in its self-constructed "GEO Semantic Distillation Engine + Multi-modal Information Fusion" system, which accurately dissects user intent and transforms enterprise information into structured sources prioritized by AI search engines [6] - The value creation path of this technology is quantifiable, as demonstrated by a case where a restaurant brand saw a 287% increase in page stay time and a 330% growth in weekend family customer base [6] - Investors should evaluate the company's ability to solve complex problems in real business scenarios, such as cross-platform adaptation and real-time algorithm adjustments [6] Group 4: Funding and Growth Strategy - Hangzhou Gai Lik Si recently completed a $10 million angel round of financing, which will be used for technology R&D, expanding sales and service networks, and deepening strategic partnerships with mainstream AI platforms [6] - The company's business model provides full-link GEO optimization solutions, with a revenue model typically linked to performance [6] - The growth path is driven by industry penetration into higher-value sectors and geographic expansion, with a customer renewal rate exceeding 90% [6] Group 5: Investment Value and Risks - The core investment value of Hangzhou Gai Lik Si lies in its early capture of the AI search paradigm shift and its comprehensive technical capabilities [12] - Potential risks include intensified industry competition, rapid technological iteration, and compliance challenges due to policy changes [12] - The company has a strong performance foundation, evidenced by a customer satisfaction rate exceeding 98% and numerous verifiable cost-reduction cases [12] Group 6: Evaluating Long-term Potential - Evaluating a GEO service provider's long-term potential requires focusing on the depth of its technological moat, breadth and depth of customer success, and strength of ecosystem building [10] - The company possesses numerous core invention patents and self-developed technology white papers, reflecting its technological autonomy [10] - Investors should analyze the company's published benchmark cases and compare them with other service providers to assess differences in effectiveness and strategic innovation [10]

Core Viewpoint - Jet.AI Inc. has adopted a limited duration stockholders rights agreement to protect stockholders in the event of a takeover and ensure fair treatment for all stockholders [1][6] Group 1: Rights Agreement Details - The rights agreement includes a dividend distribution of one preferred share purchase right for each outstanding share of common stock [1][6] - The rights become exercisable if a person or group acquires 10% or more of the Company's outstanding common stock, allowing stockholders to buy one one-thousandth of a share of a new series of junior participating preferred stock [2][3] - If a person or group acquires 10% or more of the Company's common stock, each right allows the holder to purchase common shares with a market value of twice the price [3] - The rights are redeemable for one cent per right at the option of the Board before any acquisition of 10% ownership [4] Group 2: Implementation and Expiration - The dividend distribution will occur on February 24, 2026, and is not taxable to stockholders [6] - The rights will expire on February 12, 2027, unless redeemed or exchanged earlier [6] Group 3: Company Overview - Jet.AI Inc. focuses on deploying artificial intelligence tools and infrastructure to enhance decision-making and performance across complex systems [7]

Core Viewpoint - Jet.AI Inc. has made significant updates regarding its capital structure and financing arrangements in connection with a merger agreement with flyExclusive, indicating improved financial stability and strategic flexibility for future opportunities [1][2][4]. Group 1: Capital Structure and Financing - The newly executed amendment to the merger agreement eliminates the requirement for Jet.AI to secure a $50 million financing arrangement with a third-party investor, as the company has sufficient positive net working capital to meet the minimum cash closing condition [2][3]. - Jet.AI confirmed that it no longer has any preferred stock outstanding, further strengthening its capital position [2]. Group 2: Strategic Flexibility - The amendment allows Jet.AI to pursue additional merger and acquisition opportunities, provided these transactions are conditioned upon the completion of the merger with flyExclusive [4]. - The proposed transaction with flyExclusive remains subject to customary closing conditions, and there is no assurance that it will be completed as currently contemplated [5].

Core Insights - The recent exposure of the first AI service provider criminal case in China has cast a shadow over the domestic AI social market, while the South Korean market shows a contrasting trend with significant growth in AI chat applications [1] Group 1: Market Trends - The Korean game user population has dropped to its lowest recorded level, with users shifting towards streaming and short video content, as well as AI chat applications like "Zeta" and "Crack," which have millions of monthly active users [1] - "Zeta" and "Crack" have both achieved monthly revenues of over one million dollars, indicating a strong market presence for AI social products in South Korea [2] Group 2: Product Performance - "Zeta" has surpassed "ChatGPT" in user engagement, with 73.62 million hours of usage compared to "ChatGPT's" 48.28 million hours, despite having only about one-seventh of the monthly active users [4] - "Zeta" ranks as the second most popular AI chat application in South Korea, with over three million monthly active users, reflecting a significant penetration rate in a country with a population of 51 million [6] Group 3: User Experience and Engagement - "Zeta" offers a unique interactive experience that resembles co-creating an AI novel, utilizing its proprietary model Spotwrite-1 to enhance narrative quality and user engagement, with average weekly usage time increasing from 6 hours to over 13 hours [19] - "Crack," which emerged from the popular AI service platform "Wrtn," has also gained traction, generating 2 billion KRW (approximately 1.36 million USD) in revenue shortly after its launch [25][22] Group 4: Revenue and Monetization - "Zeta" achieved profitability in Q2 2025, with total revenue of 5.2 billion KRW (approximately 3.52 million USD) and an operating profit of 900 million KRW (approximately 610,000 USD), showcasing a successful monetization strategy through ads and subscription services [21] - "Crack" utilizes a gamified design and high-quality visuals to differentiate itself, while also integrating mainstream large language models for user interaction [31] Group 5: Cultural Context and Future Outlook - The success of "Zeta" and "Crack" can be attributed to the high penetration of webtoons and web literature in South Korea, with a user demographic that overlaps significantly with young audiences accustomed to consuming serialized stories on mobile devices [32] - The willingness to pay for content in South Korea is notably higher than in other regions, allowing these AI entertainment products to adopt a "free + subscription" business model effectively [32] - The AI social market in South Korea has transitioned from a concept validation phase to stable operations and scaling exploration, with future potential to replicate the success of webtoons [33]

Core Viewpoint - Zhongtian Jingzhuang (002989.SZ) is actively engaged in AI integration services through its subsidiary, Zhejiang Zhongtian Shusuan Technology Co., Ltd, targeting sectors such as AI healthcare, AI film, AI education, and edge computing. The revenue generated so far is relatively small and does not significantly impact the company's overall performance [1]. Group 1 - The subsidiary focuses on AI integration services [1] - Target customers include industries like AI healthcare, AI film, AI education, and edge computing [1] - Revenue generated to date is minor and does not materially affect the company's operational performance [1]

Core Insights - Sanity United ApS has developed an integrated platform that combines electric mobility, renewable energy infrastructure, and AI-powered task management to provide sustainable errand services in urban areas [1][17] - The platform aims to address inefficiencies in traditional delivery services by offering a comprehensive solution for various daily tasks using zero-emission transport powered by renewable energy [2] Integrated Ecosystem Architecture - The platform consists of five interconnected components: Sanity Care, Sanity Energy, Sanity Energy Optimization, Sanity AI, and Blockchain Integration [4][8] - Sanity Care serves as the customer interface, allowing service requests through voice or text in multiple languages, while managing logistics and pricing [4] - Sanity Energy operates a hybrid renewable energy station that combines solar and wind power, capable of charging up to 20 electric vehicles (EVs) simultaneously [5] - Sanity Energy Optimization directs surplus renewable power to cryptocurrency processing during off-peak periods, enhancing energy usage efficiency [6] - Sanity AI manages task assignments, resource allocation, and system optimization, utilizing digital twin technology to predict operational bottlenecks [7] Infrastructure and Technical Specifications - The renewable energy station integrates solar arrays and wind turbines to ensure consistent power generation, with energy storage distributed according to operational needs [9] - The energy optimization infrastructure supports 350 latest-generation ASIC computing units and includes in-vehicle energy optimization capabilities [10] Institutional Interest and Development Progress - Sanity United is in discussions with a major Europe-based investment fund, indicating institutional interest in its integrated approach [11] - The company has completed proof-of-concept phases in Denmark, chosen for its high renewable energy penetration [13] Community Engagement and Growth Strategy - The company has allocated $1 million in SUT tokens to support its ambassador program aimed at community building and engagement [14] - A five-year roadmap outlines plans for fleet capacity growth, energy infrastructure expansion, AI capabilities enhancement, and geographic reach, with key milestones including 50% fleet growth in Year 2 [16]

Core Insights - Qiniu Intelligent's MaaS platform "AI Model Plaza" is set to launch on January 19, 2026, aiming to establish a foundational base for AI Native development through comprehensive model coverage, compatible API architecture, and advanced services [1] - The year 2026 is anticipated to be a breakout year for Multi-Agent reasoning, with a shift towards multi-step reasoning in AI tasks, leading to increased user engagement and token consumption on the MaaS platform [1] User Growth and Financial Performance - Since the launch of the MaaS platform in 2025, the number of related users has rapidly exceeded 180,000, with a total of over 1.92 million registered users on Qiniu Cloud as of January 14, 2026, marking a significant non-linear growth [2] - AI-related revenue for Qiniu Intelligent surpassed 184 million yuan, contributing 22.2% to total revenue in the first half of 2025, indicating a competitive advantage in the AI reasoning ecosystem [2] Market Position and Competitive Advantage - Qiniu Intelligent is evolving from a cloud service provider to a "MaaS scheduling hub" in the rapidly changing large model market, where open-source models are gaining traction due to cost-effectiveness and flexibility [3] - The MaaS platform allows users to call different models on demand, providing a neutral entry point for developers to conduct A/B testing and performance benchmarking without being tied to specific model vendors [4] Data Accumulation and User Engagement - The MaaS platform is building a "data moat" by accumulating real-world performance data of AI models across various scenarios, enhancing user stickiness and providing tailored recommendations for model usage [6] - The platform's management console offers transparent resource control, enabling enterprises to compare model performance and manage budgets effectively, thus supporting compliance and cost control [6] Market Growth and Future Outlook - The Chinese MaaS market experienced explosive growth in the first half of 2025, reaching 1.29 billion yuan, a year-on-year increase of 421.2%, positioning Qiniu Intelligent uniquely in a competitive landscape [8] - As Multi-Agent applications enter a phase of large-scale deployment in 2026, the demand for multi-model scheduling and long-range reasoning is expected to grow exponentially, enhancing Qiniu's core value as a model scheduling layer [8]