Guosen: From "productivity" to "realization power" GEO reconstructs traffic entrances and the turning point of AI commercialization.

Guosen released a research report stating that the industrialization benefits of AI applications under the catalysis of GEO should be seized in 2026; 1) The main theme of market transactions in 2023 is "reducing costs and increasing efficiency" and "reevaluating data assets". By 2026, the market is expected to enter the stage of commercial landing under the catalysis of GEO, where AI applications will enter deep waters, and the market is extremely eager for "potential revenue growth". From the market performance perspective, marketing and language content (such as images, portals, etc.) in the GEO field have become the core directions of the current market trend; 2) In terms of investment direction, on one hand, it is recommended to continue focusing on the pioneering commercial GEO direction, with a focus on marketing services and high-quality, authoritative language content. On the other hand, attention should be given to the potential recovery in the low-end content direction (such as film and television IP, games, publishing, etc.). Guosen's main points are as follows: AI is reshaping the form of entry to the distribution of underlying traffic, and the value distribution of the industry chain is expected to be restructured. 1) AI is reshaping the form of user entry, from search engines to in-APP information retrieval to super APPs represented by "Qianwen". The interactive form of users obtaining information is undergoing a major change; 2) The changing form of entry is triggering a revolution in the underlying mechanism of Internet traffic distribution, with the end of the traditional search engine (SEO) era and the official beginning of the generation engine optimization (GEO) era; 3) In the past, users' search behavior relied on "keyword matchingclicking linkself-screening", while now AI search is centered on natural language, where users only need to ask questions, and the system can automatically understand the intent, aggregate information, and generate a unique structured answer. This shortened interaction path directly leads to the normalization of the "Zero Click" trend - users can stay in the AI dialogue interface to satisfy their needs, without the need to jump to the original webpage; 4) This transformation has given rise to the rise of GEO (Generation Engine Optimization), which is no longer about pursuing search rankings, but competing for the "citation rate" and "answer ownership rate" of AI models by optimizing the structure and authority of data. The change in traffic distribution logic compresses the value of traditional intermediaries and amplifies the value of high-quality content sources. Accelerated commercialization: The trust dividend of the Chinese market and the reevaluation of marketing and content value 1) 2026 is a key turning point for AI applications to transition from "productivity" to "monetization", with GEO being the core engine of this transformation. Chinese consumers have a trust level in AI applications as high as 80%, far exceeding the 35% in the United States and 40% in Europe. Especially in the field of personalized shopping recommendations, this high level of trust means that AI is not just an information entry, but also a direct consumption decision entry, providing a fertile ground for brands to achieve commercialization through GEO; 2) In the new ecosystem, the role of marketing service providers is undergoing a qualitative change. Traditional traffic acquisition models are no longer suitable for the AI environment, and the future winners are the service providers who have mastered MarTech (marketing technology) capabilities. By relying on AI language corpus construction, data cleaning, and reference weight restructuring, brands can ensure that their information is prioritized by mainstream large models such as DeepSeek and ChatGPT. It is estimated that the global GEO market size will reach 24 billion dollars in 2026, and the domestic market will also reach 11.1 billion yuan, showing an exponential growth trend. Marketing service providers are ushering in opportunities for business model upgrades from ad intermediaries to "AI language optimization" and "model reference strategy optimization"; 3) From marketing to language content, the monetization value of authoritative and high-quality content is also expected to be reassessed. Upgrade of content industry: AIGC is not only about reducing costs, but also about new supply The value of AI in the content side has surpassed cost reduction and efficiency improvement, and has begun to create new supply. 1) In the video field, with breakthroughs in tools such as Sora and Kelin AI in duration, resolution, and physical law simulation, AI full-process production has become a reality. AI animated short films have a production cost that is only 1/5 of the traditional model, and are experiencing explosive growth. They have also achieved breaking through different demographics - unlike the traditional female-dominated short film market, over 90% of the core audience for AI animated dramas are male, mainly concentrated in the Z generation aged 24-30, opening up a new blue ocean of traffic; 2) In the gaming industry, the application of AI has moved from backend assistance to front-end interaction. Intelligent NPCs are no longer just scripts that repeat lines, but have dynamic storytelling, emotional memory, and complex tactical cooperation capabilities, which are expected to enhance player immersion and lifetime value (LTV). Risk warning: lower-than-expected performance, lower-than-expected technological progress, regulatory policy risks, etc.