The GEO concept continues to surge: Doubao's appearance on the Spring Festival Gala may transform into a GEO optimization service market.

• The new "Yi Zhongtian" is born! GEO is booming, understand it all in one article
• GEO concept stocks surge sharply
• How did the GEO concept ignite A-shares? This article does not constitute any investment advice, but only a factual record and personal observation, representing solely personal views. I know nothing about stocks and have never participated in relevant investments. I pay attention to this matter purely because of a very "abnormal" trivial thing.

An old article from the end of the month, its read volume suddenly "started rising on its own"

Going back to 2025

On that day, I wrote an article with the link: Doubao on Spring Festival Gala, AI search traffic to be strengthened again, GEO optimization market may usher in the 4th spring

According to normal rules, the read volume of old articles usually grows very slowly, or even basically stops, after being published for a period of time. But starting from last week, a very strange phenomenon occurred to this article:

• Read volume rose from around 2,000

• All the way up to over 6,200

• Moreover, it was not a one-time jump, but a steady increase for many consecutive days

• Up to now, the trend is still continuing

At first, I didn't pay much attention to it, thinking it was just fluctuations in platform recommendations.

It was not until yesterday, when I saw the news about the sharp rise of GEO concept stocks, that I suddenly realized:

This is not a coincidence, but the result brought by "changes in the external cognitive environment".

To be honest, I didn't expect the changes to come so fast at that time. Looking back now, what has happened in these days has actually illustrated a fact:

• More and more people are starting to take the initiative to find out:

• What exactly does GEO do?

• Why is it related to AI search and traffic entrances?

If this incident hadn't happened, the read volume of my old article could not have doubled suddenly without any operation.

This shows that the GEO concept is being "collectively noticed".

For GEO optimization service providers, this may be the "4th spring"

It needs to be emphasized that the surge of GEO concept ≠ GEO optimization services itself. It will only bring more people to use AI, indirectly driving the GEO optimization service market. I also checked relevant materials separately, and the general differences are as follows.

• GEO optimization service: It is a "technique", a new type of technical marketing service to B (business-oriented).

• Surge of GEO concept: It reflects the "dao" (underlying logic), which is the capital market's bet on the major industrial trend of "AI reshaping traffic entrances and marketing rules". The stock market focuses on its subversive potential and the huge cake of the new market behind it, not just the optimization services themselves.

But from a practical perspective, this round of concept popularity has indeed brought a very important change:

The explanation cost is dropping sharply.

In the past, when explaining GEO optimization to enterprises, it was often necessary to repeatedly explain:

• What is generative search

• The differences between AI search and traditional search

• Why brands need to lay out in advance

Now, the capital market has done a round of "cognitive education" for the entire industry.

For GEO optimization service providers, this means:

• The market no longer needs to "explain from scratch"

• Customers' understanding speed has increased significantly

• The path of business communication has been shortened

From this perspective, it may be the "4th spring" of the GEO optimization service market, overturning what I wrote before: Doubao on Spring Festival Gala, GEO optimization market may usher in the 4th spring

If DeepSeek triggers another boom, it may be the "5th spring"

Besides the capital market, there is another variable worthy of attention. According to currently available public online information:

The new-generation flagship large model DeepSeek V4 will be released around the Spring Festival

Sources of information include:

• Embedded Microprocessor: New-generation flagship large model DeepSeek V4 to be released around Spring Festival: AI programming capability surpasses Claude

• First Financial: Signed by Liang Wenfeng, new paper from DeepSeek released

Everyone should remember the boom of DeepSeek around the Spring Festival in 2025:

It spread like a virus on Douyin, Kuaishou and WeChat Channels, completing "national cognition" in an extremely short time. If DeepSeek V4 replicates a similar path again, then:

The GEO optimization market is likely to usher in the 5th phased window.

Beyond the hustle and bustle, it is more worthy of calm observation. Finally, it is emphasized again:

This article does not constitute any investment advice. I know nothing about stocks, have never opened a securities account, and have not participated in relevant operations. This article only represents personal views.

I only record an ongoing fact:

• Concepts are rising

• Cognition is spreading

• The threshold for AI use is decreasing

• And GEO is being "seriously seen for the first time" by more people

As for how long this popularity will last and what form it will evolve into, I think it all needs time to verify.

But one thing is certain: AI is changing traffic entrances, and the discussion around this change has just begun.

Over the past year and more, I have been engaged in training and practical research related to GEO (Generative Engine Optimization), focusing more on methodologies, implementation paths and real case analysis, rather than concept output. The training content is mainly for enterprises and practitioners, focusing on solving the practical problem of "how to make content understood, cited and recommended by AI search". If you just want to systematically understand how GEO is applied on the enterprise side, rather than chasing hot topics, such training may have some reference value.