Group 1 - The core viewpoint of the article highlights the significant decline in Oriental Selection's stock price and its financial performance, indicating ongoing challenges for the company [1][3][10] - Goldman Sachs has downgraded Oriental Selection's GMV forecast for the fiscal years 2026 to 2027 by 1% to 3%, while raising revenue forecasts by up to 10% due to increased contributions from self-operated brand products [3] - The adjusted net profit margin predictions for the fiscal years 2026 to 2027 have been increased by 0.2% and 1%, with a target price set at 9 HKD, although the firm maintains a sell rating due to persistent weak fundamentals and high valuations [3] Group 2 - Oriental Selection reported a 32.7% year-on-year decline in revenue for the fiscal year 2025, amounting to 4.4 billion CNY, and a staggering 97.5% drop in net profit, totaling 6.19 million CNY [10] - The company has lost over 1.86 million followers since July 2024, indicating a significant drop in audience engagement and market presence [11] - The impact of top streamers on traffic generation is difficult to replace in the short term, as Oriental Selection's main account has only made the Douyin sales leaderboard top ten four times this year, a stark contrast to its previous strong performance [11]
东方甄选急跌近11%，网友喊罗永浩邀俞敏洪上节目，他回应3个字