东方甄选（01797）今日盘中大幅拉升，涨幅达到5.27%，股价报23.18港元，成交额1.25亿港元，引发市场广泛关注。
消息面上，招商证券国际最新发布研报，将东方甄选的投资评级由“持有”上调至“买入”，并维持目标价27港元。该行指出，东方甄选正稳步转型为以自有品牌和全通路零售为核心的平台，已成功摆脱对顶级直播主播的依赖，市场目前尚未充分反映其自有产品品牌价值及线下零售扩张的潜力。该行预测公司2027及2028财年GMV增长率分别为29%和13%，营收增长率分别为42%和16%，对应核心净利润分别为8.14亿元及9.8亿元人民币。
此外，东方甄选此前曾发布正面盈利预告，预计2026财年净利润将达到5.2亿至5.5亿元人民币，同比增长超过85倍，显示出公司强劲的业绩增长势头，也为此次评级上调及股价上涨提供了基本面支撑。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.