2月5日，东方甄选午后涨近6%，绩后累涨近四成，大和称公司已度过营运难关。
消息面上，东方甄选近期发布截至25年11月底的中期业绩，期内实现总营收23亿元，同比增长5.7%；公司拥有人应占溢利2.39亿元，同比扭亏为盈。同期毛利达8.416亿元，同比增长14.5%。申万宏源认为，由于公司积极推进多直播间多主播战略，持续开发高毛利自营产品，并且具备在GEO营销环境中内容优势，1HFY26毛利率提升强劲。
大和发布研报称，集团公布业绩后，对其看法转向更为积极，认为在营运上已度过难关，随着其自有品牌发展良好、营运成本结构性降低，及非抖音渠道的开通，为业绩增长提供了重要选择，相信该股票的风险回报状况已得到改善。
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