东方甄选(01797)今日盘中股价大幅下挫5.01%，市场关注度骤升。
消息面上，公司创始人俞敏洪近期公开表示，东方甄选将于4月在北京中关村开设首家线下门店，并计划未来依托新东方教学点进行批量复制。此举被视为公司从依赖线上流量向可控线下业务模式转型的关键一步。
然而，市场对此反应谨慎。投资者担忧，线下零售是重资产、慢回报的生意，与公司原有的轻资产直播电商模式存在根本差异，转型前景存在不确定性。此外，新闻中也提及公司过去因头部主播出走等问题导致业绩大幅下滑（2025财年净利润暴跌97.5%），进一步加剧了市场对此次战略转向能否成功的疑虑。
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.