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大行評級|花旗:維持東方甄選“買入”評級 目標價為36港元

花旗發表報吿指,東方甄選宣佈主播董宇輝離職、以逾7,600萬元人民幣向董宇輝出售直播平台“與輝同行”,以及最高5億元人民幣的股份回購計劃。該行認為,這些行動是公司戰略轉型的關鍵一步,顯示公司致力於減少對明星主播的依賴、精簡營運,並專注實現自營產品持續價值創造,該業務目前佔GMV總額約50%。

花旗維持對東方甄選的“買入”評級,目標價為36港元,並留意公司在重新定位以實現可持續增長時的執行力。

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