异动解读 | 前高管创业直播首秀火爆，新东方盘中大跌超5%

异动解读08-04

新东方(EDU)今日盘中大跌5.08%，引发市场广泛关注。此次下跌与公司旗下东方甄选面临的竞争格局变化密切相关。

消息面上，据媒体报道，东方甄选前CEO孙东旭联合前主播明明、天权共同创立的直播电商品牌"美丽明天"于近日正式上线，首播当日开播半小时即冲上抖音带货总榜第一，而同时间段东方甄选主号仅排在第二十二位。孙东旭曾是俞敏洪培养了十六年的爱徒，明明和天权亦是东方甄选的核心主播，三人的集体出走并直接在同一赛道创业，对东方甄选的直播电商业务构成了直接且有力的竞争。

东方甄选自"双减"政策后转型直播电商以来，先后经历了董宇辉单飞创立"与辉同行"、孙东旭携核心主播出走等多次人才流失。此次"美丽明天"的首播成绩亮眼，令市场担忧东方甄选的头部主播和运营人才持续流失将削弱其市场竞争力，进而影响新东方的整体业务表现。

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