Morgan Stanley released a report on May 23rd, stating that Gome Retail (06808.HK) turned from a profit of 1.6 billion yuan to a loss in the past fiscal year. The management pointed out during a conference call that the same-store sales trends and profitability in April and May showed signs of improvement and exceeded their expectations. Therefore, the target for the fiscal year 2025 is to achieve flat or slightly increased same-store sales on an annual basis, maintain stable rental income, and turn the loss into profit. Morgan Stanley has lowered the target price for Gome Retail from HKD 2.8 to HKD 2.5, mainly due to profit adjustment, reaffirming a buy rating, believing that the negative factors have been largely reflected and expecting any turnaround to significantly boost the stock price. If Gome Retail can monetize its self-operated stores, there is potential for the stock price to rise.

Morgan Stanley released a report, stating that the transformation of GOME Retail (06808.HK) is currently underway. Since April of this year, the same-store sales growth for the new fiscal year and May have increased by 1.6% and 6% respectively compared to the previous year, benefiting from increased transaction amounts and offline customer traffic. After suffering from impairment of goodwill and a loss of 1.6 billion yuan in the previous fiscal year, the management still expects to turn losses around this fiscal year, even considering the impairment loss. The bank reduced its profit forecast for the fiscal year 2026 by 11% and lowered its target price by 6% to HKD 1.5, maintaining a neutral rating.

据澎湃新闻报道，中国美术学院上周在建校 95 周年活动上发布两个“新事物”——“洞天：国美在线艺术社区”（CAACOSMOS）和元宇宙艺术学院（Meta Art Academy）。两个新事物均涉足元宇宙领域，“洞天：国美在线艺术社区”是面向元宇宙的多人实时交互在线艺术生态社区，元宇宙艺术学院是单人沉浸式体验的混合现实界面。 据介绍，“洞天：国美在线艺术社区”将通过创建数字身份、分享个人创作、组织参与艺术活动学习、社交、游戏等方式，打造虚拟空间和社交场景，为全球艺术家、设计师、创作者提供互动、创新的平台，是充满想象力的元宇宙社交应用。 元宇宙艺术学院则将打造一人一多元宇宙、一课一主题世界的虚拟艺术学院，在大数据、人工智能、脑科学、物联网所形成的混合现实中，将艺术教育与前沿科技相结合。

据杭州日报报道，4 月 8 日，中国美术学院建校 95 周年系列学术活动暨 2023“国美发布”仪式在中国美术学院南山校区举行。中国美术学院院长高世名发布了建校 95 周年系列学术活动计划，并宣布从今年开始将 4 月 8 日定为“国美发布”日并每年举办。首次“国美发布”中，共重磅发布三项内容，包含一学院 + 二平台 + 两个新事物。第一项，为成立中国美术学院书法学院；第二项，成立两个学术平台——中国电影高等研究院和社会美育学院；第三项，发布洞天：国美在线艺术社区（CAA Cosmos）和元宇宙艺术学院（Meta Art Academy）。 其中，洞天：国美在线艺术社区，是一个多人实时交互的在线艺术社区，通过创建数字身份、分享个人创作、组织参与艺术活动学习、社交、游戏等方式，打造无限可能的虚拟空间和社交场景，为全球艺术家、设计师、创作者提供一个互动、创新的平台，并通过不断探索和应用 AI 等新技术，为用户带来一个更加美好、充满想象力的元宇宙社交应用。元宇宙艺术学院，是单人沉浸式体验的混合现实界面，以超沉浸的课程主题世界、超视听的展演交感剧场、超维度的混合现实入口，打造一人一多元宇宙、一课一主题世界的虚拟艺术学院。