嘉御资本卫哲：未来10年跨境电商将诞生超100个百亿市值出海品牌

Group 1 - The success of Pop Mart is seen as a success of going global, with a prediction that at least 100 cross-border e-commerce brands with a market value of 10 billion will emerge in the next decade [1] - The current consumer market is transitioning from "internet celebrity brands" to "national brands," which are defined by their ability to appeal to both urban middle-class consumers and rural youth [3] - Chinese companies have three core advantages for going global: an efficient Chinese supply chain, returnee talents who understand localization, and mature internet and AI capabilities [3] Group 2 - Strategies for companies to achieve growth in adverse environments include embracing digital transformation, exploring lower-tier markets, expanding internationally, and reinvesting in R&D to build technological barriers [3] - Key characteristics of AIGC development include the increasing visibility of infrastructure technology bottlenecks and the polarization of AI applications [3] - Predictions for AI include a potential reduction in mobile app numbers by half in the next three years, a reduction in weekly working hours to less than four days within ten years, and an increase in human life expectancy to over 100 years through AI and healthcare integration in about twenty years [4]