嘉御资本卫哲：泡泡玛特在欧美开店是守株待兔，贝克汉姆就撞上来了

睿见Economy

11/10

　　中欧校友返校日暨2025年度论坛于2025年11月8日在上海举行。嘉御资本创始合伙人兼董事长卫哲在演讲时表示，泡泡玛特在泰国很挣钱，但真正火遍全球是因为把店开到了伦敦、纽约。卫哲认为，泡泡玛特在欧美开店就是“守株待兔”，——泡泡玛特把“树”种到欧美明星的家门口，他们就一定会撞上来，比如贝克汉姆就撞上来了。

　　新浪声明：所有会议实录均为现场速记整理，未经演讲者审阅，新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。

海量资讯、精准解读，尽在新浪财经APP

责任编辑：梁斌 SF055

免责声明：投资有风险，本文并非投资建议，以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请，作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考，不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证，投资者应自行研究并在投资前寻求专业建议。

热议股票

{"basename":"/hans","ssrTDKData":{"titleTemplate":"%s - 老虎证券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎证券,老虎证券开户,老虎券商,老虎证券官网,老虎证券app,tigertrade老虎证券,股票,炒股,新加坡股票交易平台,投资,投资理财","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www-web.itiger.com/hans/news/2582825738"},"companyName":"老虎证券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2582825738\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2582825738?lang=zh_CN&edition=fundamental","thumbnail":"","is_english":false,"pubTime":"2025-11-10 16:47","share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","id":"2582825738","market":"hk","top_or_hot":-1,"title":"嘉御资本卫哲：泡泡玛特在欧美开店是守株待兔，贝克汉姆就撞上来了","media":"睿见Economy","content":"<html><body><div>\n<div></div>\n<p>　　中欧校友返校日暨2025年度论坛于2025年11月8日在上海举行。嘉御资本创始合伙人兼董事长卫哲在演讲时表示，<a href=\"https://laohu8.com/S/09992\">泡泡玛特</a>在泰国很挣钱，但真正火遍全球是因为把店开到了伦敦、纽约。卫哲认为，泡泡玛特在欧美开店就是“守株待兔”，——泡泡玛特把“树”种到欧美明星的家门口，他们就一定会撞上来，比如贝克汉姆就撞上来了。</p>\n<p><span>　　新浪声明：所有会议实录均为现场速记整理，未经演讲者审阅，新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。</span></p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：梁斌 SF055</p>\n</div></body></html>","source":"sina","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>嘉御资本卫哲：泡泡玛特在欧美开店是守株待兔，贝克汉姆就撞上来了</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n嘉御资本卫哲：泡泡玛特在欧美开店是守株待兔，贝克汉姆就撞上来了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-10 16:47 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/hy/hyjz/2025-11-10/doc-infwxhku2809202.shtml><strong>睿见Economy</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>中欧校友返校日暨2025年度论坛于2025年11月8日在上海举行。嘉御资本创始合伙人兼董事长卫哲在演讲时表示，泡泡玛特在泰国很挣钱，但真正火遍全球是因为把店开到了伦敦、纽约。卫哲认为，泡泡玛特在欧美开店就是“守株待兔”，——泡泡玛特把“树”种到欧美明星的家门口，他们就一定会撞上来，比如贝克汉姆就撞上来了。\n　　新浪声明：所有会议实录均为现场速记整理，未经演讲者审阅，新浪网登载此文出于传递更多信息之...</p>\n\n<a href=\"https://finance.sina.com.cn/hy/hyjz/2025-11-10/doc-infwxhku2809202.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0348767384.USD","symbol_name":"ALLIANZLITTLE DRAGONS \"A\" (USD) ACC","start_time":0,"source_url":"https://finance.sina.com.cn/hy/hyjz/2025-11-10/doc-infwxhku2809202.shtml","article_id":"2582825738","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2582825738","pubTimestamp":1762764420,"columns":[],"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"中欧校友返校日暨2025年度论坛于2025年11月8日在上海举行。嘉御资本创始合伙人兼董事长卫哲在演讲时表示，泡泡玛特在泰国很挣钱，但真正火遍全球是因为把店开到了伦敦、纽约。卫哲认为，泡泡玛特在欧美开店就是“守株待兔”，——泡泡玛特把“树”种到欧美明星的家门口，他们就一定会撞上来，比如贝克汉姆就撞上来了。\n　　新浪声明：所有会议实录均为现场速记整理，未经演讲者审阅，新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：梁斌 SF055","collect":0,"end_time":0,"defaultTopTitle":"sina.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0348767384.USD":"ALLIANZLITTLE DRAGONS \"A\" (USD) ACC","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU0823426308.USD":"法巴中国股票基金","LU0823426480.USD":"法巴中国股票经典Dis","LU0164880469.USD":"HSBC GIF HONG KONG EQUITY \"AC\" ACC","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","LU0499858602.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) ACC","LU0359201612.USD":"贝莱德中国基金A2","SG9999002950.SGD":"United Asian Growth Opportunities SGD","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","LU1770036033.HKD":"NINETY ONE GSF ASIAN EQUITY \"A\" (HKD) ACC","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU1481107354.HKD":"HSBC GIF HONG KONG EQUITY \"AD\" (HKD) INC","09992":"泡泡玛特","LU0231483743.USD":"abrdn SICAV I - ALL CHINA SUSTAINABLE EQUITY \"A\" (USD) ACC","LU0149721374.USD":"HSBC GIF HONG KONG EQUITY \"AD\" INC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","SGXZ86797644.SGD":"MAYBANK ASIAN GROWTH AND INCOME-I \"A\" (SGDHDG) INC","LU0531971595.HKD":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC","SG9999001069.SGD":"UOB UNITED ASIA PACIFIC GROWTH (SGD) ACC","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","SGXZ62798434.SGD":"MAYBANK ASIAN GROWTH AND INCOME-I \"A\" (SGDHDG) ACC","LU0611395673.USD":"NINETY ONE GSF EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0499858438.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) INC","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","LU0345776255.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) INC","BK1224":"专卖店","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","LU0348766576.USD":"ALLIANZ LITTLE DRAGONS \"A\" (USD) INC","LU0345775950.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) ACC"},"translate_title":"Jiayu Capital Wei Zhe: Pop Mart's opening stores in Europe and America is waiting for the rabbit, and Beckham bumps into it","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"09992":1.5},"content_text":"中欧校友返校日暨2025年度论坛于2025年11月8日在上海举行。嘉御资本创始合伙人兼董事长卫哲在演讲时表示，泡泡玛特在泰国很挣钱，但真正火遍全球是因为把店开到了伦敦、纽约。卫哲认为，泡泡玛特在欧美开店就是“守株待兔”，——泡泡玛特把“树”种到欧美明星的家门口，他们就一定会撞上来，比如贝克汉姆就撞上来了。\n　　新浪声明：所有会议实录均为现场速记整理，未经演讲者审阅，新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：梁斌 SF055","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}