拉美电商巨头MercadoLibre（股票代码：MELI）今日盘前股价大跌6.59%，引起了市场的广泛关注。
消息面上，亚马逊在巴西正式推出了Amazon NOW生鲜即时配送服务，承诺在数小时内完成杂货配送，这直接挑战了MercadoLibre旗下Mercado Envíos物流网络在拉美市场建立的配送优势。市场分析指出，亚马逊此次战略性扩张将加剧巴西电商领域的竞争态势，可能重塑当地零售格局。
投资者担忧双方在快速增长的拉美电商市场将展开激烈价格战与服务竞赛，尽管MercadoLibre在物流网络覆盖方面具有优势，但亚马逊凭借全球供应链体系发起的正面进攻，仍对现有市场领导者构成显著威胁，这导致了股价的下跌。
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