受亚马逊在巴西正式推出Amazon NOW生鲜即时配送服务的冲击，拉美电商巨头MercadoLibre股价周四盘前交易时段应声下跌6.5%。这项新服务承诺在数小时内完成杂货配送，直接挑战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。作为拉美最大的电子商务平台，MercadoLibre近年来通过持续投资物流基础设施巩固市场地位，而亚马逊凭借全球供应链体系发起的正面进攻，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在第三季度财报中披露其物流网络已覆盖拉美90%以上地区，但亚马逊凭借Prime会员体系与云端技术支持的配送解决方案，仍对现有市场领导者构成显著威胁。
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