拉美电商巨头MercadoLibre(MELI)周三夜盘股价大涨8.40%,主要受益于公司发布的强劲第一季度财报。根据公司公布的数据,2025年第一季度净营收达到59.4亿美元,远超分析师预期的54.7亿美元,同比增长36.97%。每股收益方面,公司实现9.74美元,同样高于分析师预期的8.27美元,较去年同期的6.78美元增长43.66%。
MercadoLibre在多个业务领域均实现了显著增长。商业收入同比增长32%,而金融科技领域表现更为亮眼,Mercado Pago的金融科技收入增长43%。公司表示,本季度在巴西、墨西哥、阿根廷和智利等主要市场的品牌偏好达到了历史新高,凸显了其在拉丁美洲市场的领先地位。
值得注意的是,MercadoLibre的优异表现发生在拉丁美洲科技行业投资日益增长的背景下。同日,亚马逊宣布将投资40亿美元在智利建设云计算基础设施,反映了全球科技巨头对拉美市场的看好。作为该地区的电商龙头,MercadoLibre不仅在本土市场表现出色,还获得了包括亚马逊在内的全球科技公司的认可,这些因素共同推动了投资者对MercadoLibre未来发展前景的信心。
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