异动解读 | 业绩超预期,MercadoLibre盘中大涨10.27%

异动解读
08 May

拉美电商巨头MercadoLibre(MELI)周四盘中股价大涨10.27%,延续了周三夜间的强劲涨势。这一显著涨幅主要归因于公司发布的2025年第一季度财报远超市场预期。

根据MercadoLibre公布的数据,2025年第一季度净营收达到59.4亿美元,同比增长36.97%,远超分析师预期的54.7亿美元。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%。这些亮眼的财务数据充分展示了公司在拉美市场的强劲增长势头。

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,进一步巩固了其在拉丁美洲电商市场的领先地位。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,反映了投资者对该公司及整个拉美市场发展前景的信心。

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