MercadoLibre（MELI）今日盘中大跌5%，引发了市场的广泛关注。
消息面上，公司此前公布的一季度财报显示，每股收益为8.23美元，低于市场预期，且较去年同期明显下滑，这已是其连续第四个季度净利润不及华尔街一致预期。尽管一季度营收增长强劲，但市场对其在拉美竞争加剧背景下成本端承压、盈利能力下滑的担忧持续主导股价走势。此外，公司年初因AI扩张而进行裁员的消息亦加重了市场情绪。
值得关注的是，知名投资人迈克尔·伯里已于上周公开披露逆势建仓该股，认为当前股价低于其锚定估值，但这并未能扭转市场的悲观情绪。
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