Key Takeaways MercadoLibre generates over 82% of revenues from Brazil, Mexico and Argentina. Elevated inflation, political risk and weak consumer sentiment strain MELI's top markets.Limited geographic diversification leaves MELI more exposed than peers like Amazon and Sea Limited.MercadoLibre’s (MELI) growth remains heavily anchored in Brazil, Mexico and Argentina, which together contribute over 82% of total revenues, a concentration that amplifies exposure to regional volatility. Brazil drives MELI’s core ...

U.S. equities staged a significant rebound on Monday, October 13, 2025, as Wall Street clawed back substantial losses from Friday's sharp sell-off. The positive shift in investor sentiment was largely driven by President Donald Trump's softened rhetoric regarding trade tensions with China over the weekend. Major market indexes surged in afternoon trading, with technology stocks leading the charge.Afternoon Trading Activity and Major Index PerformanceAs the afternoon session progressed, all three major U.S. ...

投资评级与目标价调整 - 摩根大通重申公司中性评级 但将目标价从2700美元下调至2600美元 [1] - 目标价下调源于对公司第三季度可能因竞争压力导致业绩不及预期的担忧 [1] 市场竞争环境分析 - 公司在巴西市场面临来自亚马逊和Shopee的竞争压力 [3] - 亚马逊通过建立新的物流设施和自提点来加强其在巴西的业务 [3] - 亚马逊已免除其物流服务FBA的费用 旨在与公司竞争 [3] - 分析师认为 竞争环境的发展意味着公司未来几年的增长将伴随更高的成本 [4] 财务业绩预期 - 摩根大通预计公司第三季度营收为744亿美元 比市场共识预期高出3% [5] - 预计第三季度息税前利润为75亿美元 低于811亿美元的市场共识预期 [5] - 预计平均收益为477亿美元 低于此前预期的551亿美元 [5] 公司业务概况 - 公司是一家拉丁美洲技术公司 为个人和企业提供电子商务、金融科技和物流解决方案 [6] - 公司运营一个大型在线市场 其支付平台Mercado Pago支持多种线上线下交易并提供金融服务 [6]

In this article, we will examine the Michael Burry Stock Portfolio: 6 Stocks to Buy.Michael Burry needs no introduction on Wall Street. He is best known for accurately predicting the 2008 financial crisis and betting against the US housing market, from which he went on to make a fortune. The legendary investor was once again making waves by selling off numerous positions through his fund, Scion Asset Management, in May.Burry slashed the number of stocks in his portfolio to roughly half. He exited Chinese st ...

根据最新消息，Mercadolibre计划进入巴西的在线药品销售市场，这是一个价值数十亿美元的领域。公 司已采取第一步行动，通过收购当地一家药店来开展业务，此举旨在扩大其在拉丁美洲的市场影响力。 虽然Mercadolibre已经在墨西哥、阿根廷、智利和哥伦比亚销售药品，但巴西市场的法律要求促使公司 必须先获得药店营业资格。公司表示，并不打算构建全国性的药店连锁，而是提供平台供小型和中型药 店在线销售。 来源：市场资讯 （来源：美股情报站） 近期市场波动显著，10月9日，Mercadolibre（MELI）股价上涨4.36%，释放出积极信号。作为拉丁美洲 最大的电子商务平台，Mercadolibre的动向一直备受关注。 此外，公司正在与巴西监管部门沟通，寻求对该国药品销售相关法规的更新。公司认为，这些法规制定 已久，需要现代化，以帮助药店更好地接触消费者。这项举措反映出Mercadolibre希望通过改善市场准 入条件来增加其市场份额。 在期权市场方面，近期的交易活动显示出投资者对Mercadolibre持有不同的预期。其中12%的交易者持 有看涨观点，而37%的交易者则偏向看跌。大资金对其股价的预测区间为15 ...

Latin American e-commerce firm MercadoLibre will test the waters for online pharmaceutical sales through its newly acquired drugstore in Brazil, the company's local head said on Thursday, a first step... ...

MercadoLibre (NASDAQ: MELI ) continues to reinforce its positioning as a powerhouse in both the e-commerce and fintech spaces in Latin America, with the company benefiting from strong network effects and an ever-evolving line ofHello and welcome to my Seeking Alpha page. My name is Jack Elias, and I am a dedicated business student with a fervent passion for the world of investing. With a solid foundation in both theoretical knowledge and practical experience, I bring a unique perspective to the realm of fin ...

MercadoLibre (NASDAQ: MELI ) continues to reinforce its positioning as a powerhouse in both the e-commerce and fintech spaces in Latin America, with the company benefiting from strong network effects and an ever evolving lineHello and welcome to my Seeking Alpha page. My name is Jack Elias, and I am a dedicated business student with a fervent passion for the world of investing. With a solid foundation in both theoretical knowledge and practical experience, I bring a unique perspective to the realm of financ ...

Since my last analysis of MercadoLibre (NASDAQ: MELI ), in which I issued a Strong Buy rating, the stock has gained 15.5% in price; this compares to just 11% for the S&P 500.Analyst’s Disclosure:I/we have a beneficial long position in the shares of MELI either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock ...

股票表现 - 自上次给予强烈买入评级以来 美客多股价上涨155% [1] - 同期标普500指数仅上涨11% [1]