Joseph Carlson 对 $MELI 的判断变化

2026-08-12看涨
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MELI是强劲的长期投资标的,受金融科技扩张驱动,但由于股价表现平淡且当前牺牲利润以换取增长,需要耐心。

接下来,我必须强调 Mercado Libre。它是整个南美洲最好的公司。它与亚马逊非常相似,但这也是很多投资者搞错的地方。

Next, I have to highlight Mercado Libre. It's the best company in all of South America. It is very similar to Amazon, but that's also where a lot of investors get it wrong.

确实,Mercado Libre 是一家大型零售企业,但它与亚马逊最大的区别在于,亚马逊专注于云托管和零售,而 Mercado Libre 专注于金融方面。这就是这只股票变得非常有趣的地方。

It is true that Mercado Libre is a massive retail business, but its biggest difference from Amazon is that while Amazon focused on cloud hosting and retail, Mercado Libre is focused on the financial aspect. And this is where this stock gets really interesting.