Parkev Tatevosian, CFA 对 $MELI 的判断变化

2026-08-31看涨
Mercadolibre Stock Investors Celebrate as Company Hits Huge Milestone | MELI Stock Analysis
MELI被低估;DCF公允价值为2,253美元,而当前价格为1,966美元,这得益于收入增长和宏观顺风,抵消了利润率压力。

Mercado Libre 达到了一个重要里程碑,在最近一个季度营收超过 100 亿美元,同比增长 50%。管理层最近实施了一项新策略,降低了免费送货的门槛,为消费者增加了便利。

Mercado Libre reached an important milestone surpassing $10 billion in revenue representing 50% year-over-year growth in its most recently completed quarter. Management recently implemented a new strategy lowering the threshold for free shipping adding convenience to consumers.

所以当 Mercado Libre 开始这项策略时,我很乐观它会成功,因为我在 Amazon 身上看到过类似情况,而到目前为止它确实成功了,营收显著增长。

So when Mercado Libre started this strategy, I was optimistic that it would be successful because of what I've seen from Amazon and so far it has been successful with revenue increasing meaningfully.