《10 Stocks to Buy! Value Investing Quadrant Update 2H 2026》
MELI保持不动；当前价格为2,000，错过了1,500的入场点；信贷问题必须经过数月缓解，增长故事才能恢复。
下一个是 Mercado Libre。我没有在 1500 时买入，现在股价到了 2,000。业绩不错，一切看起来都没问题。存在信贷问题，但如果几个月内没有发生什么大事，这些问题就会平息，我们将回归增长的故事，所以我把它留在那里。
Next one. Mercado Libé. I didn't buy at 1500. Now, we are at 2,000. Good results. Everything looks okay. Credit issues. as there are issues if nothing happens over a few months then those issues subdue and we are back to the story of growth so I'm leaving it there