Benchmark向拉美电商巨头MercadoLibre(MELI.US)投来看涨研报兼具避险+阿尔法属性

智通财经2025-04-16

智通财经APP获悉，华尔街知名投资机构Benchmark将全球最大规模电商平台之一MercadoLibre(MELI.US)评为拉美电商市场的绝对主导力量，首次给予该股票“买入”评级。Benchmark的分析师团队于美东时间周二启动了对拉美电商巨头MercadoLibre的股票评级与目标价覆盖，给予其“买入”这一最乐观的看涨投资评级，以及高达2500美元的目标股价，意味着未来12个月内...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2527258908?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-04-16 14:51","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2527258908","market":"hk","top_or_hot":-1,"title":"Benchmark向拉美电商巨头MercadoLibre(MELI.US)投来看涨研报 兼具避险+阿尔法属性","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，华尔街知名投资机构Benchmark将全球最大规模电商平台之一MercadoLibre(MELI.US)评为拉美电商市场的绝对主导力量，首次给予该股票“买入”评级。Benchmark的分析师团队于美东时间周二启动了对拉美电商巨头MercadoLibre的股票评级与目标价覆盖，给予其“买入”这一最乐观的看涨投资评级，以及高达2500美元的目标股价，意味着未来12个月内...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1279407.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Benchmark向拉美电商巨头MercadoLibre(MELI.US)投来看涨研报 兼具避险+阿尔法属性</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBenchmark向拉美电商巨头MercadoLibre(MELI.US)投来看涨研报 兼具避险+阿尔法属性\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-16 14:51 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1279407.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，华尔街知名投资机构Benchmark将全球最大规模电商平台之一MercadoLibre(MELI.US)评为拉美电商市场的绝对主导力量，首次给予该股票“买入”评级。Benchmark的分析师团队于美东时间周二启动了对拉美电商巨头MercadoLibre的股票评级与目标价覆盖，给予其“买入”这一最乐观的看涨投资评级，以及高达2500美元的目标股价，意味着未来12个月内...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1279407.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2290526834.HKD","symbol_name":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1279407.html","article_id":"2527258908","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2527258908","pubTimestamp":1744786301,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，华尔街知名投资机构Benchmark将全球最大规模电商平台之一MercadoLibre评为拉美电商市场的绝对主导力量，首次给予该股票“买入”评级。Benchmark的分析师团队于美东时间周二启动了对拉美电商巨头MercadoLibre的股票评级与目标价覆盖，给予其“买入”这一最乐观的看涨投资评级，以及高达2500美元的目标股价，意味着未来12个月内MercadoLibre股价上行空间超过20%。Benchmark对于MercadoLibre的12个月内目标价为2500美元，意味着上涨潜力大约为22.7%。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU2279701549.SGD":"JPMorgan Funds - Emerging Markets Sustainable Equity A (acc) SGD","LU1868837722.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"2\" (USD) ACC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU0456842615.SGD":"JPMorgan Funds - Emerging Markets Equity A (acc) SGD","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU1868837565.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"1\" (USD) ACC","BK4588":"碎股","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","BK4548":"巴美列捷福持仓","LU0050427557.USD":"富达拉丁美洲基金","LU0823411888.USD":"法巴消费创新基金 Cap","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","LU0472753341.HKD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (HKD) ACC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","LU0143863784.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"DU\" (USD) ACC","IE00BGV7N243.SGD":"FSSA Global Emerging Markets Focus I Acc SGD","LU0210535034.USD":"摩根大通拉丁美洲基金","LU0106959298.USD":"UBS (LUX) EQUITY FUND - EMERGING MARKETS SUSTAINABLE LEADERS (USD) \"P\" (USD) ACC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","LU0107464264.USD":"abrdn SICAV I - GLOBAL INNOVATION EQUITY \"A\" (USD) ACC","BK4220":"综合零售","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","IE00B8L5B284.USD":"BNY MELLON GLOBAL EMERGING MARKETS OPPORTUNITIES \"B\" (USD) INC","IE00B1B80R65.USD":"柏瑞拉丁美洲股票A","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","BK4581":"高盛持仓","LU0143863198.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"AU\" (USD) ACC","BK4566":"资本集团","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","BK4585":"ETF&股票定投概念","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU1868838027.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"8\" (USD) ACC","LU0532187761.SGD":"JPMorgan Funds - Brazil Equity A (acc) SGD","BK4122":"互联网与直销零售","MELI":"MercadoLibre","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","IE00B8HQ1Z84.USD":"BNY MELLON GLOBAL EMERGING MARKETS OPPORTUNITIES \"A\" (USD) ACC"},"translate_title":"Benchmark invests in Latin American e-commerce giant MercadoLibre (MELI.US) to see the upward research report has both hedging and alpha attributes","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MELI":1},"content_text":"智通财经APP获悉，华尔街知名投资机构Benchmark将全球最大规模电商平台之一MercadoLibre(MELI.US)评为拉美电商市场的绝对主导力量，首次给予该股票“买入”评级。Benchmark的分析师团队于美东时间周二启动了对拉美电商巨头MercadoLibre的股票评级与目标价覆盖，给予其“买入”这一最乐观的看涨投资评级，以及高达2500美元的目标股价，意味着未来12个月内MercadoLibre股价上行空间超过20%。投资机构Benchmark表示，MercadoLibre在全球电商市场中是一个地区性的绝对领导者，利用拉美数字化市场尚未饱和以及渗透率严重不足的特点，该电商巨头在线上零售和金融科技领域都具备无比强劲的业绩增长潜力。“作为该地区公认的领导者，占据拉美线上零售市场超过四分之一的市场份额，MercadoLibre非常有利于抓住这一电商业务增长最强劲地区的扩张叙事逻辑，”Benchmark在4月15日发布的研究报告中表示。Benchmark的分析师团队认为，该电商巨头为投资者们提供了强劲、可持续的长期性质增长前景，尤其是MercadoLibre对于不断增长趋势的拉美买家群体有深刻理解，并且通过有效的交叉销售和向上追加销售模式，具有在尚未得到充分服务的金融科技市场中扩展市场规模的巨大潜力。Benchmark对于MercadoLibre的12个月内目标价为2500美元，意味着上涨潜力大约为22.7%。年初至今，MercadoLibre股价大幅上涨约25%，涨幅远高于美股大盘基准——标普500指数，该基准指数年初至今下跌超8%。MercadoLibre年初至今强劲的涨幅凸显出该电商巨头凭借庞大的现金流储备以及强劲的业绩增长预期，在全球市场剧烈动荡的行情中的强劲“避险投资属性”，以及凸显出“阿尔法超额收益”价值。所谓的“阿尔法”定义为实际投资的收益远超“贝塔收益”——即指代远远超出那些跟踪基准股指所实现的同步投资收益数据。跟踪基准指数实现的同步收益也被称作“贝塔收益”(Beta)。MercadoLibre是什么来头?未来增长前景为何强劲?截至去年年底的第四季度业绩显示，Q4总销售额约为 60.6 亿美元，同比增长 37.4%，较华尔街分析师普遍预期高出1.2亿美元;每股收益为12.61美元，较预期大幅超出5.05美元。Q4支付总额高达589亿美元，同比增长33%;GMV同比增长8%，排除外汇影响同比增长56%。“MercadoLibre 在 2024 年又度过了丰收的一年，更多的消费者和商家选择了我们，使我们首次突破了年度 1 亿独立买家和 6000 万金融科技月活跃用户这一里程碑。”该公司管理层在业绩声明中表示。MercadoLibre乃当之无愧的拉美电商巨头，在拉丁美洲18个国家开展业务，包括阿根廷、巴西、智利、哥伦比亚、墨西哥、秘鲁、乌拉圭、委内瑞拉等拉美地区的核心经济体。MercadoLibre于1999年在阿根廷成立，创始人马科斯·加尔佩林(Marcos Galperin)当时还在就读斯坦福大学，其初期的创始资金来自硅谷风投领军者们。MercadoLibre总部设立在乌拉圭，是拉丁美洲市场份额最高的电子商务和金融科技巨头，被一些华尔街分析师称为“拉美版亚马逊”。MercadoLibre凭借其深耕拉美市场多年所打造出的无比强大的电商+金融科技平台生态系统、广泛的市场覆盖和持续多年的投资，预计将在未来几年继续在拉丁美洲电子商务和金融科技领域保持绝对领先地位与强劲增长趋势。市场研究平台quartr.com预测数据显示，拉丁美洲的电子商务市场预计将从2024年的1510亿美元增长至2028年的2320亿美元，增长预期超过54%。在拉美电商行业处于主导地位的MercadoLibre在该地区的电商业务与金融科技服务渗透率仍处于初期阶段，意味着电商巨头MercadoLibre有望凭借该公司强大的电商+金融科技生态系统，在未来几年彰显井喷式的业绩增长数据。MercadoLibre计划在2025年向巴西投资340亿雷亚尔(约合58亿美元)，投资金额较去年提高近50%，将重点关注物流、技术和营销，并计划创造1.4万个工作岗位，预计到2025年底该公司在巴西员工总数将达到5万。此外，MercadoLibre还计划在阿根廷市场投资26亿美元，意味着相比去年将大幅增加53%，以及计划在墨西哥投资34亿美元，进一步扩大其在拉丁美洲的电商与金融科技业务。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.0","shortVersion":"4.36.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2527258908","isCrawlerRequest":true}

Benchmark向拉美电商巨头MercadoLibre(MELI.US)投来看涨研报 兼具避险+阿尔法属性

精彩评论

Benchmark向拉美电商巨头MercadoLibre(MELI.US)投来看涨研报兼具避险+阿尔法属性