美客多Q1营收88.45亿美元同比增49%，巴西市场成增长核心引擎
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<div class="ce-paragraph cdx-block ce-paragraph--left">拉美电商与金融科技巨头美客多（MercadoLibre）发布2026财年第一季度财报，受电商与金融科技业务持续增长带动，第一季度净营收及金融收入达88.45亿美元，同比大增49%，创下近四年来最快增速，商品交易总额（GMV）达190亿美元，同比增长42%，活跃买家数量增至8400万人；不过由于公司持续加大在物流、信用卡、跨境贸易及AI等领域的长期投入，营业利润同比下降20%至6.11亿美元，利润率承压，其中巴西市场增长尤为强劲，收入同比增长55%，GMV同比增长54%，独立买家数量同比增长32%创五年来最快增速，MELI+会员推出79雷亚尔以下免费配送后订阅用户显著增长，单位物流成本同比下降17%，跨境贸易GMV按固定汇率计算同比增长68%，公司目前正处于“几十年级别”的市场转型初期，未来将继续加大相关投资以推动长期增长。</div>
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