美客多最新财报出炉，营收88亿创新高
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<div class="ce-paragraph cdx-block ce-paragraph--left">拉美电商巨头美客多（Mercado Libre）2026年Q1财报显示，在巴西取消小额免税关税后，其净营收及金融收入达88.45亿美元，同比大涨49%，GMV增至190亿美元，每秒售出商品93件，其中跨境贸易GMV暴涨68%，但经营利润却同比下降19.9%至6.11亿美元，公司将此归因于效仿“亚马逊式”的战略投入，将资金疯狂砸向物流基建、免邮补贴及金融服务以换取长期统治力；分区域看，巴西市场营收占比高达54%且增速创五年新高，墨西哥与智利紧随其后，在此背景下，GameSir等中国品牌凭借霍尔摇杆等技术的本地化适配实现了300%的年增长，而随着亚马逊巴西站流量向成熟卖家集中、Shopee与Temu加速渗透，拉美四大巨头混战正倒逼卖家利用平台物流红利降本增效，并在“Remessa Conforme”合规体系下抢占从野蛮生长转向精耕细作的万亿市场先机。</div>
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