文章核心观点 - 长期来看,盈利增长是推动股价上涨的关键因素 [1] - 创新型公司凭借行业趋势获得最佳每股收益(EPS)增长 [1][2] - 人工智能芯片和电子商务是两大主要增长领域 [3] 行业总结 人工智能芯片行业 - 英伟达(Nvidia)凭借其在人工智能芯片领域的技术优势和较低的总拥有成本,在业内处于领导地位,获得了微软(Microsoft)和Meta(Meta Platforms)等超大型企业的青睐 [5][6] - 英伟达最近几年的收入和利润增长迅速,2024财年收入增长125%,每股收益增长586% [7] - 分析师预计英伟达未来几年每股收益增长仍将保持高速,2025财年预计增长超过109% [8][9] 电子商务行业 - 拼多多(PDD Holdings)在中国市场抢占了阿里巴巴(Alibaba)和京东(JD.com)的份额,通过提供大幅折扣吸引了更多低收入消费者 [11] - 拼多多在美国市场也采取了类似的策略,推出了大幅优惠的购物应用Temu,并进行了大规模的营销推广 [12] - 拼多多最近几个季度收入和利润增长迅速,2024年第一季度收入同比增长131%,净利润增长246% [13] - 分析师对拼多多前景看好,预计未来几年收益增长将达到25%-43% [14] - 作为拉丁美洲的亚马逊(Amazon),MercadoLibre过去5年收入复合增长率达57%,未来增长潜力巨大 [15][16][17][18]

文章核心观点 - MercadoLibre是拉丁美洲电子商务和金融科技领导者,在过去5年里其股价上涨了154%,远超S&P 500的85%涨幅 [1] - 尽管面临通胀压力,但MercadoLibre仍有广阔的增长空间 [2] 用户基础持续增长 - MercadoLibre自1999年成立以来,凭借在拉美电商市场的先发优势和物流网络建设,成功锁定了大量用户 [3] - 公司在巴西、阿根廷和墨西哥三大市场占据主导地位,总活跃用户数自2019年以来已近三倍增长 [4] 交易规模快速增长 - 公司的商品交易总额(GMV)从2018年到2023年以29%的复合年增长率快速增长 [5] - 疫情期间电商销售大涨,即使经济重开后也未出现严重放缓,因为拉美电商市场增速仍高于美国等发达市场 [6][7] 支付业务蓬勃发展 - 公司的总支付量(TPV)从2018年到2023年以58%的复合年增长率快速增长,得益于Mercado Pago支付工具的广泛应用 [8] - 公司还不断拓展金融科技生态,如信贷服务、加密货币交易等,月活用户已达4900万 [9] 盈利能力持续提升 - 公司的年度经营利润率从2020年转正,并于2023年达到创纪录的14.5% [10] - 利润率提升得益于销售更多高利润产品、第三方市场占比提升,以及规模效应带来的成本优化 [11] 未来发展前景 - 分析师预计公司2023-2026年收入将以24%的复合年增长率增长,即使面临汇率波动 [12] - 尽管估值较高,但公司在拉美电商和金融科技市场的领先地位仍值得投资者关注 [13]

Investors seeking growth in emerging markets may find exceptional opportunities in undervalued stocks that Wall Street has yet to discover fully. Recent analysis highlights significant growth potential in this segment. Emerging economies are expected to outpace with a projected growth rate of over 4% this year, compared to just 2% for developed markets. This backdrop forms the list of the top undiscovered emerging market stocks for investors.Furthermore, experts anticipate that emerging markets could notabl ...

Analysts might be thinking about the next year, but these two companies are well positioned for the longer term as well.It might not sound like much, but 20% upside is a big deal. When Wall Street analysts set price targets for stocks, they're thinking about a roughly one-year time frame. For perspective, the S&P 500 goes up about 10% per year on average.If your $10,000 investment grows at a 10% compound annual growth rate (CAGR), you'll have over $16,000 in five years. But if your investment grows at a 20% ...

This e-commerce outfit is rightfully considered the Amazon of Latin America, but the label understates the actual opportunity.MercadoLibre (MELI 0.95%) may not be a household name where you live. But that's probably only because you don't live where it operates. If you were a resident of South America, you most definitely would have heard of it. There's even a good chance you'd be a customer. After all, it's often referred to as the Amazon (NASDAQ: AMZN) of Latin America specifically because it's got such a ...

MercadoLibre (MELI) ended the recent trading session at $1,585.03, demonstrating a +0.74% swing from the preceding day's closing price. The stock exceeded the S&P 500, which registered a loss of 0.25% for the day. Meanwhile, the Dow gained 0.77%, and the Nasdaq, a tech-heavy index, lost 0.79%.Shares of the operator of an online marketplace and payments system in Latin America have depreciated by 9.41% over the course of the past month, underperforming the Retail-Wholesale sector's loss of 0.1% and the S&P 5 ...

These stocks are on a growth path that could go on for decades.Investors often act with the intent of never selling. Warren Buffett has often said that his favorite holding period is "forever," and holding some stocks for years or decades has often paid off for investors.Unfortunately, changing business conditions or management teams can make selling a stock the only wise choice, but one cannot truly make a promise to "never" sell.Nonetheless, I own stocks I cannot envision myself selling, and Shopify (SHOP ...

With rising innovations forcing disruption in multiple arenas, it’s inevitable that your money also faces a significant paradigm shift. As a result, investors ought to consider compelling financial technology (fintech) enterprises. Fundamentally, fintech stocks should benefit from the marriage of convenience and enhanced accessibility.Primarily, the sector is a massive one. According to Fortune Business Insights, the global fintech ecosystem reached a valuation of $294.74 billion last year. By the end of th ...

Investors should take a closer look at the so-called "Amazon of Latin America."The extent of the e-commerce industry is likely not well understood by many investors. Some might assume Amazon dominates most of the world. And even if they know something about Amazon's competitors, they might not understand that they are actually conglomerates involved in several other businesses.One less-understood conglomerate is MercadoLibre (MELI 0.10%), often called the "Amazon of Latin America." Along with its e-commerce ...

MercadoLibre (MELI) closed the latest trading day at $1,582.14, indicating a +0.1% change from the previous session's end. The stock outperformed the S&P 500, which registered a daily loss of 0.04%. Meanwhile, the Dow experienced a drop of 0.15%, and the technology-dominated Nasdaq saw an increase of 0.12%.Heading into today, shares of the operator of an online marketplace and payments system in Latin America had lost 9.12% over the past month, lagging the Retail-Wholesale sector's gain of 0.37% and the S&P ...