据新华社，中共中央政治局委员、国务院副总理何立峰21日傍晚在钓鱼台国宾 馆 会见汇丰、瑞 银、路易达孚、西门子医疗、施耐德电气、力拓、保诚、银瑞达、渣打、书赞桉诺、天丝等知 名跨国公司负责人。 何立峰表示，当前中国 经济稳中有进、向新向优，"十五五"时期中国将坚定不移扩大高水平 对外开放，推动高质量发展，这将为跨国公司创造更为广阔的市场机遇。欢迎跨国公司加大在 华投资力度，不断深化互利合作。 跨国公司负责人表示，对中国经济充满信心，愿继续深耕中国市场，持续扩大对华投资。 ...

Global banking giant HSBC Holdings Plc is considering significant job reductions in the years ahead, as CEO Georges Elhedery bets on artificial intelligence to downsize middle and back offices, Bloomberg reported. The greatest impact is anticipated to be seen among non-client-facing positions in global service centers, but the evaluation is only in an early stage, according to individuals familiar with the issue, the outlet reported. The moves could impact about 20,000 roles, or around 10% of the organizati ...

Group 1: Company Actions - Cryptocurrency exchange Crypto.com is reducing its workforce by 12% to integrate artificial intelligence into its operations, reflecting a broader trend in the corporate sector [1][2] - CEO Kris Marszalek emphasized that companies must pivot to AI quickly or risk failure, stating that those who combine AI tools with top performers will achieve unprecedented scale and precision [3] - This is not the first workforce reduction for Crypto.com, as the company previously laid off 20% of its global workforce earlier in 2023 due to the collapse of FTX and a focus on prudent financial management [3] Group 2: Industry Trends - The corporate sector is experiencing significant layoffs, with over 39,000 employees laid off by 66 tech companies in 2023, driven by the rapid integration of artificial intelligence [4] - Major companies like Block, Oracle, Amazon, and Meta have also implemented substantial layoffs, often linked to AI-driven cost-cutting measures [6] - HSBC Holdings Plc is considering up to 20,000 job cuts in the coming years as part of an AI-led overhaul, indicating a trend towards workforce reductions across various industries [7]

This story was originally published on CFO.com. To receive daily news and insights, subscribe to our free daily CFO.com newsletter. Since the dawn of ChatGPT in late 2022, tech evangelists have said that artificial intelligence would only augment, not replace, human labor. Recent corporate developments so far this year have called that proposition into question. U.K.-based bank HSBC may soon become the latest company to slash its workforce in favor of artificial intelligence tools. Citing anonymous sour ...

当一家以土味营销著称的传统食品企业开始采购人形机器人，它所释放的信号远比一则普通的招标公告 更加深远。 近日，椰树集团海南椰汁饮料有限公司发布《人形机器人椰子破壳削皮设备采购招标公告》，计划采购 50台人形机器人，要求每台每小时能剥360个椰子，配备AI智能控制系统，并能适应潮湿环境下的规模 化生产。这意味着一台机器人一天24小时不间断工作的产量，足以取代数十名熟练工人。而50台的规 模，则指向一个可能是数百人车间的彻底重构。 图片来源：视觉中国 显然，当人形机器人从实验室走向生产线的剥椰工位以及AI从中后台蔓延到前台岗位，劳动力市场正 迎来一场前所未有的"无差别替代"——无论是大厂工程师或银行分析员，还是流水线工人，只要工作具 备重复性、规则性和可量化性，都将站在被技术重新定义的同一边缘。 就在椰树集团发布招标公告前后，贝莱德CEO拉里·芬克发出了针对Z世代劳动者的严厉警告。他在贝 莱德举办的2026年基础设施峰会上表示，担心今年大学毕业生可能面临多年来最高失业率，"即便没有 经济衰退"。 在芬克看来，四年制大学教育以往是通往白领职业的通行证，但AI正在颠覆许多这类岗位，"AI将重塑 那些作为职场起点的入门 ...

证券研究报告 | 策略专题研究 | 中国策略 以港为媒：中国资产安全性价值重估 ——策略专题报告 核心观点 美伊冲突或为全球资本流向"分水岭"，香港有望迎全球资金避险红利。地缘削弱迪拜 全球金融中心地位，油价上涨放大日韩股市高估值脆弱性。家办涌入、迪拜资金亚洲 布局、香港楼市回暖、南向资金流入等均是微观层面演绎。近期迈克尔·伯里明确看 多恒科。港股为全球估值洼地，行业结构多元化远超日韩，如高股息代表汇控等。人 民币升值周期+背靠内地庞大市场+联系汇率制稳定性，海外资金出海配置首选香港。 金融安全：地缘博弈下香港或迎资金避险红利 3 月初，香港特区政府财政司司长陈茂波表示：在地缘局势驱动下，美国资金流 入香港避险，香港家族办公室数量明显上升。2026 年 1-2 月香港私人银行管理的 资产规模同比增 18.5%。全球前二十大主权财富基金中，中东主权基金占据一半。 2026 年港股 IPO 中，中东主权基金基石认购占比从 18%上升至 39.2%。，迪拜地 产指数在地缘影响一度下挫超 30%，而香港楼市已于 2025 年 Q2 先行企稳回升， 租售比高于房贷利率、港股景气度修复、香港房企杠杆率较健康等因素共同构成 ...

Core Viewpoint - The bank is contemplating a reduction of approximately 10% of its total workforce, driven by concerns over "staff-related inflation" [1] Group 1 - The bank's focus on managing costs is leading to potential layoffs [1] - The decision reflects broader industry trends regarding workforce management and cost control [1]

Core Viewpoint - HSBC is considering significant job cuts, primarily in non-client facing roles, as it increasingly relies on artificial intelligence (AI) for operational tasks [2][3]. Group 1: Job Cuts and Workforce Impact - The layoffs could potentially affect around 20,000 positions, which is approximately 10% of HSBC's total workforce [2]. - The discussions regarding these job cuts began prior to the Iran War, and no final decisions have been made yet [2]. - HSBC's CEO, Georges Elhedery, has initiated a comprehensive overhaul of the bank, which includes layoffs and the restructuring of various business units [3]. Group 2: AI Integration in Banking - Research indicates that banks globally may cut up to 200,000 jobs in the next three to five years due to AI taking over tasks traditionally performed by human workers [8]. - The most significant applications of AI in finance are occurring in areas that customers do not directly see, such as compliance and payment processing [9]. - The transition to AI in operational roles represents a critical test of financial institutions' trust in AI systems [9]. Group 3: Worker Sentiment on AI - Recent research shows that a majority of workers, particularly in the Labor Economy, feel confident that their skills will remain valuable despite technological advancements [11]. - Specifically, 65.3% of Labor Economy workers and 73.7% of Non-Labor Economy workers expressed confidence in the relevance of their skills amid technological change [11]. - The data suggests that while there is heightened exposure to potential job displacement, there is not an immediate expectation of replacement by AI [11].

Core Viewpoint - HSBC's share price has declined by 12% from its peak this year, currently at 1,210p, as the bank plans significant job cuts while investing in AI [1][6]. Group 1: Job Cuts and Restructuring - HSBC is planning to lay off at least 20,000 workers in the coming years, primarily affecting non-client-facing roles in global service centers, with many positions being replaced by AI tools [2][6]. - The bank has already reduced thousands of jobs under the leadership of Georges Elhedery, achieving $1.5 billion in cost savings ahead of schedule [3]. Group 2: Financial Performance - HSBC reported a profit before tax of $29.9 billion, a decrease of $2.4 billion from the previous year, largely due to a $4.9 billion adverse impact from notable items [4]. - Revenue increased to $68.3 billion, up by $2.4 billion from the previous year, with expectations of sustained growth, including a projected Return on Tangible Equity (RoTE) of 17% over the next three years and annual revenue growth of 5% [5]. Group 3: Stock Performance and Technical Analysis - The stock price has formed a harami candlestick pattern, indicating a potential bullish reversal, despite the recent correction from 1,374p to 1,210p [7][6]. - The stock remains above the 25-day Exponential Moving Average (EMA), suggesting a possibility of a rebound and a retest of the year-to-date high of 1,375p [8].

智通财经APP获悉，香港银行股承压走低，截至发稿，汇丰控股(00005)跌3.13%，报123.9港元；渣打集 团(02888)跌2.28%，报162.8港元。 消息面上，近期受私募信贷市场信心危机及中东局势影响，汇丰、渣打走势承压。摩根大通研报指出， 假设中东贷款敞口的信贷损失导致减值支出增加、因应全球宏观风险计提额外信贷成本，加上中东业务 盈利损失，以及私募信贷敞口损失，预期可能令汇控2026年每股盈利及有形股东权益回报率分别下降 10%及180个基点；而渣打2026年每股盈利及有形股东权益回报率则可能下降14%及184个基点。渣打对 中东冲突较敏感，汇控对私募信贷风险敞口较大。 ...