IT之家 10 月 29 日消息，据外媒 TechCrunch 报道，当地时间 10 月 28 日，亚马逊宣布将在企业部门裁员 14000 人，以精简管理层级、减少官僚作风，并进 一步加大对 AI 战略的投入。 亚马逊人力体验与技术高级副总裁贝丝・加莱蒂在致员工的备忘录中表示，公司此举旨在重新分配资源，把更多资金投入到"最重要的战略领域"，让亚马 逊"更具竞争力"。 公司第二季度营收同比增长 13%，达到 1677 亿美元（现汇率约合 1.19 万亿元人民币），其中 AWS 贡献了 18% 的净销售额。 据了解，亚马逊还计划在人力资源、设备与服务、运营等部门再裁减多达 3 万个岗位。此外，亚马逊今年 1 月已在传播与可持续发展部门裁掉少量员工。 这将成为亚马逊自 2022 年裁掉 22000 人以来规模第二大的裁员行动。截至 2024 年 10 月 31 日，亚马逊共有近 120 万名员工，其中企业部门超过 36 万人， 涵盖行政、销售及管理岗位。 亚马逊表示，大多数受影响员工将获 90 天的内部调岗期，招聘人员将优先录用内部候选人。对于无法转岗的员工，公司将提供遣散费、职业安置服务和医 疗保险等补偿。 加莱 ...

Core Viewpoint - Amazon's stock has underperformed compared to the S&P 500 since July 2021, with a 29.5% increase versus the S&P's doubling performance, leading to discussions about its long-term potential and management decisions [2][3][5] Company Performance - Amazon's stock has only increased by about 30% since Andy Jassy became CEO, which is viewed as underperformance [5] - The company has faced significant challenges during the pandemic but has managed to turn around its European operations, which were previously losing money [7] - Amazon Web Services (AWS) is currently growing at a rate of 17.5%, with expectations that it could approach 20% growth in the near future, which would positively impact the stock price [8] Management Decisions - Amazon is laying off 14,000 corporate workers to streamline operations and conserve cash, indicating a focus on improving shareholder value [8][9] - The company has been slow to rationalize its workforce but is now leveraging AI to enhance productivity among remaining employees [11][12] Competitive Landscape - AWS faces tough competition from Microsoft Azure and Google Cloud, which are seen as formidable rivals in the cloud services market [8] - Despite concerns about competition and regulatory scrutiny, Amazon is viewed as a resilient company capable of adapting and thriving in a competitive environment [20] Investment Strategy - The company remains a key holding in investment portfolios, with a belief that it will eventually align its stock performance with its long-term value proposition [20][24] - The importance of maintaining positions in companies like Amazon, despite short-term underperformance, is emphasized as a strategic investment approach [24]

Core Viewpoint - The article highlights the strong performance of major U.S. stock indices, driven by optimism surrounding technology giants' earnings and Nvidia's significant rebound, with the S&P 500, Nasdaq, and Dow Jones reaching historical highs [3][4]. Group 1: Stock Market Performance - The S&P 500 index rose by 0.23% to close at 6890.89 points, marking its first time surpassing the 6900-point threshold [3]. - The Nasdaq composite index increased by 0.80% to 23827.49 points, while the Dow Jones Industrial Average gained 161.78 points, or 0.34%, closing at 47706.37 points [3]. - Nvidia's stock surged by 4.98%, reaching a market cap of $4.94 trillion, with a single-day market value increase of over $230 billion [3][4]. Group 2: Technology Giants' Earnings - Investors are focusing on quarterly earnings reports from major tech companies, including Apple, Microsoft, Alphabet, Amazon, and Meta, to assess their investments in AI and capital expenditures [4]. - The overall earnings growth for S&P 500 companies in Q3 is projected to be 10.5%, exceeding previous expectations of 8.8% [4]. Group 3: Economic Indicators - The U.S. government shutdown has delayed the release of official economic data, leading the market to rely on corporate disclosures and private statistics [4]. - The Federal Reserve is expected to announce a 25 basis point rate cut, with recent data indicating an average weekly increase of approximately 14,000 jobs in the private sector [4]. Group 4: Bond and Commodity Markets - The yield on the 10-year U.S. Treasury bond decreased by 1.2 basis points to 3.981%, while the 2-year yield remained unchanged at 3.496% [5]. - In the commodities market, WTI crude oil futures fell by 1.89% to $60.15 per barrel, and Brent crude oil futures dropped by 1.65% to $63.83 [5].

Company Performance & Market Position - Amazon's stock had only rallied 295% since July 6, 2021, underperforming the S&P 500, which doubled that performance [1] - The author acknowledges being wrong about Amazon for the past four years [2] - The author believes Amazon stock will eventually catch up with his judgment [4] Strategic Outlook & Long-Term Investment - The author's charitable trust takes a long-term view, longer than Andy Jasse's tenure as CEO [2] - The author emphasizes the importance of sticking with stocks of companies whose services are valuable, reliable, and trustworthy [3] - The author doesn't care that the stock is only up about 30% since Jesse became CEO, maintaining a long-term belief in Amazon [4] CEO & Leadership Transition - Andy Jasse took over as CEO after running Amazon Web Services [2] - The author's investment timeframe is longer than Jasse's tenure [3]

Today, tech got cut to the quick. David Faber, my partner on Squawk in the street, said that as of this morning, Amazon stock had only rallied 29.5% since July 6 of 2021, while the S&P 500 had doubled that performance. He suggested that I had overstayed my welcome in Amazon for my charitable trust.on yet another upday where Dow gained 162 points as we advanced 23% NASDAQ jumped8%. David's job his ride post his up rate got me thinking because that is some serious underperformance. I can't deny I've been wron ...

Tonight, the massive cuts at Amazon. 14,000 corporate positions slashed as the company says it is staying nimble as it embraces the changes brought about by artificial intelligence. In a company memo calling this generation of AI the most transformative technology we've seen since the internet, adding Amazon needs to be organized more leanly, echoing what CEO Andy Jasse said this summer.With every technical transformation, there will be fewer people doing some of the jobs that the technology um actually um ...

Group 1: Market Performance - The three major U.S. stock indices reached new closing highs, with the S&P 500 rising 0.23% to 6890.89 points, the Nasdaq Composite up 0.80% to 23827.49 points, and the Dow Jones Industrial Average increasing by 161.78 points or 0.34% to 47706.37 points [2] - Nvidia's stock surged nearly 5%, contributing to a strong performance in AI-related stocks, with its market capitalization touching $4.94 trillion during the day [2] - The S&P 500 index is expected to see a year-over-year earnings growth of 10.5% for Q3, surpassing previous expectations of 8.8% [3] Group 2: Company Highlights - Nvidia's CEO announced plans to build seven AI supercomputers for the U.S. Department of Energy, revealing that AI chip orders have reached $500 billion [2] - Microsoft shares rose 1.98% following a restructuring agreement with OpenAI, which will now operate as a nonprofit and hold 27% of its shares [2] - Apple’s stock increased by 0.07%, with its market capitalization briefly exceeding $4 trillion, making it the third U.S. company to reach this milestone after Nvidia and Microsoft [3] Group 3: Economic Indicators - The U.S. job market remains resilient, with an average weekly increase of approximately 14,000 private sector jobs reported for the four weeks ending October 11 [3] - The Federal Reserve is expected to announce a 25 basis point interest rate cut in its upcoming decision [3]

Core Viewpoint - US stock indices collectively rose, reaching new highs, with the Nasdaq up 0.8%, Dow Jones up 0.34%, and S&P 500 up 0.23% [1] Group 1: Major Companies Performance - Nvidia rose approximately 5%, nearing a total market capitalization of $5 trillion [1] - Microsoft increased about 2%, regaining a market cap of $4 trillion [1] - Intel surged over 5%, while Tesla and Amazon both rose over 1% [1] - Apple, Netflix, and Meta experienced slight increases, whereas Google saw a minor decline [1] Group 2: Notable Stock Movements - Nokia's ADR jumped around 23%, marking its largest single-day gain since January 2021 [1] - Wayfair's stock rose over 23%, achieving its highest closing price since April 2022 [1] Group 3: Chinese Stocks Performance - Nasdaq Golden Dragon China Index fell by 1.23%, with notable declines in popular Chinese stocks such as Tencent Music and Miniso, both down by up to 2.95% [1] - Other declines included AutoHome down 1.85%, Yum China down 1.82%, and Ctrip, Manbang, Alibaba down at least 1.52% [1] - However, some Chinese stocks like XPeng rose by 1.39%, Century Interconnect by 2.20%, and Bilibili by 5.37% [1]

Market Expectations & Fed Policy - The market anticipates the Fed will cut rates, pricing in a near certainty for a quarter-point cut, despite limited official jobs data due to a government shutdown [1] - Some anticipate a potential for 50 basis points (0.5%) of cuts tomorrow, although this is not a widely held view [3][4] - The market is betting that job cuts will prompt Fed cuts through the end of the year, with major indices setting intraday records [2] Employment Market & Layoffs - Amazon is officially cutting 14,000 jobs, and UPS has slashed payrolls by 48,000 this year, joining other companies like Target, Meta, and Starbucks [1] - The unemployment rate is expected to increase measurably over the next couple of quarters [3] - Corporate job cuts are a concern, particularly regarding their impact on consumer spending [7] Economic Indicators & Data - The absence of a month's worth of economic data due to the shutdown makes it difficult to assess the current economic situation [5] - Regional Fed surveys offer some insight into the economy [6] - Traditional measures of the relationship between the unemployment rate and the rate of change in the unemployment rate may not be reliable in the context of AI [6] Company Specific Analysis - UPS layoffs are attributed to a reversal of the pull-forward in goods demand experienced during the pandemic [8] - Amazon's layoffs are seen as a way to maintain capital discipline and continue investing in areas with the highest potential ROI, such as Nvidia and capex spend [9] - Companies may be cutting jobs to make gains in productivity [10]

Core Insights - The recent job cuts announced by Amazon.com Inc. and United Parcel Service Inc. indicate a shift in the U.S. job market, challenging the notion of a "no-hire, no-fire" economy [1] Company-Specific Summary - Amazon.com Inc. has announced significant job cuts, reflecting broader trends in the labor market [1] - United Parcel Service Inc. also revealed job reductions, suggesting that major companies are adjusting their workforce in response to economic conditions [1] Industry Overview - The announcements from these companies may signal a potential downturn in the U.S. job market, contradicting previous expectations of stability [1] - Analysts are closely monitoring these developments as they could have implications for employment trends across various sectors [1]