作者 |第一财经 陆涵之 亚马逊在当地时间1月28日开启了新一轮裁员。 亚马逊表示，当天宣布的裁员将影响16000个职位。亚马逊将为大多数美国员工提供 90 天的内部职位寻 找机会。对于无法在亚马逊找到新职位或选择不寻找新职位的员工，亚马逊将提供过渡支持，包括遣散 费、职业介绍服务、医疗保险福利等。 2026.01.28 本文字数：1200，阅读时长大约2分钟 美国科技行业开年后迎来裁员潮。本月，Meta将裁减旗下Reality Labs部门VR相关的员工，本次裁员涉 及约1000个工作岗位，同时关闭了多家开发VR游戏的工作室。 此外，1月27日，社交媒体Pinterest表示，计划裁员近15%，并缩减办公空间，以拥抱人工智能，预计裁 员将在第三季度末完成。 微信编辑| 雨林 第一财经持续追踪财经热点。若您掌握公司动态、行业趋势、金融事件等有价值的线索，欢迎提供。专 用邮箱：bianjibu@yicai.com （注：我们会对线索进行核实。您的隐私将严格保密。） 对于本次裁员原因，亚马逊表示一直在努力通过精简层级、增强责任担当和消除官僚主义来强化组织架 构。虽然许多团队在去年10月完成了组织架构调整，但其他一 ...

This is CNBC's Morning Squawk newsletter. Subscribe here to receive future editions in your inbox.Happy Wednesday. When you work in journalism, there's a new surprising story each day. Yesterday, it was about what gold investors can learn from King Henry VIII's reign.S&P 500 futures are rising this morning after a winning day.Here are five key things investors need to know to start the trading day:1. Decisions, decisionsFederal Reserve Chair Jerome Powell speaks after a Federal Open Market Committee meeting ...

钛媒体App 1月28日消息，美股盘前要闻： 1. 美国股指期货涨跌不一，截至目前，道琼斯指数期货跌0.03%，标普500指数期货涨0.21%，纳斯达克 100指数期货涨0.85%。 2. 欧洲斯托克50指数跌0.43%，英国富时100指数跌0.51%，法国CAC40指数跌1.41%，德国DAX30指数 跌0.65%，富时意大利MIB指数跌0.95%。 3. 北京时间周四凌晨3点，美联储即将公布2026年的首份利率决议；市场普遍预期，美联储将在本周政 策会议上维持利率不变。 4. 本周四和周五，特斯拉、Meta、微软和苹果将公布财报，华尔街对"七巨头"业绩充满信心，预计整体 盈利增长率达20.3%。 5. 加密货币巨头Tether囤金140吨，是除已知的主权国家与大型银行外全球最大的黄金储备持有者。 9. 德州仪器美股盘前涨超8%，公司第四季度每股盈利1.27美元，营收44.2亿美元，略低于华尔街预期， 但对当前季度预期高于市场预期。 10. 美股存储股盘前普涨，希捷科技涨超10%，西部数据涨超8%，闪迪涨超5%，美光科技涨超4%。 11. 美国联合包裹运送服务公司（UPS）27日宣布，计划今年减少约3万个运 ...

财联社AI daily . 财联社及科创板日报旗下产品——未来已来，AI前沿，独家、深度、专业！ 科技巨头亚马逊周三宣布启动近3个月内的第二轮大规模裁员，这次将影响1.6万名白领员工。 作为背景，作为 美国第二大私营雇主 ，亚马逊截至去年三季度有约157万名员工，其中大多数在仓储物流线上工作，而企业员工 （corporate employees）约35万人。 在去年10月启动的调整中，亚马逊已经裁掉1.4万名办公室员工，再加上1月的裁员，整体的调整规 模将达到3万人。 在周三发布的公开声明中，亚马逊的人力资源高级副总裁Beth Galetti确认了"这个令人难受的消息"，并重申裁员的目的是通过"减少管理 层级、增强责任感和消除官僚作风来强化组织"。 以下文章来源于财联社AI daily ，作者史正丞 （来源：亚马逊新闻） Galetti表示，公司将努力支持所有受影响的员工，包括为大多数在美国的员工提供90天时间在公司内部寻找新岗位，海外员工的时限将根 据当地要求而异。 类似的裁员在亚马逊首席执行官安迪·贾西上任后也曾发生过。 在2022年末至2023年初的重组中，亚马逊曾一举裁掉近2.7万个白领岗 位。 贾西 ...

Core Insights - The focus of Wall Street is shifting towards "remaining performance obligations," a metric indicating future sales backlog from long-term contracts in the cloud computing sector, as companies like Microsoft and Amazon report earnings [1][2] - The surge in long-term commitments from AI companies to cloud service providers is reshaping the competitive landscape of the cloud market, with Microsoft surpassing Amazon in new order backlog [1][3] - Concerns arise regarding the actual realization of these sales commitments, highlighted by Oracle's case where a significant increase in backlog did not translate to stock price gains due to doubts about profitability and execution [1][6] Group 1: Remaining Performance Obligations - "Remaining performance obligations" is gaining attention as a financial metric that reflects future sales from long-term contracts, particularly in the context of AI companies making substantial commitments to cloud providers [2] - Analysts note that when order backlog diverges from revenue growth, it becomes a critical indicator for investors to monitor [2] Group 2: Competitive Landscape - Amazon, while still holding the largest market share in cloud computing, has fallen behind Microsoft in terms of new order backlog since the launch of ChatGPT, with Google also emerging as a strong competitor [3] - Google's advancements in AI technology have allowed it to attract significant business from AI companies, altering the competitive dynamics in the cloud market [3] Group 3: Concerns Over Backlog Data - The data on order backlog has limitations, as different companies may have varying accounting methods, which can affect the comparability of the figures [4] - There are concerns about the reliability of these commitments, especially given past instances where companies renegotiated contracts to defer spending [4][5] Group 4: Oracle's Warning - Oracle's experience serves as a cautionary tale, where a massive increase in order backlog did not lead to positive market reactions due to skepticism about the profitability and realization of those contracts [6] - The market's response to the latest commitments from Microsoft, Amazon, and Google will be crucial in assessing investor sentiment regarding potential AI bubbles [6]

本文字数：1200，阅读时长大约2分钟 2026.01. 28 近一年来亚马逊持续裁员。去年7月，亚马逊在AWS部门裁员至少数百人。对此，亚马逊回应称公司作出了 艰难的商业决定，裁减AWS特定团队中的部分职位。同时将继续投资、招聘和优化资源，为客户提供创 新。 美国科技行业开年后迎来裁员潮。本月，Meta将裁减旗下Reality Labs部门VR相关的员工，本次裁员涉及 约1000个工作岗位，同时关闭了多家开发VR游戏的工作室。 作者 | 第一财经 陆涵之 亚马逊在当地时间1月28日开启了新一轮裁员。 亚马逊表示，当天宣布的裁员将影响16000个职位。亚马逊将为大多数美国员工提供 90 天的内部职位寻找 机会。对于无法在亚马逊找到新职位或选择不寻找新职位的员工，亚马逊将提供过渡支持，包括遣散费、职 业介绍服务、医疗保险福利等。 对于本次裁员原因，亚马逊表示一直在努力通过精简层级、增强责任担当和消除官僚主义来强化组织架构。 虽然许多团队在去年10月完成了组织架构调整，但其他一些团队直到现在才完成这项工作。 去年10月28日，亚马逊发布公告，称将进行组织架构调整，裁员规模达到1.4万职位。加上本次裁员，3个 月内 ...

对亚马逊内部员工来说，这周二本该是一个普通的工作日——但一封被"提前发送"的内部邮件，却意外 揭开了这家科技巨头新一轮裁员的真实进度。 本周二，亚马逊向部分 Amazon Web Services（AWS）云计算员工发送了一封内部邮件，内容涉及组织 调整、受影响员工以及后续安排。然而，这封邮件很快被证实是一次严重的内部沟通失误——裁员尚未 正式对外公布，部分员工却已被"提前告知"。 裁员尚未官宣，AWS 员工却被"提前通知" 根据路透社此前披露的信息，亚马逊计划从本周开始裁撤数千名企业级员工，涉及多个核心业务部门。 但截至邮件发出前，亚马逊既未对外发布裁员公告，也尚未正式通知受影响员工。 然而，周二的这封内部邮件却明显"抢跑"。 据悉，邮件由 AWS 应用 AI 解决方案高级副总裁 Colleen Aubrey 署名，内容中写道：美国、加拿大以 及哥斯达黎加的受影响员工已经被告知其岗位被裁撤——不过，这一说法随后被证实并不属实，裁员流 程显然尚未走完正式通知环节。 裁员范围或覆盖 AWS、零售、Prime Video 和 HR 多位知情人士向路透社透露，本轮裁员预计将波及多个重要业务线，包括： 不过，本周具体 ...

Core Insights - Amazon announced the elimination of 16,000 positions across its workforce, which consists of approximately 1.5 million employees globally [1][1][1] Group 1: Layoff Details - The layoffs were officially announced after an accidental email was sent to employees referencing the cuts before the formal communication [1][1] - Amazon's senior vice president of people experience and technology, Beth Galetti, confirmed the layoffs will impact around 16,000 roles but did not specify which divisions would be most affected [1][1][1] - Affected U.S.-based employees will have the opportunity to seek new positions within the company for the next 90 days [1][1] Group 2: Industry Context - The announcement of layoffs at Amazon follows similar actions by other major companies, including Nike, which laid off 775 employees, Pinterest, which cut around 15% of its workforce, and UPS, which announced 30,000 job cuts [1][1][1]

Group 1: AI Integration and Market Potential - AI has transitioned into mainstream discussions, being recognized as a core piece of economic infrastructure alongside geopolitics and security [1] - Many organizations are not utilizing AI to its full potential, leading to a "capability overhang," where the technology's capabilities exceed current business applications [2] - OpenAI's valuation is approximately $500 billion, with projected revenue growth from $6 billion in 2024 to over $20 billion in 2025, indicating significant market potential [3] Group 2: Leadership Changes and Strategic Focus - OpenAI is enhancing its finance team with the appointment of Ajmere Dale as chief accounting officer and Cynthia Gaylor as business finance officer, both bringing extensive experience [3][4] - Amazon is closing its Amazon Fresh and Amazon Go stores to refocus on growth areas, particularly expanding its Whole Foods Market brand and grocery delivery services [7][8] - The closure of Amazon's stores is part of a broader strategy to capture market share in perishable categories, where the company has historically struggled [8] Group 3: Market Trends and Economic Indicators - The price of gold has reached a new record of over $5,300, reflecting a 22.31% year-to-date increase, driven by investors seeking safe-haven assets amid a declining U.S. dollar [10] - The commentary on gold's rise suggests a narrative of relative U.S. decline, which may influence investor behavior and market dynamics [10]

It’s been a brutal week when it comes to layoffs. Most Read from Fast Company On Monday, shoe giant Nike announced it would lay off 775 employees, and on Tuesday, Pinterest announced it would lay off around 15% of its workforce. The same day, UPS announced 30,000 job cuts. Now Amazon is also joining their ranks with the announcement today of mass layoffs. Here’s what you need to know. What’s happened? On Wednesday, Amazon announced that it was eliminating 16,000 positions across its workforce. The co ...