Core Viewpoint - Amazon has announced a significant layoff of approximately 16,000 corporate positions, marking the second round of large-scale layoffs since October of the previous year, totaling around 30,000 positions in three months, which represents about 10% of its corporate and tech workforce [1][3][4] Group 1: Layoff Details - The layoffs are part of a broader strategy to streamline management layers and enhance accountability within the organization, as stated by Amazon's Senior Vice President Beth Galetti [1][4] - Affected employees in the U.S. will receive a 90-day transition period to find new roles, and those who do not secure a new position will receive severance pay and benefits [1][4] - The layoffs primarily affect white-collar positions across key sectors such as Amazon Web Services (AWS), retail, Prime Video, and human resources [5][6] Group 2: Financial Implications - Amazon's Q3 2025 financial report indicates that the company has incurred $1.8 billion in special expenses related to the layoffs, which is a significant financial burden [4] - The company's Q3 net sales increased by 13% year-over-year to $180.2 billion, exceeding market expectations, while net profit reached $21.2 billion, showing a nearly 40% increase [7][8] - AWS revenue grew by 20% year-over-year to $33 billion, marking the strongest growth since 2022, highlighting the importance of this segment in Amazon's overall strategy [7] Group 3: Strategic Shift - CEO Andy Jassy is focused on reshaping Amazon's corporate culture to eliminate bureaucracy and operate more efficiently, akin to a large startup [5][6] - The layoffs are seen not only as a cost-cutting measure but also as a necessary step to flatten the organizational structure and adapt to changing market conditions [5][10] - Amazon is significantly increasing its capital expenditures, raising its full-year guidance to $125 billion, with a focus on AI and data center investments, indicating a strategic pivot towards future technologies [8][9] Group 4: Industry Context - The trend of layoffs is not isolated to Amazon; the tech industry has seen approximately 700,000 layoffs over the past four years, reflecting a broader shift towards efficiency rather than growth [9][10] - Other tech giants, such as Meta and Pinterest, are also reallocating resources towards AI, indicating a collective industry movement towards optimizing operations in response to economic pressures [9][10]

Core Insights - Many corporations that expanded their workforce during the pandemic are now reducing their employee count due to economic uncertainty and the rise of AI threats [1] Group 1: Corporate Actions - Companies are slimming down their labor force as a response to the current economic climate [1] - The trend of workforce reduction is driven by the need to adapt to potential challenges posed by AI technologies [1] Group 2: Economic Context - The economic uncertainty is prompting corporations to reassess their operational strategies, leading to workforce reductions [1] - The pandemic-induced hiring spree is being reversed as companies prioritize efficiency and cost management in light of new market conditions [1]

钛媒体App 1月29日消息，根据最新公布的持股清单，挪威规模达2.2万亿美元的主权财富基金在2025年 下半年减持了美国大型科技股，包括其最大持股英伟达。到年底，负责管理该基金的挪威银行投资管理 公司已经减持了其前四大科技股，其中包括苹果、微软和Alphabet。该基金在6月底至年底期间，将英伟 达股份从其投资组合中1.32%的占比减持至1.26%，同时将其持有的微软的股份从1.35%减持至1.26%。这 两家公司仍然是该基金价值最高的五大投资之一，紧随其后的是Alphabet和亚马逊。苹果位列第二。 （广角观察） | | | June 30 Ownership | Yearend Ownership | | --- | --- | --- | --- | | | | (%) 6月30日所有权 | (%) 年末持股比例 | | Name 姓名 | Industry 行业 | (%) | (%) | | NVIDIA Corp NVIDIA 公 | Technology 技术 | 1.32 | 1.26 | | ID | | | | | Apple Inc 苹果公司 | Technology 技术 | 1.2 ...

Gold surged for a ninth straight day, breaking above $5,550 as rising geopolitical tensions and expectations of Federal Reserve easing boosted demand. Oil also advanced as concerns over Iran intensified.The precious metal rose 1.5% on Thursday, extending its rally this year to 27%. Silver climbed almost 1% to an all-time high as precious metals continued their breakneck advance. West Texas Intermediate crude oil rose to the highest level since September after President Donald Trump warned Iran to make a nuc ...

要闻提示 NEWS REMIND 1.亚马逊再裁1.6万人，网友曝北京裁员50%，整组被"一锅端" 2.马云最新发声：AI时代不要再犹豫用不用AI，应关注怎么教孩子用好AI 3.理想调整研发架构，智驾部门将被重组！郎咸朋转战机器人 4.阿童木机器人冲击港股IPO，瓜子二手车杨浩涌、深创投、联想为股东 5.裸车19.99万元，曾经一车难求的雷克萨斯ES，也开始打折卖了 6.字节禁止员工利用公司资源做号谋利 7. 马斯克宣布：ModelS和ModelX项目将终止，特斯拉预计4月推出下一代敞篷跑车 8.光刻机巨头ASML，裁员1700人！ 今日头条 HEADLINE NEWS 突发！亚马逊裁员16000人，网友曝北京裁员50%，整组被"一锅端" 1月28日消息，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。亚马逊表示，将为大多数美国员工提供90天的 内部职位寻找机会。同时，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。亚马逊也表示，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 ...

点击输入图片描述（最多30字） 点击输入图片描述（最多30字） 【鸣鸣很忙上市大涨88%】中国最大的休闲食品饮料连锁零售商——湖南鸣鸣很忙商业连锁股份有限公司在港交所主板挂 牌上市，开盘大涨88.08%，截至收盘，涨幅回落至69.06%，报400港元/股，总市值达862.04亿港元。鸣鸣很忙此次全球发 售1410.1万股H股，公开发售阶段认购倍数超过1500倍，8家基石投资者合计认购15亿港元，包括腾讯、淡马锡与贝莱德 等。公司预计净筹资30亿港元以上，发行市值约500亿港元。鸣鸣很忙旗下拥有零食很忙、赵一鸣零食两大品牌，最新数据 显示，截至2025年11月30日，鸣鸣很忙门店数达21041家。（更多内容，点击查看《两位85后卖零食，开店两万家，身价均 超200亿港元，鸣鸣很忙刚刚IPO》）（中国基金报） 点击输入图片描述（最多30字） 【英伟达员工晒年会最牛年终奖：黄仁勋亲笔签名皮衣】近日，英伟达CEO黄仁勋陆续到访上海、北京、深圳，分别参加 了三地分公司举办的新年活动。1月27日，有网友在社交媒体晒出一件黄仁勋亲笔签名的皮衣。该网友表示，自己本来想签 在胸前，结果黄仁勋直接把他翻个身按住并称"Don't ...

大家早上好！这里是今天的早报，每天早上，我都会在这里跟你聊聊昨夜今晨发生了哪些大事儿。 昨夜今晨 【美联储宣布维持基准利率不变】 当地时间1月28日，美联储最新的联邦公开市场委员会（FOMC）货币政策会议纪要显示，美联储决定将联邦 基金利率目标区间继续维持在3.5%至3.75%之间。 会议纪要显示，现有指标表明，就业增长仍处于低位，失业率已显现出趋于稳定的迹象。通胀水平仍处于较高 水平。委员会致力于实现最大就业和长期通胀率达到2%的目标。经济前景的不确定性仍然很高。委员会密切 关注其双重使命面临的风险。为支持其目标，美联储决定将联邦基金利率目标区间继续维持在3.5%至3.75%之 间。 具体表决细节显示，美联储以10票赞成、2票反对的结果，决定将基准利率维持在3.5%至3.75%区间。美联储 理事沃勒以及米兰投下反对票，主张降息25个基点。 在此次利率政策出台前，市场普遍预期美联储将在本周政策会议上维持利率不变，此前该机构已在2025下半年 连续三次降息。 【微软、特斯拉、META公布最新"成绩单"】 微软公司第二财季营收812.7亿美元，预估803.1亿美元；第二季度智能云业务营收329.1亿美元，预估32 ...

Group 1 - 31 provinces in China have announced their economic growth rates for 2025, with nearly half exceeding last year's targets. Tibet leads with a growth rate of 7%, followed by Gansu at 5.8% and Hebei and Henan at 5.6% [4] - Shenzhen Metro Group has provided an additional loan of 2.36 billion yuan to Vanke for debt repayment, with a three-year term and an interest rate of 2.34% [4] - Hang Seng Bank has officially delisted from the Hong Kong Stock Exchange, following a privatization plan by HSBC that was approved by the Hong Kong High Court [5] Group 2 - ByteDance has implemented new social media guidelines prohibiting employees from using company resources for personal profit, which is expected to significantly reduce the number of commercial accounts operated by employees [6] - Amazon announced a restructuring that will affect nearly 16,000 jobs, while continuing to recruit talent in key strategic areas [7] - Tesla plans to cease production of the Model S and Model X vehicles to focus on its "Optimus" robot production line, marking a shift towards a future based on autonomous driving [9] Group 3 - Meta reported fourth-quarter revenue of $59.89 billion, a 24% year-over-year increase, with advertising revenue also up by 24% [17] - Microsoft announced second-quarter revenue of $81.27 billion, with significant contributions from its cloud and productivity segments [17] - Tesla's fourth-quarter revenue was $24.90 billion, a 3% year-over-year decline, with net profit down 61% to $840 million [17]

Group 1 - Jack Ma emphasizes the importance of teaching children how to effectively use AI rather than debating its necessity, highlighting curiosity, imagination, and creativity as key skills for the AI era [2] - The Ma Yun Rural Teacher Program, initiated by the Jack Ma Foundation in 2015, aims to enhance rural education quality through funding and professional training, selecting 100 teachers annually for support [2] Group 2 - Hunan Mingming Henbang, China's largest snack and beverage retail chain, saw its stock surge by 88.08% upon listing on the Hong Kong Stock Exchange, closing with a market cap of HKD 86.204 billion [4] - The company issued 14.101 million H shares, with a subscription rate exceeding 1500 times, and anticipates net proceeds of over HKD 3 billion from the offering [4] Group 3 - Tesla plans to cease production of Model S and Model X vehicles to transition towards a fully autonomous future, utilizing the "Optimus" robot factory for production [8] - Elon Musk stated that this change is part of Tesla's overall shift towards automation, although support for existing Model S and Model X vehicles will continue [8] Group 4 - SoftBank is reportedly negotiating to invest up to $30 billion in OpenAI, which is seeking to raise up to $100 billion in new funding, potentially valuing the company at $830 billion [10] - OpenAI's largest shareholder, SoftBank, previously invested $22.5 billion in December, increasing its stake to approximately 11% [10] Group 5 - Meta reported Q4 revenue of $59.89 billion, a 24% year-over-year increase, with advertising revenue also rising by 24% to $58.14 billion [11] - The company expects Q1 sales to range between $53.5 billion and $56.5 billion, with a post-earnings stock increase of over 4% [11] Group 6 - Ideal Auto is restructuring its R&D framework, splitting the autonomous driving team into three main groups, with a focus on software and hardware integration [10] - The restructuring aims to enhance the efficiency of the development process and align with the company's strategic goals [10] Group 7 - Amazon announced a reduction of nearly 16,000 jobs as part of an organizational restructuring while continuing to invest in strategic areas [17] - The company aims to balance workforce adjustments with ongoing recruitment in critical functions [17] Group 8 - Longting Technology completed a new round of financing totaling 500 million yuan, with investors including national and local AI industry funds [18] - The funds will be used to accelerate product development and enhance the company's market position [18]

当地时间1月28日，据媒体援引知情人士称，马斯克正计划将SpaceX的IPO时间安排在6月中旬——正值 罕见的行星连珠现象与他的生日期间。SpaceX计划融资规模高达500亿美元，估值约1.5万亿美元，将打 破沙特阿美2019年创下的290亿美元IPO纪录。有分析称，SpaceX公司将IPO日期放在6月份的原因之 一，或许就是马斯克的生日在6月28日，这在一定程度上凸显了马斯克对SpaceX公司的个人影响。另据 知情人士透露，该公司瞄准6月中旬上市，届时木星和金星将出现三年多来首次近距离相合。 点评：SpaceX拟于六月启动巨额IPO，潜在估值创历史新高，将引发全球资本市场高度关注。 NO.3Meta第四季度营收同比增24%，盘后一度涨超11% Meta周三盘后公布财报显示，公司第四季度营收598.9亿美元，同比增长24%，预估584.2亿美元；第四 季度广告收入581.4亿美元，同比增长24%，预估567.9亿美元；第四季度每股收益8.88美元，上年同期 8.02美元；第四季度经营利润247.5亿美元，同比增长5.9%。Meta称全年资本支出将达1150亿美元至 1350亿美元，超过分析师平均预期的1106 ...