Core Viewpoint - Amazon plans to cut up to 30,000 jobs starting this week to reduce costs and address overstaffing issues from pandemic hiring, marking its largest layoff since late 2022 [2][3]. Group 1: Layoff Details - The layoffs will affect various departments, including Human Resources (referred to internally as "People Experience and Technology"), Operations, Devices and Services, and Amazon Web Services [3]. - This round of layoffs represents nearly 10% of Amazon's total workforce of approximately 350,000 employees [2]. Group 2: Management and Strategy - CEO Andy Jassy has been advocating for workforce streamlining, including reducing the number of managers to combat what he describes as "excessive bureaucracy" [4]. - An anonymous complaint hotline was established, receiving around 1,500 feedback submissions, leading to over 450 process changes [4]. Group 3: Impact of AI - Jassy indicated that the increasing use of AI tools could lead to further layoffs, particularly in roles involving repetitive and routine tasks [5]. - Analysts suggest that Amazon's internal teams have achieved sufficient productivity improvements through AI, enabling the company to support large-scale layoffs [6]. Group 4: Industry Context - The Human Resources department may face around a 15% reduction in staff, potentially making it a significant area impacted by the layoffs [7]. - As of now, approximately 98,000 jobs have been cut across 216 tech companies in the U.S. this year, with an estimated total of 153,000 layoffs projected for 2024 [7].

Core Insights - Amazon is initiating its largest layoff in history, planning to cut up to 30,000 employees, which represents about 10% of its white-collar workforce, affecting various departments including HR, cloud computing, and advertising [1][2] - The company's automation strategy aims to achieve 75% operational automation by 2033, potentially eliminating the need to hire over 600,000 employees in the next decade [2][5] Group 1: Layoff Details - Amazon's layoffs will impact both white-collar and blue-collar positions, with the first round expected to start soon [1] - The layoffs are part of a broader trend in the tech industry, which has seen significant job cuts in 2023 due to the adoption of AI and automation technologies [8] Group 2: Automation Strategy - The internal strategy document reveals that automation could help Amazon avoid hiring over 160,000 employees by 2027, saving approximately $0.30 per package processed [2] - The company is already implementing automation in its warehouses, with a facility in Shreveport, Louisiana serving as a model for future operations [5][6] Group 3: Financial Implications - Analysts estimate that by 2027, Amazon could save up to $4 billion annually through increased automation and reduced labor costs [6] - The financial benefits of automation align with CEO Jassy's strategy to cut costs and improve efficiency under investor pressure [6] Group 4: Public Relations and Community Engagement - Amazon is preparing a public relations strategy to address potential backlash against automation, suggesting the use of softer terminology like "advanced technology" instead of "automation" [5] - The company plans to hire 250,000 employees for the upcoming holiday season, indicating a commitment to job creation in certain areas despite the layoffs [4]

Core Insights - Amazon is planning to lay off up to 30,000 corporate employees, marking one of the largest white-collar layoffs in recent technology history [1] Company Summary - The layoffs are part of a broader trend in the tech industry, where companies are reducing workforce sizes in response to economic pressures and changing market conditions [1]

一、挽救沉淀库存，激活资金流转 亚马逊运营中，Listing 下架、账号受限、标签错误等问题常导致库存陷入 "不可售" 困境。此时海外仓换标服务成为盘活资产的关键 —— 通过将 FBA 仓内 的问题库存转移至本土海外仓，更换新的 FNSKU 标签绑定新 Listing 后重新入仓，使货物重获销售资格。对退货商品而言，亚马逊不对退回货物做质量检 测，海外仓可通过换标处理，让完好商品回归销售链路，避免因标签关联旧订单而被迫弃置。数据显示，2024 年跨境电商退货率达 18.7%，其中 34% 因标 签问题导致，换标服务直接将这类库存的损失率降低 60% 以上。 二、极致成本优化，规避双重损耗 与将货物回运国内相比，海外仓换标服务的成本优势极为显著。回运需承担双向国际运费、中美关税及清关成本，总成本常超过商品残值；而本土操作仅涉 及移仓费、换标费及本地头程运费，支出可降低 70% 以上。同时，该服务能有效规避亚马逊高额仓储成本：长期滞销库存移至海外仓换标后，既节省了 FBA 超 365 天库存的 $6.9 / 立方英尺长期仓储费，又能通过重新入仓重置仓储周期。旺季前将非核心 SKU 移仓换标，更可腾出 FBA 库容 ...

来源：环球网 【环球网科技综合报道】10月28日消息，据路透社报道称，据三位知情人士透露，亚马逊计划从周二开 始裁员多达 30000 人，以削减开支。这将是亚马逊自 2022 年底开始裁员约 2.7万人以来最大规模的裁 员。 据介绍，过去两年，亚马逊一直在多个部门进行小规模裁员，包括设备、通信和播客部门。知情人士表 示，本周开始的裁员可能会影响多个部门，包括人力资源部门（即"人员体验与技术"或 PXT）、运 营、设备和服务部门以及亚马逊网络服务部门。 知情人士称亚马逊首席执行官安迪·贾西（Andy Jassy）正在采取一项举措，以减少他所说的"过度官僚 主义"，包括减少管理人员的数量。他今年早些时候表示，他设立了一条匿名投诉热线，用于识别效率 低下的问题，目前已收到约 1500 条回复，并促成了 450 多项流程变革。 贾西在 6 月份表示，人工智能工具的使用增加可能会导致进一步裁员，特别是通过自动化重复性和常规 性任务。 目前，此轮裁员的具体规模目前尚不清楚。知情人士表示，随着亚马逊财务重点的转变，裁员人数可能 会随之变化。 另据两位知情人士表示，亚马逊今年年初启动了一项计划，要求员工每周五天回到办公室上班 ...

Core Insights - A new wave of "Agentic Commerce" driven by AI is emerging, which will transform user shopping experiences and reshape the entire e-commerce competitive landscape and value chain [1] - AI agents are expected to become the primary channel for product discovery within five years, with 2026 predicted to be a significant turning point for market penetration [4] Group 1: Definition and Scope of Agentic Commerce - Agentic Commerce encompasses the entire shopping process from discovery, research, to purchase, rather than just facilitating transactions [3] - Current examples of early-stage developments in Agentic Commerce include OpenAI's "Instant Checkout," Amazon's Rufus, Walmart's Sparky, and Google's Gemini shopping tool [3] Group 2: Market Predictions - Experts predict that by the 2025 holiday shopping season, the penetration rate of Agentic Commerce could reach 20%, with a more ambitious forecast of 50% by 2026 [4] - A recent survey by Epsilon indicates that 23% of consumers plan to use AI/chatbots for shopping this holiday season, with the figure rising to 44% among Generation Z [5] Group 3: Competitive Landscape - The core battleground for this transformation is "Owning the Glass," referring to control over applications, browsers, and operating systems [6] - The rise of Agentic Commerce will significantly impact the online advertising ecosystem, shifting focus from traditional SEO to Agentic Commerce Optimization (ACO) [6] Group 4: Brand Importance - The importance of brands is expected to increase, as strong brand recognition will be crucial in influencing AI recommendations and user choices [7] - Investors need to reassess the value of companies with strong brand assets in the evolving e-commerce ecosystem [8] Group 5: Company Strategies - Amazon is currently employing a "walled garden" strategy to prevent AI agents from scraping its website data, which protects its core review and content assets [9] - Google maintains a strong position in e-commerce due to its Gemini model and extensive product catalog, actively responding to competition through integration and new protocols [9] - OpenAI, with over 800 million weekly active users and partnerships with Etsy, Shopify, and Walmart, is leveraging its first-mover advantage, while Walmart views its collaboration with OpenAI as a significant opportunity to challenge Amazon [9]

【观网财经丨智能早报 10月28日】 科创板科创成长层首批新注册公司今天上市 10月28日消息，据央视报道，从上海证券交易所了解到，首批三家新注册的科创成长层企业今天（28 日）正式登陆科创板。这距离中国证监会宣布在科创板设置科创成长层，仅仅过了4个月零10天。首批 三家新注册的科创板科创成长层企业中，有两家是生物医药领域的高新技术企业，另外一家来自半导体 材料领域，均是未盈利企业。 美股科技7巨头收涨，特斯拉涨4.3%，谷歌涨3.6%，英伟达和苹果涨超2% 当地时间周一（10月27日），美国科技股七巨头（Magnificent 7）指数涨2.40%，报208.95点，继续创历 史新高，最近三个交易日累涨4.35%。 特斯拉收涨4.31%，谷歌A涨3.6%，英伟达和苹果至多涨2.81%，Meta、微软、亚马逊至多涨1.51%。 此外，AMD收涨2.67%。 至于具体的硬件形态，"云玦科技"还在设计之中，但"不只是一款产品，而是一套产品组合。" 团队搭建方面，"云玦科技"的另一位联合创始人是齐炜祯，此前为中关村人工智能研究院大模型博士培 养方向的导师。齐炜祯曾是微软与中科大联培博士，早在2020年Prophet ...

Group 1: New Listings and Market Performance - The first three newly registered companies in the Sci-Tech Innovation Board's growth layer officially listed today, with two in the biopharmaceutical sector and one in semiconductor materials, all being unprofitable enterprises [1] - The Magnificent 7 index of major US tech stocks rose by 2.40% to 208.95 points, marking a historical high, with a cumulative increase of 4.35% over the last three trading days [1] Group 2: Company Developments - Former Alibaba executive Peng Chao has launched a new company named "Yun Jue Technology," focusing on AI wearable devices and intelligent agents [3][4] - The team includes Qi Weizhen, a former mentor at the AI research institute, who has a background in advanced AI architectures [5] Group 3: Regulatory Issues - Apple was fined €48 million (approximately $55.9 million) by a French court for unfair marketing practices related to iPhone sales, including forcing operators to pay for advertising and committing to fixed purchase quantities [6][7] Group 4: Strategic Partnerships - The US Department of Energy and AMD have established a $1 billion partnership to build two supercomputers aimed at addressing various scientific challenges, including nuclear energy and drug development [8] Group 5: Workforce Changes - Amazon plans to cut up to 30,000 corporate jobs, representing nearly 10% of its corporate workforce, as part of a cost-cutting initiative following over-hiring during the pandemic [8]

据路透社报道，亚马逊计划裁减多达30000名员工，最早可能于周二开始。此次裁员规模相当于其公司白领员工总数的约10%，为2022年以来最大规模的裁员（2.7万人），将波及人力资源、云计算和广告等业务部门。亚马逊CEO6月曾表示，AI工具的使用增加可能会导致进一步裁员，尤其是自动化重复性任务工种。 ...

Market Overview - Major U.S. indexes closed higher, with the Dow Jones Industrial Average rising 0.7% to 47,544.59, the S&P 500 climbing 1.23% to 6,875.16, and the Nasdaq advancing nearly 1.9% to 23,637.45 [1] Amazon - Amazon announced plans to cut up to 30,000 corporate jobs, marking the largest layoff in its history, aimed at streamlining operations after a hiring surge during the pandemic [2] - Amazon's stock rose by 1.23% to close at $226.97, reaching an intraday high of $228.40 and a low of $225.54, with a 52-week range between $161.43 and $242.52 [1] SoFi Technologies Inc. - SoFi's shares surged 3.41% to close at $30, hitting a high of $30.20 and a low of $29.27, trading near its 52-week high of $30.30, with a low of $8.62 [3] - SoFi is set to release its third-quarter earnings on Tuesday after market close, with expectations of $0.08 per share on $689 million in revenue [3] Hyperscale Data Inc. - Hyperscale Data's stock soared 24.48% to $0.50, with an intraday high of $0.50 and a low of $0.40, and in after-hours trading, the stock shot up 33.7% to $0.67 [4] - The company announced the upgrade of its Bitcoin mining fleet with 1,000 new Bitmain Antminer S21+ units, enhancing its Michigan data center capabilities [5] Celestica Inc. - Celestica's shares increased by 1.75% to $301.82, with a high of $314.29 and a low of $301.69, and in after-hours trading, the stock rose 10% to $332 [6] - Celestica reported strong third-quarter earnings, beating expectations with $1.58 per share and raising its fiscal 2025 outlook, with quarterly revenue at $3.19 billion, exceeding the Street estimate of $3.01 billion [6] Qualcomm Technologies Inc. - Qualcomm's stock jumped 11.09% to close at $187.68, reaching a high of $205.95 and a low of $168.82, with a 52-week range of $120.80 to $205.95 [7] - The company unveiled its new AI chips, the AI200 and AI250, designed for data centers, enhancing its position in the AI technology market [7]