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超117万人被裁!
商业洞察· 2025-12-18 09:23
以下文章来源于格隆 ,作者城北徐公 格隆 . 一个游走于资本市场与佛祖之间的浪子。我可以生,可以死,我大笑,由天决定! 作者: 城北徐公 来源:格隆 ------------------------------ 2025年都快过完了,鬼故事仍然层出不穷。 12月4日,根据咨询公司Challenger, Gray & Christmas的报告: 截至11月,全美雇主累计裁掉 1170821名员工 ,较去年激增54%。 直逼2008-2009年金融危机时的惨状。 GDP还在涨,股市还在创新高,CEO们的奖金池里依然能养鲸鱼。 年景不能说不好,为什么就业市场如此惨淡? 01 多事之秋 很多人觉得"被优化"如此多,AI替代人力是最重要的原因。 AI当然是主要因素之一,但只排在第六位而已。 这个后面再说。 把这数据带入到当下的环境,属实有些荒诞。 最大的元凶其实是马斯克之前主导的DOGE部门 。 先不谈DOGE的所作所为是否正确,就目前而言,它确实将效率革命变成了失业海啸。 直接导致293753名联邦雇员及承包商失业,还连带引发私营和非营利机构20976人丢饭碗,相比 2024年翻了8倍。 这还不包括那些因"买断计划" ...
美国超117万人被裁,原因何在?
虎嗅APP· 2025-12-16 13:38
以下文章来源于格隆 ,作者城北徐公 年景不能说不好,为什么就业市场如此惨淡? 本文来自微信公众号: 格隆 ,作者:城北徐公,原文标题:《超117万人被裁!》,题图来自:AI 生成 2025年都快过完了,鬼故事仍然层出不穷。 12月4日,根据咨询公司Challenger,Gray&Christmas的报告:截至11月,全美雇主累计裁掉 1170821名员工,较去年激增54%。 直逼2008~2009年金融危机时的惨状。 把这数据带入到当下的环境,属实有些荒诞。 GDP还在涨,股市还在创新高,CEO们的奖金池里依然能养鲸鱼。 格隆 . 一个游走于资本市场与佛祖之间的浪子。我可以生,可以死,我大笑,由天决定! 这还不包括那些因"买断计划"暂时留在工资单上、实则已失去工作的雇员。 更重要的是,大量为政府提供办公用品、餐饮、清洁服务的中小企业也因此失去订单,不得不跟着裁 减。 其次,是宏观环境的影响,高成本+关税的双重绞杀。 一、多事之秋 很多人觉得"被优化"如此多,AI替代人力是最重要的原因。 AI当然是主要因素之一,但只排在第六位而已。 这个后面再说。 最大的元凶其实是马斯克之前主导的DOGE部门。 先不谈DOGE ...
HPQ Silicon Secures UN 38.3 Certification for HPQ ENDURA+ 18650 & 21700 Cells
Globenewswire· 2025-12-16 12:00
Clearing the Regulatory Gate for Global Commercial ShipmentsMONTREAL, Dec. 16, 2025 (GLOBE NEWSWIRE) -- HPQ Silicon Inc. (“HPQ” or the “Company”) (TSX-V: HPQ, OTCQB: HPQFF, FRA: O08), a technology company specializing in advanced materials innovation and the development of next-generation processes, is pleased to announce that it has obtained UN 38.3 certification for its first high-performance lithium-ion cells in the HPQ ENDURA+ line: the 18650 (4,000 mAh) and 21700 (6,000 mAh) formats developed with its ...
涨势已定,存储缺货潮下全球五大PC厂商都将涨价
3 6 Ke· 2025-12-16 07:56
12月16日,据智通财经消息,受存储缺货涨价潮影响,宏碁、华硕双双证实将上调PC产品价格。华硕 共同执行长胡书宾表示,华硕会依据市场动态变化,决定最适合的(涨价)时机,非常机动的调整产品 组合跟售价。 谈及如何应对存储成本飙升,郑孝明透露,联想采用了包括合约、期货、长期供应合同在内的多种方 式,确保内存整体供应充足。此外,联想也在囤货,关键元器件库存水平已比平常高出50%。 加入涨价队伍的还有戴尔。 据央视财经援引美媒报道,由于芯片供应紧张、价格上涨,戴尔计划于12月17日起全面提高 商用电脑售价,涨价幅度在10%-30%之间。消息人士透露,配备32GB内存的戴尔Pro和Pro Max笔记本及台式机每台将涨价130至230美元;顶配128GB内存的机型,每台价格将上涨 520至765美元。戴尔销售部门表示,去年商用客户业务销售额占比高达85%,此次涨价将覆 盖所有商用电脑客户。 对于中国区方面是否会同步涨价,智通财经向戴尔方面求证,截至发稿暂未有回应。 "还是要看通路客户和消费者情况,每家厂商进货成本不太一样,每家品牌发动(涨价)时机也不同, 但品牌商还是要适度反映(成本),这是免不了的。"胡书宾说。 而宏碁 ...
Dell and HP Are Raising Prices—And Investors Should Take Note
Investing· 2025-12-16 05:39
Group 1 - The article provides a market analysis focusing on Dell Technologies Inc and HP Inc, highlighting their performance and market trends [1] - It discusses the competitive landscape between Dell and HP, emphasizing their strategies in the technology sector [1] - The analysis includes financial metrics and projections for both companies, indicating potential growth areas and challenges [1] Group 2 - Dell Technologies is noted for its strong performance in the enterprise solutions segment, which is driving revenue growth [1] - HP Inc is highlighted for its focus on personal systems and printing, with a significant market share in these areas [1] - The article mentions the impact of global supply chain issues on both companies, affecting their operational efficiency and product availability [1]
HPQ Silicon Closed over $1.0 Million Non-Brokered Private Placement
Globenewswire· 2025-12-15 21:00
New Funding will help advance the commercialization of core technology platformsMONTREAL, Dec. 15, 2025 (GLOBE NEWSWIRE) -- HPQ Silicon Inc. (“HPQ” or the “Company”) (TSX-V: HPQ, OTCQB: HPQFF, FRA: O08), a technology company driving innovation in advanced materials and critical process development, announced that it has closed a non-brokered private placement of 6,170,442 common shares at a price of $0.1625 per share, for gross proceeds of $1,002,696.83. All securities issued under the private placement are ...
Freestyle football social media star raises close to £1m to scale ‘focus' supplement, HP-1
Businesswire· 2025-12-15 15:18
LONDON--(BUSINESS WIRE)--Social media star launches HP-1 focus supplement with £1m funding. HP-1 supports focus and performance in 'the Age of Dopamine'. ...
美股三大指数集体收跌,纳指、标普500指数跌逾1%,博通跌超11%
Ge Long Hui· 2025-12-12 22:26
Market Overview - The three major U.S. stock indices closed lower, with the Dow Jones down 0.51%, the Nasdaq down 1.69%, and the S&P 500 down 1.07% [1] - Popular tech stocks experienced declines, with Broadcom falling over 11%, Nvidia down over 3%, and Google, Microsoft, Meta, and Amazon all dropping over 1%. Tesla, however, saw an increase of over 2% [1] Sector Performance - The storage sector, cryptocurrency mining companies, and semiconductor stocks faced significant declines, with Corning down nearly 8%, Quantum down over 7%, and Micron Technology, Dell Technologies, and Logitech all dropping over 6%. AMD fell nearly 5%, Intel was down over 4%, and HP dropped over 2% [1] - The automotive manufacturing sector saw gains, with Polestar rising over 19%, Rivian up over 12%, and Toyota increasing by over 2% [1] Chinese Stocks - The Nasdaq Golden Dragon China Index fell by 0.30%. Among popular Chinese stocks, Pony.ai dropped 5.6%, WeRide fell 3.2%, and Baidu and NIO both declined over 2%. XPeng was down 1.1%, Alibaba fell 0.9%, and Pinduoduo remained flat. However, Li Auto rose 0.3%, Yum China increased by 1.8%, and New Oriental and NetEase both gained 2.1% [1]
美国ITC发布对无线通信设备及其组件的337部分终裁
人民财讯12月11日电,2025年12月10日,美国国际贸易委员会(ITC)发布公告称,对特定无线通信设备 及其组件(Certain Wireless Communication Devices and Components Thereof,调查编码:337-TA-1429)作 出337部分终裁:对本案行政法官于2025年9月29日作出的初裁(No.41)不予复审,即基于和解,终止对 列名被告美国HP,Inc.of Palo Alto,CA的调查。 ...
涨幅最高20%!戴尔、联想集体宣布涨价 开启利润保卫战
Ge Long Hui· 2025-12-11 01:35
Core Viewpoint - The recent price increase by major PC manufacturers Lenovo, Dell, and HP, with increases of 15%-20%, is primarily driven by unprecedented rises in DRAM and NAND flash memory prices, which has led to warnings from Wall Street regarding future profits and subsequent stock downgrades for these companies [1][2]. Group 1: Price Increase Reasons - The price increase is a response to a significant rise in memory chip costs, with DRAM prices soaring by 170% year-on-year, and predictions of further increases of 5%-20% for DRAM and NAND contracts by Q4 2025 [2][4]. - The cost of memory components constitutes 15%-18% of the total cost for PC manufacturers, making them highly sensitive to price fluctuations [2][4]. - The current memory price surge is attributed to a structural change in the semiconductor supply chain driven by the explosion of the AI industry, leading to a "super cycle" in memory demand [4][6]. Group 2: Market Dynamics - The collective price increase provides a rare opportunity for PC giants to raise prices without losing market share, as all major players face similar cost pressures [3][7]. - The demand from commercial clients, who prioritize reliability and total cost of ownership over initial purchase price, allows manufacturers to pass on costs more effectively [7][8]. - The end of support for Windows 10 and the rising demand for AI-capable PCs create a rigid replacement demand, further supporting the price increases [5][7]. Group 3: Competitive Landscape - The price increase marks a shift in the PC industry from a volume-driven model to a profit-centered approach, with a focus on maintaining gross margins [9][10]. - Companies like Lenovo, with a market share exceeding 25%, have positioned themselves advantageously by maintaining higher inventory levels and securing favorable contracts with suppliers [8][11]. - The price hikes are seen as a strategic move to establish pricing discipline and enhance pricing power, which is crucial for long-term profitability [10][11]. Group 4: Future Implications - The current price adjustments are expected to lead to a structural shift in the PC market, with average selling prices likely to rise rather than fall as seen in the past [10][11]. - Stable profits from core PC operations will provide the necessary cash flow for companies to transition towards higher-growth service and solution-oriented business models [11].