2025.07. 11 本文字数：1859，阅读时长大约3分钟 作者 | 第一财经 高雅 人工智能（AI）正在加速重塑全球劳动力市场。 当地时间10日，美国招聘平台Indeed及员工评价网站Glassdoor宣布，为应对人工智能带来的产业 变革，将裁减约1300个职位，占集团员工总数的6%。微软首席商业官阿尔索夫（Judson Althoff） 称，AI已承担35%的产品代码编写工作，显著加快了产品开发周期。 美国威达信集团（Marsh McLennan）中国首席执行官李兆琦对第一财经记者表示，多项研究表 明，人工智能可能影响30%-50%的现有工作岗位。虽然技术革新会创造新的就业机会，但从历史经 验来看，岗位替代效应往往超过创造效应。但她同时强调，AI也催生了网络安全等新兴职业领域， 更重要的是，战略决策和价值判断等需要人类智慧的工作仍具有不可替代性。 这些大厂高管怎么看 越来越多的科技巨头企业高管警告，AI的应用将对白领岗位产生冲击。 客户关系管理软件提供商Salesforce公司表示，其30%的内部工作已交由人工智能处理，这直接减 少了相关岗位的招聘需求。 本月初，微软确认启动今年第三轮裁员计划，预计将 ...

在个性化人工智能助理领域获胜对 Meta 来说意义重大，尤其是因为它拥有来自其所有资产的社 交数据以及可能成为未来几年人工智能形式因素的 AR/VR 眼镜的领先地位，可能会威胁到苹果 占据主导地位的移动平台。 为了实现上述愿景，扎克伯格愿意为此付出一切。 但在对Meta过度投资/投资不足的争论之前，不要忘记，Meta 的核心人工智能努力已经促进了 其应用系列部门的盈利能力的增长，因此，它可以作为公司支出计划的理由，特别是在其运营和 自由现金流继续扩大的情况下。 展望未来，投资者将在即将召开的第二季度收益电话会议 上寻求指导， 了解管理层计划如何在 新的超级智能团队的领导下加速收入增长。 随着预期收入和盈利预测 上调 ，Meta 现在需要超越这些预测，以保持当前的投资者乐观水平， 同时确保其运营和自由现金流不会受到打击。 这其中涉及很多事情。 作 者丨 Amrita Roy 编译 | 华尔街大事件 在过去的几个月里，Meta（NASDAQ：META）大举投资， 向人工智能公司 Scale AI（一家数 据标记引擎） 投资 143 亿美元，同时以高额 薪酬 从 OpenAI、谷歌和苹果挖角，组建"超级智 能"团队 ...

There are a number of companies that are well positioned to deliver solid revenue and earnings growth over the next several years.Here are five monster stocks to buy right now and hold for the next five years or more. 1. AmazonWhile Amazon (AMZN -0.13%) is a leader in e-commerce and cloud computing, what it is doing behind the scenes is the best reason to own the stock. At its cloud computing division, the company is helping customers customize, build, and deploy their own artificial intelligence (AI) model ...

Core Viewpoint - Apple has lost its title as the world's largest company to Nvidia and Microsoft, and its lack of innovative products and AI strategy may lead to further declines in market capitalization [1][4][7] Group 1: Apple's Current Position - Apple's revenue growth has stagnated post-COVID, failing to achieve meaningful increases [4] - The company has not introduced any groundbreaking technologies recently, with its AI initiatives underperforming and new iPhones lacking significant features [7] - Current expectations suggest mid-single-digit revenue growth for Apple, contrasting sharply with competitors [7] Group 2: Competitors' Growth Potential - Meta Platforms and Alphabet are growing at two to three times the rate of Apple, with strong investments in AI supporting their growth [9] - Amazon's profits are increasing rapidly due to high-margin businesses like AWS, despite its revenue growth being similar to Apple's [10] Group 3: Earnings and Valuation Comparisons - All three competitors—Meta, Alphabet, and Amazon—are growing earnings at a faster pace than Apple, which is crucial for mature businesses [12] - Alphabet could surpass Apple in valuation if both were to trade at the same earnings multiple, given Alphabet's superior recent performance [14] - Meta's earnings growth, even if it slows, could lead to a larger net income than Apple's in five years, assuming current trends continue [15] - Amazon's higher valuation is justified by its rapid earnings growth, and it could still maintain a comparable valuation to Meta even with a slowdown [16] Group 4: Investment Recommendations - The three companies—Meta, Alphabet, and Amazon—are viewed as strong investment opportunities, while Apple is considered a slow-growing and expensive stock [17]

7 月 3 日，由 Meta 主办的年度业务消息盛会 Conversations 2025 首次在中国落地，于深圳举行。本次大 会以"开启对话，连接世界"为主题，聚焦 WhatsApp、Messenger 和 Instagram 三大核心产品生态在全球 商业拓展中的实践路径与未来趋势，吸引了众多来自技术、品牌、电商等行业的头部代表共聚一堂，围 绕"对话驱动全球业务增长"展开深度交流。Meta 公司首席执行官马克·扎克伯格亦通过视频，向与会嘉 宾分享自己的"对话与增长"战略思路。 作为全球领先的跨境电商独立站 SaaS 平台，店匠科技(Shoplazza)受邀参与峰会，并出席主题圆桌讨论 环节。店匠科技中国区商务负责人张扬与阿里云资深产品设计师徐涛一同，探讨如何借助消息链路，构 建高效、智能的品牌出海新路径。 围绕"对话即服务"的应用场景，张扬分享了店匠商户在实践中的三大关键成效：转化率、连带率与复购 率全面提升。 "我们服务的商户涵盖家具、美妆、时尚、美瞳等多个类目，这些高客单价或高度个性化的品类往往需 要更强的消费者沟通与品牌信任。"张扬介绍道，"即时的深度沟通让商家更高效地理解用户需求，推动 转化在短时间 ...

Group 1 - Meta has offered over $200 million annual salary to Ruoming Pang, a prominent AI/ML expert from Apple, to strengthen its newly established "Superintelligence Labs" [4][8] - The compensation package for Pang exceeds Apple's CEO Tim Cook's salary of $74.6 million and approaches the earnings of sports stars like Cristiano Ronaldo and Stephen Curry [4] - The majority of Pang's compensation is structured as stock options, signing bonuses, and performance-based incentives, requiring years of service and achievement of Meta's market value growth targets to unlock [4] Group 2 - Microsoft has laid off 15,000 employees, including 9,000 in its third round of layoffs, as part of a cost-cutting strategy amid a significant increase in AI infrastructure investment [5][7] - The layoffs reflect a broader trend in the tech industry, where companies are restructuring to focus resources on AI, with Amazon cutting 27,000 jobs and other firms like Google and IBM also reducing staff [7] - The shift towards AI is leading to the replacement of traditional IT roles, as seen in Microsoft's layoffs where 40% of the affected positions were software engineers, indicating a significant transformation in the workforce [5][7] Group 3 - Meta's recruitment of Pang is part of a larger strategy to enhance its capabilities in large language models and intelligent assistants, addressing concerns about its AI progress compared to competitors [9] - Apple is reportedly considering abandoning its in-house large language model development in favor of technologies from Anthropic or OpenAI due to slow internal progress, leading to the exit of several key AI engineers [9] - The competition for AI talent is intensifying, with Meta actively recruiting from leading tech firms to fill gaps in its AI research and development [9]

这次，最高薪酬纪录被刷新，从1亿美金直接飙升至超2亿美金！ 他便是——庞若鸣，前苹果AI/ML基础模型团队负责人。 来源丨 新智元（ID：AI_era） 编辑丨桃子 余家辉之外，硅谷一夜之间，又诞生了一位华人AI巨星。 公开资料显示，庞若鸣本科毕业于上交大，主攻计算机科学。随后，他在南加州大学、普林斯顿大学 完成了硕博学位。 值得一提的是，他高中曾就读于上海市重点中学——向明中学。 这个薪酬，是苹果给不起的。毕竟，CEO库克的年薪也才7460万美元。 这个华人学者究竟有着什么样的魅力，能够让小扎亲自下场挖人，并开出如此巨薪？ 上交大毕业，掌舵苹果大模型团队 毕业后，庞若鸣便加入了谷歌，担任了15年的首席软件工程师。 在谷歌期间，他曾参与了Bigtable索引结构化搜索与ZipIt项目，这项成果最终被谷歌内部1000+项目 采用。 随后，他又联手Abhishek Parmar、Zhifeng Chen于2012年联合创立了谷歌全球一致性授权系统 Zanzibar。 2014-2017年间，作为唯一负责人，庞若鸣带领团队将该系统可靠性提升至99.999%。 2017年之后，他又转战「大脑应用研究」，领导了Goog ...

金十图示：2025年07月11日（周五）全球富豪榜 | 排名 | 名字 | 身价(美元) | 身价变化 | 公司 | | --- | --- | --- | --- | --- | | | 埃隆·马斯克 | 4021亿 | ↑ 79亿 2.0% | | | 2 | 拉里·埃里森 | 2795亿 | + -3.05亿 -0.11% | 甲骨文 | | | 马克·扎克伯格 | 2509亿 | + - 19/Z - 0.75% | Meta | | 4 | 杰夫·贝佐斯 | 2357亿 | + -2.54亿 -0.11% | 亚马逊 | | 5 | 贝尔纳·阿尔诺家族 | 1557 1557 C | 1 49亿 3.25% | LVMH | | 6 | 拉里·佩奇 | 1469亿 | ↑ 7.92亿 0.54% | 谷歌 | | 7 | 沃伦·巴菲特 | 1433亿 | + -4.75亿 -0.33% | 伯克希尔哈撒韦 | | 8 | 黄仁勋 | 1429亿 | ↑ 11亿 0.74% | 英伟达 | | 9 | 史蒂夫·鲍尔默 | 1422亿 | 4-4.52亿 -0.32% | 微软 | | 10 | 谢尔盖 ...

Core Viewpoint - Meta's aggressive recruitment strategy in the AI sector has raised questions about its sustainability and the potential impact on company culture and performance [2][24]. Group 1: Recruitment and Team Structure - Meta has made headlines by offering exorbitant salaries, reportedly up to $200 million for key talent, to attract AI experts from competitors like OpenAI and Apple [3][4]. - The newly formed Meta Superintelligence Labs (MSL), led by Alexandr Wang, is a focal point of interest regarding its operational structure and research direction [5]. - There is a significant internal restructuring, with high-level executives being allowed to recruit their own teams, which may lead to internal competition and integration challenges [21][22]. Group 2: Internal Dynamics and Culture - Concerns have been raised about the impact of these changes on Meta's corporate culture, with reports of a "fear culture" emerging due to performance evaluations and ongoing layoffs [24]. - A lack of clear vision and strategic confusion has been noted, particularly within the Llama team, where many employees are unclear about the company's goals [24]. - The retention rate of top talent recruited from other companies is low, indicating potential issues with employee satisfaction and organizational stability [24]. Group 3: Research Focus and Distinctions - The Fundamental AI Research (FAIR) division operates independently from the GenAI and MSL teams, focusing on long-term foundational research rather than product development [8][16]. - The Llama team, initially part of FAIR, has been transitioned to the GenAI product group following the success of Llama1, highlighting the distinction between exploratory research and product-oriented development [15][16]. - The controversy surrounding the Llama 4 model, including allegations of "ranking cheating," has raised questions about Meta's technical reputation and credibility in the AI field [24].

据市值排行网"CompaniesMarketCap"数据，7月11日，比特币总市值已超越谷歌，成为全球第六大资 产。同时，黄金依旧占据第一，白银则反超了Meta。(观察者网) ...