她原本在奥克拉荷马州一家高科技公司担任电脑软件工程师，是旁人眼中光鲜稳定的科技白领。被裁 后，她决定转行成为一名电焊工。 塔比的经历，并非个例，正在美国白领群体中不断重演。自2021年4月以来，美国失业人数（720万）首 次超过职位空缺数量（718万）。经济学家将这一现象称为劳动力市场的"转折点"。 这场就业"寒冬"中，一个看似矛盾的现象愈发明显：科技巨头在大举裁员的同时，其股价和利润也在飙 升。微软、Meta和谷歌几乎都以"控制成本"为由进行裁员，但财报却呈现出另一番景象：营收、利润均 超预期，丝毫没有"断臂求生"的窘迫。 硅谷资深人力资源专家Tom Zhang博士在接受《每日经济新闻》记者（以下简称"每经记者"）采访时指 出，现在的裁员并非是企业经营出了问题，而是主动战略收缩，旨在为股东创造更高价值。 在AI的赋能下，企业正在用更少的人力成本，撬动更高的利润增长。 美国失业人数近4年半来首超空缺职位 今年5月，37岁的塔比·东尼（Tabby Toney）成为科技行业裁员潮的一员。 警报早已拉响。 当地时间9月9日，美国劳工统计局（BLS）发布的年度基准修订初步结果显示，截至今年3月的12个月 内，美国新增 ...

Group 1: Market Outlook - Philippe Laffont predicts Microsoft and Nvidia will be the largest companies globally by 2030, with market values nearing $6 trillion [1][2] - Coatue estimates Microsoft will reach a valuation of $5.7 trillion, indicating a 54% upside from its current market value of $3.7 trillion [6] - Nvidia is projected to be valued at $5.6 trillion by 2030, reflecting a 30% upside from its current market value of $4.3 trillion [6] Group 2: Microsoft Insights - Microsoft is the largest enterprise software company and the second-largest public cloud provider, leveraging its market strength to capitalize on artificial intelligence [4] - The Copilot applications have surpassed 100 million monthly active users, with rapid adoption driving further growth in related products [5] - Microsoft reported an 18% revenue increase to $76 billion in fiscal Q4 2025, with cloud services showing particularly strong growth [7] Group 3: Nvidia Insights - Nvidia holds over 80% market share in AI accelerators, with expectations to maintain this dominance despite competition [10] - The CUDA software platform provides Nvidia with a significant competitive advantage, creating an "impenetrable moat" for the company [12] - Nvidia's earnings are expected to grow at 36% annually over the next three years, supported by a similar growth forecast for AI accelerator sales [12]

Group 1 - The article discusses the author's extensive experience in the technology sector, highlighting a background of over 4 years and involvement with major companies like IBM [1] - The author has an MBA in finance and has been analyzing blue chip stocks for the past 6 years, which has provided valuable insights into the technology sector's dynamics [1] Group 2 - The article does not provide any specific investment recommendations or advice regarding the suitability of investments for particular investors [2][3] - There is a clear statement that past performance does not guarantee future results, emphasizing the uncertainty inherent in investment decisions [3]

Group 1 - The article discusses the author's extensive experience in the technology sector, highlighting a background of over 4 years with industry leaders like IBM and 6 years of covering blue chip stocks [1] - The author's MBA in finance has contributed to a deeper understanding of the technology sector, enabling better predictions of market trends and company performance [1] Group 2 - There are no disclosed positions in any mentioned companies, indicating an unbiased perspective in the analysis [2] - The article emphasizes that past performance does not guarantee future results, underscoring the importance of independent research for investors [3]

来源：环球网 【环球网科技综合报道】9月14日消息，据外媒CNBC报道，微软首席执行官萨蒂亚·纳德拉在一次员工 会议上告诉员工，在宣布几轮裁员和强制部分员工恢复线下办公后，公司需要努力缓和与员工的关系。 在这场线上会议上，一名员工要求高管谈谈公司文化中近期缺乏同理心的问题，以及微软为重新获取员 工信任而采取的措施。 纳德拉对此表示，"我非常感谢这个问题以及它背后的情感，我认为这是对我以及领导团队所有人的反 馈，因为最终，我认为我们可以做得更好，而且我们会做得更好。" 纳德拉发表上述言论之前，微软在7月裁员9000人，此前几个月也进行了小幅裁员。随后，微软表示， 从明年2月开始，居住在雷德蒙德总部附近的员工必须每周上班三天，之后还将在更大范围内推广。 （思瀚） ...

当 OpenAI 敲定与微软合作的新条款时，该公司已告知部分股东，未来几年其向微软分成的收入比例将大幅下降。 根据双方最初达成的合作协议，微软有权在 2030 年前获得该初创公司收入的 20% 。然而， OpenAI 预计到本十年末，其与商业伙伴——主要是微软，分享 的收入比例将从今年的近 20% 降至约 8% 。 这一比例差异意味着到 2030 年， OpenAI 将额外保留超过 500 亿美元的收入，这是其迫切需要的，因为公司预计在此之前将因计算能力支出创下历史新 高。 两家公司还在协商当 OpenAI 实现所谓的人工通用智能（即与人类智力相当的 AI ）时会发生什么。现有合同规定， 一旦这家初创公司证明其技术能够超越 某些财务里程碑 ，微软将失去对 OpenAI 技术的独家使用权。但微软一直在寻求修改或删除合同中的 AGI 条款。 据另一位了解谈判内情的消息人士透露，双方还在协商 OpenAI 租用微软服务器的费用金额。 虽然协议的许多细节尚未敲定，但知情人士表示，部分条款已基本达成一致。 具体而言， OpenAI 的非营利机构和微软，将各自获得新公司约三分之一的 股份。目前该公司允许员工以 5000 ...

Microsoft Corporation (NASDAQ:MSFT) is one of the stocks to invest in before they split next. On September 12, the European Commission announced that it accepted Microsoft’s proposed commitments to resolve a long-running antitrust investigation into its Teams messaging and videoconferencing app. The investigation was initiated after a complaint from Slack Technologies and one from German company Alfaview, which accused Microsoft of possibly abusive practices by tying Teams to its Office software suites. T ...

整理 | 郑丽媛 出品 | CSDN（ID：CSDNnews） 如果你是一名 50 多岁的资深工程师，刚刚从微软这样的科技巨头被裁掉，接下来的人生会是什么样 子？ 对 50 多岁的 Mody Khan 来说，现实是残酷的： 他在微软工作了 5 年、拿着六位数美元的年薪、 担任云解决方案架构师 ，但自从 去年 12 月被解雇后，已经 找了整整 9 个月的工作仍一无所获 。 高薪职位一夜清零，存款见底、房贷告急 Mody Khan 的职业轨迹本该是一条稳步上升 的曲线。2007 年，他从巴基斯坦移民到美国，最初在 2008 年金融危机中也经历过低谷，但最终还是凭借技术积累站稳了脚跟。 到了 2019 年，他以合同工身份加入微软，负责支持工作。2020 年转正后，他升任支持升级工程 师； 2021 年底更进一步，成为云解决方案架构师 ——一个收入丰厚、可以远程办公的岗位。 然而，好景不长。随着微软内部绩效考核收紧， Mody Khan 的日子变得越来越煎熬。 多位经理先 后对他的表现提出质疑，并明确表示 其 工作岌岌可危。 Mody Khan 回忆说 ， 他曾 努力 改进， 但始终觉得缺乏清晰的目标和建设性的反馈， ...

Market Overview - The Indian benchmark indices ended with weekly gains of 1.5%, led by auto stocks and supported by banks and pharma stocks [14] - Nifty closed 108.50 points or 0.43% higher at 25,114, with support from PUT writers around the 25,000 mark [14][15] - Nifty is approaching its previous swing high of 25,150, which may lead to consolidation before advancing towards the 25,250–25,500 zone [10][15] US Market Influence - Wall Street ended mixed, with the Nasdaq hitting a record high close, while the Dow 30 declined by 273.78 points or 0.59% to 45,834.20 [4][14] - The S&P 500 settled at 6,584.29, down by 3.18 points or 0.05%, and the Nasdaq Composite closed at 22,141.10, falling by 98.03 points or 0.45% [4][14] - Domestic and global markets are expected to take cues from US market performance [5] Corporate Actions - Over 230 companies have corporate actions lined up this week, including dividends, stock splits, and bonus shares [6][15] - Notable corporate actions include a 2:1 bonus issue from Godfrey Phillips India and various stock splits from companies like Kesar Enterprises and Zydus Wellness [15] IPO Activity - India's primary market will see five IPOs this week, including the largest offering from Euro Pratik Sales with an issue size of Rs 451 crore [7][15] - The IPO for Euro Pratik Sales will open on September 16 and close on September 18, with a price band of Rs 235–247 per share [7][15] - In the SME segment, public issues from TechD Cybersecurity and JD Cables will also open for bidding [8][15] Foreign Institutional Investors (FIIs) and Domestic Institutional Investors (DIIs) - On Friday, FIIs inflows stood at Rs 129.6 crore, while DIIs were net buyers at Rs 1,556 crore [9][15] - In 2025, FIIs have sold shares worth Rs 1,41,417 crore, with August sell-off at Rs 10,782 crore [9][15] Currency and Commodities - The Indian rupee recovered from all-time lows, settling higher by 9 paise at 88.26 against the US dollar [12][15] - Oil prices rose due to a Ukrainian drone attack on a Russian port, with US WTI oil contracts ending at $62.60, down by $0.23 or 0.37%, and Brent oil futures hovering near $66.99, higher by $0.51 or 0.77% [13][14][15]

Group 1 - Wahaha is planning to launch a new brand "Wawa Xiaozong" starting from the 2026 sales year to address historical compliance issues after the founder's passing [3] - Beijing Huiyuan Food and Beverage Co., Ltd. issued a statement regarding a power struggle involving false documents and disruptions to operations, leading to significant stock shortages on e-commerce platforms [6] - Anker's CTO Liu Haifeng has left the company, which is prioritizing its embodied intelligence projects this year [10] Group 2 - Tesla is facing a lawsuit alleging discrimination against U.S. citizens in favor of visa holders to reduce labor costs, with claims of over 6,000 layoffs affecting mostly American workers [13][14] - Nvidia and OpenAI are in discussions for a significant investment in the UK to enhance AI infrastructure, potentially amounting to billions [14] - xAI has laid off 500 employees from its data annotation team as part of a strategic shift towards expanding its professional AI mentor team [14] Group 3 - Guizhou Moutai has denied rumors about opening direct supply channels for its products, emphasizing that such claims are false and warning consumers to be cautious [20] - The price of Moutai's "Flying Moutai" has surged from 1,499 yuan to over 3,390 yuan, with significant profits for distributors and scalpers [22] - OpenAI is expected to generate $50 billion in revenue by reducing revenue shares with partners like Microsoft [24] Group 4 - The National Health Commission's draft national standard for pre-prepared dishes has passed expert review and will soon seek public opinion, marking a shift towards regulatory compliance in the industry [26] - China's contribution to the global open-source ecosystem for large models has reached 18.7%, ranking second after the U.S. [28]