格隆汇1月27日｜1. 美国三大股指期货涨跌不一，纳指期货涨0.63%，标普500指数期货涨0.25%，道指 期货跌0.44%。 11. 阿里正式发布旗舰推理模型Qwen3-Max-Thinking，主动性更强、擅长逻辑推理。 12. 小鹏汽车顾宏地：预计今年将实现"非常强劲"的增长，海外市场销售增速或超国内。 2. 欧股主要指数涨跌不一，德国DAX指数跌0.09%，英国富时100指数涨0.35%，法国CAC指数涨 0.37%，欧洲斯托克50指数涨0.28%。 3. 美联储传声筒：美联储官员预计本周将暂停降息，恢复降息的路径尚不明确。 4. 美国政府提议明年将联邦医疗保险(Medicare)私人计划的支付费率维持在当前水平，远低于预期。 5. 据报三星电子、SK海力士与苹果谈判，大幅提高iPhone所用LPDDR内存价格，涨幅高达100%。 6. 欧盟启动两项合规程序，以督促谷歌履行其在《数字市场法》下的义务。 7. 微软获批在美国威斯康星州增建15个数据中心。 8. 美光科技加码投资240亿美元在新加坡扩产，以应对AI芯片短缺。 9. 新思科技CEO预期存储器芯片价格上涨及短缺将持续到2027年。 10. ...

这一裁员动作是耐克现任首席执行官埃利奥特·希尔(Elliott Hill)自上任以来所推行的"Win Now(即刻 赢)"转型战略的延续。在此之前，耐克已经历多轮组织架构调整，包括2024年初裁员约1600人以及2025 年8月针对总部非业务部门的微调。 智通财经获悉，据知情人士透露，耐克(NKE.US)计划在其配送中心裁减 775 个岗位，旨在精简供应链 布局并加速自动化应用。 此次裁员与去年夏天宣布的裁减 1000 个公司职位相互独立。耐克在一份媒体声明中证实，此次裁员主 要影响其美国分销业务，旨在降低复杂性、提升灵活性，并打造更具响应力、韧性、尽责且高效的运营 体系。 声明称："我们正在采取措施强化并精简运营，以便更快行动、以更严格的纪律开展业务，并更好地服 务运动员和消费者。"耐克在声明中表示，"我们正在重塑供应链布局，加速先进技术与自动化的应用， 并投资于团队未来所需的技能。" 耐克首席执行官埃利奥特·希尔(Elliott Hill)为这家运动服饰与鞋类巨头设定了总体目标：让公司重回长 期盈利增长轨道。希尔于 2024 年 10 月 14 日重返耐克，出任总裁兼首席执行官。 2026 年初以来，耐克 ...

这一裁员动作是耐克现任首席执行官埃利奥特·希尔(Elliott Hill)自上任以来所推行的"Win Now(即刻 赢)"转型战略的延续。在此之前，耐克已经历多轮组织架构调整，包括2024年初裁员约1600人以及2025 年8月针对总部非业务部门的微调。 分析认为，早前过度向"直面消费者"(DTC)模式倾斜导致了物流设施和人力资本的扩张过快，而当前的 策略则转向重塑批发渠道与直营业务的平衡，利用人工智能和机器人技术提升现有配送资产的效能。 从财务背景来看，耐克目前面临着错综复杂的市场环境。受大中华区销售疲软以及部分核心品类市场份 额被竞品蚕食的影响，公司毛利率在2026财年第二季度连续下滑，急需通过更具竞争力的成本结构来支 撑长期盈利增长目标。 随着亚马逊(AMZN.US)和联合包裹(UPS.US)等行业巨头纷纷加大对仓储机器人的投入，耐克此次向自 动化转型的决策被视为行业加速技术替代人工趋势的又一典型案例，反映出零售巨头在数字化转型深水 区寻求突破的迫切需求。 智通财经APP获悉，据知情人士透露，耐克(NKE.US)计划在其配送中心裁减 775 个岗位，旨在精简供 应链布局并加速自动化应用。 此次裁员与去年 ...

Core Viewpoint - Nike plans to cut 775 employees primarily from its distribution centers in Tennessee and Mississippi to enhance operational efficiency and improve growth and margins [1][2] Group 1: Operational Changes - The layoffs are part of Nike's strategy to accelerate the use of automation in its distribution operations [1][2] - The company aims to strengthen and streamline operations to better serve athletes and consumers, focusing on advanced technology and automation [3] - Nike's distribution centers and staff expanded under former CEO John Donahoe's direct-to-consumer strategy, but current CEO Elliott Hill is shifting back to wholesale partnerships [3] Group 2: Recent Layoffs and Financial Performance - Last summer, Nike cut 1,000 corporate jobs, which was less than 1% of its corporate staff, following a previous layoff of over 1,500 jobs in February 2024 [4][5] - Nike's Direct sales were down 12% and consolidated digital sales down 15%, while wholesale sales experienced a more muted decline [4] - The company is repositioning its digital strategy by reducing promotional days and markdown rates, shifting closeout liquidation to factory stores [4]

Nike Inc. is laying off about 775 workers at distribution centers as the sportswear company integrates automation into its operations, according to a person familiar with the matter. The consolidation of operations at US distribution centers will impact workers in Tennessee and Mississippi, the person said. In a statement, Nike said it's “accelerating the use of advanced technology and automation, and investing in the skills our teams need for the future.” The company is looking to “reduce complexity, impro ...

Core Viewpoint - Nike is consolidating its US distribution center operations, resulting in the layoff of 775 employees in Tennessee and Mississippi as part of a strategy to streamline operations and enhance efficiency [1][2]. Group 1: Job Cuts and Operational Changes - The company plans to cut 775 jobs to sharpen its supply chain footprint and accelerate the use of advanced technology and automation [1]. - This move is part of CEO Elliott Hill's "win now" strategy aimed at returning Nike's revenue to growth after facing challenges such as declining sales and increased competition [2]. - Previous workforce reductions included a 1% cut in corporate staff in 2025 and a shake-up in senior leadership, eliminating roles such as chief technology officer and chief commercial officer [3]. Group 2: Future Outlook and AI Concerns - Nike expects these job cuts to support its path back to long-term, profitable growth [4]. - The company is responding to growing concerns about AI potentially replacing human workers, as seen in workforce reductions by other companies like HP and Amazon [4]. - A study from MIT indicates that AI's skills overlap with over 11.7% of the US labor market, highlighting the broader implications of automation in the workforce [4].

Nike Inc. plans to lay off around 775 people in an effort to make its warehouse and distribution network faster and more automated. ...

Group 1 - Nike plans to cut nearly 800 jobs, specifically 775 positions, primarily affecting distribution centers in Tennessee and Mississippi as part of an automation initiative [1][5] - The company aims to strengthen and streamline operations to enhance speed, discipline, and service to athletes and consumers, focusing on advanced technology and automation [2][5] - These layoffs are part of a broader strategy to reduce complexity and improve operational efficiency, contributing to long-term profitable growth and improved EBIT margins [5] Group 2 - Nike's recent job cuts follow a previous announcement in August 2022 to reduce less than 1% of its corporate workforce, and a planned cut of 2% of its workforce, equating to over 1,600 workers, in February 2024 [6] - Under CEO Elliott Hill's leadership, Nike is investing in its running shoe and sneaker lines to regain market share lost to competitors, despite facing challenges such as declining gross margins and poor sales in China [9] - The company's stock closed at $64.99, reflecting a 2% increase year to date [9]

The layoffs, which amount to about 1% of Nike's overall workforce, are part of the company's efforts to strengthen and streamline operations. ...

耐克公司为了提升利润和加速" 自动化"，计划裁减775个岗位。据悉，此次裁员主要影响田纳西州和密 西西比州分销中心的岗位。耐克表示裁员旨在"降低复杂性、提高灵活性"。 ...