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美企大裁员转型路漫漫
Sou Hu Cai Jing· 2026-02-06 20:25
在美国弗吉尼亚州阿灵顿拍摄的电脑屏幕,上面显示亚马逊购物网站的页面。新华社记者 刘 杰摄 视频报道请扫二维码 心业务来提升抗风险能力。例如,UPS在裁员的同时,宣布将更多资源投向医疗物流、供应链解决方案等利 润率更高的板块。这实质上是企业在复杂宏观环境下的一次主动性战略收缩与业务聚焦。 有分析认为,目前整体裁员规模与疫情前相比并未异常偏高。美国劳工部数据显示,尽管裁员消息频传,但 美国失业率仍维持在4.4%的相对低位。 然而,这场结构性调整带来的"阵痛"不容忽视。当前,美国劳动力市场虽保持缓慢增长,但长期失业问题日 益凸显。数据显示,美国2025年12月的平均失业时长已延长至24.4周,远高于2022年同期的19.4周,其中失业 27周及以上的长期失业者比例为26%。高盛预计,在受AI影响最大的行业,每月净失业人数可能继续上升。 此次裁员潮折射出美国经济正试图在控制通胀与保持增长之间寻求平衡。未来美国经济的健康程度,不仅取 决于企业能否成功完成这场"瘦身健体"的转型,更取决于能否创造出足够多、具有竞争力的新岗位,以吸纳 结构调整释放的劳动力。这条转型之路注定不会平坦。(作者:孙昌岳 来源:经济日报) 此番裁员 ...
Faster Than Ever: Holiday Delivery Gains Reset the Last-Mile Bar
Yahoo Finance· 2026-02-06 16:04
Solving the last mile comes down to meeting an always-on expectation, raising the stakes for carriers and retailers alike as they race to deliver speed at scale. Nearly 65 percent of U.S. consumers say two-to-three-day delivery should be the standard for online orders, according to a November survey of 1,000 shoppers conducted by logistics technology firm Locus. More from Sourcing Journal Coming off the holiday season, supply chains are expected to (literally) put their foot on the gas: 51 percent of th ...
美国多行业掀裁员潮,民众对经济前景信心不足
Sou Hu Cai Jing· 2026-02-06 09:26
此次席卷多行业的裁员潮中,首当其冲的是电商与科技巨头亚马逊、UPS快递公司、跨国化工企业陶氏 化学公司的员工。亚马逊计划通过重组裁减1.6万个岗位,UPS宣布最多裁员3万人。Challenger公司的报 告称,这些企业宣布裁员的主要原因包括合同流失、经济状况不佳等。 "今年1月的裁员总量异常高。"Challenger公司首席营收官安迪·查伦杰分析称,"大多数裁员计划是在 2025年年底制定的,表明雇主对2026年的经济前景并不乐观。" "本届美国政府的关税政策可不是开玩笑。其政策正在将全球经济推向衰退。"德国《莱茵-内卡尔报》 评论称,美国政府"缺乏足够的能力来维系繁荣与和平,所有人都为此承受了沉重代价"。 美国财经媒体CNBC报道截图 中国青年报客户端讯(中青报·中青网记者 王梓)据美国财经媒体CNBC报道,美国职业安置咨询公司 Challenger, Gray & Christmas Inc.2月5日发布的报告显示,美国企业今年1月宣布的裁员人数达到10.8万 人,同比激增118%,创下自2009年经济衰退最严重时期以来的同期最高纪录。同时,企业招聘意向大 幅下降13%,为该公司开展相关调查以来最弱的1月 ...
Layoffs in January reach recession-era levels
Yahoo Finance· 2026-02-05 23:17
It's the first week of February, and most Americans have recovered from the holiday hangover and stopped mistakenly writing the year 2025 in dates. While we are ready to turn the page on a rollercoaster 2025 and move on to 2026, some of the negative economic trends from last year appear to be spilling over into the new year. U.S.-based employers announced 71,321 job cuts in November, according to outplacement consultancy firm Challenger, Gray, & Christmas. The number for November 2025 was 24% higher th ...
Tech Sell-Off Drags Major Indexes Lower as Job Market Woes Persist; Alphabet, Qualcomm Tumble
Stock Market News· 2026-02-05 22:07
Market Overview - U.S. equities faced a challenging day on February 5, 2026, with significant sell-offs in technology stocks and negative job market reports impacting investor sentiment [1] - The S&P 500 fell 1.2% to close at 6,798.40, marking its sixth decline in seven trading days since reaching an all-time high [2] - The Nasdaq Composite dropped 1.6% to 22,540.59, while the Dow Jones Industrial Average decreased by 1.2% to 48,908.72 [2] - Bitcoin prices fell below $64,000, reaching their lowest level since October 2024, further exacerbating the downturn [2] Major Market Movers and Corporate News - Alphabet (GOOGL) saw a decline of 0.8% despite stronger-than-expected sales, as investors were concerned about projected capital expenditures for AI infrastructure, estimated at $175 billion to $185 billion for 2026, nearly double the $91.45 billion spent in 2025 [3] - Qualcomm (QCOM) experienced an 8.5% drop due to a disappointing outlook, citing a tightening global memory shortage affecting the smartphone market [4] - Advanced Micro Devices (AMD) fell sharply by 17.3% on a weak outlook, contributing to the semiconductor sector's struggles [4] - Uber Technologies (UBER) declined by 5.2% after missing earnings expectations, while Amgen (AMGN) surged 8.2% on positive earnings results [5] - Eli Lilly (LLY) jumped 10.3% due to strong sales of its drugs, and McKesson (MCK) soared 16.5% after exceeding profit and revenue expectations [5] - Peloton Interactive (PTON) plummeted 28% after reporting weaker-than-expected results, while Estee Lauder (EL) and Snap (SNAP) retreated by 19% and 12%, respectively [6] Job Market Developments - Amazon (AMZN) announced plans to cut approximately 16,000 corporate roles, while UPS revealed 30,000 job cuts [7] - Dow (DOW) reduced its workforce by 4,500 jobs, with Home Depot (HD) and Nike (NKE) also making cuts [7] Economic Indicators - Initial jobless claims for the week ending January 31 rose to 231,000, exceeding economists' estimates [9] - U.S. employers announced over 108,000 layoffs in January, the highest for that month since 2009, with job openings falling to 6.5 million in December, the lowest since 2020 [9] - The Consumer Price Index rose 2.7% over the year in December, indicating persistent inflation despite potential interest rate cuts by the Federal Reserve [10] Upcoming Market Events - Investors are awaiting the release of January U.S. Non-Farm Payrolls, Unemployment Rate, and Average Hourly Earnings data on February 6, which will provide further insights into the labor market [8]
Could 2026 Be a Turnaround Year for UPS Stock?
Yahoo Finance· 2026-02-05 21:35
It's been a tough couple of years for logistics giant United Parcel Service (NYSE: UPS), better known as UPS. The company has been dealing with a slowdown in demand as the global economy faced challenges due to inflation. As a result, there hasn't been much growth or excitement around UPS stock. The last time the stock even generated a positive return for investors was in 2021. In the past three years, the stock price has declined by 39%, while the S&P 500 index has soared by around 67%. But with such a si ...
UPS vs. FedEx: Which Logistics Giant Looks Like the Better Long-Term Play?
Yahoo Finance· 2026-02-05 20:15
UPS (NYSE: UPS) and FedEx (NYSE: FDX) are two of the largest logistics giants that act as middlemen for global commerce. They deliver products people buy online, and with consulting giant McKinsey projecting 7%-9% annual growth through 2040 for the e-commerce industry, both companies should be busy for a while. While you will see many UPS and FedEx trucks in your lifetime, there are a few things to consider when comparing their stocks. Where to invest $1,000 right now? Our analyst team just revealed what ...
January layoffs rose to the highest level for the month since 2009
Fox Business· 2026-02-05 17:26
U.S. employers' announced job cuts surged in the month of January and hit the highest level since 2009, a new report shows. Global outplacement and executive coaching firm Challenger, Gray & Christmas found that employers announced 108,435 job cuts in January – an increase from the 49,795 cuts announced in the same month last year. Job cuts increased 205% from December, when there were 35,553 layoffs announced.This January saw the most layoffs for the month since 2009, when 241,749 cuts were announced. It w ...
金融危机以来最惨1月!裁员潮+招聘寒潮双重暴击来袭?
Jin Shi Shu Ju· 2026-02-05 14:24
尽管雇主们加紧制定裁员计划,但这一趋势尚未在官方政府数据中完全显现。 虽然周四的数据显示,截至1月31日当周,美国首次申领失业救济金人数经季节调整后总计23.1万人, 为12月初以来最高,但此次激增可能与席卷美国大部分地区的严重冬季风暴有关。长期趋势数据仍处于 2024年10月以来的最低水平。 近期,一些知名企业的裁员公告加剧了市场对劳动力市场遭受更广泛冲击的担忧。亚马逊 (Amazon)、联合包裹服务公司(UPS)和陶氏公司(DowInc.)均宣布了大规模裁员。从行业来看, 运输业1月裁员人数最多,主要受UPS计划裁员3万余人推动;科技业紧随其后,原因是亚马逊宣布裁减 1.6万个岗位(其中大部分为企业职能岗位)。 企业招聘计划同样疲软,1月招聘数量较2025年1月下降13%,较2025年12月暴跌49%。 数据显示,美国雇主1月宣布的裁员人数达108,435人,较去年同期激增118%,较2025年12月更是暴涨 205%。这一数字创下了2009年1月以来的最高纪录,彼时美国经济正处于大萧条后最严重衰退的最后几 个月。 与此同时,企业宣布的新招聘计划仅为5306人,同样创下Challenger, Gray & ...
美国就业市场迎来寒冬!企业1月裁员激增118%,创2009年大衰退以来同期新高
智通财经网· 2026-02-05 14:09
智通财经APP获悉,根据再就业公司Challenger, Gray & Christmas Inc.的数据,美国企业宣布的一月份裁员数量创下自2009年大萧条深度衰退期以来的最高纪 录。 上个月,各企业宣布裁员 108,435 人,较去年同期增加了 118%。周四发布的报告还显示,招聘意向同比下降了 13%,减至 5,306 人——这是该机构自 2009 年有记录以来最疲软的 1 月招聘数据。 自2009年以来裁员公告数量最多的一月份 该公司的首席营收官安迪·钱伦杰表示:"通常情况下,我们会在第一季度看到大量的裁员,但 1 月份的这个总数确实很高。这意味着这些计划大多是在 2025 年底制定的,预示着雇主对 2026 年的前景并不乐观。" 报告显示,合同流失、经济状况和重组是上个月宣布裁员的三大主要原因。 1 月份宣布的裁员中,近一半与三家公司有关——亚马逊(AMZN.US)、联合包裹(UPS.US)和陶氏公司(Dow Inc.)。亚马逊宣布计划在重组行动中裁减 1.6 万 个企业岗位,而 UPS 表示将裁员多达 3 万人。 化学制品制造商陶氏公司打算削减约 4,500 个职位,而 Peloton Inter ...