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UPS Under $100: Your Last Chance to Buy?
Yahoo Finance· 2025-12-19 23:50
Key Points UPS surged higher after a well-received earnings release in October, and has continued to climb higher throughout the holiday season. Now trading at around $100 per share, you may be wondering whether now is the time to buy. While investor optimism about UPS has been on the rise lately, concerns about its growth prospects and the sustainability of its high dividend could renew as 2026 unfolds. 10 stocks we like better than United Parcel Service › The holiday shopping season is a busy ...
No ‘Intelligence or Emotional Stability’ Required: Warren Buffett Warns Short-Term Markets Are a ‘Voting Machine,’ But Eventually Reflect Reality
Yahoo Finance· 2025-12-19 16:54
That principle remains highly relevant in modern markets. Periods of rapid innovation, shifting interest rates, and concentrated enthusiasm, such as recent surges in artificial intelligence and other thematic trades, have heightened concerns about speculative excess. At the same time, a number of established companies with strong cash generation, global brands, or entrenched platforms have seen their share prices stagnate or decline due to cyclical pressures, margin concerns, or changing investor preference ...
人工智能引发的裁员潮才刚刚开始
财富FORTUNE· 2025-12-19 13:05
Core Insights - The article discusses the impact of AI on employment, highlighting a significant reduction in job vacancies in the U.S. from approximately 12.1 million to about 7.7 million, a decline of about 36% since early 2022, coinciding with a 48% total return of the S&P 500 index [1] - It suggests that companies are beginning to view AI not just as a productivity tool but as a strategic lever for workforce restructuring, with a report indicating that by 2026, large enterprises will increasingly adopt this perspective [1] Employment Trends - Major companies like UPS, Amazon, and Verizon have announced significant layoffs, with UPS cutting 48,000 jobs, Amazon reducing 14,000 positions, and Verizon planning to lay off 15,000 employees, indicating that AI is becoming a factor in these decisions [2] - A World Economic Forum survey found that 41% of global companies expect to reduce their workforce due to the rise of AI in the next five years, with layoffs also being justified by slower hiring practices [2] Post-Pandemic Adjustments - Not all layoffs or hiring slowdowns are driven by AI; some reflect broader economic cooling after a post-pandemic hiring surge, while others aim to create a more flexible workforce [4] - Companies are increasingly using layoffs as a means to accelerate employee adaptation to AI rather than solely focusing on employee retraining [4] Future Trends - By 2026, organizations are expected to adopt a more skills-based approach, with high "skills readiness" companies being 12 times more likely to offer training and 6 times more likely to categorize employee skills [5] - Companies are shifting their focus from "how many employees do we need?" to "what work needs to be done and who (or what) is capable of doing it?" [5] AI as a Collaborative Partner - The concept of personal AI "digital twins" is anticipated to become common, where professionals have digital counterparts trained on their workflows and communication styles [6] - This evolution will require new governance, leadership development, and a shift in mindset regarding the relationship between AI and humans, emphasizing trust and collaboration [6] Workforce Flexibility - Leading companies will have more fluid and modular workforces, equipped with systems to match emerging work demands with available capabilities, akin to managing a supply chain [6] - Successful organizations will embrace a dynamic workforce, viewing skills as the operational backbone and AI as a trusted collaborator, ensuring that human elements driving growth and innovation are not sacrificed [7]
美国:AI工具助力识别欺诈退货,为零售商减损
Sou Hu Cai Jing· 2025-12-19 08:20
在美国加州瓦伦西亚的一家退货处理中心,机器人正穿梭运送货物,工人忙碌分拣,应对一年中最繁忙的退货潮。这里是联合包裹运送服务 公司旗下企业"无忧退货"的枢纽之一,近期开始测试一个名为"退货透视"的AI工具,该工具能在退货发起时评估风险,标记可疑订单。在退 货中心,高风险包裹会被人工拆检拍照,AI系统会将照片与商家官方产品图进行比对。工作人员称,AI能发现人眼难以察觉的细微差别, 为识别"高度仿真"的欺诈提供关键支持。 (央视财经《正点财经》)目前,正值欧美的假日购物季,零售业在销售业绩大涨的同时会遭遇"退货潮",其中夹杂着大量欺诈退货。针对 这一问题,联合包裹运送服务公司(UPS)旗下企业近期引入了AI技术,在退货处理中精准打击"调包"等欺诈行为。 据行业报告估算,2025年美国零售退货额约为8500亿美元,其中约9%为欺诈性退货。仅此一项,零售商一年损失就超过760亿美元。"无忧 退货"公司表示,他们的"退货透视"工具已经开始为一些服装品牌提供服务,目前约有1%的退货被标记为高风险,其中约10%最终被确认为 欺诈。 转载请注明央视财经 编辑:孙艺璇 美国"无忧退货"公司首席执行官 大卫·索比:目前零售商承受着 ...
UPS Is Cheap For A Reason, But Might Still Be Undervalued (NYSE:UPS)
Seeking Alpha· 2025-12-19 06:17
Group 1 - The article highlights that United Parcel Service, Inc. (UPS) is among the worst-performing stocks in the S&P 500 as fiscal 2025 approaches [1] - The analysis focuses on high-quality companies that can outperform the market over the long term due to competitive advantages and high defensibility [1] - The research is concentrated on European and North American companies, without restrictions on market capitalization, covering both large-cap and small-cap firms [1] Group 2 - The author has an academic background in sociology, holding a Master's Degree with an emphasis on organizational and economic sociology, and a Bachelor's Degree in Sociology and History [1]
美国超大件物流哪家靠谱
Sou Hu Cai Jing· 2025-12-18 02:38
这是(晴晖国际物流-双清包税到门)整理的信息,希望能帮助到大家 在考虑运输大型物品时,例如家具、健身器材、商业设备或整屋搬迁的行李,普通的快递服务往往难以胜任。超大件物流因其在尺寸、重量和操作复杂性上 的特殊性,需要专门的服务商来处理。这类物流不仅涉及简单的点对点运输,更涵盖了专业的包装、安全的装卸、可能的仓储以及灵活的最后一公里配送方 案。在美国市场,有几家服务商在这一领域较为活跃,各自形成了不同的服务特点。 *运作模式:它们主要利用其庞大的零担货运网络。当您的货物不足以装满一整辆卡车时,您的货物会与其他客户的货物共享一辆卡车,按照路线进行集散 分拨。这对于单件或几件大型物品来说是常见的选择。 *优势点:创新的优势在于网络的可靠性和标准化。它们拥有密集的终端网络、专业的车队和跟踪系统,运输状态的可视化程度通常较高。对于有规律性商 业运输需求的企业客户来说,整合在熟悉的FedEx或UPS账户体系内也比较方便。 要评估这些服务商是否靠谱,不能仅看价格或广告,而需要从多个维度进行综合比较。普通的小包裹快递,如常见的文件或电商小件,其流程高度标准化, 对网络密度和分拣速度要求极高。而超大件物流则更像一个定制化项目, ...
UPS: 6.5% Dividend, Cost Cuts, And 2026 Earnings Recovery; Reiterate Buy
Seeking Alpha· 2025-12-17 16:43
Core Insights - UPS has experienced significant changes in recent months, with its shares facing pressure due to increased competition in the Air Freight and Logistics sector and challenges with USPS [1] Company Overview - UPS is a prominent player in the Industrials sector, particularly in Air Freight and Logistics, which has seen rising competition impacting its stock performance [1] Market Dynamics - The company has been under pressure for years, indicating a challenging market environment that includes competition and operational difficulties [1]
Holiday shipping deadlines: Key FedEx, UPS and USPS dates you need to know
Fox Business· 2025-12-16 20:11
While Christmas is nearly a week away, there is still time to get packages shipped to arrive on time before the holiday. However, those shipping deadlines are rapidly approaching. Each year, the major package delivery carriers post the deadlines that a package or mail needs to be shipped out to arrive by Christmas Eve. The deadlines vary depending on the specific shipping method. With the deluge of packages expected during the holidays, UPS tried to encourage shoppers in September to shop and ship packag ...
New York Sues UPS, Alleging Persistent Underpayment of Seasonal Workers
PYMNTS.com· 2025-12-15 23:53
Core Viewpoint - The New York State Office of the Attorney General has filed a lawsuit against UPS, alleging the company underpaid seasonal workers by requiring off-the-clock work and manipulating timekeeping systems [1][3]. Group 1: Allegations Against UPS - The lawsuit claims UPS has a pattern of underpaying temporary workers, including driver helpers and seasonal support drivers, particularly during the holiday season [3]. - Allegations include not compensating workers for time spent traveling, watching training videos, returning undelivered packages, and handing in equipment [4]. - The complaint states UPS delayed clock-ins until the first package was scanned or delivered, automatically deducted meal breaks, and edited timesheets to reduce paid hours [5][6]. Group 2: Company Response - UPS has denied the allegations, asserting that it provides industry-leading pay and benefits to its employees in New York and complies with applicable laws [4]. - The company acknowledged awareness of the lawsuit but maintains that the claims are unfounded [3][4]. Group 3: Broader Context - In October, it was reported that UPS is increasing its use of gig delivery drivers to manage surges in package volume throughout the year, in addition to their traditional use during the holiday season [7].
X @The Wall Street Journal
The Wall Street Journal· 2025-12-15 19:43
Legal Issues - United Parcel Service面临诉讼,被指控少付数千名季节性送货工人的工资 [1]