惠普拟全球裁员最多6000人

Core Insights - HP plans to cut 4,000 to 6,000 jobs globally by the end of October 2028 to accelerate the integration of AI technology into its core business, aiming to enhance product development efficiency and customer service experience [1][3] - The company expects to save approximately $1 billion annually from this restructuring plan, although it will incur costs of about $650 million for the implementation [3] - Despite a challenging profit outlook, HP's fourth-quarter revenue reached $14.6 billion, driven by strong demand for AI PCs, which accounted for over 30% of the company's shipments [7] Company Actions - The job cuts will primarily affect departments involved in product development and customer support, as HP seeks to embed AI deeply into these areas [2][1] - This announcement follows a previous reduction of 1,000 to 2,000 employees earlier in the year as part of an ongoing restructuring effort [7] Financial Performance - HP's adjusted earnings per share for the next fiscal year are projected to be between $2.90 and $3.20, falling short of analysts' expectations of $3.33 [3] - The company attributes some of the profit compression to additional costs from U.S. trade tariffs [3] Market Context - The rising demand for AI infrastructure has led to increased prices for memory chips like DRAM and NAND, which could impact HP's profitability [7] - Other companies are also integrating AI into their workforce restructuring, indicating a broader trend in the industry [8]