高盛拉响警报：美国就业市场惊现“裂痕”，裁员潮恐创近十年新高！

Core Insights - Goldman Sachs warns of a potential softening in the U.S. labor market as private sector data indicates a wave of layoffs across multiple industries [1][2] - The number of WARN notices, which are required for companies with over 100 employees before layoffs, has surged to the highest level since 2016, excluding pandemic peaks, indicating a significant increase in layoffs [1][2] - Major sectors driving this increase include technology, industrial goods, and food and beverage [1] Group 1 - The report highlights that the number of layoff announcements has reached levels typically seen only during economic recessions, with a notable increase in layoffs from large companies like Amazon, which plans to cut approximately 14,000 corporate positions [1][2] - Goldman Sachs economists express concern that the rising layoff signals indicate "increasingly evident signs of weakness," as workers are finding it more difficult to secure new jobs [2] - The firm notes that while initial jobless claims remain low, this may not fully reflect the deteriorating labor market, as these claims often lag behind private sector layoff statistics by about two months [2] Group 2 - Despite concerns that artificial intelligence may be driving workforce reductions, Goldman Sachs states that current evidence does not support the notion that AI is the primary cause of recent layoffs [3] - The firm acknowledges that while AI may increasingly factor into workforce decisions, there is a lack of conclusive evidence linking it directly to layoffs [3]