“永久裁员”时代来临，这个行业受冲击最严重

Core Insights - The article highlights a significant wave of layoffs in the U.S., with over 1.1 million job cuts announced by companies as of November 2025, marking a level not seen since 1993, excluding the pandemic year of 2020 [1][3][4] Group 1: Layoff Trends - The technology sector has been the hardest hit, with over 150,000 layoffs in 2025 alone, as companies adjust their workforce and accelerate automation [3][5] - Cumulatively, U.S. employers reported 1.1708 million layoffs in the first eleven months of 2025, a 54% increase compared to the same period in 2024, with November alone seeing 71,300 layoffs, the highest for that month since 2022 [3][4] - The trend has shifted from large-scale layoffs to more frequent small-scale "rolling layoffs," with the proportion of such layoffs rising from less than half in the mid-2010s to over half in 2025 [6][9] Group 2: Economic Context - The economic signals in 2025 are contradictory, with concerns about job security amid an AI bubble and rising political issues regarding affordability for lower-income workers [4][5] - Analysts predict a "rolling recession" followed by a "rolling recovery," but the current recovery appears limited to financial metrics, with continued declines in white-collar job demand [5][12] Group 3: Labor Market Dynamics - Recruitment demand has also weakened, with companies planning to hire only 497,200 workers in the first eleven months of 2025, a 35% drop and the lowest since 2010 [11] - The labor market exhibits a "K-shaped structure," where large companies are restructuring successfully while small businesses face significant challenges due to rising costs and weak demand [11][12] Group 4: Impact of AI - The wave of layoffs is partly attributed to the adoption of artificial intelligence, with over 70,000 positions cut due to automation efforts [12] - The balance of power in the workplace is shifting towards employers, with remote workers facing diminished career advancement opportunities, leading to a culture of insecurity and increased workloads for remaining employees [12]