2024年全球首席执行官展望：看好人工智能，驾驭全球变局

Investment Rating - The report does not explicitly provide an investment rating for the industry Core Insights - Global CEOs remain resilient and optimistic about the future, with 92% planning to increase their workforce and recognizing the need for employees to acquire skills for future demands [5][12] - The rise of artificial intelligence (AI) is seen as a critical factor for business growth, with 64% of CEOs indicating they will invest in AI regardless of economic conditions [13][14] - CEOs are increasingly focused on balancing ambitious ESG goals with practical considerations, with 76% willing to divest from parts of their business that could harm their reputation [18][19] Summary by Sections Overview - The report highlights the challenges faced by CEOs, including geopolitical tensions and the need for workforce skill enhancement, while maintaining a focus on long-term growth [5][6] Economic Outlook - CEO confidence in the global economy has decreased from 93% in 2015 to 72% in 2024, reflecting a more complex operating environment [9][10] - Supply chain disruptions and operational issues have emerged as the primary concerns for CEOs, surpassing cybersecurity and geopolitical uncertainties [12] Technology and Generative AI - AI has become central to business strategies, with a significant emphasis on its potential to enhance efficiency and productivity [13][14] - Despite concerns about job losses due to AI, 76% of CEOs believe it will not fundamentally reduce internal job numbers in the next three years [14] Talent - CEOs recognize the need to adapt to changing employee expectations, with 83% expecting a full return to office work in the next three years, a significant increase from 64% in 2023 [15][16] - There is a strong emphasis on investing in local community skill development to ensure a future talent supply, with 92% of CEOs supporting this initiative [16] ESG (Environmental, Social, and Governance) - The politicalization of ESG issues has increased pressure on CEOs, with 66% admitting they are unprepared for shareholder scrutiny regarding ESG matters [19][21] - CEOs are adjusting their communication strategies around ESG to meet evolving stakeholder expectations, with 69% indicating changes in language and terminology used [21][23]