Core Viewpoint - Panasonic Holdings announced a significant restructuring plan, including a workforce reduction of approximately 10,000 employees globally, as part of its operational reform strategy aimed at addressing structural issues and improving efficiency [1][3]. Group 1: Restructuring and Workforce Reduction - The company plans to cut 5,000 jobs in Japan and 5,000 jobs overseas, including recruiting for early retirement, primarily to be implemented within the fiscal year 2025 [1]. - The restructuring aims to optimize business efficiency in both direct and indirect departments and redesign necessary organizational structures [1][3]. Group 2: Financial Performance and Projections - For the fiscal year 2024, Panasonic reported a revenue of 8,458.1 billion yen, a slight decrease of 0.5% from the previous fiscal year, and a net profit of 366.2 billion yen, down 17.5% year-on-year [3]. - The company anticipates that the operational reforms will lead to a profit improvement of over 150 billion yen, with a target to increase operating profit from 426.5 billion yen in fiscal year 2024 to over 600 billion yen by fiscal year 2026 [3][4]. Group 3: Business Segmentation and Strategy - Panasonic plans to dissolve the Panasonic Electric Company by the end of fiscal year 2025 and establish three independent subsidiaries: "Smart Living Company" for home appliances, "Air Quality and Food Distribution Company" for air conditioning and related businesses, and "Electrical Engineering Company" for lighting [4]. - The restructuring is intended to enhance flexibility in responding to market changes and prevent challenges in one segment from affecting the entire group [4].

Group 1: Apple Developments - Apple is facing an antitrust investigation in Brazil regarding its NFC payment rules, claiming that charging fees is not illegal and that iPhone holds only a 10% market share in the country [1][3] - The dispute centers on the usage restrictions of NFC chips in iPhones and the transaction fee standards, with Apple charging banks a 0.17% fee per transaction, while Google has offered free access to over 40 banks [3] - To circumvent U.S. import tariffs, Apple plans to increase iPhone production in Brazil, particularly at its Foxconn factories in Jundiaí, which have been assembling iPhones for over a decade [5][4] Group 2: Sony and Apple Pay Integration - Sony has confirmed that PlayStation 5 now supports Apple Pay, allowing Apple users to make payments through the console [6] - The integration offers benefits such as 2% Daily Cash back for Apple Card users, enhancing the payment experience for PS5 consumers [6] Group 3: Huawei's New Computer Strategy - Huawei's first HarmonyOS computer is set to launch on May 19, with assurances that existing Huawei computer users will not be affected by the new strategy [13]

Core Viewpoint - United Parcel Service (UPS) plans to lay off up to 20,000 employees due to a significant reduction in its business with Amazon, which has been halved, amidst the backdrop of a trade war and shifting delivery strategies [1][8]. Group 1: Business Relationship with Amazon - UPS's CEO, Carol Tome, indicated that while Amazon is the largest client, it is not the most profitable, leading to a reassessment of their business relationship [3]. - Amazon's efforts to enhance its own delivery capabilities, including drone shipments, may have influenced UPS's decision to cut back on its services [3]. - The ongoing conflict involving the White House, Amazon, and Chinese suppliers raises questions about the future of UPS's business with Amazon [4]. Group 2: Financial Performance and Stock Movement - Despite a strong quarterly report where UPS achieved $21.50 billion in revenue, surpassing the forecast of $21.02 billion, and an EPS of $1.49 against an expected $1.38, the stock has seen a significant decline [12]. - UPS stock has dropped nearly 22% year-to-date, with a 1.68% decline in the last week and a 12.06% drop over the past 30 days [12]. - On April 29, UPS shares fell 0.37% to close at $96.73, with a slight pre-market decline to $96.72 [7].

美联储理事沃勒：随着裁员开始，人们可能会看到物价上涨。 ...

美联储理事沃勒：如果关税措施增加，预计裁员情况可能会再次出现。 ...

美联储理事沃勒：我不排除未来会出现更多裁员和更高的失业率的可能性。 ...

国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 据报道，这将是该公司自1968年成立以来规模裁员，同时也是新任CEO陈立武上任后推动的首次重大重组。截至2024年底， 英特尔全球员工总数为10.89万人，若按20%比例计算，裁员规模将超过2.18万人。 英特尔近年来因财务压力、市场竞争及战略转型需求，频繁启动大规模裁员。2022年10月为应对PC市场下跌困境，英特尔首次大 规模收缩业务，全球裁员约1.2万人，占当时总员工数的5%。2023年5月，为了推动业务向AI和先进制程聚焦，英特尔进行了一轮 结构性裁员，CCG和DCAI部门各裁员约20%，预算削减10%。 2024年第二季度，因盈利表现不达预期。英特尔为了全面削减开支，将裁员规模提高到15%以上，涉及1.5万人。最新这次裁员计 划，将使英特尔员工规模回到2010年的水平。 裁员背后是英特尔持续恶化的财务表现。数据显示，2024年公司营收531亿美元，同比下滑2%，股价全年暴跌60%，市值蒸发超 1000亿美元。更严峻的是，2025年一季度营收预计仅为117亿-127亿美元，大幅缩水。 不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 4月2 ...

Core Viewpoint - The article discusses the impact of tariffs on Nasdaq futures and the implications of AI passing the Turing test, suggesting that layoffs may accelerate in the near future [1] Group 1 - Tariffs have negatively affected Nasdaq futures, indicating potential volatility in the tech sector [1] - The advancement of AI technology, particularly its ability to pass the Turing test, raises concerns about increased layoffs in various industries [1]

淘天称今年双 11 投入力度近年最大。 包括 300 亿元消费券及红包和 30 亿元商家支持补贴，流量投入超百亿。 阿里（9988.HK）集团副总裁、天猫事业部总裁、天猫总裁家洛在媒体沟通会上说，今年国庆假 期，很多大型国际品牌的线下销售并不好，有的同比下滑十几个百分点，但同样的品牌却在线上和 天猫增长很好；消费环境也带来一些明显的消费特征变化，比如大家日常的消费没那么自如随意， 更愿意在优惠大的时候集中囤货，加之政府补贴首次被引入双 11，让今年双 11 背负更多商家和平 台期待。 今年双 11 的另一大变化是简化了红包、消费券的计算规则，将商品实际到手价直接显示在消费者 浏览的商品页，消费者不用再算数学题，方便网购不熟练的用户，也方便直接比价。家洛称比价和 "贵必赔" 是希望把定价权还给商家，让各个平台的价格稳定、齐平，不形成行业的额外 "内卷"。 全球最大药企礼来投资 15 亿元增产苏州工厂。 全球最大市值药企礼来公司宣布，将投资约 15 亿元人民币用于其苏州工厂的产能升级，扩大 2 型 糖尿病和肥胖创新药物的生产规模，以满足中国患者需求，并支持未来管线产品的生产。自 2022 年起，礼来在 2 型糖尿 ...