AI播客：换个方式听新闻 下载mp3 音频由扣子空间生成 据外媒报道，苹果(AAPL.O)已裁撤数十个销售岗位，旨在精简其面向企业、学校和政府机构的产品销 售方式。这是这家iPhone制造商罕见的裁员举措。 知情人士透露，管理层在过去几周已通知受影响员工。裁员涉及整个销售组织，部分团队受冲击尤为严 重，但公司并未告知员工具体涉及多少岗位。 此次最新裁员发生在数周前澳大利亚和新西兰销售团队约20个岗位被削减之后。 失业员工可在明年1月20日前在公司内部寻求新岗位，否则将被正式解雇，并获得遣散补偿。苹果在招 聘网站上发布了销售相关岗位，并告知被裁员工可重新申请。公司内部将此次裁员定位为"精简销售队 伍、消除岗位重叠"的措施。 但部分被裁员工表示，此举实际上是出于将更多销售工作转向第三方经销商（苹果称之为"渠道"）的考 虑。部分机构更愿意与这些间接销售商合作，而这一转变有助于苹果降低内部薪资等成本。 裁员波及一些长期任职的经理，其中不乏在苹果工作20至30年的老员工。被裁团队中主要包括负责与美 国国防部、司法部等机构合作的政府销售团队。该团队在此前的43天美国政府停摆及政府效率局 （DOGE）削减预算后，已面临艰难 ...

Core Insights - As of October 2025, U.S. employers have laid off nearly 1.1 million workers this year, marking a 65% increase compared to the same period last year, the highest level since 2020 [1] Industry Summary - The government, technology, warehousing, and retail sectors have seen the highest number of layoffs, while the aerospace, apparel, and transportation industries have experienced significant declines in layoffs [1] - Layoffs in the government sector surged to over 307,000, more than eight times the number from the same period in 2024, primarily due to layoffs related to the Department of Government Efficiency (DOGE), leading to widespread employee attrition [1] - The technology sector announced layoffs exceeding 141,000, continuing a trend of adjustments due to restructuring, automation, and a slowdown in hiring [1]

（文章来源：第一财经） 据报道，高盛总裁约翰·沃尔德伦表示，预计通胀将持续，2026年美国将出现更多裁员。 ...

格隆汇11月19日｜高盛集团总裁John Waldron表示，高盛的观点是，通货膨胀将保持"顽固"的态势。"我 认为 2026 年将会是裁员的年份，"他补充道，这里他所指的是美国的企业。 来源：格隆汇APP ...

Group 1 - The core viewpoint of the article is that Synopsys, a major EDA company in the US, plans to lay off approximately 10% of its workforce, which translates to about 2,000 employees, in order to reallocate investments towards growth opportunities [2][3] - Synopsys completed a $35 billion acquisition of engineering design company Ansys earlier this year and reported third-quarter revenues that fell short of analyst expectations [5] - The company anticipates incurring pre-tax costs of $300 million to $350 million related to the layoffs, including severance and other one-time termination benefits, as well as costs associated with the closure of certain sites [5] Group 2 - Most of the layoffs are expected to be completed by the end of fiscal year 2026, with the restructuring plan largely finalized by the end of fiscal year 2027 [6] - A report from Challenger, Gray & Christmas indicated that over 150,000 layoffs occurred in the US in October, marking the largest monthly layoff total in over 20 years [7] - Technology companies lead the private sector in layoffs, followed by retailers and service industries [8]

Group 1 - The U.S. stock market experienced a significant rise due to optimism surrounding a potential agreement to end the longest government shutdown in U.S. history, with the S&P 500 index rising by 1.5% and the Nasdaq composite index increasing by 2.3%, marking the largest single-day percentage gain since mid-May [1] - Technology and communication services sectors saw substantial gains, with the information technology sector up by 2.7% and communication services up by 2.5% on the same day [1] - The reopening of the government is expected to reduce uncertainty in economic data and may pave the way for the Federal Reserve to implement its third interest rate cut of the year in December [1] Group 2 - Recent signs indicate that companies are adjusting their workforce sizes after a period of "labor hoarding" post-pandemic, which is viewed positively for corporate profits as long as large-scale layoffs do not occur [2] - Investors are preparing for a wave of delayed economic data releases, with concerns about the quality and interpretation of this data, particularly regarding potential widespread layoffs [3] Group 3 - Despite optimism from the government reopening, concerns about the high valuations of technology stocks remain, although recent sell-offs have made AI-related stocks more accessible to individual investors [4] - The market is beginning to recognize the high valuations of large tech companies, leading to a phase where AI stocks are expected to demonstrate tangible results from significant investments [5] - The overall sentiment for year-end market performance remains optimistic, contingent on the stability of the bond market and long-term interest rates [5]

Core Insights - The Federal Reserve, represented by Musalem, has acknowledged the recent announcements of layoffs while noting that the claims for unemployment insurance remain stable [1] Group 1 - The Federal Reserve is monitoring the situation regarding layoffs in the labor market [1] - Despite the layoffs, the unemployment insurance claims have not shown significant fluctuations, indicating stability in the job market [1]

#数据 美国10月挑战者企业裁员15.3万人，同比大增175.3%（今年3月政府大裁员以来最大增幅），环比增183%。截至10月共裁员109.95万人，同比增65%，较去年全年增44%报告指出，10月裁员人数为2003年以来同期最大。正如2003年那样，颠覆性的技术正在改变就业格局。 https://t.co/36sznJnFBi ...

Core Insights - Approximately 2,000 unionized delivery drivers accepted a buyout offer from UPS, costing the company $175 million [1][5] - The buyout offer was part of a broader streamlining campaign due to lower domestic package volumes, with severance packages valued at $1,800 for each year of service [2][5] - The Teamsters union criticized the early retirement offer as insufficient, urging members not to participate [3] Financial Implications - The average payout for drivers who accepted the buyout is estimated to be around $86,400, including benefits [4] - The $175 million expense for the buyout is relatively minor compared to UPS's total revenue of $91 billion [5] Workforce Reduction - UPS has eliminated approximately 32,000 warehouse jobs this year as part of its network consolidation program, with a total workforce reduction of 48,000 jobs over the past 18 months [6]

Core Insights - Porsche reported a significant loss of €966 million (approximately ¥8 billion) in Q3, leading to a 99% year-on-year decline in sales profit for the first three quarters of the year [1] Financial Performance - For the first nine months of the year, Porsche's revenue was approximately €26.86 billion, a decrease of 6% year-on-year [1] - The sales profit for the same period was only €40 million, down from €4.035 billion in the previous year, marking a 99% decline [1] Strategic Decisions - Porsche announced the postponement of several electric vehicle launches and extended the market lifecycle of various fuel and hybrid models [1] - The company has terminated its battery production plan, resulting in additional restructuring costs of approximately €2.7 billion (around ¥22.4 billion) [1] Cost Pressures - The U.S. tariff policy has added significant pressure on Porsche's performance, with additional costs of €300 million incurred in the first nine months [1] - The company anticipates a total loss of approximately €700 million due to U.S. tariffs for the entire year and plans to raise prices in the U.S. market in the coming months [1] Workforce Adjustments - In response to current operational pressures, Porsche has initiated an organizational restructuring plan, which includes laying off 1,900 employees over the next few years and cutting 2,000 temporary positions within the year [1] - A second round of layoffs is expected to be announced by the end of this year [1]