自2022年11月ChatGPT推出以来，美国的技术岗发生了巨大变化—— 一些岗位断崖式下跌，但另一些岗位却是企业千金难求的意中人。 Uber前员工、作家Gergely Orosz获得了一批独家数据，深入探究了技术岗就业市场。 2023年，美国开启了「史上最大裁员潮」，至今仍让IT技术岗招聘市场元气未复。 好消息是，裁员潮已经缓解，招聘活动逐渐回暖。但新增岗位数量有限，远不足以填补过去流失的职位。 像今天这样长的平均任期，过去从来没有科技大厂中看到过。这可能是大厂不再积极招聘的结果，也可能表明大厂软件工程师不太可能换工作。 虽说招聘的确在升温，但与之前的繁荣期相比，竞争更加激烈。 2020-2025年，美国科技五巨头的人头数增长统计数据 对求职者来说，机会更少、门槛更高，找到合适岗位的难度也显著增加。 美国科技行业裁员人数 春江水暖鸭先知，大厂员工对行业冷暖最敏感——他们的平均任期急剧上升，是当下就业市场的直观指标。 美国科技大厂软件工程师平均任期 ChatGPT发布两年后，美国科技岗位也经历了一场大洗牌。 | Weakest | | Strongest | | | --- | --- | --- | --- ...

Investment Rating - The investment rating for the company is "Buy" [6][12]. Core Views - The company has achieved rapid revenue growth, with a 25.99% year-on-year increase in H1 2025, reaching 15.781 billion yuan, and a net profit attributable to shareholders of -1.43 billion yuan, indicating a reduction in losses by 7.60% [1][6]. - In Q2 2025, the company reported a revenue of 8.770 billion yuan, a year-on-year increase of 23.93% and a quarter-on-quarter increase of 25.10%, with a net profit of 0.55 billion yuan [1][6]. - The company is deepening its software and hardware integration strategy, with significant growth in computing products and smart electronics, which generated 6.756 billion yuan in revenue, a 72.77% increase year-on-year, accounting for 42.81% of total revenue [2][3]. Summary by Sections Financial Performance - In H1 2025, the company achieved a revenue of 15.781 billion yuan, with a year-on-year growth of 25.99% and a net profit of -1.43 billion yuan, showing a reduction in losses [1][6]. - Q2 2025 saw a revenue of 8.770 billion yuan, with a year-on-year increase of 23.93% and a quarter-on-quarter increase of 25.10%, alongside a net profit of 0.55 billion yuan [1][6]. - The operating cash flow for Q2 was 1.358 billion yuan, reflecting a 173.92% increase quarter-on-quarter [1][6]. Strategic Developments - The company is enhancing its software and hardware integration strategy, with a focus on AI and intelligent products, establishing a comprehensive product brand matrix [2][3]. - The company is actively participating in the HarmonyOS ecosystem, supporting the development of numerous applications and solutions across various industries [3]. Future Projections - Revenue projections for the company are estimated at 36.541 billion yuan, 42.373 billion yuan, and 49.304 billion yuan for 2025, 2026, and 2027 respectively, with net profits expected to reach 3.84 billion yuan, 5.18 billion yuan, and 7.81 billion yuan in the same years [3][4].

美国总统特朗普：仍然允许AI工程成为公用事业。 ...