10月28日，亚马逊公司计划裁减约"14000"个企业岗位，首席执行官安迪·贾西数月前曾警 告，人工智能将缩减公司的员工规模。 【导读】巨头大裁员！ 中国基金报记者 泰勒 兄弟姐妹们，AI真的会让人类失业的，关注一下亚马逊大裁员的消息。 如此规模的裁员将超过2022年末至2023年初滚动进行的缩编，当时最终波及了超过27000 名企业员工。彼时，贾西在疫情期间的繁荣之后着手削减成本。此后，公司持续对个别团队 进行规模较小的裁员。 这次裁员是亚马逊近两年来的第二轮大幅缩编。贾西在6月暗示，随着公司更多使用人工智能 来完成原先由人工处理的任务，员工人数可能会下降。这番言论在员工中引发恐慌，许多人 涌入匿名在线聊天室寻找有关潜在裁员的消息。 各行各业的商业领袖正日益探索的不仅是新的AI服务，还有如何利用该技术替代人工职能。据 知情人士透露，亚马逊的裁员将涉及从物流、支付到电子游戏以及云计算部门的岗位。 亚马逊人力体验与技术高级副总裁贝丝·加莱蒂周二在博客中表示："我们今天披露的精简举 措，是我们变得更强的一部分，旨在通过进一步减少层级、去除管理层次，并调整资源配 置，确保我们投资最大押注的业务。" 亚马逊是全美第二 ...

Core Insights - Yunnan Yuchao Economic and Trade Co., Ltd. has been established with a registered capital of 1 million RMB and is represented by Wu Wenwen [1] Company Overview - The company operates in various sectors including the sale of rubber products, high-quality synthetic rubber, and manufacturing of rubber processing equipment [1] - It also engages in rubber product manufacturing, rubber crop planting, and provides technical services such as consulting and technology transfer [1] - Additional activities include general cargo warehousing (excluding hazardous chemicals), domestic container cargo transportation agency, and road cargo transportation station operations [1] Agricultural and Logistics Activities - The company is involved in the sale of agricultural products, including intelligent logistics equipment for agricultural products, and engages in the planting and retailing of fresh fruits [1] - It also participates in wholesale activities for daily necessities and edible agricultural products [1]

证券日报网讯安通控股（600179）10月28日在互动平台回答投资者提问时表示，公司主要从事的是内贸 集装箱物流业务，国际业务主要通过船舶对外期租方式开展。 ...

格隆汇10月28日丨圆通速递(600233.SH)公布2025年第三季度报告，营业收入为182.72亿元，同比上升 8.73%；归属于上市公司股东的净利润为10.46亿元，同比上升10.97%；归属于上市公司股东的扣除非经 常性损益的净利润为10.08亿元，同比上升9.13%。 ...

【#抖音副总裁回应清退中通冷链#，公平的交易秩序被悄悄破坏】#抖音电商清退中通冷链# 据东方财经报道，10月28日，抖音集团副总裁@抖音集团李亮 转发抖音电商安全与信任中心发布的文 章，并表示：最近我们发现有不良物流服务商通过"运单造假"欺骗用户，严重侵犯消费者权益，这些物 流商配合商家用第三方电子面单"转单""拼轨迹"，系统里看起来包裹正常，现实中却并没有送达。对普 通消费者来说，这样的假象拖延了收货，甚至收不到货，也让维权变得更难，公平的交易秩序被悄悄破 坏。 此前，10月27日，抖音电商安全与信任中心发文：近期，平台在日常巡查时发现，部分物流商滥用平台 系统服务，为部分商家提供"虚假物流轨迹""转单拼接轨迹"等违规服务，致使订单轨迹与真实履约不 符，侵害消费者权益，破坏平台经营秩序。 为阻断违规链条、保障履约真实性，平台将依据相关规则于10月29日对以下物流商做清退处理：中通冷 链（中通子公司）、吉时达、水趣到家、铁中快运。 经核实，上述违规的核心手法是利用第三方电子面单进行转单或拼接轨迹，违规物流商在其中扮演关键 角色： 1、规避平台要求：少数商家绕开抖音电子面单，通过第三方使用非抖音电商电子面单发货 ...

Core Viewpoint - A potential legal battle may force the U.S. government to refund hundreds of billions in tariffs, creating a unique speculative market around this issue [3][4]. Group 1: Legal Context and Implications - U.S. Treasury Secretary Yellen acknowledged that if the Supreme Court rules certain tariffs imposed by the Trump administration as illegal, the Treasury may have to refund "about half of the tariffs," which he described as a "terrible" blow to the department [3][4]. - Two lower courts have already ruled that the Trump administration lacked legal authority to impose certain tariffs under the International Emergency Economic Powers Act, with the case now set for oral arguments at the Supreme Court on November 5 [4][12]. - As of August this year, over $70 billion in disputed tariffs have been collected, and a reversal of this policy could have profound effects on U.S. finances and importing businesses [4][12]. Group 2: Market Reactions and Investment Strategies - Wall Street investment banks, including Jefferies and Oppenheimer, are facilitating unique transactions connecting importers who have paid high tariffs with investors seeking high returns, primarily hedge funds [5]. - The core logic of these transactions involves cash-strapped importers selling their future potential claims for tariff refunds at a significant discount, allowing them to receive guaranteed payments without waiting for court decisions [5]. - Investors typically purchase these claims for 20 to 40 cents on the dollar, meaning favorable Supreme Court rulings could yield several times the original investment [5]. Group 3: Retail Investor Participation - Unlike institutional investors, retail investors are participating in this speculative market through emerging prediction markets like Kalshi and Polymarket, where they can place small bets on outcomes such as whether the Supreme Court will uphold the tariffs [7][8]. - The trading prices of contracts on these platforms reflect the market's implied probability of the tariffs being upheld, estimated at around 40% [8][10]. - However, the liquidity in these markets is low, with total trading volumes on Kalshi and Polymarket being less than $250,000 and $400,000 respectively, making them ineffective for large-scale risk hedging [10]. Group 4: Challenges Ahead - The outcome of all bets hinges on the Supreme Court's decision, which may be influenced not only by legal interpretations but also by the justices' views on executive power [12]. - Even if the Supreme Court rules the tariffs illegal, the refund process could be complicated, described as a "logistical nightmare," particularly for small importers who may struggle to provide detailed documentation for refunds [13][14].

格隆汇10月28日丨中国外运(00598.HK)发布公告，2025年10月28日耗资1500万元人民币回购247.5万股A 股，回购价格每股6.03-6.09元。 ...

圆通速递公告，第三季度营收为182.72亿元，同比增长8.73%；净利润为10.46亿元，同比增长10.97%。 前三季度营收为541.56亿元，同比增长9.69%；净利润为28.77亿元，同比下降1.83%。 ...

Core Viewpoint - Longjiu Logistics reported a decline in net profit for the first three quarters of 2025 despite an increase in revenue, indicating potential challenges in profitability management [1] Financial Performance - For the first three quarters of 2025, Longjiu Logistics achieved a revenue of approximately 3.591 billion yuan, representing a year-on-year growth of 23.38% [1] - The net profit attributable to shareholders for the same period was approximately 48.49 million yuan, which reflects a year-on-year decrease of 20.73% [1]

华贸物流公告，第三季度营收为49.48亿元，同比下降14.95%；净利润为7902.99万元，同比下降 53.33%。前三季度营收为137.2亿元，同比下降4.84%；净利润为3.07亿元，同比下降35.07%。 ...