全球电商与科技巨头亚马逊再次官宣调整组织架构，预计裁减约1.6万个职位。 1月28日，亚马逊人力资源与技术高级副总裁贝丝·加莱蒂（Beth Galetti）发文宣布，公司将进行人员缩减，预计影响约16000个职位。 需要注意的是，加莱蒂强调，公司并非进入一种"新常态"，即每隔几个月就宣布大规模裁员。上述举措是基于每个团队都会持续评估自身的责任划分、执行 速度以及为客户创新的能力，并在必要时做出调整。她表示，在进行上述调整的同时，亚马逊也会继续在对未来至关重要的战略领域和职能上进行招聘和投 资，"我们所有业务仍处于发展的早期阶段，未来仍然充满重要机遇"。 具体来看，亚马逊将为大多数美国员工提供90天时间在公司内部寻找新的岗位，同时对于无法在公司内部找到新职位或选择不寻找新职位的员工，亚马逊将 提供过渡支持，包括遣散费、再就业服务、医疗保险福利等。 "我们一直在努力通过减少管理层级、增强责任归属和消除官僚流程来强化公司组织架构。虽然许多团队已在10月完成了组织调整，但也有一些团队直到现 在才完成这项工作。"加莱蒂在亚马逊官方博客中写道。 随后去年10月，亚马逊宣布，在全球范围内实施新一轮组织优化，净裁减（不包括内 ...

财联社AI daily . 财联社及科创板日报旗下产品——未来已来，AI前沿，独家、深度、专业！ 科技巨头亚马逊周三宣布启动近3个月内的第二轮大规模裁员，这次将影响1.6万名白领员工。 作为背景，作为 美国第二大私营雇主 ，亚马逊截至去年三季度有约157万名员工，其中大多数在仓储物流线上工作，而企业员工 （corporate employees）约35万人。 在去年10月启动的调整中，亚马逊已经裁掉1.4万名办公室员工，再加上1月的裁员，整体的调整规 模将达到3万人。 在周三发布的公开声明中，亚马逊的人力资源高级副总裁Beth Galetti确认了"这个令人难受的消息"，并重申裁员的目的是通过"减少管理 层级、增强责任感和消除官僚作风来强化组织"。 以下文章来源于财联社AI daily ，作者史正丞 （来源：亚马逊新闻） Galetti表示，公司将努力支持所有受影响的员工，包括为大多数在美国的员工提供90天时间在公司内部寻找新岗位，海外员工的时限将根 据当地要求而异。 类似的裁员在亚马逊首席执行官安迪·贾西上任后也曾发生过。 在2022年末至2023年初的重组中，亚马逊曾一举裁掉近2.7万个白领岗 位。 贾西 ...

Core Viewpoint - The company has experienced rapid growth in its cloud computing business since its launch in 2019, with a five-year compound annual growth rate (CAGR) of 44.76% [1] Group 1: Cloud Computing Business - The cloud computing business is set to upgrade to "Intelligent Computing Cloud" by 2025, with the release of an intelligent cloud platform and 17 integrated machines catering to various performance needs [1] - The company has successfully implemented its cloud solutions in sectors such as government, education, healthcare, and research [1] Group 2: Security Features - The Intelligent Computing Cloud features an internally developed secure cloud platform architecture, which includes 43 models of 16 types of security network elements [1] - The company has been recognized as one of the few domestic security vendors by being included twice in Gartner's list of representative vendors in hyper-converged cross-border solutions [1]

Core Viewpoint - Investors are concerned about the return on massive investments in artificial intelligence (AI) as Microsoft and Meta Platforms prepare to release their earnings reports, which may provide insights into the profitability of such expenditures [1][4]. Group 1: Company Earnings and Market Reactions - Microsoft and Meta are among the top four companies in the U.S. for AI spending, with a projected capital expenditure of approximately $505 billion in 2026, up from an estimated $366 billion in 2025 [1]. - Since the last earnings report on October 29, 2022, Microsoft's stock has dropped by 11%, while Meta's stock has decreased by about 10%, contrasting with a 1.3% increase in the S&P 500 index during the same period [1]. - Investors are closely monitoring the return on investment for these expenditures, with Jonathan Kofsky from Janus Henderson emphasizing that quarterly evaluations will be critical [1][4]. Group 2: AI Spending and Market Implications - Any indication that Microsoft and Meta plan to invest more than expected in AI could pressure their stock prices, while benefiting companies like Nvidia, Broadcom, and Micron that stand to gain from such spending [4]. - Seagate has reported strong demand for high-capacity hard drives, which is expected to continue at least until 2027, positively impacting the stock prices of related companies [4]. - Kofsky noted that investor expectations are that results will often meet or exceed the upper limits of projections, particularly for AI infrastructure companies like Nvidia and TSMC [4]. Group 3: Microsoft and Meta's Specific Challenges - For Microsoft, the focus will be on its Azure cloud computing business, which is experiencing strong demand for AI service development and operation [5]. - Azure's revenue is expected to grow by 38% year-over-year in the second quarter, following a 39% increase in the first quarter [5]. - Investors are also interested in the progress of Microsoft's Copilot product, which is a key AI software tool for office workers, although details on its contribution to overall sales growth remain limited [5]. Group 4: Meta's Growth Pressure - Unlike Microsoft, Meta lacks a cloud computing business and relies on AI to enhance advertising targeting and user engagement on its social media platforms [6]. - Meta faces significant pressure to demonstrate how its AI spending translates into growth, especially after a previous drop in stock price following its commitment to increased capital expenditures without clear return timelines [6]. - Market expectations for Meta's fourth-quarter revenue are optimistic, projecting a 21% increase to $58.4 billion, with earnings per share expected to rise by 2.1% to $8.19 [5].

Core Insights - The focus of Wall Street is shifting towards "remaining performance obligations," a metric indicating future sales backlog from long-term contracts in the cloud computing sector, as companies like Microsoft and Amazon report earnings [1][2] - The surge in long-term commitments from AI companies to cloud service providers is reshaping the competitive landscape of the cloud market, with Microsoft surpassing Amazon in new order backlog [1][3] - Concerns arise regarding the actual realization of these sales commitments, highlighted by Oracle's case where a significant increase in backlog did not translate to stock price gains due to doubts about profitability and execution [1][6] Group 1: Remaining Performance Obligations - "Remaining performance obligations" is gaining attention as a financial metric that reflects future sales from long-term contracts, particularly in the context of AI companies making substantial commitments to cloud providers [2] - Analysts note that when order backlog diverges from revenue growth, it becomes a critical indicator for investors to monitor [2] Group 2: Competitive Landscape - Amazon, while still holding the largest market share in cloud computing, has fallen behind Microsoft in terms of new order backlog since the launch of ChatGPT, with Google also emerging as a strong competitor [3] - Google's advancements in AI technology have allowed it to attract significant business from AI companies, altering the competitive dynamics in the cloud market [3] Group 3: Concerns Over Backlog Data - The data on order backlog has limitations, as different companies may have varying accounting methods, which can affect the comparability of the figures [4] - There are concerns about the reliability of these commitments, especially given past instances where companies renegotiated contracts to defer spending [4][5] Group 4: Oracle's Warning - Oracle's experience serves as a cautionary tale, where a massive increase in order backlog did not lead to positive market reactions due to skepticism about the profitability and realization of those contracts [6] - The market's response to the latest commitments from Microsoft, Amazon, and Google will be crucial in assessing investor sentiment regarding potential AI bubbles [6]

对亚马逊内部员工来说，这周二本该是一个普通的工作日——但一封被"提前发送"的内部邮件，却意外 揭开了这家科技巨头新一轮裁员的真实进度。 本周二，亚马逊向部分 Amazon Web Services（AWS）云计算员工发送了一封内部邮件，内容涉及组织 调整、受影响员工以及后续安排。然而，这封邮件很快被证实是一次严重的内部沟通失误——裁员尚未 正式对外公布，部分员工却已被"提前告知"。 裁员尚未官宣，AWS 员工却被"提前通知" 根据路透社此前披露的信息，亚马逊计划从本周开始裁撤数千名企业级员工，涉及多个核心业务部门。 但截至邮件发出前，亚马逊既未对外发布裁员公告，也尚未正式通知受影响员工。 然而，周二的这封内部邮件却明显"抢跑"。 据悉，邮件由 AWS 应用 AI 解决方案高级副总裁 Colleen Aubrey 署名，内容中写道：美国、加拿大以 及哥斯达黎加的受影响员工已经被告知其岗位被裁撤——不过，这一说法随后被证实并不属实，裁员流 程显然尚未走完正式通知环节。 裁员范围或覆盖 AWS、零售、Prime Video 和 HR 多位知情人士向路透社透露，本轮裁员预计将波及多个重要业务线，包括： 不过，本周具体 ...

（央视财经《天下财经》）谷歌母公司字母表旗下的云计算部门、也就是谷歌云于日前宣布，自2026年 5月起将正式上调全球数据传输服务价格，其中北美地区费率较当前水平提高约一倍。 转载请注明央视财经 编辑：令文芳 谷歌云本次调价覆盖内容分发网络互联、直接对等互联及运营商对等互联三类服务。具体调整后，北美 地区单位数据传输价格将从当前每吉字节（GB）0.04美元阶梯式提升至0.08美元，欧洲由0.05美元调至 0.08美元，亚洲则由0.06美元上调至0.085美元。 谷歌并非首家调整价格的云厂商，不久前亚马逊公司旗下云计算服务平台AWS也宣布对其面向大模型 训练的EC2机器学习容量块服务上调约15%价格，打破了该服务近二十年来"只降不升"的定价传统。有 分析称，云服务商的定价调整与上游成本结构的变化直接相关。硬件采购价格上涨、能源成本持续攀 升，以及AI算力基础设施的巨额投入，正推动主要云厂商重新审视其定价模型。尤其在AI基础设施建 设领域，云服务商正面临战略性投入与商业化回报之间的平衡压力。 ...

编辑 ｜ 钉钉 亚马逊也表示，一直在努力通过精简层级、增强责任担当和消除官僚主义来强化组织架构。虽然许多团 队在去年10月完成了组织架构调整，但其他一些团队直到现在才完成这项工作。 记者｜ 陆涵之 1月28日，亚马逊宣布将裁员，预计裁减16000个职位。亚马逊表示，将为大多数美国员工提供90天 的内部职位寻找机会。同时，对于无法在亚马逊找到新职位或选择不寻找新职位的员工，亚马逊将提供 过渡支持，包括遣散费、职业介绍服务、医疗保险福利等。 ...

2026 年 1 月，全球云计算市场迎来重大价格调整，曾经维持近十年价格稳定甚至周期性降价的云服务行业出现实质性提价。 随着 AI 应用大规模扩展和算力资源短缺加剧，行业两大重量级云服务商 AWS、谷歌云相继宣布将在关键产品和服务上提价，标志着云服务定价策略进入 新阶段。 AWS 首当其冲：AI 算力服务价格上调约 15% 1 月中旬，AWS 实施了对其 EC2 机器学习容量块（Capacity Blocks for ML）服务的价格上调。 根据定价页面更新，这些用于大规模机器学习训练的 GPU 实例价格普遍上涨约 15%，例如 p5e.48xlarge 类型实例每小时费用从约 34.61 美元提高到约 39.80 美元。此次调整覆盖多个区域和实例类型，主要影响 AI 推理与训练相关的算力计费。 这次涨价没有通过传统新闻稿宣布，而是悄然反映在 AWS 的定价变更中。 此次举措被市场视为 AWS 在面临成本上升和资源稀缺双重压力下对定价策略的重要调整。 谷歌云紧随其后：数据传输等服务费率大幅上调 紧随 AWS 调价步伐，谷歌云于 1 月 27 日正式官宣将从 2026 年 5 月起对部分基础服务价格进行调整。 ...

Market Overview - On January 28, the Shanghai Composite Index rose by 0.27%, the Shenzhen Component Index increased by 0.09%, while the ChiNext Index fell by 0.57% [1] - The total market turnover reached 2.99 trillion yuan, an increase of 70.8 billion yuan compared to the previous trading day, with over 3,600 stocks declining [1] Sector Performance - The sectors that performed well included precious metals, gold, coal chemical, and phosphate chemical, while sectors such as biopharmaceuticals, medical devices, and photovoltaic equipment saw declines [1] Notable Stocks - Silver Yunnan (601212) saw a price increase of 10.04% to 13.81 yuan, with a turnover rate of 5.42% [2] - Sichuan Gold (001337) increased by 10.00% to 66.86 yuan, with a turnover rate of 8.95% [2] - Zhao Jin Gold (000506) rose by 10.01% to 25.93 yuan, reporting a turnaround to profitability [2] - Hunan Silver (002716) increased by 9.98% to 19.40 yuan, benefiting from rising silver prices [2] Trading Dynamics - The top three net buying stocks on the Dragon and Tiger list were Wangsu Technology, Yandong Micro, and Yingfang Software, with net purchases of 834 million yuan, 198 million yuan, and 178 million yuan respectively [5][10] - The top three net selling stocks were Silver Yunnan, Zhongjin Lingnan, and Zhi Te New Materials, with net sales of 692 million yuan, 536 million yuan, and 407 million yuan respectively [6][23] Institutional Activity - Among stocks with institutional involvement, the highest net selling amounts were seen in Good Idea, Hongbao Li, and Sanwei Communication, with net sales of 107 million yuan, 99 million yuan, and 64 million yuan respectively [7][8] Company Highlights - Wangsu Technology announced the launch of its AI assistant Moltbot, which allows users to deploy services quickly without needing to purchase servers or configure environments [9] - Yandong Micro is expected to benefit from a 28% increase in AI server shipments and rising prices across the semiconductor supply chain due to supply-demand imbalances [14] - Silver Yunnan reported a significant increase in gold prices, with spot gold surpassing 5,200 USD per ounce, marking a year-to-date increase of over 20% [18]