Group 1 - The development of artificial intelligence (AI) is expected to significantly impact the labor market, with Walmart's CEO stating that "AI will change almost every job" and acknowledging that some positions will disappear while new ones will emerge [1][2] - Walmart plans to maintain its employee count stable over the next five years, which has sparked discussions about AI potentially limiting job growth [1] - The impact of AI on employment is anticipated to gradually manifest over the next 18 to 36 months, according to OpenAI's chief economist [1] Group 2 - Corporate leaders, including those from Ford and JPMorgan, have rapidly shifted their views on AI's potential to cause job losses, with Ford's CEO suggesting that AI could replace nearly half of white-collar jobs in the U.S. [2] - Accenture's CEO indicated that the company is "eliminating" employees who cannot adapt to the AI era while continuing to hire talent skilled in generative AI [2] - Walmart's CEO has expressed confidence that the number of employees will not fall below current levels, although job content will change, and new roles will be created in the next two years [2] Group 3 - The influence of AI on the labor market poses new challenges for U.S. financial policymakers, with concerns that AI may increase unemployment rates [3] - The Federal Reserve has shifted its focus from controlling inflation to stabilizing employment, acknowledging the uncertainty surrounding AI's impact on the job market [3] - Experts suggest that while AI's current impact on employment is limited to specific industries, its long-term effects could be more significant and widespread [3] Group 4 - A Morgan Stanley report indicates that the rise of AI is disrupting traditional employment models but is expected to create new opportunities and enhance productivity over time [4] - Historical technological breakthroughs have not led to large-scale unemployment; instead, they have reduced costs and transformed economic demand patterns [4] - Analysts from Bank of America have noted that while AI will inevitably replace some jobs, it will also create new opportunities for efficiency and employment [4] Group 5 - Long-term impacts of AI on the labor market are expected to be comprehensive, affecting various sectors and potentially surpassing the effects of the information technology revolution [5] - The impact of AI may be polarized, with high-end and basic physical jobs being less affected, while middle-tier jobs face the greatest risk [5] - Despite the potential for job displacement, AI is also expected to gradually create numerous new job opportunities [5]

【环球时报报道 记者 倪浩】人工智能（AI）的发展如何影响劳动力市场一直是围绕AI最热门的话题之 一，而美国最大私营雇主沃尔玛近日的一则表态给相关讨论增添了新的热度。据《华尔街日报》27日报 道，沃尔玛首席执行官麦克米伦上周在一场劳动力会议上表示，"人工智能将改变几乎每一份工作。部 分岗位会消失，但也会有新岗位出现。"报道称，这是迄今为止大企业CEO对AI可能带来的就业影响"最 直言不讳的评估之一"。目前，这一零售巨头已表示将在未来五年内保持其员工数量稳定，引发AI可能 限制就业增长的讨论。但也有分析认为，作为创新技术，AI的影响是"今日颠覆，明日增长"，关键是企 业如何应对眼下可能的过渡阶段"阵痛"。 " 影响在未来 18 至 36 个月显现 " 职业更替后生产率提升 摩根士丹利刚发布的一份题为"人工智能革命中的就业形势：今日颠覆，明日增长"的报告认为，人工智 能的兴起正颠覆传统就业模式，但与历次技术革新一样，它终将开辟新机遇并提升生产率。报告认为， 技术突破从未导致大规模失业，反而大幅降低了交通运输、工业动力和信息处理的成本，进而引发经济 需求模式的根本性变革。该报告认为人工智能可能遵循相似的发展轨迹：先 ...

Core Viewpoint - Walmart's CEO Doug McMillon stated that AI will change every job, indicating a significant shift in corporate attitudes towards the impact of AI on employment [3][6] Group 1: Impact of AI on Workforce - Walmart plans to maintain its global workforce of approximately 2.1 million employees over the next three years, but the composition of jobs will undergo significant changes [3][6] - The company is actively assessing the impact of AI on its workforce in high-level planning meetings, tracking which job types will decrease, increase, or remain stable [4] - AI-related job reductions have already occurred due to warehouse automation, while new positions, such as "agent builders" for developing AI tools, have been created [6] Group 2: Industry Response to AI - Other companies, including Ford and JPMorgan, are also predicting AI-related layoffs and advising employers to prepare for workforce changes [3][10] - The broader industry is embracing AI transformation, with executives pushing for the creation of internal "heat maps" to identify roles that may be automated [7] - Despite concerns about job losses, many executives believe the U.S. labor market remains healthy and do not anticipate large-scale unemployment due to AI [10][11]

Core Viewpoint - Walmart, the largest private employer in the U.S., is facing challenges from AI-driven labor transformation, with executives indicating that AI will eliminate certain jobs and reshape the workforce, marking a significant shift in corporate attitudes towards AI's impact on employment [1][2]. Group 1: AI's Impact on Workforce - CEO Doug McMillon stated that "AI will change every job," suggesting a comprehensive transformation across all roles [2]. - Walmart plans to maintain its global workforce of approximately 2.1 million employees over the next three years, although the composition of jobs will undergo significant changes [2][4]. - The company is actively assessing which job types will decrease, increase, or remain stable, to identify areas needing additional training and preparation [4]. Group 2: Job Creation and Transformation - Walmart has already automated many warehouse operations with the help of AI, leading to some job reductions [6]. - New positions, such as "agent builders," have been created to develop AI tools for assisting employees [7]. - The company anticipates increasing personnel in delivery and high-contact customer service roles, as well as adding maintenance technicians and truck drivers [8]. Group 3: Industry-Wide AI Adoption - Other companies, including Ford and JPMorgan, are also predicting AI-related layoffs and advising employers to prepare for workforce changes [3][11]. - Executives across various sectors are pushing for full adoption of AI technologies, with some creating internal "heat maps" to identify roles or tasks that may be automated [11][12]. - Despite concerns about job losses, many executives believe the U.S. labor market remains healthy and do not expect large-scale unemployment due to AI [15].

IT咨询巨头埃森哲表示，截至8月底员工总数为77.9万人，较三个月前的79.1万人有所减少。裁员行动将持续到11月底，公司在刚结束的季度支付了6.15亿美元的遣散费和其他成本，当前季度还将支付2.5亿美元。CEO Sweet强调，这次裁员的核心逻辑是AI时代的技能需求变化。公司目前拥有7.7万名AI或数据专业人员，较两年前的4万人大幅增长。外汇交易员 (@myfxtrader):#报告 #调查 德银调查：欧美年轻员工恐惧AI威胁，老员工却不以为然。 https://t.co/9tTkd2pXQV ...

Core Insights - Accenture has laid off over 11,000 employees in the past three months, warning that further layoffs may occur if employees do not adapt their skills for the AI era [1][5] - The company announced a restructuring plan worth $865 million, emphasizing its commitment to transforming for the AI age [1][5] Employee Changes - As of the end of August, Accenture's total employee count was 779,000, down from 791,000 three months prior [1] - The layoffs are part of a strategy to maintain historical profit growth, with the company paying $615 million in severance and related costs in the last quarter and expecting to pay an additional $250 million in the current quarter [1][6] Financial Performance - Accenture's revenue grew by 7% to $69.7 billion, and net income increased by 6% to $7.83 billion for the fiscal year ending in August [6] - The company anticipates revenue growth to slow to between 2% and 5% in the current fiscal year, impacted by reduced federal government spending, which historically accounts for about 8% of its revenue [6] AI Transformation - The company currently employs 77,000 AI or data professionals, a significant increase from 40,000 two years ago [5] - Generative AI projects generated $5.1 billion in new orders in the last fiscal year, up from $3 billion the previous year [5] Strategic Focus - Accenture's CEO stated that the company is investing in enhancing the skills of its workforce, positioning this as a primary strategic direction [6] - The company aims to maintain a historical profit growth target, with plans to expand operating margin by at least 10 basis points in the next fiscal year [6]