上周，全球最大的科技咨询公司之一埃森哲（Accenture） 公布了最新财报，并对外明确了一项颇具争 议的战略： 如果员工无法掌握AI技能，那么等待他们的就是"被优化"。 这并不是一句"哗众取宠"的口号，而是埃森哲给员工下的最后通牒——随着公司全面押注AI，裁员、培 训、扩招正同时上演，AI 已经成为埃森哲最锋利的筛选器。 AI 成为"公司一切的组成部分" 在 2025 财年财报电话会上，埃森哲 CEO Julie Sweet 开门见山地指出：AI 已经成为公司"所做一切的组 成部分"。 换句话说，无论是客户咨询、内部流程，还是新业务探索，AI 都不再是"加分项"，而是"必需品"。 Julie Sweet 明确表示，公司要求员工必须在极短的时间内完成再培训和技能重塑（retrain & retool）。 如果岗位无法被 AI 赋能，或者员工无法学会 AI 技能，那么他们将不得不离开——这句话，等于埃森 哲向全球 70 多万员工发出了"AI 生存通牒"。 因此，一边是培训员工，一边是优化员工，这正是埃森哲的两手准备——从财报来看，这一战略已初见 成效： 为了推进全面 AI 化，埃森哲在员工层面采取了"两手抓"的 ...

Core Insights - IBM Consulting's strategy in China emphasizes proximity to clients, particularly in the Greater Bay Area, to enhance collaboration and efficiency [1][3] - The Greater Bay Area is viewed as a crucial hub for both Chinese companies expanding abroad and foreign companies entering China, supported by its unique geographical advantages and cultural ties with Southeast Asia [2][9] - IBM Consulting's performance in the Greater Bay Area has been strong, compensating for challenges faced in other regions, driven by the vibrancy of private enterprises and foreign company headquarters [5][17] Group 1: Strategic Focus - IBM Consulting prioritizes understanding client needs and fostering a sense of closeness, which is essential for delivering high-quality services [3][4] - The company is committed to establishing local teams in the Greater Bay Area to better serve both local and Hong Kong clients, recognizing the region's unique cultural characteristics [5][6] - The establishment of the AI Intelligence Center in Qianhai is part of IBM's broader strategy to invest in the Greater Bay Area, with a focus on AI as a key growth area [2][6] Group 2: Market Dynamics - The Greater Bay Area is becoming a pivotal point for Chinese enterprises looking to expand internationally and for foreign firms seeking to enter the Chinese market [2][10] - IBM Consulting has observed that many foreign companies remain committed to the Chinese market, adjusting their strategies to optimize operations rather than withdrawing [12][13] - The company aims to assist Chinese firms in their international expansion by addressing challenges related to management, establishing shared services centers, and ensuring cultural localization [8][11] Group 3: Performance and Future Outlook - IBM Consulting's performance in the Greater Bay Area has been notably strong, with expectations for continued growth and investment in the region [5][17] - The company plans to execute its strategies over the next year to year and a half, focusing on building trust and strong relationships with clients [6][18] - Despite global uncertainties, the Chinese market remains a significant focus for IBM Consulting, with plans to maintain a pragmatic and focused approach to business operations [18]