全球主题：AI 应用与未来工作方式-调研结果凸显其影响深度超预期-Global Thematics-AI Adoption and the Future of Work Survey Results Highlight Surprising Depth of Impact

Summary of AI Adoption and Employment Impact Industry Focus - The report focuses on five sectors most impacted by AI adoption: - Consumer Staples Distribution & Retail - Real Estate Management & Development - Transportation - Healthcare Equipment & Services - Automobiles & Components [3][28] Key Findings - Net Job Loss: Companies reported an average net job loss of 4% over the last 12 months across the five sectors surveyed [4][39]. - Job Elimination: AI adoption contributed to the elimination of 11% of jobs, with an additional 12% of positions not being backfilled [8][39]. - New Hiring: This negative impact was partially offset by an 18% new hire volume, leading to the overall net job loss [8][39]. - Geographical Variance: - The UK experienced the highest net loss of positions at 8%, while the US reported a 2% net gain in jobs [9][40]. - Autos sector had the highest net loss at 10%, while Real Estate saw a net gain of 1% [9][46]. Implications of AI Adoption - Accelerated Adoption: Corporate adoption of AI is accelerating faster than anticipated, indicating significant potential for future job displacement [5][10]. - Sector-Specific Impact: The sectors with the most material impacts from AI adoption are projected to have potential savings exceeding 50% of 2026 consensus pretax earnings [10][28]. - Reskilling Market Growth: The market for reskilling labor is expected to grow rapidly, with 27% of employees retrained over the past year [13][59]. Productivity Insights - Productivity Increase: Companies reported an average increase of 11.5% in net productivity due to AI implementation, with variations across countries and sectors [70][73]. - Sector Performance: The Healthcare sector saw the highest productivity increase at 12.3%, while Real Estate had the lowest at 10.6% [73][78]. Recommendations for Investors - Focus on High-Impact Industries: Investors should concentrate on industries with significant AI adoption benefits and high pricing power [11][12]. - Monitor Employment Trends: Tracking employment data segmented by age and job type will be crucial for understanding job disruption due to AI [15][39]. - Assess AI Adoption Potential: Investors are encouraged to evaluate AI adoption potential across their portfolios now, as the pace of AI capability improvement is non-linear [12][15]. Additional Considerations - Early-Career Risks: Early-career positions are most at risk, with higher rates of job elimination and lower retention compared to experienced employees [56][59]. - Company Size Impact: Smaller companies (fewer than 49 employees) reported a net gain in positions, while larger companies (501-1,000 employees) experienced the highest net loss [50][51]. This comprehensive analysis highlights the profound impact of AI adoption on employment across various sectors, emphasizing the need for strategic investment and workforce planning in response to these changes.