裁员30000人亚马逊“屠刀”血洗中层 “裁员潮”再度来袭…

电子商务研究中心01-29

导读：1月28日深夜，亚马逊官方宣布再次裁员16000人。这是继去年10月裁员14000人后，这家全球电商巨头在短短三个月内的第二轮大规模裁员。三个月内累计裁员3万，亚马逊的人力结构调整，揭示了科技行业从“规模扩张”到“效率精耕”的转型大幕已经拉开。出品｜网经社作者｜可乐审稿｜云马配图｜网经社图库一、裁撤3万“白领”亚马逊人力资源与技术高级副总裁贝丝·加莱蒂在声明中表示：“我们一直在努力通过减少...

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LONG-HORIZON EQUITY  \"A4\" (USD) INC"},"translate_title":"Layoffs 30,000 people. Amazon's \"butcher knife\" bloodbath the middle level. The \"layoff wave\" strikes again...","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AMZU":0.6,"AMZZ":0.6,"AMZN":1.98,"AMZW":0.6,"AZYY":0.6,"USAW.SI":0.6,"AMZD":0.6,"AMZY":0.6},"content_text":"导读：1月28日深夜，亚马逊官方宣布再次裁员16000人。 这是继去年10月裁员14000人后，这家全球电商巨头在短短三个月内的第二轮大规模裁员。三个月内累计裁员3万，亚马逊的人力结构调整，揭示了科技行业从“规模扩张”到“效率精耕”的转型大幕已经拉开。出品｜网经社作者｜可乐审稿｜云马配图｜网经社图库一、裁撤3万“白领”亚马逊人力资源与技术高级副总裁贝丝·加莱蒂在声明中表示：“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。”但与以往经济危机时期企业为生存而采取的裁员不同，这次裁员发生在亚马逊财务状况良好的背景下。亚马逊自2025年10月至今的两轮裁员，累计裁撤了3万个企业和技术岗位，约占其企业及技术岗位总数的10%。这一数字创下了亚马逊成立31年以来规模最大的人员调整纪录。根据该公司公布的数据，这3万人裁员主要涉及企业部门的岗位，特别是亚马逊称其为“白领”的岗位。对于被裁员工，亚马逊提供了相应的支持措施。美国员工将获得90天转岗期，若未找到新岗位将获得遣散费及福利。亚马逊表示，将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。这两轮裁员呈现出几个明显特征。裁员范围广，涉及亚马逊的多个核心业务板块及职能部门。岗位针对性强，主要集中在企业文职岗位，仓储物流、一线配送等运营岗位基本未受影响。节奏密集，三个月内完成两次大规模调整，显示了公司战略调整的急迫性。贝丝·加莱蒂在致员工信中特别强调：“你们中的一些人可能会问，这是否是一种新模式的开始——即我们每隔几个月就宣布大规模裁员。这不是我们的计划。”亚马逊此次裁员几乎触及了公司的每一个核心业务部门，但各业务线受影响的程度和原因各不相同。人力资源部门（PXT）成为首批精简对象，约15%的HR岗位被裁撤。亚马逊方面给出的理由是，通过AI工具和自动化流程，公司能够实现65%的人力资源流程自动化处理。云计算部门AWS作为亚马逊的利润支柱，在2025年实现了三位数的增长，但即便如此，部分中后台团队仍然遭到精简。公司表示将把资源向AI算力等核心研发领域倾斜。亚马逊中国区团队受到较大影响，部分业务线裁员比例较高。特别是负责管理中国卖家的ESM团队，据传裁员比例高达50%，许多小组被整体解散。此前中国卖家联系过的招商经理、账户经理和客服支持等，这次裁员后可能又将面临人员变动。Prime Video流媒体部门也在此次裁员之列。与此同时，亚马逊正在关闭其实体Amazon Go和Amazon Fresh商店，计划将资源集中于提高当日杂货配送运力。二、为AI转型腾空间亚马逊首席执行官安迪·贾西对于此次裁员的解释直指核心：“我们需要为AI转型腾出更多的空间。”自贾西在2025年6月的一份备忘录中提到，由于AI带来的效率提升，公司将需要更少的人手“去做现在正在做的某些工作，而需要更多的人去做其他类型的工作”，公司内部对AI替代效应已有预见。在AI替代传统岗位的同时，亚马逊也在加大对AI人才的招聘力度。公司近期发布的招聘通知显示，AI产品经理、AI数据科学家等岗位的数量显著增加。这种“有出有进”的人才流动模式，清晰地勾勒出亚马逊面向AI时代的人力资源配置蓝图。根据全球AI人力资源分析报告显示，类似亚马逊这样的科技巨头正面临着一个共同挑战：传统职位数量减少的同时，新兴技术岗位的需求却在激增。这一趋势将对全球人才市场产生深远影响。除了AI替代因素，亚马逊高层还强调了组织结构优化的重要性。安迪·贾西曾在公司内部强调，此次大规模裁员的主要目的是“去除官僚主义”，重塑企业文化。亚马逊在疫情期间曾大量招聘，随着电商消费降温，公司正进行“过度扩张”后的结构性调整，通过优化人力与成本配置提升效率与核心竞争力。中层管理层是此次裁员的重灾区。内部数据显示，在已披露的裁撤岗位中，超过78%集中在L5-L7级别的中层管理层。这些管理岗位往往涉及大量协调、审批和监督工作，成为公司“去除官僚主义”的主要对象。亚马逊设定了内部目标，减少管理层次，使公司能够更敏捷地运营，加速创新。贾西希望亚马逊能够更像一家“初创企业”那样运作，具备快速决策和执行的能力。三、全球科技行业开始“效率革命”亚马逊在净利润保持数百亿美元规模的背景下大规模裁员，引发了关于企业社会责任的广泛讨论。同时，亚马逊宣布将在2026年将资本支出增加到1250亿美元，在主要科技公司中拥有最高的支出预测。亚马逊高级副总裁贝丝·加莱蒂在最新声明中试图平衡这些关切：“我们仍处于建立每一个业务的早期阶段，未来仍有重大机遇。”她强调，公司将继续在对其未来至关重要的战略领域和职能上进行招聘和投资。亚马逊的裁员并非孤立事件，而是全球科技行业“效率革命”的一个缩影。自2024年以来，多家科技巨头纷纷启动组织优化计划。Meta在2026年1月裁减了RealityLabs部门10%的员工，涉及岗位接近1000个。谷歌母公司Alphabet自2023年开始启动了公司历史上规模最大的一轮裁员，约1.2万人被裁，占员工总数的6%。微软自2025年5月以来已裁员超过15000人，主要波及Azure云、全球销售及工程等核心部门。2025年，电商与互联网行业又经历一波裁员：TikTok对其全球电商团队进行了多轮精简，亚马逊于10月宣布在全球裁员约1.4万人，百度对其移动生态等核心部门进行了规模较大的裁员等。此外，12月，消息称辛选推行新一轮裁员，月薪1万以上的员工被要求降薪；用友网络一年半累计裁员5844人。一个共同的趋势是，科技巨头放弃“大而全”的扩张模式，通过“组织瘦身”将资源集中于AI、自动化等高利润核心业务。这种趋势的底层原因是全球科技行业从增量市场进入存量竞争，“降本增效”成为企业保持竞争力的关键。麦肯锡报告显示，AI将替代50%的中等技能岗，但低技能体力岗和高技能战略岗需求反而上升。亚马逊的裁员行动不仅是对其自身组织结构的重塑，也预示着整个科技行业未来的发展方向。根据麦肯锡研究报告预测，到2030年，全球将有30%的工作任务实现自动化。科技公司正通过组织优化来适应这一趋势，而亚马逊作为行业领导者，其举措具有风向标意义。亚马逊计划在AI基础设施上投入巨资。公司预计2026年资本支出将达到1250亿美元，这是主要科技公司中最高的支出预测。随着AI技术的进一步发展，未来科技公司的人力结构将发生根本性变化。传统的中层管理岗位将继续减少，而AI训练师、数据科学家、算法工程师等新兴技术岗位的需求将持续增长。随着AI技术的进一步成熟和应用，一场更为深刻的人力资本重构正在悄然进行。【小贴士】网经社深耕数字经济行业18年，长期关注跨境电商，旗下跨境电商台（CBEC.100EC.CN）报道、研究的客户：1）出口跨境电商：阿里巴巴国际站、环球资源、中国制造网、敦煌网、大龙网、拓拉思、领工云商、大健云仓、宝信环球、全球贸易通、亚马逊全球开店、eBay、Temu、TikTok Shop、全球速卖通、Shopee、Lazada、出口时代、联络互动、安克创新、华凯易佰、patpat、致欧科技、赛维时代、星商、吉宏股份、子不语、兰亭集势、三态股份、遨森电商、星徽股份、绿联科技、傲基科技、棒谷科技、浩方集团。2）进口跨境电商：行云集团、海弘集团、集采、候鸟、麦帮科技、福猫供应链、天猫国际、京东国际、洋葱集团、55海淘、亚马逊海外购、海拍客、KK集团、你好世界。3）跨境电商服务商：卓志集团、珊瑚跨境、世贸通、泛鼎国际、价之链、易芽、来赞宝、海比电商、纵腾集团、西邮物流、燕文物流、递四方、菜鸟国际、至美通、泛远国际、乐舱物流、华贸物流、安骏物流、飞盒跨境、海管家、驿玛科技、Paypal、PingPong、连连国际、空中云汇、派安盈、丰泊国际、Skyee、易宝支付、寻汇SUNRATE、豆沙包、智汇鹅、蚂蚁国际、义支付、拉卡拉、中盈跨境、领星、店匠、易仓科技、积加、店小秘、欧税通、马帮ERP、擎天全税通、易达云、易点天下、力盟科技、飞书深诺、思亿欧、卧兔网络、红毛猩猩、外贸公社等。网经社跨境电商台（CBEC.100EC.CN）是专业跨境电商门户，关注出口跨境电商、进口跨境电商、跨境电商服务商（跨境物流、跨境支付、跨境技术、跨境营销等）、跨境政策、跨境园区等，提供包括：媒体、报告榜单、供应链融资、营销、培训等服务，是跨境电商从业者、媒体、投资者、用户的首选平台。（如果您是跨境电商业内人士，欢迎合作洽谈咨询加微信：www-100ec-cn）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-2","news_tag":"executive","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2607331090","isCrawlerRequest":true}

裁员30000人 亚马逊“屠刀”血洗中层 “裁员潮”再度来袭…

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裁员30000人亚马逊“屠刀”血洗中层 “裁员潮”再度来袭…