亚马逊“史上最大规模裁员潮”落地 AI又成背锅侠？

中国经营报01-30

以AI为名的裁员潮正在席卷全球科技企业。　　2026年1月29日消息，亚马逊方面宣布，将再裁减约1.6万个职位，涉及其中国区的多个办公室，这是继2025年10月裁员1.4万人后的第二轮大规模调整，短短三个月内，这家全球电商巨头已累计裁撤3万名员工，约占其全球企业员工总数的近10%，创下其成立30年来的最大规模裁员纪录。　　《中国经营报》记者梳理后发现，2025年，美国科技行业累计裁员超过15.4...

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again?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AMZW":0.6,"AZYY":0.6,"AMZY":0.6,"USAW.SI":0.6,"AMZU":0.6,"AMZD":0.6,"AMZZ":0.6,"AMZN":1.96},"content_text":"以AI为名的裁员潮正在席卷全球科技企业。　　2026年1月29日消息，亚马逊方面宣布，将再裁减约1.6万个职位，涉及其中国区的多个办公室，这是继2025年10月裁员1.4万人后的第二轮大规模调整，短短三个月内，这家全球电商巨头已累计裁撤3万名员工，约占其全球企业员工总数的近10%，创下其成立30年来的最大规模裁员纪录。　　《中国经营报》记者梳理后发现，2025年，美国科技行业累计裁员超过15.4万人，其中约5万人托名AI而被裁。IBM裁员8000人，AI客服系统替代了大量技术支持岗；微软在Office全面嵌入生成式AI后，文档处理岗位减少30%；Meta用AI内容审核系统替代了数千名人工审核员，并将AI投入提升至营收的25%。　　业内人士认为，这场始于美国、波及中国区的“效率手术”，其背后并非简单的业务收缩，而是一场由生成式AI驱动的、深刻的组织与战略重构。亚马逊CEO安迪·贾西在内部信中直言：“1000个生成式AI应用已在路上，未来真的不用这么多人了。”　　从“按楼层裁”到“按职能砍”　　亚马逊的裁员风暴，有着清晰的历史脉络。早在2022年，为应对疫情后需求回落，公司就曾裁减约2.7万个岗位。但2025年10月开启的本轮裁员，性质不同。一位内部员工透露，此次甚至传出“按楼层裁人”的说法，连考核靠前的老员工也未能幸免。　　最新一轮裁员主要集中在企业职能部门。HR的“员工体验与技术团队”几乎被一锅端，AWS的行政岗成片消失。一位知情人士向记者透露，HR团队被砍最狠，正是因为AI已能自动完成简历筛选、初面邀约，招聘周期缩短60%；绩效跟踪更是由AI抓取工作数据自动生成报告，一个系统就能替代20人团队的工作。　　“以前裁员是‘砍末位’，这次连考核靠前的老员工也走了。”上述内部员工说。更让他不解的是，裁员似乎不再遵循传统的绩效逻辑，而是呈现出“按楼层裁”“按职能砍”的态势。例如，人力资源部门的“员工体验与技术团队”几乎被整体裁撤，AWS的行政支持岗位也成片消失。　　这印证了贾西的判断：AI不是在辅助人，而是在替换人。中央财经大学教授欧阳日辉指出：“这根本不是单纯降本，是资本玩法变了——亚马逊2025年AI投入首超1500亿美元，这辈子头一回超过了人力成本支出。”　　颇为讽刺的是，裁员消息公布后，亚马逊股价一度冲至258.6美元的历史新高，资本市场用脚投票，认可了“少雇人、多投AI”的新公式。　　聚焦中国区，尽管官方未披露具体数据，但社交媒体上关于“卖家管理（ESM）团队裁员比例高达50%”“整建制解散”的讨论持续升温。多位中国卖家透露，其对接的亚马逊经理失联，日常运营支持响应速度变慢不少。这标志着亚马逊正从“招商拉新”阶段，全面转向“常态管理与筛选”，通过AI客服和自动化工具，减少对人力的依赖。　　AI驱动的结构性裁员潮　　亚马逊的激进调整，只是全球科技行业深度转型的一个缩影。2025年，美国科技业共裁员15.4万人，其中约5万人被AI“干掉”。一场由AI驱动的结构性裁员潮正在席卷全球。　　在美国，巨头们步调一致。IBM裁掉8000人，用AI客服替代技术支持岗；微软在Office嵌入生成式AI后，文档处理岗砍掉30%；Meta用AI审核替代数千人工，并将AI投入提至营收的25%。这些举措的核心逻辑高度一致：用AI提升效率，压缩非核心人力成本。　　欧阳日辉指出，2025年，亚马逊在AI领域的投入首次超过1500亿美元，历史上首次超越人力成本支出。“这标志着企业的‘算账逻辑’变了：以前是‘人力为主、技术为辅’，现在是‘AI为主、人力为辅’。”　　在全球其他地区，同样的事情也在发生。一些年营收千亿元的公司，正“从人力上抠钱补AI窟窿”，将省下的资金全部砸向大模型研发，组织架构也在发生变化。　　这场裁员潮的影响深远。对程序员而言，“铁饭碗”正在松动。GitHub Copilot、通义灵码等AI编程工具，让“用自然语言写代码”成为常态，初级程序员的生存空间被快速挤压。对白领岗位而言，流程化办公岗（HR、行政、财务）、重复性技术岗（数据录入、模板化设计）和中介型服务岗（招聘、房产中介）正成为AI瞄准的三大高危领域。　　然而，危险背后也蕴藏着新机遇。此前杭州第一技师学院开设的AI训练师培训班，2025年已有61人拿到“一试双证”；懂AI的医药人才薪资涨幅达40%；能“管AI”的智能体管理者正成为香饽饽。未来的职场，拼的不再是“会不会被AI替代”，而是“能不能用AI把事做得更好”。　　展望未来，这种“调整”或将成为新常态。正如亚马逊人力资源高级副总裁贝丝·加莱蒂所言：“几个月就宣布一次大规模调整并不是公司的计划，但持续评估和必要时做出调整，在当今变化更快的世界里比任何时候都更重要。”对于全球数百万科技行业“打工人”而言，适应与AI共生，正成为生存与发展的必修课。（文章来源：中国经营报）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","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; 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