裁员风声四起，亚马逊“瘦身”还没结束

第一财经04-08

近期，有消息称亚马逊将在5月开启新一轮裁员，预计将裁员14000人，涉及部门多为核心业务部门，包括AWS云部门、零售业务和人力资源部门等。　　目前，亚马逊尚未对这一消息进行回应。若消息属实，这将是亚马逊今年以来第二次大规模裁员。　　今年1月28日，亚马逊启动裁员计划，涉及16000人。在回应中，亚马逊表示，一直在努力通过精简层级、增强责任担当和消除官僚主义来强化组织架构。在去年10月28日，亚马逊...

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yet","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/0ea00d52278f639c7e24b4d4d0b827ff","symbols_score_info":{"USAW.SI":0.6,"AMZP":0.6,"GOOG":0.6,"MSFT":0.6,"AMZW":0.6,"AZYY":0.6,"AMZN":1.97,"META":0.6,"TSLA":0.6,"AMZY":0.6,"AMZZ":0.6,"AMZU":0.6,"AMZD":0.6,"NVDA":0.6,"AAPL":0.6},"content_text":"近期，有消息称亚马逊将在5月开启新一轮裁员，预计将裁员14000人，涉及部门多为核心业务部门，包括AWS云部门、零售业务和人力资源部门等。　　目前，亚马逊尚未对这一消息进行回应。若消息属实，这将是亚马逊今年以来第二次大规模裁员。　　今年1月28日，亚马逊启动裁员计划，涉及16000人。在回应中，亚马逊表示，一直在努力通过精简层级、增强责任担当和消除官僚主义来强化组织架构。在去年10月28日，亚马逊已对外公告，称将进行组织架构调整，裁员规模涉及14000个职位。　　据记者统计，此前的两次裁员已涉及约3万名员工。一位亚马逊员工此前对第一财经记者表示，员工对于裁员无论是心理上还是行为上都有准备，但依然认为裁员的举措十分“残酷”。　　从趋势看，AI正在取代部分工作。安迪·贾西去年6月表示，随着亚马逊推出更多生成式人工智能和代理，这将改变员工工作方式。　　美国科技业近期迎来裁员潮。　　除了亚马逊，Meta近期被曝出计划在5月裁减加州的200个岗位。3月31日，甲骨文开启了一轮大规模裁员，数千名员工收到了解雇邮件。今年1月，社交媒体Pinterest表示计划裁员近15%，并缩减办公空间，以拥抱人工智能，预计裁员将在第三季度末完成。　　从财报表现看，亚马逊的核心业务AWS和电商依旧稳健。亚马逊云AWS在第四季度实现了356亿美元的净销售额，同比增长24%。同时北美和国际市场的实体店业务快速增长。　　但为了维持竞争力，亚马逊公布了激进的投资计划。在2025年第四季度的财报电话会上，亚马逊表示预计2026年资本支出将达到2000亿美元，并期待获得强劲的长期投资回报。而在2025年，亚马逊全年的资本支出约为1310亿美元。　　除了加大资本支出，亚马逊传出考虑以90亿美元收购卫星集团Globalstar的消息。如果收购成功，将加强亚马逊的低地球轨道卫星业务，并与SpaceX展开竞争。　　亚马逊的核心业务电商近期也迎来了挑战。据亚马逊官网，考虑到燃油和物流成本上涨推高了整个行业的运营成本，亚马逊计划从4 月 17 日起对美国和加拿大的亚马逊物流 （FBA）以及从美国发往加拿大、墨西哥和巴西的远程亚马逊物流 （FBA）加收3.5% 的燃油和物流相关附加费。（文章来源：第一财经）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"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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