[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcioc31feed9":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcioc31feed9","裁员27%、生产率飙升9.6%！大摩跨国调研揭秘：AI已正式改写公司盈利表与员工名单","\u002Fdoc\u002Fdcioc31feed9","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\n\u003C\u002Fp>\u003Cp>\u003Cspan>美股投资网注意到，摩根士丹利用一份覆盖美英德日澳五国、聚焦银行、软件与服务、科技硬件、半导体、专业服务五大行业的AlphaWise调查，给出了一个结论AI不再只是叙事，它已经开始改写企业的员工名册和利润表\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>调查显示，过去12个月，受访企业因AI直接削减了12%的岗位，另有15%的岗位在员工离职后不再补员，合计27%的职位受到冲击。对冲项是22%的新招聘、25%的员工转训和16%的内部调岗——最终五国企业平均净减员5%。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>分国别看，日本净减员最严重（10%），英国6%，美国5%，澳大利亚4%，德国是唯一净增员（1%）的国家，同时也是转训比例最高的国家。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>行业分化同样明显。半导体行业净减员8%，居五大行业之首;软件与服务紧随其后(7%);科技硬件5%;专业服务4%;银行业净减员最轻，仅3%，但转训员工比例高达26%，是\"边裁边训\"最积极的行业。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>值得注意的是，离岸岗位首当其冲41%的离岸员工岗位被裁撤或不再补员，员工超1万人的大公司砍离岸团队最狠；2至5年经验的初中级员工是被裁和不再补员的重灾区，但他们同时也是新招聘和转调的主力——AI淘汰的不是某类人，而是某类技能。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>真正让投资者关心的是生产率。报告显示，过去12个月受访企业净生产率平均提升9.6%英国企业最高(10.3%)，软件与服务行业以10.4%领跑各行业，半导体垫底(8.2%)；员工不足50人的小企业增益反而最大(11.3%)。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>从职能看，IT\u002F软件开发与客服\u002F支持是AI提效最集中的两个领域银行的增益集中在IT\u002F软件开发和财务\u002FFinOps，专业服务则是客服支持(52%)居首、IT\u002F软件开发(49%)和法律合规(48%)紧随其后。展望未来12个月，所有国家、所有行业都把最大提效预期押在IT\u002F软件开发上——美国企业中这一比例为71%，软件行业高达92%，半导体行业也达86%。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>报告还有一组容易被忽略的数据受访企业平均已实施AI解决方案2.9年，美国企业反而最短(2.7年)；员工超500人、年收入超50亿美元的大公司采用最早。这意味着美国的AI渗透仍处于早中段，而\"从试点到规模化生产\"仍是企业自认的主要挑战之一，叠加信任与安全、数据准备、遗留系统集成三大拦路虎——AI基础设施和工具层的开支远未见顶。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>沿着其数据逻辑，美股受益方向已经相当清晰软件行业生产率增益最高(10.4%)，92%的软件公司预计未来一年最大提效仍在软件开发本身，AI编程与智能体平台的渗透率只会继续抬升。微软(MSFT)、ServiceNow(NOW)、赛富时(CRM)、Palantir(PLTR)、Adobe等把AI能力嵌入工作流的平台商，是这条逻辑下最直接的受益者。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>最专业的美股资讯,推荐美股大数据 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href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\">案例介绍：英伟达深度研究报告\u003C\u002Fa>\u003C\u002Fh2>\u003C\u002Fdiv>",[33,37],{"productId":34,"serviceName":35,"priceText":36},"prod_PPxdDdK87QaiLv","月付","$12.95美元",{"productId":38,"serviceName":39,"priceText":40},"prod_PPxeMs3bix1da5","年付","$149.00美元",[],{"links":43,"images":71,"summaryHtml":76,"aboutTitle":77,"aboutHtml":78,"copyrightHtml":79},[44,47,50,53,56,59,62,65,68],{"label":45,"url":46},"深度报告","\u002Fcol\u002FdepthReport",{"label":48,"url":49},"VIP会员","\u002Fvip",{"label":51,"url":52},"期权推荐","\u002FOption",{"label":54,"url":55},"低价暴涨股","\u002FPenny",{"label":57,"url":58},"AI智能体","\u002FAiAgent",{"label":60,"url":61},"常见问题","https:\u002F\u002Fstockwe.com\u002FFAQ",{"label":63,"url":64},"美股课程","\u002Fcol\u002Fvideos",{"label":66,"url":67},"免责声明","\u002Fdisclaimer",{"label":69,"url":70},"联系我们","\u002FContactUs",[72,73,74,75],"\u002Fimg\u002Fstockwebsiteblob\u002Fweb-202509-stk\u002FUploaderzic2tuwsol2_2025_09_11_18_21_07.gif","\u002Fimg\u002Fstockwebsiteblob\u002Fweb-202509-stk\u002FUploadercakzdvydksw_2025_09_03_09_00_56.png","\u002Fimg\u002Fstockwebsiteblob\u002Fweb-202509-stk\u002FUploadergtjyagwvoyk_2025_09_14_08_32_05.png","\u002Fimg\u002Fstockwebsiteblob\u002Fweb-202509-stk\u002FUploader3u0tt4jhlqh_2025_09_23_22_30_48.png","邮箱: buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]