深度聚焦！Meta 裁员风暴再起：副总裁成最大目标，数量或超50人

Meta 裁员风暴再起：副总裁成最大目标，数量或超50人

北京，2024年6月14日 - 据来自海外媒体的报道，社交媒体巨头 Meta 近日计划进行新一轮裁员，而高管层将成为此次裁员的重灾区。消息称，Meta CEO 扎克伯格计划将副总裁数量削减至约 250 人，这意味着将有超过 50 名副总裁被裁员。

裁员背后的原因

Meta 此次裁员的背景是其近期业绩不佳。2024年第一季度，Meta 营收同比仅增长 3.4%，净利润更是同比下降 28%。此外，Meta 的用户增长也开始放缓，其旗舰社交平台 Facebook 的月活跃用户数在过去一年中几乎没有增长。

有分析人士认为，Meta 业绩不佳的原因主要包括以下几个方面：

• 全球经济下行导致广告收入增长乏力
• TikTok 等短视频平台的崛起对 Facebook 造成冲击
• 苹果隐私政策变化导致 Meta 难以获取用户数据

Meta 此次裁员的主要目标是削减管理成本，提高运营效率。 扎克伯格认为，Meta 的管理层过于臃肿，需要进行精简。此外，Meta 还希望通过裁员来加速其转型步伐，将更多资源投入到元宇宙等新业务领域。

裁员或将对 Meta 员工士气造成影响

Meta 此次裁员无疑将对公司员工士气造成负面影响。特别是对于那些被裁员的副总裁来说，这将是他们职业生涯中的重大挫折。

有分析人士认为，Meta 此次裁员可能会引发更多员工离职。 此外，裁员也可能会对 Meta 的企业文化造成负面影响，导致员工更加焦虑和不信任公司。

Meta 的未来之路

Meta 此次裁员是其近年来进行的多次裁员之一。自 2022 年以来，Meta 已经累计裁员数千人。

Meta 的未来之路仍充满挑战。 除了上述挑战之外，Meta 还面临着来自其他科技巨头的激烈竞争，例如谷歌和亚马逊。

Meta 需要加快创新步伐，推出更多有竞争力的产品和服务，才能在竞争中立于不败之地。

A Wave of "Kete Valuation" Sweeps Through the Market: 50 Stocks Poised for Strong Growth

Shanghai, China - June 17, 2024 - A recent surge in investor sentiment towards growth stocks, particularly in the healthcare and technology sectors, has been dubbed the "Kete Valuation" phenomenon, named after the Chinese pharmaceutical company C-Bridge (6160.HK). This trend is reminiscent of the "CATL Valuation" rally that occurred in 2021, driven by the strong performance of Contemporary Amperex Technology Co., Ltd. (300015.SZ).

The "Kete Valuation" is characterized by a sharp increase in the share prices of companies with promising growth prospects, often defying broader market trends. This is evident in the recent performance of 50 stocks identified by analysts as having significant growth potential. These stocks, spanning various industries including healthcare, technology, and consumer goods, have exhibited remarkable resilience amidst recent market volatility.

Factors Driving the "Kete Valuation"

Several factors are contributing to the "Kete Valuation" trend. Firstly, investors are increasingly seeking out companies that can deliver sustainable growth, particularly in the face of global economic uncertainties. Secondly, the easing of monetary policy in major economies is providing a supportive backdrop for riskier assets like growth stocks. Additionally, advancements in technology and innovation are creating new opportunities for companies in various sectors, fueling investor optimism.

Key Beneficiaries of the "Kete Valuation"

Among the 50 stocks identified as potential beneficiaries of the "Kete Valuation," C-Bridge (6160.HK) stands out as a frontrunner. The company's innovative cancer therapies and strong pipeline of new drugs have attracted significant investor interest. Other notable stocks include:

• Ascletis Pharma (1672.HK): A clinical-stage biopharmaceutical company developing novel therapies for cancer and viral diseases.

• Aier Eye Hospital Group (300015.SZ): A leading provider of comprehensive eye care services in China.

• Xiaomi Corporation (1810.HK): A global technology company known for its smartphones, smart home devices, and internet services.

Investment Implications

The "Kete Valuation" presents an opportunity for investors to capitalize on the growth potential of select companies. However, careful due diligence is crucial, as not all growth stocks are created equal. Investors should thoroughly evaluate a company's financial health, competitive landscape, and long-term growth prospects before making investment decisions.

The "Kete Valuation" highlights the evolving dynamics of the Chinese stock market, where investors are increasingly discerning and seeking out companies with genuine growth potential. This trend is likely to continue as China's economy transitions towards a more innovation-driven and knowledge-based model.