全球大佬财富轨迹追踪
Serenity(白毛股神)
Serenity (@aleabitoreddit)Serenity(白毛股神)@aleabitoreddit发帖2026-07-04

京东CEO警告70万配送人员将被机器人取代,并提供再培训计划转向机器人维修等新岗位,凸显自动化对中国就业市场的威胁。

京东CEO警告70万配送人员将被机器人取代,并提供再培训计划转向机器人维修等新岗位,凸显自动化对中国就业市场的威胁。

Nikkei - $JD E-Commerce Giant CEO warns "Robots Will Replace 700,000 Delivery Workers". Per FT's earlier piece last month: The 700,000 delivery personnel working for the firm will be replaced by robots, highlighting how rapid automation has become a new threat to China's already severe job market. Liu Qiangdong, revealed that the company has signed contracts with approximately 120 schools to retrain its delivery workers, enabling them to transition into new roles such as robot repair and maintenance... "Beijing has started to track AI’s hit to jobs as a national priority." This follows other corporate strategy reports like $AMZN, of avoiding 600,000 future hires with robots. But it's very interesting to see the shift in worker roles to robot support. Maybe $DASH to $UBER to $MELI, we'll all start to see this rollout following China. There's a lot of retail disbelief over humanoid/robotics commercialization. But feels like the direction industry is heading down is pretty clear.
原帖X / @aleabitoreddit

关联股票

JD看空
+0.60% 今日
-5.90% 90天

直接提及用机器人替换70万配送人员,表明大规模劳动力成本替代,短期内对劳动密集型运营可能不利。

去交易
AMZN看多
+0.61% 今日
+14.22% 90天

被引用为类似战略,通过机器人避免60万未来招聘,表明成功的自动化扩展和成本效益。

去交易
DASH关注
-1.85% 今日
+20.89% 90天

暗示可能未来采用类似机器人部署,但未提供具体细节或时间表。

去交易
UBER关注
-2.70% 今日
+0.96% 90天

暗示可能未来采用类似机器人部署,但未提供具体细节或时间表。

去交易
MELI关注
+2.40% 今日
+3.64% 90天

暗示可能未来采用类似机器人部署,但未提供具体细节或时间表。

去交易
仅供参考 · 风向标是信息工具,不构成投资建议,不推荐买卖任何证券。行程可能基于官方确认前的媒体报道。公开战绩存在幸存者偏差。投资决策与责任由您自行承担。