Last week we asked whether the biggest US tech companies have gotten flabby. Our argument was that the recent job cut announcements at Amazon, Alphabet, Microsoft, Meta and Salesforce were less about reversing pandemic-era over-hiring (as the companies assert) and more about falling stock prices and keeping restive investors at bay. Big tech share prices are down between a third and two-thirds from their 2021 peaks, and activist investors are pounding their drums menacingly at Salesforce, Meta and Alphabet.
上周,我們問到美國最大的科技公司是否已變得臃腫。我們的論點是,亞馬遜、Alphabet、微軟、Meta和Salesforce最近的裁員公告與其說是為了扭轉(zhuǎn)大流行時代的過度招聘(正如這些公司所宣稱的),不如說是出于股價下跌,要穩(wěn)住不安的投資者。大型科技公司的股價從2021年的峰值下降了三分之一到三分之二,維權投資者正在對Salesforce、Meta和Alphabet進行威脅。