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Rockwell Automation: Tailwinds From Onshoring U.S. Production
MarketBeat· 2025-05-08 23:03
To paraphrase Rockwell Automation’s NYSE: ROK CEO, Blake Moret, the company’s home-field advantage ideally positions it to benefit from onshoring U.S. manufacturing. Its manufacturing footprint is North American-centric, with more than 70% located within the continental US. The company is a leader in automation; its products are devices and tools to automate processes and increase efficiency, which businesses and industries need to manufacture domestically and succeed. Rockwell Automation TodayROKRockwell A ...
IBM CEO: HR Layoffs Due to AI Led to ‘More Investment' in Other Roles
PYMNTS.com· 2025-05-07 05:11
人工智能投资与就业影响 - IBM通过人工智能投资实现人力资源岗位替代,用AI代理取代数百名人力资源员工[1] - AI应用导致公司增加程序员和销售人员招聘,总就业人数上升[1][2] - 公司将资源重新分配到软件工程、销售和营销等需要"批判性思维"的领域[3] 管理层对AI发展的观点 - AI成本下降将推动技术需求激增,预计使用量会爆炸式增长[6] - AI自动化主要应用于企业工作流程中的重复性任务[2] 关税政策影响评估 - 特朗普关税对IBM利润影响有限,因主要硬件产品在国内生产[4] - 咨询业务可能面临需求下降风险,若关税影响达10%需重大管理决策[5] - 公司高管3月曾与特朗普会晤讨论行业关税影响[5] 战略重点领域 - 贸易政策和美国制造业是管理层核心关注议题[5] - 量子计算和大型机系统构成国内生产优势[4]