DEI 未能发挥实际效用，戴尔科技裁员 10%
戴尔科技在 2025 财年裁员 10%，员工总数由 12 万人降至 10.8 万人。公司采取限制外部招聘和调整编制等措施以削减成本，同时重申对多元化与包容性（DEI）的承诺。
然而，DEI 计划正面临质疑，美国政府批评其可能带有歧视性，并暗示司法部可能介入调查。Meta、Alphabet 等公司已取消相关举措。戴尔科技在 2024 财年已裁员 5%，预计 AI 服务器制造成本上升和市场竞争加剧将影响 2026 财年毛利率。
Reuters
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A spike in interest rates since the start of the year has accelerated a rotation out of high-growth technology stocks and into value stocks poised to benefit from a reopening of the economy. The Nasdaq has fallen more than 10% over the past month as the Dow has soared to record highs, with a spike in the 10-year US Treasury yield acting as the main catalyst. It recently surged to a cycle high of more than 1.60% after starting the year below 1%. But according to Jim Paulsen, the Leuthold Group's chief investment strategist, rising interest rates do not represent a long-term threat to the stock market. Paulsen expects the 10-year yield to cross 2% by the end of the year. A spike in interest rates and its impact on the stock market depends on the economic backdrop, according to Paulsen. Rising interest rates amid a strengthening economy "may prove no challenge at all for stocks," Paulsen said.
The global forecast for the Asian markets is murky following recent volatility, with crude oil prices providing support in what has been an otherwise tough month. The European markets were down and the U.S. bourses were mixed and flat and the Asian markets figure to split the difference.The TSE finished modestly lower on Friday following losses from the financial shares and property stocks.For the day, the index sank 15.09 points or 0.49 percent to finish at 3,061.35 after trading between 3,057.84 and 3,089.78. Volume was 1.39 billion shares worth 1.30 billion Singapore dollars. There were 285 decliners and 184 gainers.
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