异动解读 | Block公司夜盘大涨22.90%,因裁员近半押注AI并公布强劲业绩

异动解读
Feb 27

Block, Inc. (股票代码: XYZ) 今日夜盘股价大幅上涨22.90%,引起了市场的广泛关注。

消息面上,Block公司宣布将裁员超过4000人,规模接近员工总数的一半,作为其将人工智能深度嵌入公司运营的全面改革的一部分。公司首席执行官杰克·多西表示,智能工具改变了建立和运营公司的方式,规模更小但才华出众的团队利用这些工具可以做得更多、更好。此次重组预计将产生约4.5亿至5亿美元的费用。

与此同时,Block公司公布了强劲的第四季度业绩。财报显示,公司调整后每股利润为65美分,较去年同期的47美分显著增长;毛利润同比增长24%,达到28.7亿美元。公司对2026年的盈利前景也给出了乐观指引。分析师认为,此次大规模裁员标志着人工智能开始实质性地重塑企业运营,有望提升公司未来的利润率,因此获得了投资者的积极回应。

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