金吾财讯 | 美国技术工人联盟发布最新报告指出，到2035年，美国每年需填补170万个技术工人职位空缺。然而，目前职业培训能力严重滞后。报告显示，支撑数据中心与供应链运营的电工、暖通（HVAC）技师及工业机械维修工需求暴增，其就业增长速度将达到全美职业平均增速的2至5倍。报告披露，导致劳动力缺口扩大的主要因素包括老一代工人集中退休、年轻群体对传统蓝领工作的偏见，以及学校技能课程的缺失。业内人士指出，若无法通过跨界合作加速人才培养，熟练工人的匮乏将直接拖累AI基础设施的交付进度，并对美股科技板块的高估值预期构成实质性风险。
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