當(dāng)?shù)貢r間7月27日,白宮經(jīng)濟(jì)顧問拉里-庫德洛表示,美國經(jīng)濟(jì)正在經(jīng)歷V型復(fù)蘇。不過,美國各公司的CEO們并不這么認(rèn)為。
世界大型企業(yè)聯(lián)合會向《財(cái)富》雜志提供了其對全球CEO和高管的調(diào)查結(jié)果。在美國首席執(zhí)行官中,42%的被調(diào)查者認(rèn)為經(jīng)濟(jì)會出現(xiàn)U型復(fù)蘇,也就是更溫和的反彈,26%預(yù)計(jì)會出現(xiàn)可怕的L型復(fù)蘇,23%預(yù)計(jì)會出現(xiàn)W型復(fù)蘇或二次衰退。只有9%的美國首席執(zhí)行官預(yù)測經(jīng)濟(jì)會出現(xiàn)V型復(fù)蘇,經(jīng)濟(jì)反彈與經(jīng)濟(jì)收縮的速度幾乎相同。
今年6月份,世界大型企業(yè)聯(lián)合會對全球1300多位首席執(zhí)行官進(jìn)行調(diào)查后的結(jié)果顯示,美國以外的世界其他國家的情況并沒有那么悲觀。64%的中國高管預(yù)計(jì)經(jīng)濟(jì)會出現(xiàn)V型或U型復(fù)蘇,59%的歐洲企業(yè)領(lǐng)袖與51%的美國首席執(zhí)行官持相同觀點(diǎn)。
CEO們對于經(jīng)濟(jì)的悲觀情緒或使他們不太可能進(jìn)行那些,能夠拉動全球經(jīng)濟(jì)走出危機(jī)、實(shí)現(xiàn)公司成長發(fā)展的商業(yè)投資。
只有12%的美國首席執(zhí)行官預(yù)計(jì)他們公司的收入會在2020年年底前有所回升;51%的人認(rèn)為要等到2021年,22%的人預(yù)計(jì)在2022年或以后。相比之下,只有17%的中國高管和14%的歐洲高管預(yù)計(jì)他們公司的收入將在2022年或以后恢復(fù)。
此外,很多美國公司表示,新冠疫情并沒有導(dǎo)致收入下降。疫情期間,15%的美國首席執(zhí)行官都沒有降薪,而這一比例在中國與歐洲分別為10%和8%。
新冠疫情也加速了企業(yè)數(shù)字化轉(zhuǎn)型,許多科技公司因此受益。在美國,像Adobe這樣的科技公司比比皆是,它們的銷售額在新冠疫情期間不斷攀升。
世界大型企業(yè)聯(lián)合會指出,有60%的歐洲CEO和57%的美國CEO認(rèn)為數(shù)字化轉(zhuǎn)型的加速是這場疫情帶來的最重要地長期影響。在中國,這一比例為40%。
“首席執(zhí)行官和高管們看到了企業(yè)數(shù)字化轉(zhuǎn)型的機(jī)會,同時也看到了能夠削減成本的長期戰(zhàn)略機(jī)遇。”世界大型企業(yè)聯(lián)合會的研究人員在報(bào)告中寫道。(財(cái)富中文網(wǎng))
編譯:于佳鑫
當(dāng)?shù)貢r間7月27日,白宮經(jīng)濟(jì)顧問拉里-庫德洛表示,美國經(jīng)濟(jì)正在經(jīng)歷V型復(fù)蘇。不過,美國各公司的CEO們并不這么認(rèn)為。
世界大型企業(yè)聯(lián)合會向《財(cái)富》雜志提供了其對全球CEO和高管的調(diào)查結(jié)果。在美國首席執(zhí)行官中,42%的被調(diào)查者認(rèn)為經(jīng)濟(jì)會出現(xiàn)U型復(fù)蘇,也就是更溫和的反彈,26%預(yù)計(jì)會出現(xiàn)可怕的L型復(fù)蘇,23%預(yù)計(jì)會出現(xiàn)W型復(fù)蘇或二次衰退。只有9%的美國首席執(zhí)行官預(yù)測經(jīng)濟(jì)會出現(xiàn)V型復(fù)蘇,經(jīng)濟(jì)反彈與經(jīng)濟(jì)收縮的速度幾乎相同。
今年6月份,世界大型企業(yè)聯(lián)合會對全球1300多位首席執(zhí)行官進(jìn)行調(diào)查后的結(jié)果顯示,美國以外的世界其他國家的情況并沒有那么悲觀。64%的中國高管預(yù)計(jì)經(jīng)濟(jì)會出現(xiàn)V型或U型復(fù)蘇,59%的歐洲企業(yè)領(lǐng)袖與51%的美國首席執(zhí)行官持相同觀點(diǎn)。
CEO們對于經(jīng)濟(jì)的悲觀情緒或使他們不太可能進(jìn)行那些,能夠拉動全球經(jīng)濟(jì)走出危機(jī)、實(shí)現(xiàn)公司成長發(fā)展的商業(yè)投資。
只有12%的美國首席執(zhí)行官預(yù)計(jì)他們公司的收入會在2020年年底前有所回升;51%的人認(rèn)為要等到2021年,22%的人預(yù)計(jì)在2022年或以后。相比之下,只有17%的中國高管和14%的歐洲高管預(yù)計(jì)他們公司的收入將在2022年或以后恢復(fù)。
此外,很多美國公司表示,新冠疫情并沒有導(dǎo)致收入下降。疫情期間,15%的美國首席執(zhí)行官都沒有降薪,而這一比例在中國與歐洲分別為10%和8%。
新冠疫情也加速了企業(yè)數(shù)字化轉(zhuǎn)型,許多科技公司因此受益。在美國,像Adobe這樣的科技公司比比皆是,它們的銷售額在新冠疫情期間不斷攀升。
世界大型企業(yè)聯(lián)合會指出,有60%的歐洲CEO和57%的美國CEO認(rèn)為數(shù)字化轉(zhuǎn)型的加速是這場疫情帶來的最重要地長期影響。在中國,這一比例為40%。
“首席執(zhí)行官和高管們看到了企業(yè)數(shù)字化轉(zhuǎn)型的機(jī)會,同時也看到了能夠削減成本的長期戰(zhàn)略機(jī)遇。”世界大型企業(yè)聯(lián)合會的研究人員在報(bào)告中寫道。(財(cái)富中文網(wǎng))
編譯:于佳鑫
White House economic adviser Larry Kudlow declared Sunday that the U.S. economy was experiencing a V-shaped recovery. But that bullish view is not shared by American chief executive officers.
The Conference Board provided Fortune an exclusive look at its survey of global CEOs and C-suite executives. Among the U.S. CEOs, 42% foresee a U-shaped recovery—that is, a more moderate rebound—while 26% expect the dreaded L-shaped recovery, and 23% a W-shaped recovery, or a double-dip recession. Only 9% of U.S. CEOs predict a V-shaped recovery, or when an economy rebounds nearly as quickly as it contracted.
But the rest of the world is a bit less pessimistic, finds the Conference Board's survey of more than 1,300 CEOs around the world in June. In China, 64% of executives expect a V-shaped or U-shaped recovery, the two best possible outcomes. That number was 59% among European business heads, and 51% among U.S. CEOs.
Economic pessimism can translate into CEOs being less likely to pull the trigger on the business investments needed to drive the economy out of this crisis and generate growth within their firm.
Among U.S. CEOs, only 12% expect their company's revenues to rebound before the end of 2020; 51% say in 2021, and 22% say 2022 or later. Only 17% of company chiefs in China and 14% in Europe foresee revenues recovering in 2022 or later.
Also in the survey, the U.S. has more companies that say the pandemic didn't cause revenue to fall. Among CEOs in the U.S., 15% did not see their revenues decline during the crisis, compared to 10% in China and 8% in Europe.
How can it be that the U.S. is the region where both the highest share of firms were unaffected by the crisis, but that most corporate chiefs there now expect a recovery to drag out over multiple years? Many tech firms are actually benefiting from a pandemic that is speeding up digital transformations. And the U.S. is packed with these tech firms, like Adobe, which have seen their sales climb during the pandemic.
The Conference Board finds that 60% of European CEOs and 57% of their American counterparts say the accelerating digital transformation is the most important long-term impact resulting from the pandemic. That number is 40% among CEOs in China.
"CEOs and C-suite executives see opportunity to transform their organizations into digitally driven enterprises that will be leaner and more agile in a post-COVID-19 world. At the same time, they see a long-term strategic opportunity to cut costs," wrote researchers at the Conference Board in the report.