104:4的“互惠”贸易:美国如何用一纸协定收割马来西亚数字主权
Guan Cha Zhe Wang·2025-11-18 12:49

Core Points - The signing of the "U.S.-Malaysia Reciprocal Trade Agreement" has sparked significant backlash in Malaysia, with accusations of sovereignty betrayal and calls for parliamentary rejection [1][3][4] - The agreement is characterized as extremely unequal, with Malaysia bearing 104 binding obligations compared to only 4 for the U.S., highlighting a 26:1 disparity [3][7] - The agreement is seen as a systematic erosion of Malaysia's digital sovereignty, locking the country into dependency on the U.S. for economic and technological development [4][15] Summary by Sections Inequality of Commitments - Malaysia is required to fulfill 104 specific obligations, while the U.S. only commits to 4, with only one being a hard commitment (tariffs) [7][10] - The language used in commitments further emphasizes inequality, with 98% of Malaysia's commitments being mandatory ("shall") compared to 75% of U.S. commitments being non-binding [8][9] Loss of Digital Sovereignty - The agreement dismantles Malaysia's previous digital sovereignty framework, which aimed to control data and digital infrastructure [15][17] - Specific clauses prohibit Malaysia from imposing a digital services tax and require the removal of local data storage mandates, effectively allowing data to flow freely to the U.S. [18][19] Geopolitical Implications - The agreement serves U.S. strategic interests by ensuring Malaysia's compliance with U.S. sanctions and export controls, effectively making Malaysia an enforcer of U.S. foreign policy [29][30] - The inclusion of "poison pill" clauses allows the U.S. to terminate the agreement if Malaysia engages with countries deemed harmful to U.S. interests, pressuring Malaysia to align with U.S. geopolitical goals [28][36] Broader Regional Strategy - The agreement with Malaysia is part of a broader U.S. strategy to establish similar agreements with other Southeast Asian nations, aiming to create a regional framework that excludes China [32][37] - The systematic approach taken by the U.S. in these agreements reveals a template for exerting influence over Southeast Asian countries, emphasizing the need for them to choose sides in the U.S.-China rivalry [36][38]