英国官员：尚未就数字服务税的达成一致的进程。主要后续工作将是继续就降低或取消关税进行谈判。 ...

英国官员：美国希望看到英国重组数字服务税，但在贸易协议中并未达成一致。 ...

英国方面表示，数字服务税保持不变。 ...

美国财长贝森特：我们将采取措施降低欧洲的数字服务税。 ...

亚马逊（AMZN）目前跌0.9%，谷歌母公司Alphabet（GOOGL）维持超过0.9%的跌幅，苹果（AAPL）涨幅收窄至 不足0.2%。美国财政部长贝森特宣称，欧盟在与美国进入贸易谈判前需要先解决一些"内部事务"，特别提到部分国 家征收的数字服务税。美国长期反对外国征收数字服务税，历届政府均认为该税种不公平地针对美国科技巨头，如 亚马逊和谷歌母公司Alphabet Inc.。贝森特特别提到法国和意大利。 亚马逊 amazon 概览 对比 财务信息 NASDAQ: AMZN : 市场概况 > 亚马逊 186.01 USD + 关注 -1.69 (0.90%) ↓ 今天 4月29日 GMT-4 上午11:33 • 免责声明 YTD 1 天 5天 1 个月 6 个月 1年 5 年 最大 188 昨日 收盘价 187 187.70 186 185 184- 下午2:00 上午10:00 下午4:00 下午12:00 开盘 1.97万亿 52 周高点 242.52 183.99 市值 最高 33.66 52 周低点 151.61 187.14 市盈率 股息收益率 最低 183.68 Alphabet Inc Cla ...

Group 1 - The European Union plans to impose tariffs on $26 billion worth of U.S. goods, including Harley-Davidson motorcycles and bourbon whiskey, and introduce a digital services tax targeting tech giants like Google and Amazon [1] - The new digital services tax (DST) specifically impacts U.S. software and internet exports, which were previously unaffected by tariffs, leading to significant potential declines in stock prices for major tech companies [2] - The DST aims to tax multinational tech companies that generate revenue from UK users, imposing a 2% tax on revenues from search engines, social media services, and online marketplaces, averaging £800 million annually, highlighting public concerns over tax avoidance [5] Group 2 - The introduction of the DST is seen as a response to the perceived tax evasion by tech giants, with significant implications for their profitability and market performance [5] - The symbolic nature of the DST reflects broader global tensions, as it is viewed as a retaliatory measure against U.S. policies, increasing pressure on American tech companies [5]

Investment Rating - The report does not explicitly provide an investment rating for the industry Core Insights - The announcement of "Reciprocal Tariffs" by President Trump indicates a significant shift in U.S. trade policy, aiming to address trade imbalances and unfair practices from major trading partners [1][2] - The implementation of these tariffs will be contingent upon the completion of a report by April 1, 2025, which will guide specific actions based on the findings [5][6] - The focus will be on countries with significant trade surpluses with the U.S. and those with high tariff rates compared to the U.S. [8][9] Summary by Sections Section 1: Content and Features of Reciprocal Tariffs - The "Reciprocal Tariff" policy targets a wide range of countries, including Brazil, India, and the EU, in response to perceived unfair trade practices [3] - The policy aims to equalize tariff rates, meaning the U.S. will impose the same tariff on countries that impose tariffs on U.S. goods [4] - Non-tariff policies, such as Value Added Tax (VAT) and Digital Services Tax (DST), will also be considered unfair practices [5] Section 2: Affected Countries and Regions - Emerging markets like India, Brazil, and Vietnam have significantly higher average tariff rates compared to the U.S., making them primary targets for the new tariffs [8] - Countries with high VAT rates, such as those in Europe, are also likely to be affected [9] Section 3: Impact on U.S. Inflation and Growth - The effective tariff rate for the U.S. is projected to rise from 2.41% to 5.46% with the implementation of reciprocal tariffs, and potentially to 13.07% if VAT is included [14][16] - The estimated impact on U.S. inflation could be an increase of 0.1 percentage points without VAT, and up to 2 percentage points if all costs are passed to consumers [18] - The projected increase in federal revenue from these tariffs could be significant, with estimates suggesting a potential increase of $375 billion from reciprocal tariffs alone [19]