当地时间12月16日，美欧在数字经济领域积累已久的怨气再次被推到台前。美国贸易代表办公室 （USTR）公开警告称，若欧盟及其成员国继续以"诉讼、税收、罚款、指令"等方式削弱美国数字服务 提供商的竞争力，美国将动用"一切可用手段"进行反击，包括对欧洲企业征收额外费用，或限制部分欧 洲服务进入美国市场等。 表面看，双方争论焦点是欧盟数字税以及欧盟近年围绕平台治理和市场竞争的监管框架，但其实争论背 后的更深层分歧却是：谁来给跨境数字经济定规矩？谁来决定成本的承担者？"动用一切手段"，意味着 美国正在把矛盾从对"欧盟管得太严"的批评，升级为用贸易手段让欧洲付出代价的实质威胁。 △美国知名科技媒体网站Verge报道称，过去几年，谷歌、苹果、亚马逊、微软等美国公司都面临着欧 盟新的罚款、调查或法律诉讼。 △《卫报》报道，美国贸易代表办公室指责欧盟及部分成员国对美国服务商加以各种歧视性行为，相 反，包括DHL、埃森哲、Spotify、西门子等在内的欧洲公司，几十年来却一直在美国自由运营。 老问题新包装：数字税争端从未真正解决 从罚单到"重拳"：导火索只是借题发挥 在美国看来，数字服务税从来都不是单纯的税收技术问题，而是一种 ...

摘要北京时间周三(12月17日)亚市盘中，美元指数交投于98.187附近，现货黄金开盘于4301.84美元/盎 司，目前交投于4317.57美元/盎司附近，黄金t+d交投于971.80元/克附近，沪金主力交投于976.98元/克附 近。 北京时间周三(12月17日)亚市盘中，美元指数交投于98.187附近，现货黄金开盘于4301.84美元/盎司，目 前交投于4317.57美元/盎司附近，黄金t+d交投于971.80元/克附近，沪金主力交投于976.98元/克附近。 上一交易日美元指数收跌0.05%，报98.225，现货黄金收跌0.05%，报4302.28美元/盎司。在现货黄金下 跌之际，其他贵金属涨跌不一：现货白银收跌0.47%，报63.74美元/盎司；现货铂金收涨3.54%，报 1847.80美元/盎司；现货钯金收涨2.13%，至1606.00美元/盎司。 12月16日COMEX黄金库存1119.46吨，较前一交易日增加0.75吨；COMEX白银库存14116.20吨，较前一 交易日减少22.22吨。 12月16日SPDR黄金ETF持仓1051.69吨，较前一个交易日保持不变；SLV白银ETF持仓16018 ...

Core Viewpoint - The US-UK "Technology Prosperity Agreement" has been paused less than three months after its signing, indicating a reassessment by the US government regarding the benefits and feasibility of the agreement [2][6]. Group 1: Agreement Details - The agreement was signed during President Trump's visit to the UK in September and aimed to enhance cooperation in advanced technology fields such as artificial intelligence, quantum computing, and civil nuclear energy [2]. - Major US tech companies, including Microsoft, Google, NVIDIA, and OpenAI, pledged to invest over $40 billion in the UK to improve its AI infrastructure and other advanced technologies [2]. - The agreement is based on the US-UK "Economic Prosperity Agreement" signed in May and is not legally binding, allowing either party to terminate it with written notice [6]. Group 2: US Government's Position - The US government has paused the agreement due to perceived insufficient progress by the UK in reducing trade barriers [2]. - Analysts suggest that the US may use the agreement as leverage to demand more concessions from the UK in trade negotiations and geopolitical matters [2][7]. Group 3: Concerns and Criticism - Critics have raised concerns about the potential for the US to dominate the partnership due to its superior funding and technological capabilities, which could lead to the UK facing technology dependency and sovereignty risks [7]. - The agreement has faced skepticism since its announcement, with some labeling it as "second-rate" compared to other tech partnerships [7]. Group 4: Ongoing Negotiations - Recent discussions between the UK and US have included topics such as tariffs on steel and whiskey, as well as cooperation on critical minerals [11]. - The UK has agreed to a significant increase in tariff-free quotas for US beef and ethanol, indicating a willingness to negotiate on agricultural products in exchange for technological cooperation [10].

法国政府显然看到了开征数字服务税的成效，近期对该税种的税率与征税范围进行了调整。 2025年11月底，法国国民议会通过2026年预算案修正案，宣布对数字服务税进行重大调整：将针对大型数字科技企业的税率从现行3%提升至6%，同时将全 球年营业额征税门槛从7.5亿欧元提高至20亿欧元。 这是法国自2019开始征收数字服务税后的首次调整，该税种也为法国财政带来了持续增收的机会。 中华人民共和国驻法兰西共和国大使馆网站信息显示，综合法媒2023年10月9日报道，2022年，法国数字服务税收入为6.2亿欧元，2023年将达7亿欧元， 2024年预计增至8亿欧元，2025年将突破10欧元大关。 山东大学税务研究中心主任李华对经济观察报表示，法国调整数字税是数字经济时代"单边税收措施"与"多边规则改革"碰撞的典型案例。其核心目标是解决 税收不公、维护本土利益，直接冲击美国科技巨头，同时对OECD（经济贸易与合作组织）"双支柱"改革形成"施压与参考"的双重作用。 安理律师事务所合伙人叶永青认为，法国政府在提高税率水平的同时，也提高了征税门槛，使得众多中小型企业在很大程度上被排除在新规则的适用范围之 外。因此，受影响的企业集中 ...

Core Viewpoint - The European Union (EU) has imposed a fine of €120 million (approximately $140 million) on Elon Musk's social media platform X, marking a significant escalation in tensions between Musk and the EU [1] Group 1: Fine Imposition - The EU Commission announced the fine as part of its enforcement of the Digital Services Act, marking its first non-compliance decision [1] - Musk reacted strongly, labeling the fine as absurd and criticizing the EU as a "bureaucratic monster" [1] - Compared to previous fines imposed on other tech giants like Apple and Meta, the fine on X is relatively low, especially considering Musk's net worth reached $500 billion in October [1] Group 2: Timing and Context - The timing of Musk's reaction is significant, coinciding with a shift in the U.S. perception of Europe as outlined in the latest U.S. National Security Strategy, which describes Europe as facing a "civilizational decline" [3] - The U.S. government has begun to openly criticize the EU's regulatory approach, indicating a growing ideological divide between the U.S. and Europe [4] Group 3: U.S. Government Response - Following Musk's outburst, U.S. officials, including Vice President Vance and Secretary of State Rubio, publicly supported Musk, framing the EU's actions as an attack on American companies [6][7] - The rhetoric from U.S. officials suggests a coordinated response to bolster Musk's position against the EU [8] Group 4: Broader Implications - The EU's digital services tax has become a major point of contention, with the U.S. previously warning of potential retaliatory measures if the EU does not retract its regulations [9][10] - The EU's commitment to its digital tax is seen as a means to protect its industries and generate significant revenue, further complicating U.S.-EU relations [10]

Core Viewpoint - The European Union (EU) imposed a fine of €120 million (approximately $140 million) on Elon Musk's social media platform X, marking a significant escalation in tensions between Musk and the EU [2][3]. Group 1: EU's Actions and Musk's Response - The EU's fine against X is the first non-compliance decision under the Digital Services Act, highlighting the EU's regulatory stance towards American tech companies [2]. - Musk's reaction was notably more intense compared to previous fines imposed on other tech giants like Google, Apple, and Meta, indicating a shift in the context and timing of the EU's actions [4][5]. - Musk's comments included calling the EU a "bureaucratic monster" and suggesting that it should be abolished to return sovereignty to individual nations [2][5]. Group 2: US-EU Relations and Political Context - The timing of Musk's reaction coincides with a shift in the US's perception of Europe, as indicated by the latest US National Security Strategy report, which describes Europe as facing a "civilizational decline" [5][6]. - The report suggests that the US should cultivate resistance against Europe's current trajectory, reflecting a growing ideological divide between the US and EU [6]. - Musk's relationship with former President Trump has reportedly improved, which may have influenced his strong stance against the EU [6]. Group 3: US Officials' Support for Musk - Following Musk's outburst, several US officials publicly supported him, with Vice President Vance criticizing the EU for attacking American companies [7]. - Secretary of State Rubio and Deputy Secretary Landau echoed similar sentiments, framing the EU's actions as an attack on American interests [8]. - This collective support from US officials indicates a strategic alignment with Musk, potentially as a response to the EU's regulatory actions [8]. Group 4: Broader Implications for US-EU Relations - The EU's digital services tax has become a significant point of contention, with the US previously warning of potential retaliatory measures if the EU continues its regulatory approach [9][10]. - The EU's commitment to maintaining its digital regulatory sovereignty is seen as a means to protect its industries and generate substantial tax revenue [10]. - The ongoing tensions may lead to further deterioration in US-EU relations, extending beyond digital services to broader trade and political issues [10][11].

Core Viewpoint - The UK remains steadfast in imposing a digital services tax on US tech companies despite pressure from the Trump administration, indicating a potential collapse of Trump's trade policies [1][6][9] Group 1: UK-US Trade Relations - The UK has historically been a close ally of the US, often serving as a model for Trump's trade policies, including tariff agreements [3][4] - The UK was the first country to reach a tariff agreement with the US, which has influenced subsequent agreements with other nations [3][4] Group 2: Tariff Agreements - Specific tariff reductions include a decrease in the tariff on the first 100,000 cars exported from the US to the UK from 27.5% to 10%, with a 25% rate on additional units [4] - The UK eliminated tariffs on US beef and set a 13,000-ton duty-free quota, while also removing tariffs on US ethanol [4] Group 3: Digital Services Tax - The UK has been collecting a digital services tax since 2020, which has significantly impacted major US tech companies, generating £678 million in 2024 [6][7] - The tax targets companies with global digital revenues exceeding £500 million and UK user revenues over £25 million, with a rate of 2% [7] - The UK government anticipates that the digital services tax could generate £1.4 billion annually by 2030 [7][9] Group 4: International Taxation Issues - The UK's insistence on the digital services tax reflects a broader issue of tax revenue loss from multinational corporations in the digital economy [9] - The lack of a unified global tax framework has led to fragmented international tax systems, necessitating consensus through multilateral organizations like the OECD [9]

Core Points - French lawmakers have passed a bill to increase taxes on large tech companies, potentially provoking retaliatory measures from the U.S. government [1] - The proposed amendment raises the digital services tax rate from 3% to 6%, which is less aggressive than a previous proposal to increase it to 15% [1] - The amendment is part of the 2026 budget proposal and does not guarantee final enactment into law [1] Group 1 - The French National Assembly approved an amendment that could significantly increase taxes on companies like Amazon, Alphabet, and Meta [1] - U.S. Republican lawmakers have warned that raising the tax rate to 15% would be an unwarranted attack on American tech companies, leaving Congress and the Trump administration with little choice but to retaliate [1] - The French government, lacking a majority in parliament, is cautious about the proposal and aims to collaborate with lawmakers [1] Group 2 - French Finance Minister Roland Lescure acknowledged the parliament's desire to strengthen taxes on digital giants and emphasized the need for careful handling of tax rate increases [5] - The French government is under pressure to control its significant fiscal deficit, which is the largest in the Eurozone [5] - A new amendment proposed by the far-left opposition party imposes a universal tax based on multinational companies' business activities in France, but Lescure stated that this measure would be unimplementable due to existing bilateral tax treaties [5] Group 3 - The proposed tax rate increase is expected to generate approximately €700 million (about $814 million) annually, which lawmakers argue is disproportionate compared to the profits large tech companies make in France [6] - The threshold for companies subject to this tax will be raised from €750 million to €2 billion in global revenue [6]

Core Viewpoint - The article discusses the escalating tensions between the EU and the US regarding digital regulations, particularly focusing on the EU's Digital Services Act and Digital Markets Act, which are seen as a challenge to US tech companies operating in Europe [5][6][12]. Group 1: EU Digital Regulations - The EU's Digital Services Act and Digital Markets Act are described as "sovereign legislation" that applies to all online platforms operating within the EU, regardless of their headquarters [5][6]. - The EU has designated major tech companies like Google, Amazon, Apple, Meta, and Microsoft as "gatekeepers," subjecting them to strict regulations and potential fines of up to 10% of global revenue for violations [11]. - The EU's approach contrasts with the US's preference for low tax rates and minimal regulation, highlighting a fundamental ideological divide between the two regions [12]. Group 2: US Response and Trade Implications - Former President Trump threatened to impose high tariffs on countries implementing digital taxes against US companies, indicating a potential trade conflict [9][10]. - The EU is urged to stand firm against US pressure and prepare to abandon trade agreements if necessary to protect its regulatory framework [7][8]. - The article suggests that the ongoing digital regulation disputes could complicate the already challenging negotiations for a US-EU trade framework [8]. Group 3: Economic Context and Future Outlook - The article notes that the EU's economy is lagging behind the US, with projections indicating that by 2024, the EU's GDP will be less than two-thirds of the US's [22]. - The EU is increasing investments in its AI sector, aiming to establish a stronger foothold in the digital economy and reduce reliance on US tech giants [23]. - Despite these efforts, the article expresses skepticism about the EU's ability to effectively implement its plans and compete with the US in the tech space [23].

Group 1 - The core issue revolves around the escalating tensions between the EU and the US regarding digital regulations, particularly the EU's Digital Services Act and Digital Markets Act, which the EU claims apply to all online platforms operating within its jurisdiction regardless of their headquarters [1][2][3] - The EU's stance is reinforced by its assertion that these regulations do not have extraterritorial effects, but will regulate services provided within the EU [1][2] - The US, under Trump's administration, is considering sanctions against EU officials promoting the Digital Markets Act, indicating a potential trade conflict linked to digital regulation [2][3] Group 2 - Trump's comments on digital service taxes highlight a broader economic ideological divide between the US and Europe, with the US favoring low tax rates and minimal regulation, while the EU advocates for data sovereignty and high standards of protection [6][7] - The Digital Services Tax, which has been implemented by several European countries, aims to address the perceived unfair tax distribution from US tech giants operating in Europe [4][12] - The EU's Digital Markets Act identifies major US tech companies as "gatekeepers," subjecting them to stringent regulations and potential fines of up to 10% of global revenue for violations [5][12] Group 3 - The EU's efforts to impose digital service taxes are seen as a way to reclaim economic benefits from US tech companies that have historically paid lower taxes due to their European headquarters in low-tax jurisdictions like Ireland [12][13] - Despite the EU's ambitions to reshape the digital economy, the lack of substantial European tech companies undermines its enforcement capabilities, leading to skepticism about the effectiveness of these regulations [13][14] - The EU is increasing investments in AI and aims to establish a stronger presence in the digital economy, with plans for significant funding and initiatives to support local AI industries [13][14]