据报道，德国计划对全球科技巨头征收10%的数字税。英国《金融时报》报道：据报道，德国将对Meta和谷歌等全球科技巨头征收10%的数字税。德国总理梅尔茨的联盟在5月初签署的条约中同意评估对互联网平台征税。

Germany reportedly eyeing a 10% digital tax on global tech giants.The FT is reporting: Germany is reportedly buying a 10% digital tax on global tech giants like Meta and Google. German Chancellor Merz's coalition agreed to evaluate a tax on Internet platforms in its treaty signed in early May.

德国10年期国债收益率回落至三周来的最低水平2.52%以下，追随美国国债收益率的逆转，此前新的经济数据强化了人们对美联储今年多次降息的预期。美国第一季度GDP年化收缩率为0.2%，略好于最初0.3%的降幅。然而，消费者支出增长速度较慢，净贸易的拖累比之前估计的要大，本季度企业利润下降。与此同时，美国国际贸易法院驳回了唐纳德·特朗普总统的全球互惠关税，并命令政府停止征收。该裁决缓解了投资者对贸易战升级的担忧。在货币政策方面，欧洲央行将于下周宣布其政策决定。尽管许多分析人士预计将再次降息，但一些欧洲央行官员最近采取了更强硬的语气，主张暂停进一步的宽松政策。

The German 10-year Bund yield moved back below 2.52%, the lowest in three weeks, tracking a reversal in US Treasury yields following fresh economic data that reinforced expectations for multiple Fed rate cuts this year. US GDP contracted at an annualized rate of 0.2% in Q1, slightly better than the initial 0.3% decline. However, consumer spending grew at a slower pace, net trade exerted a greater drag than previously estimated, and corporate profits fell during the quarter. Meanwhile, the US Court of International Trade struck down President Donald Trump’s worldwide reciprocal tariffs and ordered the administration to cease their collection. The ruling eased investor concerns about an escalating trade war. On the monetary policy front, the ECB is set to announce its policy decision next week. While many analysts anticipate another rate cut, some ECB officials have recently adopted a more hawkish tone, advocating for a pause in further easing.

周四下午，法兰克福DAX指数将早盘涨幅下调至24000点以下，追随欧洲市场的跌幅，此前美国最新数据重新引发了人们对经济前景的担忧。疲软的数据提振了人们对美联储今年多次降息的预期。在会议早些时候，美国法院的一项裁决提振了市场情绪，该裁决阻止唐纳德·特朗普总统根据紧急权力实施广泛的进口关税。虽然这一决定暂时停止了特朗普激进的贸易议程，但他的政府已经提起上诉。在单一股票中，跌幅最大的包括Zalando、Vonovia、海德堡材料和西门子，跌幅在1.8%至2.7%之间。

Frankfurt’s DAX trimmed early gains to dip below 24,000 on Thursday afternoon, tracking losses across European markets after fresh US data reignited concerns over the economic outlook. The weak figures boosted expectations of multiple Fed rate cuts this year. Earlier in the session, sentiment was lifted by a US court ruling that blocked President Donald Trump from implementing broad import tariffs under emergency powers. While the decision temporarily halts Trump’s aggressive trade agenda, his administration has already filed an appeal. Among single stocks, top losers included Zalando, Vonovia, Heidelberg Materials and Siemens, with declines between 1.8% and 2.7%.

周四，法兰克福DAX指数上涨约0.7%，突破24200点大关，扭转了昨日的跌势，与欧洲和主要同行持平，贸易担忧有所缓解。交易员们对美国法院的一项裁决表示欢迎，该裁决阻止唐纳德·特朗普总统根据紧急权力法对进口商品征收全面关税。此举暂时停止了特朗普的激进贸易战略，该战略已在全球范围内引发市场动荡，尽管他的政府迅速对法院的裁决提出了上诉。英伟达强劲的盈利和本季度乐观的前景也支撑了市场情绪。在企业方面，阿迪达斯领先，上涨4%，其次是英飞凌科技（+3.8%）。制药股和汽车制造商也强劲上涨。

Frankfurt's DAX rose about 0.7% to surpass the 24,200 mark on Thursday, reversing yesterday's losses and mirroring its European and major peers, amid easing trade concerns. Traders welcomed a US court ruling that blocks President Donald Trump from imposing sweeping tariffs on imports under an emergency-powers law. This move temporarily halts Trump’s aggressive trade strategy that has caused market turbulence worldwide, although his administration promptly appealed the court’s decision. Market sentiment was also supported by Nvidia’s strong earnings and upbeat outlook for the current quarter. On the corporate front, Adidas led the way, rising 4%, followed by Infineon Technologies (+3.8%). Pharma stocks and automakers also advanced firmly.