市场受到最新通胀数据的提振。美国7月消费者价格指数（CPI）同比上涨2.7%，低于预期的2.8%；剔除食品和能源价格的核心CPI同比上涨3.1%，略高于 预期的3%。 高盛资产管理多资产解决方案的联席CIO亚历山德拉·威尔逊-埃利松多解读称，美联储的政策立场高度依赖数据，在通胀受控且就业数据中劳动市场疲软 迹象日益明显的情况下，关注点现在将更偏向于就业。这份通胀数据支持在9月进行一次保险性降息，这将成为市场的关键推动力。 在数据公布后，降息预期大幅上升。根据芝商所FedWatch工具的交易数据，交易员们对9月降息概率的押注已经超过90%，高于数据公布前的85%。交易 员们也进一步增加了对10月和12月降息的押注。 【导读】美股收涨，标普500指数、纳斯达克指数创下新高，纳斯达克中国金龙指数收涨1.49% 见习记者 储是 8月12日，美国CPI数据公布，美股三大指数集体收涨，标普500指数、纳斯达克指数创下新高。 大型科技股和中概股集体上涨。英伟达、Meta股价创下新高；纳斯达克中国金龙指数收涨1.49%，腾讯音乐二季度业绩"喜人"，涨超10%。 "稳定币第一股"Circle发布美股上市以来的首份业绩报告，业绩 ...

Core Viewpoint - The resurgence of "Peel-apart film" or "撕拉片" is driven by its unique manual development process and retro aesthetic, leading to increased demand and skyrocketing prices in the market [12][14]. Group 1: Historical Context - Peel-apart film was invented by Edwin Land in the 1940s, allowing instant photo development, which became popular in the 1960s and 1970s [6]. - The production of peel-apart film ceased in 2008 for Polaroid and in 2016 for Fujifilm, marking the end of an era for this once-mainstream product [6]. Group 2: Technical Aspects - The basic principle of peel-apart film involves a light-sensitive negative and a positive film with a chemical pouch [8]. - The development process includes exposing the negative to light, breaking the chemical pouch, and separating the negative and positive to reveal the final image [9][11]. - Unlike instant cameras that automatically eject photos, peel-apart film requires manual extraction, which introduces variability in the development process [10]. Group 3: Market Dynamics - The current market for peel-apart film is characterized by a supply-demand imbalance, with prices for a box of 10 sheets rising from around 65-70 yuan to several hundred or even over a thousand yuan [12]. - The scarcity of available products has led to a perception of high collectible value, with some referring to it as "paper Maotai" due to its inflated prices [14]. Group 4: Consumer Behavior - Consumers are drawn to the unique experience of using peel-apart film, despite the risks of expired products leading to potential development failures [15]. - There are two main consumption models: one where consumers pay regardless of whether an image develops, and another where businesses guarantee a photo but not its quality [15].

Core Insights - The popularity of "tear-off film" has surged recently, driven by the influence of celebrities like Ju Jingyi, Liu Shishi, Huang Zitao, and Wu Xin, despite the high cost of over 300 yuan per shot [1] Group 1: Product Overview - Tear-off film, also known as instant film, consists of a light-sensitive negative and a developing positive with a chemical packet [3] - Major manufacturers like Polaroid and Fujifilm ceased production in 2008 and 2016 respectively, leading to most available films being expired [3] Group 2: Market Pricing - Current prices for a box of tear-off film on second-hand platforms like Xianyu range from 500 to 1000 yuan, translating to approximately 50 to 100 yuan per individual shot [3] - Fujifilm's FP-100C instant film has seen price fluctuations, with some listings showing a price drop of 60 yuan [7] and a 19% decrease in another instance [8] Group 3: Market Dynamics - Fujifilm representatives indicated that the discontinuation of tear-off film is due to high costs and cumbersome production facilities, with no official purchasing channels available [17] - The market features two consumption models: one where consumers pay regardless of whether the film develops, and another where merchants guarantee a photo but not the quality [17]