BV1sV7B6fEFF · 请不要叫我梁同学1 00:00:13,199 --> 00:00:13,800 大家好 2 00:00:13,800 --> 00:00:14,519 欢迎回到娜娜说 3 00:00:14,519 --> 00:00:16,800 美股今天是6月25号周四 4 00:00:16,800 --> 00:00:19,539 原本应该是个普天同庆的日子 5 00:00:19,539 --> 00:00:21,519 美国科技财报亮瞎眼 6 00:00:21,519 --> 00:00:23,480 5月PC1数据符合预期 7 00:00:23,480 --> 00:00:24,579 安全落地 8 00:00:24,579 --> 00:00:27,460 所以市场开盘前情绪还挺嗨的 9 00:00:27,460 --> 00:00:30,039 日韩小弟们又是第一批冲锋 10 00:00:30,039 --> 00:00:32,359 日韩股市今天都大幅反弹 11 00:00:32,359 --> 00:00:34,579 收复了此前一轮抛售失地 12 00:00:34,579 --> 00:00:35,840 美观的同行 13 00:00:35,840 --> 00:00:37,200 韩国SK海力士 14 00:00:37,200 --> 00:00:39,689 还有三星电子都同步大涨 15 00:00:39,689 --> 00:00:42,609 美股股指盘前呢也全线走高 16 00:00:42,609 --> 00:00:44,500 这个大家都心痒痒的 17 00:00:44,500 --> 00:00:46,700 等着科技股来一波大反攻哈 18 00:00:46,700 --> 00:00:49,539 结果开盘之后市场突然变脸 19 00:00:49,539 --> 00:00:51,140 股指快速跳水 20 00:00:51,140 --> 00:00:53,119 原因是毒苹果砸盘 21 00:00:53,119 --> 00:00:57,960 公司称由于AI数据中心扩张引爆存储芯片短缺 22 00:00:57,960 --> 00:00:59,979 存储芯片成本涨疯了 23 00:00:59,979 --> 00:01:04,909 所以宣布对Mark以及IPAD多款产品全线提价 24 00:01:04,909 --> 00:01:07,670 调价的这个幅度高达20% 25 00:01:07,670 --> 00:01:12,090 为公司近年来最大规模的一次全球性调价行动 26 00:01:12,090 --> 00:01:13,890 IPHONE呢暂未调价 27 00:01:13,890 --> 00:01:16,329 但是未来的涨价压力仍在积聚 28 00:01:16,329 --> 00:01:17,569 刚开始的时候哈 29 00:01:17,569 --> 00:01:18,209 这消息出来 30 00:01:18,209 --> 00:01:22,200 大家还只是担心涨价会不会影响呃苹果的销量 31 00:01:22,200 --> 00:01:23,900 但继而呢又联想到 32 00:01:23,900 --> 00:01:26,079 如果脸部烧钱搞AI的 33 00:01:26,079 --> 00:01:29,310 苹果都顶不住内存涨价压力了 34 00:01:29,310 --> 00:01:34,569 那其他硬件供应商的利润空间岂不是被存储吸得更厉害 35 00:01:34,569 --> 00:01:38,439 前几天谷歌与微软还放风要打token价格战哈 36 00:01:38,439 --> 00:01:40,099 现在成本端压力上升 37 00:01:40,099 --> 00:01:43,789 市场盘巨头们的巨额资本支出不能够持续 38 00:01:43,789 --> 00:01:46,668 所以呢先是苹果的股价开始大跌 39 00:01:46,668 --> 00:01:49,588 继而大科技就七姐妹也大跌了 40 00:01:49,588 --> 00:01:52,150 引起了整个科技板块的大跳水 41 00:01:52,150 --> 00:01:55,430 不过在开盘快速下杀半小时后 42 00:01:55,430 --> 00:01:56,349 喊到了十点 43 00:01:56,349 --> 00:01:58,689 抄底资金进场扭转了跌势 44 00:01:58,689 --> 00:02:00,448 指数呢又被托起来了 45 00:02:00,448 --> 00:02:04,709 盘中剩余时间股指一直维持着横盘震荡走势 46 00:02:04,709 --> 00:02:07,370 最终美股三大股指收势变化不大 47 00:02:07,370 --> 00:02:09,409 标普与纳指都微幅收跌 48 00:02:09,409 --> 00:02:10,789 道指微幅收涨 49 00:02:10,789 --> 00:02:12,360 科技股走势分化 50 00:02:12,360 --> 00:02:15,020 半导体设备板块表现最佳 51 00:02:15,020 --> 00:02:17,219 全靠这个美观给托起来 52 00:02:17,219 --> 00:02:18,860 消费电子软件 53 00:02:18,860 --> 00:02:19,379 互联网 54 00:02:19,379 --> 00:02:20,319 内容与零售 55 00:02:20,319 --> 00:02:22,769 电力等板块的全部受挫 56 00:02:22,769 --> 00:02:25,209 苹果都跌得鼻青脸肿了哈 57 00:02:25,209 --> 00:02:27,449 AI产业链的五大金主 58 00:02:27,449 --> 00:02:28,509 美塔微软 59 00:02:28,509 --> 00:02:28,930 谷歌 60 00:02:28,930 --> 00:02:30,370 亚马逊和甲骨文 61 00:02:30,370 --> 00:02:33,399 他们的股价走势呢更是一个比一个难看 62 00:02:33,399 --> 00:02:36,998 中国科技巨头们烧钱搞外卖大战 63 00:02:36,998 --> 00:02:40,909 科美股科技巨头们呢烧钱搞资本支出 64 00:02:40,909 --> 00:02:44,050 其实也是另一种形式的外卖大战 65 00:02:44,050 --> 00:02:45,189 公司说了不算了 66 00:02:45,189 --> 00:02:47,099 现在架在上面下不来了 67 00:02:47,099 --> 00:02:48,979 巨头们不投资AI的话 68 00:02:48,979 --> 00:02:51,039 他们的股价只会跌的更快 69 00:02:51,039 --> 00:02:54,139 之前苹果与谷歌股价大跌 70 00:02:54,139 --> 00:02:56,539 就是因为呃他们不搞AI 71 00:02:56,539 --> 00:02:59,000 或者被认为在AI领域落后 72 00:02:59,000 --> 00:03:00,280 遭到了市场的嫌弃 73 00:03:00,280 --> 00:03:02,699 所以如今就是囚徒困境 74 00:03:02,699 --> 00:03:03,849 谁也不敢停 75 00:03:03,849 --> 00:03:04,370 停了 76 00:03:04,370 --> 00:03:05,750 就被资本抛弃 77 00:03:05,750 --> 00:03:07,330 所以就看最后呃 78 00:03:07,330 --> 00:03:08,389 谁顶不住 79 00:03:08,389 --> 00:03:12,900 七聚投MAG指数呢已经跌破了年线 80 00:03:12,900 --> 00:03:14,960 这一周每天都在下跌 81 00:03:14,960 --> 00:03:18,830 下一个重要支撑位是在4月份的大缺口处 82 00:03:18,830 --> 00:03:20,710 59.5美元附近 83 00:03:20,710 --> 00:03:23,430 如果这个缺口支撑都守不住的话 84 00:03:23,430 --> 00:03:27,088 那么价格将会再去测试3月份的低电 85 00:03:29,808 --> 00:03:30,908 有一个算一个哈 86 00:03:30,908 --> 00:03:32,599 都拿的应该很难受 87 00:03:32,599 --> 00:03:38,400 可能要等到7月份Q2财报季开启的前一两周 88 00:03:38,400 --> 00:03:40,139 空头回补平仓 89 00:03:40,139 --> 00:03:41,479 大资金轮动 90 00:03:41,479 --> 00:03:46,659 这个七巨头的股价呢才能够迎来一波真正的反弹行情 91 00:03:46,659 --> 00:03:50,020 到了那个时候上涨可以吃一波嗯 92 00:03:50,020 --> 00:03:51,719 但是呢也不能久拿 93 00:03:51,719 --> 00:03:55,149 等9月份entropic OpenAI上市之后 94 00:03:55,149 --> 00:03:58,610 这七巨头啊可能又要面临重新洗牌了 95 00:03:58,610 --> 00:04:02,930 股票市场没有哪个股票是可以永垂不朽的哈 96 00:04:02,930 --> 00:04:05,259 所以咱们也不要思维固化了 97 00:04:08,979 --> 00:04:11,780 虽然以他们现在的估值与价位来说 98 00:04:11,780 --> 00:04:13,689 拿着是呃有的证 99 00:04:13,689 --> 00:04:18,519 但是以他们现在的体量都不太可能再翻倍了哈 100 00:04:18,519 --> 00:04:22,339 更别想去跟那些年轻小灯们比涨幅 101 00:04:22,339 --> 00:04:24,680 如果把时间拉长了 102 00:04:24,680 --> 00:04:26,668 10年后再回头来看 103 00:04:26,668 --> 00:04:30,869 谁知道这几个会不会彻底变成上古神灯哈 104 00:04:30,869 --> 00:04:33,490 被更年期的中灯们给超越了 105 00:04:33,490 --> 00:04:34,970 费城半导体指数呢 106 00:04:34,970 --> 00:04:36,949 今天反弹盘出海急刹 107 00:04:36,949 --> 00:04:38,730 一度再次回踩月均线 108 00:04:38,730 --> 00:04:40,600 但是随后收了上去 109 00:04:40,600 --> 00:04:47,399 成分股中美观与而应用材料等上游的半导体设备股最为滋润嗯 110 00:04:47,399 --> 00:04:50,480 存储芯面是今天街上最靓的仔 111 00:04:50,480 --> 00:04:51,980 闪迪涨了22% 112 00:04:51,980 --> 00:04:54,600 美光科技涨了15.74% 113 00:04:54,600 --> 00:04:58,000 这个资金是扎堆的往里面挤哈 114 00:04:58,000 --> 00:05:02,620 巨头们的AI资本支出都供奉给这些存储了 115 00:05:02,620 --> 00:05:09,168 让美光科技这一家老牌存储厂变成了一台利润率极其夸张的印钞机 116 00:05:09,168 --> 00:05:09,709 公司 117 00:05:09,709 --> 00:05:12,809 单季度就净赚282亿美元 118 00:05:12,809 --> 00:05:15,088 毛利率高达84.9% 119 00:05:15,088 --> 00:05:20,279 比英伟达到75%和meta的81.9%还要更暴利 120 00:05:20,279 --> 00:05:22,199 狂暴的算力需求呢 121 00:05:22,199 --> 00:05:25,670 彻底改写了这些存储厂商们的命运 122 00:05:25,670 --> 00:05:30,750 嗯如今的美光科技就好比前两年的英伟达客户们 123 00:05:30,750 --> 00:05:32,459 那是排队送钱 124 00:05:32,459 --> 00:05:34,259 而且刚才我们解释过 125 00:05:34,259 --> 00:05:39,168 巨头们短期内都不可能砍掉AI这个资本支出哈 126 00:05:39,168 --> 00:05:40,908 借债也要供血 127 00:05:40,908 --> 00:05:44,829 至少在auto pick与OpenAI成功上市之前 128 00:05:44,829 --> 00:05:47,088 都不可能主动掀桌子 129 00:05:47,088 --> 00:05:48,209 得罪呃 130 00:05:48,209 --> 00:05:50,850 这一大帮的华尔街大机构们 131 00:05:50,850 --> 00:05:54,449 AI数据中心呢会继续加速建造 132 00:05:54,449 --> 00:05:56,060 不会放慢步伐 133 00:05:56,060 --> 00:05:59,259 这个存储供应也会持续的紧缺 134 00:05:59,259 --> 00:06:02,310 涨价周期会一直维持到2027年 135 00:06:02,310 --> 00:06:06,430 所以存储板块仍是目前美股市场中最紧缺 136 00:06:06,430 --> 00:06:09,750 也是确定性最高的AI硬件板块 137 00:06:09,750 --> 00:06:14,589 基本面上到SK海力士美股上市之前都看不到利空哈 138 00:06:14,589 --> 00:06:16,050 技术面上更是看不到 139 00:06:16,050 --> 00:06:20,290 也许要等到海力士美股ADR上市前后呃 140 00:06:20,290 --> 00:06:24,810 那个时候这个资金可能会抽走一部分去买海力士 141 00:06:24,810 --> 00:06:29,418 就像SPACEX上市后对其他太空股的抽血效应一样 142 00:06:29,418 --> 00:06:30,978 虽然都是同一个逻辑 143 00:06:30,978 --> 00:06:35,428 但是嗯海力士的抽血效应的程度呢应该要轻得多 144 00:06:35,428 --> 00:06:39,749 毕竟美光科技与SNDK都是很赚钱的 145 00:06:39,749 --> 00:06:41,370 而且都是美国公司 146 00:06:41,370 --> 00:06:43,370 那海力士再厉害 147 00:06:43,370 --> 00:06:45,658 所谓强龙难压地头蛇 148 00:06:45,658 --> 00:06:48,379 刚开始的时候肯定会风光一段时间 149 00:06:48,379 --> 00:06:52,569 但是到了最后就会变成臭外地的跑美股讨饭来了 150 00:06:52,569 --> 00:06:55,430 华尔街收割这个日本和韩国 151 00:06:55,430 --> 00:06:57,129 那属于老手艺了哈 152 00:06:57,129 --> 00:06:59,920 基本上每隔几年就会宰一次肥羊 153 00:06:59,920 --> 00:07:03,759 美股大盘呢正在经历去杠杆的颠簸期 154 00:07:03,759 --> 00:07:07,750 标普500指数今天还是没能够回补掉这个缺口 155 00:07:07,750 --> 00:07:11,269 已经连续三个交易日都运行在缺口下方了 156 00:07:11,269 --> 00:07:14,829 多头这几天也不是没有尝试过向上反弹 157 00:07:14,829 --> 00:07:16,629 可惜高位反弹无力 158 00:07:16,629 --> 00:07:21,449 每一次触及缺口下沿都被密集的抛压给打下去 159 00:07:21,449 --> 00:07:23,449 多次触及压力有回落 160 00:07:23,449 --> 00:07:26,290 这说明短线多头资金非常的谨慎 161 00:07:26,290 --> 00:07:28,009 买盘在缺口附近了 162 00:07:28,009 --> 00:07:29,220 出现了断层 163 00:07:29,220 --> 00:07:33,750 主要还是养老金与CCTA的技术性卖压还没有结束 164 00:07:33,750 --> 00:07:34,990 这个多头不愿意 165 00:07:34,990 --> 00:07:38,459 这时候嗯冲进来去当接盘侠 166 00:07:38,459 --> 00:07:42,000 下方这条50日均线正在被反复的测试 167 00:07:42,000 --> 00:07:44,360 每次跌破后都能够收回来 168 00:07:44,360 --> 00:07:49,509 说明长线价值基金和被动买盘在这里筑起了一道防线 169 00:07:49,509 --> 00:07:52,209 但若是迟迟不能回补缺口 170 00:07:52,209 --> 00:07:55,279 那将会嗯打击九多头信心 171 00:07:55,279 --> 00:07:57,139 导致空头力量抬头 172 00:07:57,139 --> 00:08:00,660 目前多空双方焦灼的情况非常明显哈 173 00:08:00,660 --> 00:08:02,839 主流观点仍然认为呃 174 00:08:02,839 --> 00:08:07,180 美股这次回调呢只是季末调仓的阵痛期 175 00:08:07,180 --> 00:08:09,680 任何进一步破位下跌哈 176 00:08:09,680 --> 00:08:11,480 都是左侧的买点 177 00:08:11,480 --> 00:08:16,120 等市场进入7月份之后会出现季节性修复 178 00:08:16,120 --> 00:08:18,230 届时市场流动性改善 179 00:08:18,230 --> 00:08:19,610 7月中下旬 180 00:08:19,610 --> 00:08:23,269 新一轮财报季将对生产情绪提振呃 181 00:08:23,269 --> 00:08:24,879 这个催化嗯 182 00:08:24,879 --> 00:08:27,420 指数有望实现重大突破 183 00:08:27,420 --> 00:08:29,120 油价低位回升 184 00:08:29,120 --> 00:08:31,660 就在滞留邮轮陆续使出货 185 00:08:31,660 --> 00:08:35,440 木兹海峡市场对供应中断的担忧减弱之际呢 186 00:08:35,440 --> 00:08:39,179 一艘货船在阿曼湾遭遇了不明弹体袭击 187 00:08:39,179 --> 00:08:41,299 局势急转直下 188 00:08:41,299 --> 00:08:46,740 国际海事组织随即就宣布暂停滞留船只的疏散行动 189 00:08:46,740 --> 00:08:52,788 以进一步确认相关安全保障措施是否还要这个依然有效嗯 190 00:08:52,788 --> 00:08:55,828 海峡再通航的前景呢就蒙上了阴影 191 00:08:55,828 --> 00:08:57,109 其他个股方面 192 00:08:57,109 --> 00:09:00,429 高通股价今年这个跳空高开 193 00:09:00,429 --> 00:09:02,649 触及月均线后回落 194 00:09:02,649 --> 00:09:05,940 日内涨幅从百分之之十收窄到3.7% 195 00:09:05,940 --> 00:09:10,700 公司高管在纽约举行的2026投资者日活动上披露 196 00:09:10,700 --> 00:09:12,620 预计到2029年嗯 197 00:09:12,620 --> 00:09:17,210 它的数据中心业务销售额将会达到150亿美元 198 00:09:17,210 --> 00:09:23,730 并且呢将非手机业务的2029财年营收指引从220亿美元 199 00:09:23,730 --> 00:09:25,629 大幅上调到400亿美元 200 00:09:25,629 --> 00:09:29,950 公司正在争取数据中心基础设施领域的大型客户 201 00:09:29,950 --> 00:09:34,070 高通的销售展望呢与这个美光科技的财报 202 00:09:34,070 --> 00:09:36,759 同样强化了美股的AI叙事 203 00:09:36,759 --> 00:09:40,929 为近期略显疲态的半导体注入了强心剂 204 00:09:40,929 --> 00:09:43,690 软件板块这边就持续失血 205 00:09:43,690 --> 00:09:46,830 AI硬件左脚踩右脚都一路上天了哈 206 00:09:46,830 --> 00:09:50,830 但是全部的软件都集体大跌 207 00:09:50,830 --> 00:09:53,350 微软甲骨文这些没有一个涨的 208 00:09:53,350 --> 00:09:55,690 就连七姐妹都沦为血包了 209 00:09:55,690 --> 00:09:58,480 那市场更没有钱给软件股了 210 00:09:58,480 --> 00:10:03,460 等AI技术从模型训练走向大规模应用落地 211 00:10:03,460 --> 00:10:06,359 那时候软件股才能够真正迎来爆发 212 00:10:06,359 --> 00:10:10,078 而且爆发的也不一定就是现在的这一批软件股哈 213 00:10:10,078 --> 00:10:12,479 可能其中会有很多旧的被淘汰掉 214 00:10:12,479 --> 00:10:13,559 新的进来 215 00:10:13,559 --> 00:10:16,279 所以咱们投资要跟着市场热度走 216 00:10:16,279 --> 00:10:17,320 才能够赚到钱 217 00:10:17,320 --> 00:10:18,828 不要刻舟求剑 218 00:10:18,828 --> 00:10:22,470 也不要太执着于上一轮周期的牛股 219 00:10:22,470 --> 00:10:27,918 旧日手机巨头blackberry呢如今正上演僵尸复活记嗯 220 00:10:27,918 --> 00:10:30,778 股价今年以来已经涨了173% 221 00:10:30,778 --> 00:10:32,918 公司Q1业绩超预期 222 00:10:32,918 --> 00:10:34,458 营收1.53亿美元 223 00:10:34,458 --> 00:10:36,639 同比增长了26% 224 00:10:36,639 --> 00:10:39,100 调整后每股收益四美分 225 00:10:39,100 --> 00:10:41,529 高于市场预期的三美分 226 00:10:41,529 --> 00:10:45,950 公司还实现了9年来首次这个现金流转正 227 00:10:45,950 --> 00:10:47,779 并且上调了全年展望 228 00:10:47,779 --> 00:10:51,179 直接刺激股价今年日内大涨超20% 229 00:10:51,179 --> 00:10:54,179 blackberry在过去几年里已经成功转型了 230 00:10:54,179 --> 00:11:00,589 将重心呢转移到智能联网设备和自动驾驶汽车的底层安全软件上 231 00:11:00,589 --> 00:11:05,188 另一家moo的手机巨头诺基亚近年来表现也毫不逊色哈 232 00:11:05,188 --> 00:11:07,589 在连续两年大涨之后 233 00:11:07,589 --> 00:11:10,639 今年再度累涨了一百十八% 234 00:11:10,639 --> 00:11:15,320 川普公开支持诺基亚的3000万美元半导体投资计划 235 00:11:15,320 --> 00:11:19,059 该计划呢是诺基亚40亿美元美国战略的一部分 236 00:11:19,059 --> 00:11:19,500 呃 237 00:11:19,500 --> 00:11:22,779 旨在扩建半导体测试和分装业务 238 00:11:22,779 --> 00:11:27,109 并且已经获得了1400万美元的州和联邦激励资助 239 00:11:27,109 --> 00:11:27,649 市场 240 00:11:27,649 --> 00:11:32,269 将此解读为官方对诺基亚从西洋手机制造商 241 00:11:32,269 --> 00:11:35,460 向AI基础设施供应商转型的背书 242 00:11:35,460 --> 00:11:38,019 这两家可谓是老店新开 243 00:11:38,019 --> 00:11:41,769 精准踩中了当下最硬核的科技命脉 244 00:11:41,769 --> 00:11:46,049 嗯blackberry呢筑起了智能汽车的系统安全护城河 245 00:11:46,049 --> 00:11:51,350 诺基亚呢则通过官网络构筑着AI算力的超级高速公路 246 00:11:51,350 --> 00:11:54,309 哪怕他们的股价已经经历了大涨 247 00:11:54,309 --> 00:11:58,250 华尔街机构人强烈看涨这个上调他们目标股价 248 00:11:58,250 --> 00:12:02,259 摩根大通近期直接将诺基亚的目标价从14美元 249 00:12:02,259 --> 00:12:04,419 翻倍提高到21美元 250 00:12:04,419 --> 00:12:08,789 暗示较今天的收盘价还有近50%的暴涨空间 251 00:12:08,789 --> 00:12:14,850 理由呢是诺基亚旗下的英灵画晶圆厂和先进封装能力 252 00:12:14,850 --> 00:12:19,990 将在2026年底到2027年迎来订单的彻底爆发 253 00:12:19,990 --> 00:12:23,850 所以他们俩也并非单纯的命投机炒作 254 00:12:23,850 --> 00:12:26,899 而是正在经历着价值重估阶段 255 00:12:26,899 --> 00:12:29,720 阿里巴巴股价近期持续下跌 256 00:12:29,720 --> 00:12:32,360 公司向加州法院提交了诉状 257 00:12:34,809 --> 00:12:38,529 要求将其从中国军事企业清单 258 00:12:38,529 --> 00:12:41,549 又称1260H清单中移出 259 00:12:41,549 --> 00:12:46,568 阿里巴巴在诉讼中指出哈美方的认定毫无事实或法律依据 260 00:12:46,568 --> 00:12:49,269 只要公司一天还在这份清单中 261 00:12:49,269 --> 00:12:52,299 华尔街资金呢就不会碰这只股票 262 00:12:55,419 --> 00:12:57,740 自2026年6月30号起 263 00:13:04,210 --> 00:13:06,779 游说公司或者法律顾问合作 264 00:13:06,779 --> 00:13:08,980 阿里巴巴这数字案例就愤怒的表示哈 265 00:13:08,980 --> 00:13:14,039 因为这个条款多年来为为公司服务的美国顶级游说团队和法律顾问 266 00:13:14,039 --> 00:13:15,820 已经纷纷通知了公司 267 00:13:15,820 --> 00:13:17,529 无法再为他服务了 268 00:13:17,529 --> 00:13:22,950 这意味着阿里巴巴的资本触角在华尔街和华盛顿呢被彻底的孤立 269 00:13:22,950 --> 00:13:26,039 连正常的制度性发声渠道都被剥夺了 270 00:13:26,039 --> 00:13:28,879 这场官司由于牵涉到政治博弈 271 00:13:28,879 --> 00:13:30,740 不可能三五天就结束 272 00:13:30,740 --> 00:13:34,850 在法院正式下达禁止令或者判决之前 273 00:13:34,850 --> 00:13:38,190 华尔街的大型机构资金会继续保持观望 274 00:13:38,190 --> 00:13:40,620 甚至顺势做空嗯 275 00:13:40,620 --> 00:13:43,399 股价呢将会持续受到严重的压制 276 00:13:43,399 --> 00:13:46,568 很难走出独立的大级别上涨行情 277 00:13:46,568 --> 00:13:51,889 而一旦如果这个法院传出对巴巴有利的阶段性裁决 278 00:13:51,889 --> 00:13:54,610 或者五角大楼有妥协迹象的话 279 00:13:54,610 --> 00:13:59,009 那被压制已久的花海姐空投呢就会疯狂的回补哈 280 00:13:59,009 --> 00:14:02,548 届时将会触发一波报复性的大饭摊行 281 00:14:02,548 --> 00:14:04,568 今天我们就说到这里 282 00:14:04,568 --> 00:14:06,279 那我们明天见拜拜
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