40倍供需缺口诞生千亿赛道！马斯克、盖茨、巴菲特同时下注，美股真正的AI印钞机曝光！SMR只是烟雾弹？真正领涨的可能是这5家公司！LEU,CCJ,URG,BEP

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900kg对比4万公斤

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这是目前美国下一代先进核燃料的年产量

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与需求之间的恐怖鸿沟

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嗨朋友们

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欢迎来到ruby投资笔记

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我是你们的老朋友ruby

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那今天这期视频呢

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我想告诉你一个反直觉的事情

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真正决定美国核能复兴的根本不是反应堆

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而是燃料

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没有燃料

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所谓的AI核能革命

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最后可能只是一堆价值数10亿美元的钢铁摆设

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更致命的是

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由于供应链长期的断层

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美国现在几乎没有能力

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商业化生产下一代的先进核燃料

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而唯一真正把许可证拿到手的人只有一家公司

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如果这个逻辑成立

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那么未来几年

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整个核能产业链最暴利的位置可能不是SMR

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而是美国核燃料的本土化

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这背后呢藏着两只

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我认为风险收益比远高于SMR的股票

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一只是机构重仓压住的核心受益者

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另一只呢是不到两美元的高弹性小盘股

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他们或许才是真正知道

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这轮核能超级周期的公司

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所以今天呢我会把整个逻辑链完整拆开

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包括为什么AI会逼着美国重启核能

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为什么SMR并不是最好的投资

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什么是HALEU燃料

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以及哪家公司可能成为整个美国核能供应链里

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最关键的卖水人呢

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如果你喜欢这种产业链的拆解

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加投资逻辑的内容

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记得先点赞订阅

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因为我非常确定

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未来三到5年

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核能很可能成为AI时代最大的财富主线之一

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而现在它的行情才刚刚开始

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那本期视频呢你一定要看到最后

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因为我已经把lee o的估值模型

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URG现货价格暴增的发展前景

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以及视频里面提到的另外几家

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卖铲子公司的核心投资逻辑全部整理好了

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就在视频的最后

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所以本期精彩视频你一定不能错过

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先说最核心的问题

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为什么过去十几年都没人关注的核能

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现在成为市场频繁交易的热点

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答案其实只有两个字

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AI核电板块从去年爆火到现在

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我相信很多人都已经理解了

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AI只吞电巨兽的事实

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而这个事实呢也为核电带来了新的发展机会

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一个超大型的AI数据中心

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未来甚至可以消耗掉一整座中型城市的电力

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而到了2028年

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美国数据中心可能会吃掉全美

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12%的总电力

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很多人对这个12%的电力没有概念

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今天呢我给大家算一笔账

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在美国

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像微软

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谷歌这种超级数据中心

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他拿到的商用工业电价平均是在14美分

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一度按照美国国家实验室的测算

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到2028年

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这12%的电力份额

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对应的是整整5800亿度电

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5800亿度电乘以十次每分

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这意味着什么

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这意味着到了2028年

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全美科技巨头

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光是卡在数据中心电费这一项上的开支

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一年就要砸进去超过800亿美元的真金白银

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各位一年800亿美元

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这还只是电费

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在资本市场里

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这就意味着一个年化增速超过20%

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的纯刚需的超级庞大现金流市场

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这笔几百亿美元的泼天富贵

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科技巨头必须付

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如果你不付钱的话

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AI就得停摆

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那现在所有人都应该看明白了吧

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核电建设是AI发展的刚需

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而在这个问题上

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美国最顶级的资本大佬突然全部站到了同一边

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比尔盖茨正在建设power power纳冷堆

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沃伦巴菲特旗下的能源业务持续加码核电

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马斯克更是公开要求美国全面支持核能

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注意这三个人平时的很多观点完全相反

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但在核能上他们却高度一致

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因为他们都知道

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AI时代最后拼的根本不是模型

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而是谁还能够持续供电

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但接下来真正的问题来了

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因为现在市场上所有人都在讨论反应堆

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但很少有人意识到

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这些反应堆可能根本启动不了

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很多人以为核反应堆只需要普通的油

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但实际上

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现在这些三进的SMR需要的是一种特殊染料

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黑卤高风度的低浓缩铀

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它的浓缩度必须精准卡在19.75%

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而传统核电站使用的LEU浓缩度

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只有3%到5%

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也就是说

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黑露比传统商业核反应堆使用的LEU

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浓缩度更高

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但是又低于武器级铀20%以上的浓度

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别看这只是数字差异

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这中间存在的技术难度天差地别

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没有黑路

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很多下一代反应堆根本点不着

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包括比尔盖茨的tale power

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包括大量的先进堆型

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先进大冷堆

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高温气冷堆等等

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然后真正恐怖的地方来了

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全球浓缩铀领域实际上是有四大玩家

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俄罗斯的罗斯汤姆

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欧洲的游人口

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法国的欧拉诺以及美国的CENTRACE

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它的股票代码是lee u

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但真正拥有黑路商业生产资质的只有两家公司

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俄罗斯的罗斯汤姆以及美国的lee o

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而有人口和欧拉诺

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目前只能大规模生产5%以下的传统

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I o e u

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也就是说在整个西方领域里面

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lee u在黑罗领域几乎没有真正的竞争对手

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它拥有国家战略级的垄断

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但这里呢还有一个

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华尔街没有怎么讲清楚的细节

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很多人以为

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既然LEU这么重要

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那它马上就能爆赚

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没有那么简单

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因为黑路真正难的不是许可证

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而是离心机

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生产黑路需要极其先进的离心机技术

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而美国现在真正能用的是lee o的AC

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100M离心机

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那问题也随之而来

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现在lee u在俄亥俄州的普茨茅斯工厂

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虽然已经开始交付黑路

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但它目前的产能规模还是按照公斤计算

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一期工程的年产量目前只有900kg

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但一座标准的300兆瓦

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先进SM单次装料的需求就高达15吨

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也就是15000kg

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到2030年

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美国SMR的年燃料需求很可能超过40公吨

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各位发现问题了吗

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从900kg到4万公斤

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中间差了40多倍

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所以这就出现了一个极其荒诞的鸡生蛋的悖论

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没有大量的订单

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lee u就没有办法融资扩产

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但没有扩产

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美国又不可能真正部署SMR

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所以最后美国政府只能亲自下场

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这也是为什么

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lee u现在几乎已经不是普通的商业公司

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它本质上更像是美国能源部的国运项目

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在帮美国重建整个核燃料工业体系

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这也是为什么

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我认为lee有可能是整个核能链条里最核心的

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卖产资的资产

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因为反应堆可以延期

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但是燃料的供应链必须先建立

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所以各位朋友看lee u的财报

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你千万不能用传统的市盈率PE去生搬硬套

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他现在的资本开支

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虽然因为扩产离心机而居高不下

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自由现金流看起来并不漂亮

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但你看他的资产负债表

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就会发现它的净负债率极低

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为什么呢

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就是因为它的背后是美国能源部

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直接拨付的数亿美元的无偿资金

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这在财务上叫做高经营杠杆加持下的政策

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现金兜底

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只要美国不放弃核能本土化

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而他的上限呢就取决于他从公斤级迈向蹲起时

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所释放的恐怖产能红利

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但如果你觉得LEU太贵怎么办呢

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我知道很多朋友们不喜欢买三位数的股票

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那接下来的这个逻辑可能会更适合你

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因为在黑路之前还需要一个更底层的东西

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叫做铀矿

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而美国现在超过90%的油依赖进口

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所以特朗普阵营

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共和党能源部现在都在强调

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建立美国本土油供应链

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这个时候就必须提到有ENG股票代码UIG

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很多人会拿UIG和CCG相比较

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但大部分的普通投资者根本没有办法理解

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这两家公司的玩法完全不同

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CCG是典型的老前资产

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它真正的核心不只是矿

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而是长期合同

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叫做长期报销合同

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很多普通投资者天天看到油的现货价格暴涨

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以为CC机的利润马上爆炸

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其实并不是

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因为CCG有超过80%的产量

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很多早就被五到10年的长期合同锁定

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也就是说

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哪怕今天油的现货暴涨

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CCG的很多矿还在按照几年前的低价合同交货

215
00:07:55,750 --> 00:07:59,470
所以现货暴涨对他短期利润的影响没有那么大

216
00:07:59,470 --> 00:08:01,829
真正决定CCG未来利润的是

217
00:08:01,829 --> 00:08:03,750
下一轮长期合同的中签

218
00:08:03,750 --> 00:08:05,189
而URG不一样

219
00:08:05,189 --> 00:08:08,720
URG最大的优势是它拥有更多的未绑定产能

220
00:08:08,720 --> 00:08:09,560
什么意思呢

221
00:08:09,560 --> 00:08:11,000
就是它可以把更多的油

222
00:08:11,000 --> 00:08:13,980
直接按照当前的高价卖向现货市场

223
00:08:13,980 --> 00:08:16,399
所以如果油的价格继续往上冲

224
00:08:16,399 --> 00:08:19,139
URG的利润弹性会远高于CCG

225
00:08:19,139 --> 00:08:22,240
我们来把这两家公司的财务报表撕开来的讲

226
00:08:22,240 --> 00:08:23,579
你会看得更清楚

227
00:08:23,579 --> 00:08:25,779
cc界由于大量长约的存在

228
00:08:25,779 --> 00:08:27,788
它的毛利率期限极其平滑

229
00:08:27,788 --> 00:08:30,269
经营现金流连续多年稳定为证

230
00:08:30,269 --> 00:08:32,740
这让它具备了极高的财务能见度

231
00:08:32,740 --> 00:08:36,139
这也是为什么华尔街那些几10亿规模的养老金

232
00:08:36,139 --> 00:08:38,639
和长线共同基金都只敢买CCG

233
00:08:38,639 --> 00:08:40,740
但是URG完全是另一个极端

234
00:08:40,740 --> 00:08:43,879
他的财报在平时看起来甚至有点寒酸可疑

235
00:08:43,879 --> 00:08:46,119
但现货油价突破周期临界点

236
00:08:46,119 --> 00:08:48,119
由于它没有长月的低价束缚

237
00:08:48,119 --> 00:08:50,239
新增的营收几乎可以百分之百

238
00:08:50,239 --> 00:08:51,789
直接转化成纯利润

239
00:08:51,789 --> 00:08:53,190
油价每涨十美金

240
00:08:53,190 --> 00:08:55,590
UIGABT等和每股收益1PSS

241
00:08:55,590 --> 00:08:57,440
就会出现阶越式的暴增

242
00:08:57,440 --> 00:08:59,039
普通投资者买URG

243
00:08:59,039 --> 00:09:01,000
买的根本不是他的资产抵御

244
00:09:01,000 --> 00:09:04,839
而是买的他对现货价格最敏感的那根财经弹簧

245
00:09:04,839 --> 00:09:07,219
这也是为什么CCG像养老金

246
00:09:07,219 --> 00:09:08,899
URG像杠杆ETF

247
00:09:08,899 --> 00:09:10,278
一个是机构的老钱

248
00:09:10,278 --> 00:09:12,279
一个是高波动的游资标的

249
00:09:12,279 --> 00:09:14,419
但是接下来我要讲的这家公司

250
00:09:14,419 --> 00:09:19,039
才是整个核能故事里最容易被忽略的隐形pose

251
00:09:20,639 --> 00:09:22,379
很多人只知道CCG

252
00:09:22,379 --> 00:09:23,720
但很少有人意识到

253
00:09:23,720 --> 00:09:25,840
真正的大佬其实是布鲁克菲尔德

254
00:09:25,840 --> 00:09:27,279
股票代码BEP

255
00:09:27,279 --> 00:09:28,279
2023年

256
00:09:28,279 --> 00:09:29,740
BEP联合CCG

257
00:09:29,740 --> 00:09:32,059
以79亿美元收购了西屋电气

258
00:09:32,059 --> 00:09:34,100
BEP持股51%

259
00:09:34,100 --> 00:09:35,889
CCG持股49%

260
00:09:35,889 --> 00:09:38,149
而西屋电气这家公司是什么呢

261
00:09:38,149 --> 00:09:39,169
它不是矿企

262
00:09:39,169 --> 00:09:42,580
它是全球核反应堆设计生态里的超级霸主

263
00:09:42,580 --> 00:09:45,639
全球大量核电站都在使用西屋技术路线

264
00:09:45,639 --> 00:09:47,720
如果说CCG卖的是面粉

265
00:09:47,720 --> 00:09:50,759
那B1P控制的西屋电器卖的是面包机

266
00:09:50,759 --> 00:09:52,039
但真正恐怖的是

267
00:09:52,039 --> 00:09:52,919
B1B自己

268
00:09:52,919 --> 00:09:56,399
本来就是全球最大的绿电和基础设施的建设方

269
00:09:56,399 --> 00:09:59,559
他手里本身就握着大量的数据中心的长期

270
00:09:59,559 --> 00:10:00,720
PPA供电协议

271
00:10:00,720 --> 00:10:03,200
微软亚马逊的大量AI能源需求

272
00:10:03,200 --> 00:10:06,700
所以B1T的整个投资逻辑突然变得非常可怕

273
00:10:06,700 --> 00:10:08,320
他左手拥有核电技术

274
00:10:08,320 --> 00:10:10,490
右手拥有数据中心能源需求

275
00:10:10,490 --> 00:10:13,710
等于他正在尝试把核电直接卖给AI

276
00:10:13,710 --> 00:10:15,809
这已经不是单纯的能源生意

277
00:10:15,809 --> 00:10:18,450
这是未来AI基础设施的定价权

278
00:10:18,450 --> 00:10:21,029
现在我们来看一下B1P的账本

279
00:10:21,029 --> 00:10:23,389
很多普通投资者一看到BEP

280
00:10:23,389 --> 00:10:26,250
账面上庞大的负债总额就直接被吓跑掉

281
00:10:26,250 --> 00:10:28,149
这完全是外行在看热闹

282
00:10:28,149 --> 00:10:30,450
作为全球顶级的基础设施巨鳄

283
00:10:30,450 --> 00:10:32,289
B1P玩的是一个高杠杆

284
00:10:32,289 --> 00:10:35,120
强现金流资产证券化的高阶财务游戏

285
00:10:35,120 --> 00:10:37,840
他的大部分债务都是长期固定利率

286
00:10:37,840 --> 00:10:39,440
且与单一项目挂钩的

287
00:10:39,440 --> 00:10:40,679
非追索权的贷款

288
00:10:40,679 --> 00:10:42,919
根本引发不了系统性的暴雷

289
00:10:42,919 --> 00:10:43,600
相反呢

290
00:10:43,600 --> 00:10:45,200
他手里握着的是和微软

291
00:10:45,200 --> 00:10:46,320
亚马逊签下了

292
00:10:46,320 --> 00:10:49,139
长达15到20年的PPA购电协议

293
00:10:49,139 --> 00:10:52,539
这种协议在财务上等同于抗通胀的永续债

294
00:10:52,539 --> 00:10:54,620
欠西屋电气的技术底蕴

295
00:10:54,620 --> 00:10:56,639
加上这些硬通货的电力资产

296
00:10:56,639 --> 00:11:00,220
让B1P的运营现金流具备了可怕的复利效应

297
00:11:00,220 --> 00:11:03,259
他一边拿着超过4%的稳定分红派息

298
00:11:03,259 --> 00:11:04,440
死守下行风险

299
00:11:04,440 --> 00:11:05,259
一边想著

300
00:11:05,259 --> 00:11:09,529
等核电资产并入AI估值体系带来的戴维斯双击

301
00:11:11,279 --> 00:11:13,860
但这里呢我必须给大家泼一盆冷水

302
00:11:13,860 --> 00:11:15,220
因为现在的科技媒体

303
00:11:15,220 --> 00:11:17,679
把SMR吹的太像万能药了

304
00:11:17,679 --> 00:11:19,559
好像未来每个数据中心旁边

305
00:11:19,559 --> 00:11:21,539
都必须放一个核反应堆一样

306
00:11:21,539 --> 00:11:23,779
但现实情况没有那么简单

307
00:11:23,779 --> 00:11:26,820
因为核裂变它有一个永远绕不过去的东西

308
00:11:26,820 --> 00:11:27,759
叫做肺热

309
00:11:27,759 --> 00:11:29,519
无论SMR多先进

310
00:11:29,519 --> 00:11:31,279
哪怕是比尔盖茨的钠冷堆

311
00:11:31,279 --> 00:11:33,340
但本质上它依然是在烧开水

312
00:11:33,340 --> 00:11:34,279
推动汽轮机

313
00:11:34,279 --> 00:11:35,289
然后发电

314
00:11:35,289 --> 00:11:37,970
核电站的转化效率大概只有33%

315
00:11:37,970 --> 00:11:39,169
到35%

316
00:11:39,169 --> 00:11:43,068
这就意味着接近2/3的能量都会变成废热

317
00:11:43,068 --> 00:11:45,788
而这些热量呢需要大量的冷却水

318
00:11:45,788 --> 00:11:47,068
那问题也来了

319
00:11:47,068 --> 00:11:49,969
AI数据中心本身也是超级耗水怪兽

320
00:11:49,969 --> 00:11:52,139
尤其是液冷和蒸发冷却系统

321
00:11:52,139 --> 00:11:54,919
所以未来最大的矛盾可能不是缺点

322
00:11:54,919 --> 00:11:55,919
而是缺水

323
00:11:55,919 --> 00:11:58,759
如果SMR和数据中心部署在一起

324
00:11:58,759 --> 00:12:00,919
他们会同时争夺水资源

325
00:12:00,919 --> 00:12:03,200
环保审批排着许可土地

326
00:12:03,200 --> 00:12:05,480
这也是为什么现在市场涨的好像

327
00:12:05,480 --> 00:12:07,639
明年SMR就要全面落地一样

328
00:12:07,639 --> 00:12:10,960
但是真实的商业化可能远比PPT要慢得多

329
00:12:10,960 --> 00:12:12,259
这不是技术问题

330
00:12:12,259 --> 00:12:14,639
这是物理学上的限制

331
00:12:16,279 --> 00:12:18,539
所以最后呢我给大家总结一下

332
00:12:18,539 --> 00:12:21,100
如果未来核能真的进入超级周期

333
00:12:21,100 --> 00:12:24,629
哪些公司才是真正站在产业链核心位置的呢

334
00:12:24,629 --> 00:12:27,730
第一个环节就是燃料浓缩环节的LEU

335
00:12:27,730 --> 00:12:30,710
它是美国唯一商业黑路许可证的拥有者

336
00:12:30,710 --> 00:12:33,450
整个美国核燃料自主化的核心独苗

337
00:12:33,450 --> 00:12:34,110
高壁垒

338
00:12:34,110 --> 00:12:35,129
高政治绑定

339
00:12:35,129 --> 00:12:38,210
第二个环节呢是铀矿老钱资产的CCG

340
00:12:38,210 --> 00:12:40,570
全球顶级高品位铀矿的拥有者

341
00:12:40,570 --> 00:12:43,350
同时绑定了西屋技术生态机构的最爱

342
00:12:43,350 --> 00:12:45,830
第三个环节是高弹新的小盘股

343
00:12:45,830 --> 00:12:47,789
URG为绑定的产能更多

344
00:12:47,789 --> 00:12:49,789
对于现货油价敏感度极高

345
00:12:49,789 --> 00:12:50,879
波动巨大

346
00:12:50,879 --> 00:12:53,639
那真正的幕后资本巨鳄其实是B1P

347
00:12:53,639 --> 00:12:54,940
他控股了西屋电气

348
00:12:54,940 --> 00:12:57,120
同时掌控了数据中心的能源需求

349
00:12:57,120 --> 00:12:58,360
真正的左手核电

350
00:12:58,360 --> 00:12:59,679
右手AI的公司

351
00:12:59,679 --> 00:13:02,000
那最后呢我想给大家再补充一个

352
00:13:02,000 --> 00:13:05,200
就是核电的核心设备制造商BWXT

353
00:13:05,200 --> 00:13:08,360
他是美国海军核潜艇反应堆的核心供应商

354
00:13:08,360 --> 00:13:11,740
未来SMR核心压力容器的制造能力极强

355
00:13:11,740 --> 00:13:13,460
尤其是BWXT

356
00:13:13,460 --> 00:13:16,779
它还是很多普通投资者根本没有关注到的

357
00:13:16,779 --> 00:13:18,830
军工领域的卖产资的公司

358
00:13:18,830 --> 00:13:21,470
那为什么我要重点提一下这家公司呢

359
00:13:21,470 --> 00:13:23,669
是因为他的财务结构非常干净

360
00:13:23,669 --> 00:13:25,710
它的营收里面有超过70%

361
00:13:29,099 --> 00:13:30,058
这就意味着

362
00:13:30,058 --> 00:13:31,339
无论原材料怎么涨

363
00:13:31,339 --> 00:13:33,778
它的毛利率都能雷打不动的稳定在

364
00:13:33,778 --> 00:13:34,970
20%以上

365
00:13:34,970 --> 00:13:36,169
在财务指标上

366
00:13:36,169 --> 00:13:37,169
他的资本回报率

367
00:13:37,169 --> 00:13:40,799
ROOIC和自由现金流转化率常年霸占行业前列

368
00:13:40,799 --> 00:13:43,639
当他把这种在军工领域磨练了几十年的

369
00:13:43,639 --> 00:13:46,190
零违约风险财务模型降维打击

370
00:13:46,190 --> 00:13:49,200
应用到商业SMR的压力容器制造上市

371
00:13:49,200 --> 00:13:52,240
他不需要像KLO那样天天去讲PPT

372
00:13:52,240 --> 00:13:53,259
去融资烧钱

373
00:13:53,259 --> 00:13:56,568
他靠自己原本的军工利润就能完成技术迭代

374
00:13:56,568 --> 00:13:59,068
这就是典型的防守型的成长股

375
00:13:59,068 --> 00:14:02,249
现在呢我已经把这几家公司详细的估值模型

376
00:14:02,249 --> 00:14:05,448
以及一些具体的短线操作全部整理好了

377
00:14:05,448 --> 00:14:08,080
可以点击评论区的置顶链接进行领取

378
00:14:08,080 --> 00:14:09,399
那名额十分有限

379
00:14:09,399 --> 00:14:12,659
只对真正愿意做深度基本面研究的朋友们开放

380
00:14:12,659 --> 00:14:15,279
如果你想踩中核能赛道的下一个长牛股

381
00:14:15,279 --> 00:14:17,620
千万不要错过这次机会

382
00:14:19,259 --> 00:14:21,279
所以现在回到最开始的问题

383
00:14:21,279 --> 00:14:24,159
为什么我不建议大家无脑的去追SMR

384
00:14:24,159 --> 00:14:26,289
是因为很多SMR的公司

385
00:14:26,289 --> 00:14:28,610
现在交易的是2030年的梦想

386
00:14:28,610 --> 00:14:30,379
而不是2026年的现实

387
00:14:30,379 --> 00:14:31,700
真正商业化的落地

388
00:14:31,700 --> 00:14:33,019
它还有太多的变量

389
00:14:33,019 --> 00:14:34,379
比如说监管融资

390
00:14:34,379 --> 00:14:35,120
冷却水

391
00:14:35,120 --> 00:14:37,299
环保工期成本等等

392
00:14:37,299 --> 00:14:40,820
但是LEUCCGURGBWXT

393
00:14:40,820 --> 00:14:43,419
这些公司很多已经开始赚钱

394
00:14:43,419 --> 00:14:46,600
这就是故事股和现金流股最大的区别

395
00:14:46,600 --> 00:14:49,279
历史其实一直都在重复同一个剧本

396
00:14:49,279 --> 00:14:51,120
淘金热时期淘金者很多

397
00:14:51,120 --> 00:14:51,759
最后破产

398
00:14:51,759 --> 00:14:53,210
卖铲子的发了财

399
00:14:53,210 --> 00:14:55,210
互联网时代网站大量倒闭

400
00:14:55,210 --> 00:14:57,429
卖网络设备的思科却赚翻了

401
00:14:57,429 --> 00:14:58,210
AI时代

402
00:14:58,210 --> 00:15:00,200
大量AI创业公司还在烧钱

403
00:15:00,200 --> 00:15:03,259
但真正成为全球市值之王的却是NVIDIA

404
00:15:03,259 --> 00:15:04,679
所以今天这期视频

405
00:15:04,679 --> 00:15:07,490
我真正想告诉大家的其实只有一句话

406
00:15:07,490 --> 00:15:09,830
不要只盯着新闻里最火的股票

407
00:15:09,830 --> 00:15:12,960
真正的大机会往往藏在产业链最深的位置

408
00:15:12,960 --> 00:15:14,799
那最后呢我也想问问大家

409
00:15:14,799 --> 00:15:17,519
如果未来美国真的全面进入核能时代

410
00:15:17,519 --> 00:15:19,730
你觉得最大的赢家会是谁呢

411
00:15:19,730 --> 00:15:22,929
是SMRLEUCCGURG

412
00:15:22,929 --> 00:15:25,590
还是那个真正隐藏在背后的BEP呢

413
00:15:25,590 --> 00:15:26,970
可以评论区告诉我

414
00:15:26,970 --> 00:15:28,710
你的答案我会认真的看

415
00:15:28,710 --> 00:15:31,870
那如果你觉得我今天分析的这几家公司的逻辑

416
00:15:31,870 --> 00:15:32,970
对你有启发的话

417
00:15:32,970 --> 00:15:34,840
记得在评论区打个有用

418
00:15:34,840 --> 00:15:37,320
同时也欢迎点赞订阅ruby投资笔记

419
00:15:37,320 --> 00:15:39,059
不错过下一期精彩视频

420
00:15:39,059 --> 00:15:39,919
我是ruby

421
00:15:39,919 --> 00:15:40,820
咱们一起约会

422
00:15:40,820 --> 00:15:41,519
下期再见

423
00:15:41,519 --> 00:15:41,960
拜

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