【NaNa说美股】20260508还有活的空头吗？

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大家好

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欢迎回到娜娜说美股今天是5月8号周五

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美股三大股指集体收涨

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昨天半导体回调一天之后哈

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资金就迫不及待的回来抄底了

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以半导体和大型科技股为首的AI概念股呢

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再次爆发

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英特尔美光科技上帝全都涨疯了

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带领娜子再次刷新历史记录高位

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本周标普500指数又累涨了2.33%

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连续第六周上涨

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纳指本周更是累涨了4.51%

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数据面上

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美国4月非农就业人数激增11.5万人

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远超预期的6.5万

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创近一年来最强连续增长

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虽然科技和信息行业持续裁员

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联邦政府就业也连续萎缩

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当时医疗保健

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运输与仓储业

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零售这三个行业的就业增长强劲

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建筑业与休闲和酒店业呢连续第二个月回升

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数据中心建设项目

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列为今年支撑建筑用工需求的潜在驱动力之一

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4月份失业率维持4.3%不变

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符合预期

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薪资增速环比增长0.2%

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同比增长3.6%

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都低于预期

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这个呢缓解了部分通胀担忧

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本周其他劳动力市场数据整体也指向企稳

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首请和续请世界经济人数都维持低位

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劳动力市场的韧性

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为美联储应对伊朗战争引发的通胀压力

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赢得了观望空间

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短期降息紧迫性进一步下降

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所以数据公布之后

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市场的反应积极

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美股股指期货呢守住了盘前涨幅

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美债收益率小幅下行

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美元走软

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降息预期削弱

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美联储能够维持利率更长的时间

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美债收益率却不升反降哈

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这有点反直觉嗯

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这是因为今天公布的这一份非农报告

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各项数据恰到好处

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虽然就业增长强劲

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失业率低

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但是呢平均时薪增长温和

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劳动力参与率保持在62.5%

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没有引发工资通胀螺旋上升

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但又所以这是一份金发姑娘的这个报告

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就业增长足以支撑经济扩张

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但是薪资增速呢又不足以导致经济过热

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迫使美联储进一步收紧货币政策

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所以现在是想要什么数据都可以做出来哈

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都是恰到好处

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毕竟数据如果不好的话

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统计局局长就得下台

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另外市场对

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美伊可能达成和平协议的预期持续升温

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嗯尽管霍尔木兹海峡今天还是小摩擦不断

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但是市场没关系哈

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无所谓

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不在乎

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油价呢连续数日下跌

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缓解了通胀担忧

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这也为债券市场提供了支撑

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一些分析师认为

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收益率可能已在一段时间内见顶了

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川普又一次成功守住了4.5%这条红线

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展望后市

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市场焦点将转向下周公布的CPI与PPI数据

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以进一步确认通胀趋势

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如果通胀数据温和

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10年期骗

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收益率可能测试4.2%的支撑位

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反之如果CPI火热

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那收益率可能迅速反弹至4.5%以上

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还是那句话

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想要什么数据都可以做出来哈

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完全取决于川普是想买call还是想买put

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费城半导体指数呢

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昨天跌了2.7%了

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今天就加倍涨回来了

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这情绪实在是太强了

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资金真的是迫不及待的这个跑回来啊

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成分股中呢

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英特尔林在有报道称

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在白宫的牵线搭桥下

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英特尔已经与苹果达成了芯片制造初步协议

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但是目前尚不清楚

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英特尔将为苹果制造哪些产品的芯片

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近一年来都与呃苹果CEO库克

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英伟达CEO黄仁勋

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还有SPACEX掌门马斯克多次会面

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推动他们与英特尔开展业务

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而随着苹果签字

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英特尔现在总算是与这三大科技巨头

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全部都搭上了线

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建立了合作关系

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股价4月至今翻了足足三倍多

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这不是一只妖股啊

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这是一次一个科技巨头啊

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一个月的时间股价翻三倍多

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你说这太夸张了哈

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QQ今天开盘

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直接站上了月度和年度主力700美元

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这个位置

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原本被很多技术交易员视为

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年内最难跨过去的一道墙

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结果呢市场不仅跨过去了

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而且几乎没怎么回头

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科技股几乎吸走了市场所有氧起

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QQ出现了5年来最大的资金流入

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而且个别个股哈

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比如美观科技

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还有那个英特

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他们的期权成交量甚至超过了标普500指数

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就大盘基准指数的这个成交量

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所以这个市场的结构是越来越集中

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标普500指数呢在短短一个多月时间里

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硬生生狂飙了接近1000点

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整个上涨过程堪称是神挡杀神

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佛挡杀佛

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一路把所有技术阻力位摧枯拉朽般的碾压过去

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无论是均线压制前高套牢盘

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还是情绪上的恐高区哈

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通通都被资金给暴力推平

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回头看3月底的时候

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哪怕是最乐观

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最激进的多头

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都不敢相信

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市场能在一个月内完成这种级别的冲刺哈

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就连那个华尔街死多头汤姆利

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前几天他也只敢把目标看到7300点啊

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美银技术策略师给出的目标是7300

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73点

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至于狗剩

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那更是从一周前就开始喊着超买了

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要散崩了

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结果今天盘中指数直接冲上了7400点

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现在哈我们回头看这一轮行情

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已经不仅仅是AI牛市的问题了

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它更像是一场有流动性

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盈利预期与仓位回补

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共同推动的全球风险资产的重估哈

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重新定价

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真正让这个市场越涨越疯狂

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越疯狂越看涨的核心是企业盈利

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标普500指数

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2026年第一季度

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盈利同比增长了27%

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创下自2021年第四季度以来

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最快的盈利增速嗯

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这不仅仅是普通意义上的超预期哈

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4月初的时候嗯

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分析师们认为盈利可能增长12%

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这直接就翻倍了

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是历史级别的盈利散修冲击

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换句话说

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市场现在并不是单纯靠逼空情绪来硬拉的

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而是在重新定价

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AI周期

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到底能把美国企业利润推高到什么程度哈

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是一场革命性的趋势

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过去呢市场担心估值太贵

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现在市场开始三性盈利

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增长速度可能要比估值扩张还要更快

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这也是为什么

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近期很多传统估值逻辑几乎全部失效

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因为当盈利预期不断被散修的时候

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原本看起来昂贵的估值呢

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会被下一轮盈利增长迅速的消化

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在这种逻辑的推动之下

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大量踏空资金被迫回补

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空头不断被挤压

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机构仓位重新追高

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散户分布情绪那更是全面升温

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前天周三标普500指数看涨期权的成交额

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直接就把名义价值干到了2.6万亿美元哈

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散户和交易员是疯抢看涨期权啊

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疯狂压住指数继续新高

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在这种极端情绪下呢

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做市商位的对冲风险

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只能被迫不断的买入

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正股和股指期货来进行对冲

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整个市场已经开始形成了典型的伽马CRIPT

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正反馈循环

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现在一直在循环当中

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美股天天刷新高

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而且所有人都默认明天还能继续涨

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继续新高

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踏空的焦虑彻底地压过了估值焦虑

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在下个周5月度期权到期日之前

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指数上方还能称得上主力的位置

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就只剩下7450和7500点

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整数心理关口了哈

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在逼空真正发生之前

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没有人能够想象到行情会疯狂到什么程度

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同样的

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在市场真正拐头之前

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也没人知道究竟需要什么级别的利空

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但是john邓普顿曾说过

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行情总在绝望中诞生

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在半信半疑中成长

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在憧憬中成熟

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在希望中毁灭

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我不知道现在呃这个市场是处于憧憬中呢

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还是希望中

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但是所有人该进场的都已经进场了

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大家不仅是相信

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并且确信AI不是泡沫了

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所以这一轮行情应该已经成熟了吧

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在个股方面

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云服务提供商AKM

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00:09:34,669 --> 00:09:36,909
股价呢暴涨了26.6%

219
00:09:36,909 --> 00:09:38,539
据知情人士透露

220
00:09:38,539 --> 00:09:41,620
onto pick与他签署了一项18亿美元

221
00:09:41,620 --> 00:09:44,100
为期7年的云计算协议

222
00:09:44,100 --> 00:09:45,919
但是双方都拒绝自拼

223
00:09:45,919 --> 00:09:48,620
所以不能确定这消息是否属实

224
00:09:48,620 --> 00:09:50,960
股价倒是先暴力拉升了

225
00:09:50,960 --> 00:09:53,559
数据中心开发商IREN股价

226
00:09:53,559 --> 00:09:55,620
今天涨超7.6%

227
00:09:55,620 --> 00:09:59,490
英伟达官宣将向其投资21亿美元

228
00:09:59,490 --> 00:10:02,610
这是双方更广泛合作计划的一部分

229
00:10:02,610 --> 00:10:05,799
目标呢是加速AI基础设施建设

230
00:10:05,799 --> 00:10:07,259
根据双方声明

231
00:10:07,259 --> 00:10:08,879
IREN呢已经同意下

232
00:10:08,879 --> 00:10:11,818
英伟达授予一项为期5年的认购权

233
00:10:11,818 --> 00:10:15,580
允许后者以每股70美元的行权价嗯

234
00:10:15,580 --> 00:10:18,500
购买最多3000万股AMEN股票

235
00:10:18,500 --> 00:10:19,200
与此同时

236
00:10:19,200 --> 00:10:21,379
双方还计划联合部署

237
00:10:21,379 --> 00:10:24,269
价值数10亿美元的AI算力资源

238
00:10:24,269 --> 00:10:28,110
此外公司还公布了2026财年Q3业绩

239
00:10:28,110 --> 00:10:29,830
营收为1.45亿美元

240
00:10:29,830 --> 00:10:32,950
远低于分析师预期的2.2亿美元

241
00:10:32,950 --> 00:10:36,110
净亏损扩大了2.48亿美元

242
00:10:36,110 --> 00:10:40,220
较上个季度的1.55亿美元亏损显著扩大

243
00:10:40,220 --> 00:10:43,159
主要由于公司关闭了比特币矿场

244
00:10:43,159 --> 00:10:45,820
淘汰那些旧的挖矿设备

245
00:10:45,820 --> 00:10:49,740
一次性计提了1.4亿美元的巨额减值支出

246
00:10:49,740 --> 00:10:52,460
公司正在主动切断旧业务

247
00:10:52,460 --> 00:10:54,980
全面转向AI基础设施

248
00:10:54,980 --> 00:10:56,220
更值得注意的是

249
00:10:56,220 --> 00:10:58,220
现金储备在短短三个月内

250
00:10:58,220 --> 00:11:01,899
从32.6亿美元周降到22.1亿美元

251
00:11:01,899 --> 00:11:05,379
就是一个季度就烧掉了超过10亿美元的现金

252
00:11:05,379 --> 00:11:08,299
按照当前资本开支速度测算的话

253
00:11:08,299 --> 00:11:11,659
那公司大概只剩下两个季度左右的跑道哈

254
00:11:11,659 --> 00:11:14,779
之后很可能就要开启新一轮融资了

255
00:11:14,779 --> 00:11:16,080
从账面来看

256
00:11:16,080 --> 00:11:18,659
短期财务状况相当的惨烈

257
00:11:18,659 --> 00:11:21,480
但市场的选择忽略这一份惨淡业绩

258
00:11:21,480 --> 00:11:25,529
将目光聚焦于公司长期发展前景

259
00:11:25,529 --> 00:11:27,570
与英伟达的战略性合作

260
00:11:27,570 --> 00:11:27,970
意味着

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00:11:27,970 --> 00:11:32,289
公司业务结构的根本性转型已经全面展开

262
00:11:32,289 --> 00:11:34,809
虽然这仍然是一场极度烧钱

263
00:11:34,809 --> 00:11:37,210
而且高度稀释股权的豪赌哈

264
00:11:37,210 --> 00:11:38,919
但是有英伟达的背书呢

265
00:11:38,919 --> 00:11:42,580
显著降低了市场对其长期扩产失败的担忧

266
00:11:42,580 --> 00:11:44,629
这次财报电话会议上

267
00:11:44,629 --> 00:11:46,250
核心其实就只有一句话

268
00:11:46,250 --> 00:11:48,509
就是公司不想再做矿企了

269
00:11:48,509 --> 00:11:51,879
他想成为全球AI基础设施供应商呃

270
00:11:51,879 --> 00:11:54,639
甚至还提出了一个相当激进的目标

271
00:11:54,639 --> 00:11:56,000
就是到2028年

272
00:11:56,000 --> 00:11:59,240
将数据中心容量扩张到无极瓦

273
00:11:59,240 --> 00:12:02,120
如果ARE你真把这条路给走通了

274
00:12:02,120 --> 00:12:05,379
那股价未来涨到100美元也是有希望的

275
00:12:05,379 --> 00:12:07,860
但若是出现执行风险呢

276
00:12:07,860 --> 00:12:10,860
股价再次回落到40美元也同样不奇怪哈

277
00:12:10,860 --> 00:12:14,789
目前这个60美元附近的价格属于中性水平

278
00:12:14,789 --> 00:12:18,129
就是市场同时为两种结果定价

279
00:12:18,129 --> 00:12:20,090
多数软件股今天又不行了

280
00:12:20,090 --> 00:12:21,889
都被这个网络安全股

281
00:12:21,889 --> 00:12:23,809
克劳斯弗雷尔给带到沟里去了

282
00:12:25,159 --> 00:12:28,059
公司营收同比大幅增长34%

283
00:12:28,059 --> 00:12:29,879
调整后每股收益25美分

284
00:12:29,879 --> 00:12:31,100
都好于预期

285
00:12:31,100 --> 00:12:36,110
二季度EPS指引了与市场预期一致嗯

286
00:12:36,110 --> 00:12:38,590
但是营收指引略低于其公司

287
00:12:38,590 --> 00:12:40,669
宣布裁员约20%

288
00:12:40,669 --> 00:12:43,960
并且强调这次裁员并非是为了成本削减

289
00:12:43,960 --> 00:12:47,299
而是基于AI对工作方式的根本性改变

290
00:12:49,818 --> 00:12:51,259
分析师普遍认为哈

291
00:12:51,259 --> 00:12:53,298
就是因为这个Q2指引法理

292
00:12:53,298 --> 00:12:55,658
与大规模裁员组合效应

293
00:12:55,658 --> 00:12:58,720
共同触发了市场的恐慌性抛售

294
00:12:58,720 --> 00:13:01,320
COVIV股价今天呢暴跌超10%

295
00:13:01,320 --> 00:13:01,519
一

296
00:13:01,519 --> 00:13:03,960
公司Q1营收20.8亿美元

297
00:13:03,960 --> 00:13:05,220
同比增长翻倍

298
00:13:05,220 --> 00:13:07,750
高于预期的19.7亿美元

299
00:13:07,750 --> 00:13:11,570
表面上看依旧是标准的AI高增长故事

300
00:13:11,570 --> 00:13:15,450
但是赚钱能力没有跟上扩张的速度

301
00:13:15,450 --> 00:13:18,629
季度净亏损高达7.4亿美元

302
00:13:18,629 --> 00:13:21,690
相比去年同期3.15亿美元的亏损

303
00:13:21,690 --> 00:13:23,889
同比扩大了135%

304
00:13:23,889 --> 00:13:26,490
亏损迅速恶化的背后呢是

305
00:13:26,490 --> 00:13:30,740
公司正在疯狂砸钱扩建AI基础设施

306
00:13:30,740 --> 00:13:34,620
其中技术与基础设施成本同比暴增的

307
00:13:34,620 --> 00:13:37,279
127%到12.7亿美元

308
00:13:37,279 --> 00:13:41,589
销售和市场费用更是同比飙升超过六倍

309
00:13:41,589 --> 00:13:43,668
达到了6900万美元

310
00:13:43,668 --> 00:13:44,799
更致命的是

311
00:13:44,799 --> 00:13:48,460
利息支出哈已经开始压得公司喘不过气了

312
00:13:48,460 --> 00:13:51,679
净利息支出从去年同期的2.64亿美元

313
00:13:51,679 --> 00:13:53,690
飙升到了5.36亿美元

314
00:13:53,690 --> 00:13:56,409
占营收比例接近26%哈

315
00:13:56,409 --> 00:13:57,950
真的这太夸张了

316
00:13:57,950 --> 00:14:00,799
成为当前利润端最大的黑洞

317
00:14:00,799 --> 00:14:04,220
管理层给出的未来故事当然还是非常的炸裂

318
00:14:04,220 --> 00:14:07,159
订单积压逼近千亿美元了

319
00:14:07,159 --> 00:14:09,620
同比激增284%

320
00:14:09,620 --> 00:14:11,320
环比增长50%

321
00:14:11,320 --> 00:14:14,440
2026年的全部产能已经预售一空

322
00:14:14,440 --> 00:14:17,419
按理说这种级别的订单数据

323
00:14:17,419 --> 00:14:20,320
那应该公司大幅上调业绩指引啊

324
00:14:20,320 --> 00:14:22,919
结果呢公司给出的Q2指引却差

325
00:14:22,919 --> 00:14:24,100
于是残余期

326
00:14:24,100 --> 00:14:27,480
预计Q2营收24.5亿到26亿美元

327
00:14:27,480 --> 00:14:29,700
不及预期的27亿美元

328
00:14:29,700 --> 00:14:34,019
预计调整后运营利润只有3000万到9000万美元

329
00:14:34,019 --> 00:14:37,639
更是远低于生产预期的1.54亿美元呃

330
00:14:37,639 --> 00:14:40,480
没有像市场此前所期待的那样哈

331
00:14:40,480 --> 00:14:45,190
借着meta onto pe克超级大单顺势上调前三指引

332
00:14:45,190 --> 00:14:47,690
这种明显偏保守的姿态

333
00:14:47,690 --> 00:14:51,559
直接就给火热的市场情绪呢兜头浇了一盆冷水

334
00:14:51,559 --> 00:14:53,120
一些投资者就质疑啊

335
00:14:53,120 --> 00:14:54,500
你这公司积压订单

336
00:14:54,500 --> 00:14:57,700
到底能否顺利转化为实际收入呀

337
00:14:59,919 --> 00:15:01,620
自3月底以来呃

338
00:15:01,620 --> 00:15:04,519
股价已经暴力反弹了约108%

339
00:15:04,519 --> 00:15:05,840
昨天出财报前

340
00:15:05,840 --> 00:15:09,039
已经有仅剩的一些资金先出逃了哈

341
00:15:09,039 --> 00:15:10,399
股价跌了6.6%

342
00:15:10,399 --> 00:15:11,440
今天财报出来呢

343
00:15:11,440 --> 00:15:12,610
股价就直接跳水

344
00:15:12,610 --> 00:15:15,330
现在买入的话到底是接飞刀呢

345
00:15:15,330 --> 00:15:16,690
还是倒车接人

346
00:15:16,690 --> 00:15:17,450
不好说哈

347
00:15:17,450 --> 00:15:20,940
因为相对理想的抄底价格是

348
00:15:20,940 --> 00:15:23,399
股价回踩年限100美元附近

349
00:15:23,399 --> 00:15:27,318
但是呢目前数据中心板块情绪还是非常火热

350
00:15:27,318 --> 00:15:30,038
其他AI数据中心股全都在爆炒

351
00:15:30,038 --> 00:15:31,578
什么HUT啊

352
00:15:31,578 --> 00:15:34,078
呃CIFRAREN等等是吧

353
00:15:34,078 --> 00:15:35,818
很多此前踏空的人

354
00:15:35,818 --> 00:15:38,099
可能就会抓住这次下跌的机会

355
00:15:38,099 --> 00:15:39,159
赶紧上车

356
00:15:39,159 --> 00:15:41,159
把股价很快就给拉起来

357
00:15:41,159 --> 00:15:44,240
而且管理层也知道这财报实在太难看了

358
00:15:44,240 --> 00:15:46,600
所以也放话安抚投资者表示

359
00:15:46,600 --> 00:15:48,279
利润率低谷已现

360
00:15:48,279 --> 00:15:51,080
下半年随着产能释放将会显著改善

361
00:15:51,080 --> 00:15:53,710
第四季度有望恢复两位数利润率

362
00:15:53,710 --> 00:15:55,950
所以如果真的怕踏空的话

363
00:15:55,950 --> 00:15:57,909
想建仓还是可以买掉的

364
00:15:57,909 --> 00:15:59,370
但是呢也要做好

365
00:15:59,370 --> 00:16:02,389
股价可能会继续下探的心理准备哈

366
00:16:02,389 --> 00:16:03,769
不要一次性的就买完

367
00:16:03,769 --> 00:16:05,139
分几次买嗯

368
00:16:05,139 --> 00:16:07,419
现在因为他儿子们认得多了

369
00:16:07,419 --> 00:16:09,860
那这个其实也就不稀罕了

370
00:16:09,860 --> 00:16:10,779
就像一个皇帝

371
00:16:10,779 --> 00:16:11,480
儿子多了

372
00:16:11,480 --> 00:16:13,940
随随便便一天杀几个也是可以的

373
00:16:13,940 --> 00:16:17,970
比如那个唐明皇太空概念股今天集体走高

374
00:16:17,970 --> 00:16:20,289
rocket lab暴涨超30%

375
00:16:20,289 --> 00:16:23,750
四点2日K这么长的一根擎天柱

376
00:16:23,750 --> 00:16:24,750
太太牛了

377
00:16:24,750 --> 00:16:26,470
这真的是我看呆了

378
00:16:26,470 --> 00:16:28,210
这情绪炸裂哈

379
00:16:28,210 --> 00:16:30,799
公司Q1业绩全面超预期

380
00:16:30,799 --> 00:16:32,480
营收暴增了64%

381
00:16:32,480 --> 00:16:36,500
每股亏损较去年同期的12美分收窄的七美分

382
00:16:36,500 --> 00:16:38,299
虽然仍处于亏损阶段

383
00:16:38,299 --> 00:16:40,759
但是盈利质量正在持续改善

384
00:16:40,759 --> 00:16:43,068
规模效应开始逐渐显现

385
00:16:43,068 --> 00:16:45,188
而且公司在财报发布当天

386
00:16:45,188 --> 00:16:47,908
集中释放了多项重磅利好

387
00:16:47,908 --> 00:16:51,850
直接就把市场情绪给彻底点燃呃

388
00:16:51,850 --> 00:16:54,070
公司宣布获得了一份保密客户

389
00:16:54,070 --> 00:16:56,509
签订的史上最大发射合同

390
00:16:56,509 --> 00:16:59,580
进一步强化了他的商业航天订单能力

391
00:16:59,580 --> 00:17:04,019
与雷神合作入选黄金穹顶天机拦截器项目

392
00:17:04,019 --> 00:17:07,380
正式切入美国下一代太空防御体系

393
00:17:07,380 --> 00:17:09,779
与国防科技公司android

394
00:17:09,779 --> 00:17:14,039
签署的3000万美元高超音速试飞协议

395
00:17:14,039 --> 00:17:17,009
以及收购一家机器人公司呃

396
00:17:17,009 --> 00:17:19,730
进一步补强了它的卫星平台

397
00:17:19,730 --> 00:17:22,289
太空机器人以及深空任务能力

398
00:17:22,289 --> 00:17:23,759
生产开始意识到诶

399
00:17:23,759 --> 00:17:27,759
rocket lab好像不只是一个发火箭的公司了

400
00:17:27,759 --> 00:17:31,960
而是在朝着完整的太空基础设施平台转型啊

401
00:17:31,960 --> 00:17:35,480
公司订单积压总额达到22亿美元

402
00:17:35,480 --> 00:17:38,369
较上个季度环比增长20.2%

403
00:17:38,369 --> 00:17:42,089
同时超过了市场预期的19.9亿美元

404
00:17:42,089 --> 00:17:45,549
在马斯克的SPACEX上市之前呃

405
00:17:45,549 --> 00:17:48,470
这个working lab就是资本市场里最纯正

406
00:17:48,470 --> 00:17:52,029
也最具代表性的SPACEX的映射概念哈

407
00:17:52,029 --> 00:17:54,630
整个商业模式正在越来越像一个

408
00:17:54,630 --> 00:17:56,670
小号版的SPACEX呃

409
00:17:56,670 --> 00:18:00,779
而且它的盘子比起那个SPACEX的还相对很小

410
00:18:00,779 --> 00:18:04,119
所以呢吸引资金持续流入和追捧

411
00:18:04,119 --> 00:18:06,420
在SPACEX正式上市之前

412
00:18:06,420 --> 00:18:07,880
这个股票都是可以进

413
00:18:07,880 --> 00:18:08,559
继续持有

414
00:18:08,559 --> 00:18:09,680
还会继续炒作

415
00:18:09,680 --> 00:18:10,779
不知不觉中

416
00:18:10,779 --> 00:18:13,359
戴尔科技股价居然也涨了这么多

417
00:18:13,359 --> 00:18:16,980
今天嗯川普公开喊话力挺戴尔

418
00:18:16,980 --> 00:18:19,960
唱这个让大家去买台戴尔电脑

419
00:18:19,960 --> 00:18:23,990
并且呢称赞公司创始人对川普账户的贡献

420
00:18:23,990 --> 00:18:26,470
最近这些老登股什么戴尔科技啦

421
00:18:26,470 --> 00:18:27,170
高通啦

422
00:18:27,170 --> 00:18:28,549
全都满血复活

423
00:18:28,549 --> 00:18:32,839
因为热钱啊真的是在这个市场里面四处扫货哈

424
00:18:32,839 --> 00:18:35,519
嗯当然主要集中在AI板块

425
00:18:35,519 --> 00:18:39,710
什么角落里面的那些小疙瘩全都捡起来爆炒

426
00:18:39,710 --> 00:18:42,079
所以都是铁树开花

427
00:18:42,079 --> 00:18:46,279
这种情况就很可能延续到5月中旬哈

428
00:18:46,279 --> 00:18:48,490
5月中旬的时候是一个大考验

429
00:18:48,490 --> 00:18:50,650
我们下个星期再细说那行

430
00:18:50,650 --> 00:18:51,769
那祝大家周末愉快

431
00:18:51,769 --> 00:18:54,049
我们下次见拜拜

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