【Couch Investor】AI 股即将起飞？这三份重磅证据你必须看！

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大家好，欢迎回到今天的又一期视频

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在今天的视频中

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我们有很多内容要讨论

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我们有预言家（或指专家）

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财报表现相当不错

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显示出增长加速的迹象

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或许市场现在可能稍微不那么悲观了

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不过仍需保持谨慎态度

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尤其是当我们谈到超过5000亿美元的订单 backlog 时

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以及负债累累且自由现金流为负的公司

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我们将总结所有需要了解的信息

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我们有CPI数据

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我们将详细分析

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我们有关于Nebula和英伟达的新闻

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对此我们感到非常满意

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来自Coriv的晚间发布的新闻稿

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这并不是什么大新闻

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但我们也会提及

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当前市场走势非常强劲

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所以我们现在都更开心了

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我们也有一些Uber的新闻

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Uber几乎被市场忽视

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股价长期维持在70-75美元左右

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公司持续执行战略

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我们现在就来讨论这一点

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让我们先看看今日主要动态

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好的

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首先

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我们来看热力图

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金融板块仍面临压力

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过去数月一直处于压力之下

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但在过去几天

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因滞胀担忧压力进一步加大

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当然还有私人信贷市场的担忧

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可以看到

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这一板块呈现明显红色

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至于科技公司

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AI企业

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近期获得更多关注

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就连加密货币现在

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如果我们调出相关数据

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也重回上涨趋势

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比特币突破7万美元

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以太坊超2000美元

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Solana上涨

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Ripple同样上涨

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涨幅不大

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不过

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现在能涨多少就涨多少吧

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至于大型科技公司

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我们也可以关注一下

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其中大多数都是绿色的

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唯一红色的是

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唯一之前是绿色的

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那就是Netflix

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至于新云服务

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Nebuis上涨15%

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铁矿上涨10%

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五白光纤

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9.5核心带同源数字技术

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5.8核心科学股上涨5%

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8比特全部上涨5%

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可能因甲骨文财报影响

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也因新消息推动

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至于金融科技

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多数上涨

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但也有一些下跌或低于1%的红色，如大美卡

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新控股公司股价重回15美元下方

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附加股略有下跌

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Visa股价基本持平

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其余均小幅上涨

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涨幅最大的是波动性最大的

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就是Klarna

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接着是Cecil上涨3.2%，Chime上涨2.2%

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A firm上涨1.2%，PayPal现涨1%

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昨天

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PayPal举办了分析师会议

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首席财务官Jamie Miller在会上发言

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她提到什么新内容吗

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还是老调重弹

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没有新消息

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至于半导体板块

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全线飘红

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博通目前微跌

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其余全线上涨

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转向石油板块

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快速来看目前上涨

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现涨1.8%

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仍在85美元左右

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国际能源署同意释放4亿桶原油

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应对伊朗战争供应中断

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下周将召开下次FOMC会议

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毫无悬念

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降息概率仅0.7%

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观察今日公布的通胀数据

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核心CPI环比上涨0.3%

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较1月的0.2%有所回升

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同比上涨2%

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4%年同比持平1月

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这些数据来自核心CPI，剔除了食品和能源

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环比上涨0.2个百分点

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较一月份的0.3点有所回落

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同比上涨5.0%，保持不变

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至于能源价格，环比上涨0.6个百分点

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天然气上涨0.8个百分点

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天然气价格达3.1点

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食品价格环比上涨0.4个百分点

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居家食品也上涨0.4%，外出餐饮同样上涨

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0.3个百分点

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至于住房成本

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环比上涨0.2个百分点

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租金仅微涨0.1个百分点

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这是自2021年1月以来最小的月度涨幅

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二〇二一年

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当然

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所有这些数据现在都显得有点无用

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因为我们想看看下个月会发生什么

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当三月份的数据公布时

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现在能源价格上涨的影响已显现

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在深入分析甲骨文之前

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如果你喜欢这类视频

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点击所有按钮

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你知道该怎么做

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非常感谢支持，继续支持我

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请查看描述下方的链接

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在评论区列出十大最佳股票

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或前往full.com访问/couchinvestor

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非常感谢

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甲骨文公司度过了非凡一年

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公司已运营一年半

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今年以来

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股票过去12个月仍下跌13.7%

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但上涨17.1%

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我知道当我提到这一点时大家很震惊

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但仍在经历4.8%的回撤

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自去年峰值以来下跌8.6%

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当然，现在处于去年峰值

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正如你所知，甲骨文的问题

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在于自由现金流大幅下降

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为什么？因为他们看到巨大机遇

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公司拥有巨额订单 backlog

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没错

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现在需要加大投资

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必须投入以实现增长

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正如詹森长期所说

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投入越多

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收益越大

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如果我们观察近期变化

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我们将深入分析

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但你可以清楚看到，这是一季度我们观察到的

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终于出现了明显的增长加速

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收入同比增长1.6个百分点

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这比上季度的14.2%好得多

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云业务收入仍在加速增长

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软件收入同比增长43.5%

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增速略有提升

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增长并不显著

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但仍上涨3.2%

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我们可以看到待执行订单持续增加

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环比增长29亿美元

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当然同比增速正在放缓

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因为基数已经变得很大

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但在这额外的29亿美元中

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他们告诉我们一些非常

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非常有趣且重要的信息

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当然所有这些数据都在Fiscal AI上可查

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描述中附有链接

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在顶置评论里

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使用可享15%折扣

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用户首两周可免费试用Fiscal Pro

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那么本季度我们获得了什么

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我们获得了两

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收入同比增长2%达172亿美元

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PD收入169亿美元

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预计EPS为1.79美元

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也超出市场预期

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云基础设施表现相当亮眼

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AI基础设施收入同比增长84%，达140亿美元

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同比增长3.3%

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RPO增长325%

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同比增长5.5%

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财年指引上调至900亿美元

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分析师预期866亿美元

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同比增加34%

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同比增长4%

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这家公司现在增长更快

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正是我们期待的结果

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他们在三季度表示

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这是十五年来首个

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美国美元计价的有机总收入和有机非GAAP EPS均增长20%以上的季度

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接下来是关键部分

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我们可以清楚看到云收入持续增长且表现良好

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还记得两季度前他们公布了Oracle云基础设施收入路线图

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财年26

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即我们当前所处的财年

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该业务预计贡献180亿美元

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同比增长77%

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财年2030年同比增长

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预计将达到1440亿美元

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当然

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这里差距巨大

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如果他们能做到的话

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而如今这家公司估值仍然偏低，现在看

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他们正朝着26财年十八亿美元的目标推进

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甲骨文云基础设施季度营收达四点

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九亿美元

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我认为是四点

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上一季度为一点四

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那数据略低于此

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但按当前进度

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尤其是当前运营速度

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他们已超越该数字

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轻松实现

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融合NetSuite四亿美元

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这就是云业务带来的收入

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基本将两者相加

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已达八点

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九亿美元以维持快速增长并确认收入

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嗯

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这必须实现

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他们交付了超过四百兆瓦的客户容量

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其中90%的承诺容量按时或提前完成

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这是一家

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当然

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正在亏损

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负债累累

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因此越快确认收入

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对RPO业务的高速增长越有利

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他们说我们已签署超过两

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九亿美元合同

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多个客户采用新模式

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结合自带硬件与预付客户款项

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使我们无需消耗Oracle现金流即可扩张

234
00:09:19,509 --> 00:09:21,870
这可能是最重要部分

235
00:09:21,870 --> 00:09:26,110
RPO合同显著增长

236
00:09:26,110 --> 00:09:31,019
但这并不意味着Oracle需烧更多钱

237
00:09:31,019 --> 00:09:32,220
因为如你所见

238
00:09:32,220 --> 00:09:33,820
这就是当前问题

239
00:09:33,820 --> 00:09:35,559
目前自由现金流

240
00:09:35,559 --> 00:09:39,409
加上市场预期下一季度

241
00:09:39,409 --> 00:09:41,090
我们做了快速计算

242
00:09:41,090 --> 00:09:42,470
Q2过去十二个月

243
00:09:42,470 --> 00:09:47,470
或三个月前公布的运营现金流223亿美元

244
00:09:47,470 --> 00:09:49,610
资本支出355亿美元

245
00:09:49,610 --> 00:09:51,409
因此自由现金流再次

246
00:09:51,409 --> 00:09:54,549
过去十二个月剩余三个季度

247
00:09:54,549 --> 00:09:59,009
当前自由现金流为负132亿美元

248
00:09:59,009 --> 00:10:02,190
Q3过去四个季度

249
00:10:02,190 --> 00:10:04,940
运营现金流235亿美元

250
00:10:04,940 --> 00:10:07,200
资本支出483亿美元

251
00:10:07,200 --> 00:10:11,120
因此出现了247亿美元的负自由现金流

252
00:10:11,120 --> 00:10:14,879
现在增加了110亿美元

253
00:10:14,879 --> 00:10:17,099
当然目前这是一个问题

254
00:10:17,099 --> 00:10:20,039
但基于新结构的评论

255
00:10:20,039 --> 00:10:20,600
嗯

256
00:10:20,600 --> 00:10:23,589
如果他们能继续保持这种加速增长

257
00:10:23,589 --> 00:10:28,749
我们应该开始看到自由现金流亏损逐渐缓解

258
00:10:28,749 --> 00:10:34,690
他们还告诉我们，甲骨文在AI基础设施上实现了32%的毛利率

259
00:10:34,690 --> 00:10:36,190
第三季度优于

260
00:10:36,190 --> 00:10:39,690
他们原本预期的30%或31%

261
00:10:39,690 --> 00:10:40,490
这很棒

262
00:10:40,490 --> 00:10:44,269
多云数据库在AWS、Azure和谷歌

263
00:10:44,269 --> 00:10:45,470
这些平台毛利率达60%-80%

264
00:10:45,470 --> 00:10:49,169
他们还提到多云数据库收入同比增长531%

265
00:10:49,169 --> 00:10:55,490
当然基数还很小

266
00:10:55,490 --> 00:10:57,629
但如果能持续快速增长

267
00:10:57,629 --> 00:10:59,669
并将这些毛利率结合起来

268
00:10:59,669 --> 00:11:02,740
那么

269
00:11:02,740 --> 00:11:03,539
是的

270
00:11:03,539 --> 00:11:07,879
未来甲骨文的利润率将大幅改善

271
00:11:07,879 --> 00:11:13,830
现在这家公司永远无法实现巨额利润的担忧已消除

272
00:11:13,830 --> 00:11:15,409
如果我们看这张图表

273
00:11:15,409 --> 00:11:19,090
可以看到股价曾突破50日均线

274
00:11:19,090 --> 00:11:20,980
现在又回落到下方

275
00:11:20,980 --> 00:11:22,799
这个股票经常出现跳空走势

276
00:11:22,799 --> 00:11:24,440
每次财报发布时

277
00:11:24,440 --> 00:11:25,080
最近

278
00:11:25,080 --> 00:11:26,559
现在出现跳空下跌

279
00:11:26,559 --> 00:11:28,620
同样出现跳空上涨

280
00:11:28,620 --> 00:11:31,839
当时公司市值接近千亿美元

281
00:11:31,839 --> 00:11:33,399
但目前

282
00:11:33,399 --> 00:11:33,739
是的

283
00:11:33,739 --> 00:11:35,259
这已经是个良好开端

284
00:11:35,259 --> 00:11:36,899
无论股价如何变动

285
00:11:36,899 --> 00:11:38,299
短期内还不确定

286
00:11:38,299 --> 00:11:39,580
但我知道的是

287
00:11:39,580 --> 00:11:45,960
业务确实展现出积极信号，形势正在向正确方向发展

288
00:11:45,960 --> 00:11:47,100
接下来讨论Nebula

289
00:11:47,100 --> 00:11:48,179
顺便回答提问者

290
00:11:48,179 --> 00:11:48,460
所以

291
00:11:48,460 --> 00:11:49,860
为什么投资甲骨文

292
00:11:49,860 --> 00:11:49,980
嗯

293
00:11:49,980 --> 00:11:50,899
正如我昨天所说

294
00:11:50,899 --> 00:11:52,159
在直播中提到

295
00:11:52,159 --> 00:11:53,360
当我们分析甲骨文

296
00:11:53,360 --> 00:11:54,519
我总会问自己

297
00:11:54,519 --> 00:11:55,620
为何选择甲骨文

298
00:11:55,620 --> 00:11:57,200
如果我已持有Nebula

299
00:11:57,200 --> 00:11:59,419
如果我持有亚马逊和Alphabet

300
00:11:59,419 --> 00:12:00,259
Meta

301
00:12:00,259 --> 00:12:01,320
这些名字怎么样

302
00:12:01,320 --> 00:12:02,919
不如甲骨文更好

303
00:12:02,919 --> 00:12:05,000
并不是说甲骨不会表现好

304
00:12:05,000 --> 00:12:07,500
但作为持有其他名字的股东

305
00:12:07,860 --> 00:12:11,860
我现在看不出为什么应该持有甲骨文

306
00:12:11,860 --> 00:12:12,299
是的

307
00:12:12,299 --> 00:12:13,120
从市值来看

308
00:12:13,120 --> 00:12:16,950
当然比大科技公司小得多

309
00:12:16,950 --> 00:12:19,289
但从未来市盈率角度看

310
00:12:19,289 --> 00:12:21,730
你并没有少付太多

311
00:12:21,730 --> 00:12:22,169
另外

312
00:12:22,169 --> 00:12:24,509
现在风险稍高一些

313
00:12:24,509 --> 00:12:27,169
Nebu是我最看好的标的

314
00:12:27,169 --> 00:12:31,328
英伟达与Nebu合作扩展全栈AI云

315
00:12:31,328 --> 00:12:34,548
英伟达将向Nebulous投资20亿美元

316
00:12:34,548 --> 00:12:36,828
反映英伟达对Nebulous业务的信心

317
00:12:36,828 --> 00:12:41,279
并在全栈AI技术领域拥有独特工程专长

318
00:12:41,279 --> 00:12:43,279
AI技术栈

319
00:12:43,279 --> 00:12:45,139
这对Nebu又是一大胜利

320
00:12:45,139 --> 00:12:46,330
另一个好消息

321
00:12:46,330 --> 00:12:47,129
我早就说过

322
00:12:47,129 --> 00:12:47,490
所以

323
00:12:47,490 --> 00:12:48,370
我猜

324
00:12:48,370 --> 00:12:50,129
这也使Nebulous能够

325
00:12:50,129 --> 00:12:56,889
到2030年底部署超过5吉瓦的英伟达系统

326
00:12:56,889 --> 00:12:59,169
这对Nebu是重大利好

327
00:12:59,169 --> 00:13:02,309
这再次印证了我们长期持有的观点

328
00:13:02,309 --> 00:13:03,009
很长时间

329
00:13:03,009 --> 00:13:07,029
这就是原因，我不是在贬低其他标的

330
00:13:07,029 --> 00:13:11,389
但每次看到有人用体育竞技思维

331
00:13:11,389 --> 00:13:12,950
将Nebulous与Iron对比

332
00:13:12,950 --> 00:13:14,350
或将此与Corey对抗

333
00:13:14,350 --> 00:13:14,710
甚至其他

334
00:13:14,710 --> 00:13:14,909
等等

335
00:13:14,909 --> 00:13:15,440
等等

336
00:13:15,440 --> 00:13:16,320
各位

337
00:13:16,320 --> 00:13:18,700
这里真的没有可比性

338
00:13:18,700 --> 00:13:23,929
我们谈论的是已在指数中建立数十亿美元业务的团队

339
00:13:23,929 --> 00:13:25,960
他们早已拥有顶尖工程师

340
00:13:25,960 --> 00:13:27,879
他们采取完全不同策略

341
00:13:27,879 --> 00:13:29,500
这一点非常明确

342
00:13:29,500 --> 00:13:32,700
这再次强化了这一点

343
00:13:32,700 --> 00:13:34,250
并不意外

344
00:13:34,250 --> 00:13:37,669
Nebu今日股价上涨16%

345
00:13:37,669 --> 00:13:38,389
你知道的

346
00:13:38,389 --> 00:13:40,490
这对股票非常有利

347
00:13:40,490 --> 00:13:41,169
对整体

348
00:13:41,169 --> 00:13:41,809
市场情绪

349
00:13:41,809 --> 00:13:42,190
等等

350
00:13:42,190 --> 00:13:42,690
等等

351
00:13:42,690 --> 00:13:45,049
这可能会吸引更多顾客

352
00:13:45,049 --> 00:13:48,769
这必将帮助Nebulous更快增长

353
00:13:48,769 --> 00:13:51,230
但当我们谈论建设数据中心时

354
00:13:51,230 --> 00:13:54,299
有一件事是金钱买不到的

355
00:13:54,299 --> 00:13:56,279
那就是你需要时间

356
00:13:56,279 --> 00:14:02,019
你需要时间来搭建和部署这些庞大集群，迈向核心网络

357
00:14:02,019 --> 00:14:02,480
顺便说一句

358
00:14:02,480 --> 00:14:04,099
所有这些名称均已上线

359
00:14:04,099 --> 00:14:04,759
好的

360
00:14:04,759 --> 00:14:07,519
Nebulous的好消息，Oracle的季度表现也不错

361
00:14:07,519 --> 00:14:09,299
这些名称的市场情绪在变化

362
00:14:09,299 --> 00:14:12,120
但从业务和财务角度看

363
00:14:12,120 --> 00:14:14,039
这里只有一个名称发生了变化

364
00:14:14,039 --> 00:14:16,099
那就是Nebulous Coriff

365
00:14:16,099 --> 00:14:17,318
昨天宣布了这一消息

366
00:14:17,318 --> 00:14:22,458
他们推出了灵活容量计划以加速AI创新

367
00:14:22,458 --> 00:14:26,558
这本质上是一个灵活的定价菜单

368
00:14:26,558 --> 00:14:28,859
这在AWS上你已见过

369
00:14:28,859 --> 00:14:29,980
在谷歌云上

370
00:14:29,980 --> 00:14:31,139
在Azure上

371
00:14:31,139 --> 00:14:32,440
甚至在Nebu上

372
00:14:32,440 --> 00:14:35,600
我认为Nebulo早已提供这项服务很久了

373
00:14:35,600 --> 00:14:39,480
我不认为这值得发布新闻稿或真正改变什么

374
00:14:39,480 --> 00:14:41,240
关于核心网络的事

375
00:14:41,240 --> 00:14:42,419
好的，不错

376
00:14:42,419 --> 00:14:44,059
他们正在朝正确方向前进

377
00:14:44,059 --> 00:14:47,269
但这并非什么突破性进展

378
00:14:47,269 --> 00:14:47,950
他们这么说

379
00:14:47,950 --> 00:14:48,570
就在这里

380
00:14:48,570 --> 00:14:54,109
我们正将云计算的规模与效率重新带回AI先驱手中

381
00:14:54,109 --> 00:14:56,609
再次突破创新极限

382
00:14:56,609 --> 00:14:57,749
灵活定价

383
00:14:57,749 --> 00:15:00,629
所有这些都并非新事物

384
00:15:00,629 --> 00:15:01,889
但好吧

385
00:15:01,889 --> 00:15:02,649
不错

386
00:15:02,649 --> 00:15:04,529
接下来是最后一件事

387
00:15:04,529 --> 00:15:06,350
那就是Uber与Zoox

388
00:15:06,350 --> 00:15:08,090
即

389
00:15:08,090 --> 00:15:13,899
Zoox（亚马逊旗下）与Uber宣布战略合作

390
00:15:13,899 --> 00:15:19,320
Zoox自动驾驶出租车将从今年夏季起在拉斯维加斯部署至Uber网络

391
00:15:19,320 --> 00:15:22,419
并在2027年洛杉矶再次推广

392
00:15:22,419 --> 00:15:24,840
重申我们将在Uber平台上运营

393
00:15:24,840 --> 00:15:27,590
将涌现大量自动驾驶玩家

394
00:15:27,590 --> 00:15:28,789
其中大多数

395
00:15:28,789 --> 00:15:32,548
如果不是全部都会在Uber平台上线车队

396
00:15:32,548 --> 00:15:33,948
因为他们拥有分发网络

397
00:15:33,948 --> 00:15:36,059
而当你拥有分发网络

398
00:15:36,059 --> 00:15:39,639
就知道车辆使用率会大幅提升

399
00:15:39,639 --> 00:15:45,450
投资回报率将远高于独立应用

400
00:15:45,450 --> 00:15:47,330
仍有一些人对此持怀疑态度

401
00:15:47,330 --> 00:15:47,970
不过嘿

402
00:15:47,970 --> 00:15:49,809
每次发生这种情况

403
00:15:49,809 --> 00:15:52,480
这进一步证明了它确实是

404
00:15:52,480 --> 00:15:55,080
如果你在美国观看世界杯

405
00:15:55,080 --> 00:15:59,649
我推测在拉斯维加斯今天就可以尝试体验

406
00:15:59,649 --> 00:16:02,009
但在夏季和明年

407
00:16:02,009 --> 00:16:05,919
在洛杉矶可通过Uber应用完成

408
00:16:05,919 --> 00:16:08,080
Uber因该消息上涨2%

409
00:16:08,080 --> 00:16:12,480
同时高盛重申对Uber的评级

410
00:16:12,480 --> 00:16:15,539
目标价为103美元

411
00:16:15,539 --> 00:16:16,720
作为Uber Eats

412
00:16:16,720 --> 00:16:18,289
提高费用

413
00:16:18,289 --> 00:16:19,350
丹尼尔的评论

414
00:16:19,350 --> 00:16:23,769
自3月11日起Uber Eats将上调关键层级的市场费用

415
00:16:23,769 --> 00:16:25,409
主要在美国地区

416
00:16:25,409 --> 00:16:27,909
标志着数年来的首次实质性调整

417
00:16:27,909 --> 00:16:32,440
平台旨在抵消运营成本上升并投资需求端

418
00:16:32,440 --> 00:16:35,179
用户获取与配送可靠性

419
00:16:35,179 --> 00:16:35,840
好的

420
00:16:35,840 --> 00:16:36,519
或许吧

421
00:16:36,519 --> 00:16:38,559
如果他们觉得可以提高费用

422
00:16:38,559 --> 00:16:41,379
这意味着即使提高费用

423
00:16:41,379 --> 00:16:43,600
人们仍会继续使用该应用

424
00:16:43,600 --> 00:16:46,600
或许他们将成为Uber One会员

425
00:16:46,600 --> 00:16:47,059
这

426
00:16:47,059 --> 00:16:50,539
当然对公司当前非常有利

427
00:16:50,539 --> 00:16:53,320
Uber仍受50日均线压制

428
00:16:53,320 --> 00:16:56,219
它几周前曾试图突破

429
00:16:56,219 --> 00:16:57,499
现在实际上五天前

430
00:16:57,499 --> 00:16:58,840
看起来几周前

431
00:16:58,840 --> 00:16:59,279
回到这里

432
00:16:59,279 --> 00:17:01,059
每股约78美元

433
00:17:01,059 --> 00:17:02,480
现在跌至74美元

434
00:17:02,480 --> 00:17:03,740
股价曾稍有上涨

435
00:17:03,740 --> 00:17:04,920
我们仍上涨2点

436
00:17:04,920 --> 00:17:06,289
目前上涨2%

437
00:17:06,289 --> 00:17:10,230
基于公司对2026年的预期

438
00:17:10,230 --> 00:17:12,909
基于已公布的财务数据

439
00:17:12,909 --> 00:17:13,929
这确实如此

440
00:17:13,929 --> 00:17:14,788
在我看来

441
00:17:14,788 --> 00:17:15,969
低价股

442
00:17:15,969 --> 00:17:17,269
如果你认同这一逻辑

443
00:17:17,269 --> 00:17:19,650
如果不认同就别买其他股票

444
00:17:19,650 --> 00:17:22,369
总之今天视频内容到此为止

445
00:17:22,369 --> 00:17:23,869
Oracle财报

446
00:17:23,869 --> 00:17:26,449
表现良好且信息清晰

447
00:17:26,449 --> 00:17:28,828
在AI生态系统中占据重要地位

448
00:17:28,828 --> 00:17:32,660
很高兴看到它终于步入正轨

449
00:17:32,660 --> 00:17:34,299
这对整个生态系统都有帮助

450
00:17:34,299 --> 00:17:36,769
它有助于其他所有AI股票

451
00:17:36,769 --> 00:17:40,569
当然，关于 Nebula 与英伟达的新闻对 Nebula 来说非常好

452
00:17:40,569 --> 00:17:40,769
是的

453
00:17:40,769 --> 00:17:43,690
其他股票也因这条新闻上涨

454
00:17:43,690 --> 00:17:47,869
我们知道 Coriff 和英伟达存在某种相似关系

455
00:17:47,869 --> 00:17:49,490
所以市场现在情况良好

456
00:17:49,490 --> 00:17:50,609
也许可以考虑

457
00:17:50,609 --> 00:17:51,450
我们已经经历了核心

458
00:17:51,450 --> 00:17:52,589
如果我们拥有 Nebula

459
00:17:52,589 --> 00:17:55,259
或许英伟达会选择第三家合作伙伴

460
00:17:55,259 --> 00:17:58,450
目前看来一切顺利

461
00:17:58,450 --> 00:18:03,150
接下来几天仍会出现大幅波动

462
00:18:03,150 --> 00:18:05,829
利用这种波动来获利

463
00:18:05,829 --> 00:18:07,410
今天视频的内容就到这里

464
00:18:07,410 --> 00:18:09,470
在下方评论区留下你的想法

465
00:18:09,470 --> 00:18:10,750
我们下次再见

466
00:18:10,750 --> 00:18:11,069
再见

467
00:18:11,069 --> 00:18:11,640
再见

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