就在市场情绪陷入恐慌之际,剧情再度迎来暴力反转。随着公司发布破纪录的季度财报,BE 股价单日暴涨 26%,随后盘后继续走高超过 9%。“反转之后又反转,暴涨暴跌再暴涨,整个呢就是一个过山车,特别刺激。”面对如此剧烈的波动,这家为数据中心和大型工厂提供就地发电方案的清洁能源企业,究竟是货真价实的 AI 电力救星,还是被过度炒作的投机泡沫,成为当前机构与散户激烈争论的核心。
---
[02:01](https://www.youtube.com/watch?v=-EZayUFy3Bg&t=121s) AI 算力撞上电网死墙:燃料电池何以成为就地发电救星
Bloom Energy 能够受到资本市场爆发式关注,根本原因在于其核心产品“能源服务器”(Energy Server)切中了当下 AI 发展的最大痛点。该设备采用固体氧化物燃料电池(SOFC)技术,通过电化学反应而非传统燃烧,直接将天然气、氢气或生物质能转化为电能,实现了不依赖外部公共电网的独立发电。
```mermaid
flowchart TD
accTitle: AI 电力供需错配与就地发电解决方案
accDescr: 对比传统电网建设与分布式燃料电池在满足 AI 算力电力需求上的周期差异
subgraph Problem ["传统电网困境"]
A["AI 芯片迭代周期<br/>18 个月一代"]
B["美国百年老化电网<br/>高压线与变电站审批建设需 5-8 年+"]
A -.->|"严重脱节"| B
end
subgraph Solution ["Bloom Energy 解决方案"]
C["能源服务器 (Energy Server)<br/>固体氧化物燃料电池 SOFC"]
D["就地电化学转化<br/>天然气 / 氢气 / 生物质"]
E["数月内快速部署<br/>绕开公共电网直接供电"]
C --> D --> E
end
面对 Hunterbrook 的猛烈开火,Bloom Energy 在报告发布次日迅速发表声明强硬回击。“公司回应说亨特布鲁克的指控是虚假且具有误导性的”,管理层坚称财务报表真实准确,明确否认钪供应链对中国单一来源的致命依赖,强调公司拥有历经多年建立的全球多元化供应商网络,完全能够支撑未来每年数吉瓦级别的燃料电池扩产目标。双方各执一词,由此拉开了多空双方激烈的舆论与资金拉锯战。
## Mentioned
Bloom Energy, BE, Hunterbrook, 《Bloom’s Big Lie》, Crossroads Capital, Oracle, Brookfield, American Electric Power (AEP), Nvidia, Microsoft, Amazon AWS, KR Sridhar, Jefferies, Mizuho, Energy Server, 固体氧化物燃料电池 (SOFC), 氧化钪
## Video description
今年上半年,Bloom Energy一度是华尔街最炙手可热的AI电力概念股之一。
股价从年初约90美元一路涨破300美元,涨幅接近250%;但进入7月之后,随着Hunterbrook发布《Bloom’s Big Lie》做空报告,钪供应链、合同积压和财务真实性接连遭到质疑,BE股价近一个月一度跌去接近50%。
[0:01] It's great for a big family, it's great
[0:02] for the first time, it's for the first
[0:04] half of the year, it's for the first
[0:05] time, it's for the best. After the
[0:08] first year, it opens 90 times, 6 months
[0:11] later, 300 times more people, 250
[0:13] people per year, 250 days later. Blue
[0:17] Energy 股票 代码 B。它 呢 是
[0:19] 给 数据 中心 给 工厂 就地
[0:22] One-way electronics, one-way sales,
[0:24] one-stop shopping, many, many other
[0:27] things? It is easy to move from one
[0:29] place to the next, AI can be counted,
[0:31] the central part of the head is large,
[0:33] the value of the world is large, the
[0:35] ancient text is easy to understand, The
[0:37] U.S. Electric Power Corporation, a
[0:38] member of the same company, made it on
[0:40] the 7th and 8th on the 8th of the month
[0:42] . Fabrication, production, production,
[0:43] production, production, production and
[0:43] distribution 啊, the body, the body,
[0:44] the body, the head, the head, the mouth
[0:44] , the heart, the mouth, the voice, the
[0:45] voice, the voice, the voice, the voice,
[0:45] the voice, the head, the head, the head
[0:46] , the body, the body, the body, the
[0:46] body, the body, the body, the body, the
[0:47] body, the body, the body, the head, the
[0:47] head, the head, the head, the head,
[0:47] head, head, head, head, head, head,
[0:48] head, head, head, head, head, head,
[0:48] head, head, head, head, head, head,
[0:49] head, head, body, body, body, body,
[0:49] body, body, body, body, body, body,
[0:50] body, body, mouth, body, mouth, body,
[0:50] mouth, body, mouth, body, body, body,
[0:51] body, body, body, body, body, body,
[0:51] body, body, body, body, body, body,
[0:51] body, body, body, body, body, body,
[0:52] body, body, body, body, body, body,
[0:52] mouth, body, body, body, body, body,
[0:53] body, mouth, body, body, body, mouth,
[0:53] body, body, mouth, body: 12, From the
[1:01] 7th month to the 24th of the month, the
[1:02] 15th of the month to the end of the
[1:04] month. 50%of the return date is
[1:07] completed, and on July 7th, 218th, B
[1:10] arrived on the 11th of August. 2 两天
[1:14] 30 号 暴涨 26 个 点。接著 我
[1:16] 录制 这 期 节目 的 时候 呢, B
[1:18] afterward 还 继续 上涨 了 Nine
[1:20] ways, many ways, money, money, food,
[1:22] anti-转 之后 又 反转, 暴涨
[1:23] 暴跌 再 暴涨。整个 呢 就是
[1:25] 一个 过山车 特别 刺激, 那么
[1:27] 这 期 Seeing the dream, I, my family,
[1:29] my family, my family, my family, my
[1:30] family, my family, my life, my life, my
[1:32] life, my life, my life, my life, my
[1:34] life, my life, my life, my life, my
[1:36] life. It's a dangerous thing, it's a
[1:37] job, it's a job. Is it true? 机构 呢
[1:40] Current situation? Is it possible to
[1:43] move out, move out, enter the market,
[1:45] enter the market, enter the market,
[1:46] enter the open space? After death,
[1:49] after meeting with others, after
[1:50] meeting with people, after meeting with
[1:51] friends, after death, after death,
[1:53] after death, after death, after death,
[1:54] after death, after meeting with people,
[1:55] it is right now. Opening, opening,
[1:57] opening, speaking, first, later, good
[1:59] luck, no problem, first, first, second,
[2:00] second, second, second, third, third,
[2:01] third, third, last year 核心 产品
[2:03] 呢 叫 能源 服务器, 它 不是
[2:04] Naturally, the human body, the human
[2:06] body, the human body, the human body,
[2:07] the human body, the human body, the
[2:08] human body, the human body, the human
[2:10] body, the human body, 通过 电化学
[2:11] 反 釉 呢, 而 not 燃烧, 把
[2:12] 天然气, 清 气, raw materials
[2:14] 生物 equipment 这些 燃料 呢
[2:15] 直接 转换 Developing electricity,
[2:16] transport, transportation,
[2:17] transportation, transportation,
[2:19] transportation, transportation,
[2:20] transportation, non-use 等 电网,
[2:21] 那么 这个 为什么 特别 重要
[2:23] 呢? 那 是 因为 这 Annual AI
[2:25] 浪潮 已经 把 U.S. 电网 彻底
[2:27] 逼到 墙角 了, 因为 达 GPU 群
[2:28] 微软 的 Number of people in China,
[2:30] AWS Dynamics, E-mail, E-mail,
[2:31] Activities, Dynamics, 甚至 是 几万
[2:32] 级 的 这种 稳定 的 供电,
[2:34] 但是 US 美国 的 输 配电 电
[2:35] 网络 呢 是 那 是 因为 这
[2:36] 几年 AI 浪 已经 把 USA 的 电网
[2:38] 彻底 逼到 墙角 了, 因为 达
[2:39] GPU's external vehicle, central core,
[2:41] 亚马逊, AWS 机房, 这 都是
[2:42] 电脑 fire, movement control, 甚至
[2:44] Special type, specific type, specific
[2:45] type 供 Electrical, 但是 U.S.A.
[2:46] 配电 网络 呢 是 100 years ago,
[2:48] 那么 New Establishment 的 Transfer
[2:49] Electric 拉 高压线, 这个 流程
[2:52] 走 下来 五年 八年 都 不止,
[2:54] 那么 跟 AI 芯片 18 个 月 一代
[2:56] 的 这种 叠 带 速度 相比 呢,
[2:58] completely 不 匹配。这样 的 话
[3:00] 呢, image B type 就地 发电 那就
[3:02] 被 引爆 了, 你 不用 等 电网
[3:04] 扩容, 直接 在 数据 中心 旁边
[3:06] 摆 上一排 燃料 料 电池
[3:08] 服务器, a few months ago, 1 day
[3:09] after 2 years ago, 所以 呢, 所以
[3:11] 呢, 这 就是 为什么 它 的
[3:13] 最新 2 The actual cost, the actual
[3:15] cost, the original reason. 看看
[3:17] 具体 数字, 营收 10.65 亿 美元,
[3:19] 同比 暴增 165.5%, 这 是 公司
[3:21] 历史 上 单 季 营收 第 一次
[3:23] 突破 10 亿 美元 大官, 比 市场
[3:25] 预期 的 7.669 亿 美元 高出
[3:27] 接近 2.69 亿 美元 高出 跌 29%
[3:29] 产品 收入 9.354 亿 美元 同比
[3:31] 增长 200%of the time, it is possible
[3:34] to increase the number of people in the
[3:36] market, and the amount of money can be
[3:38] increased by 34.3%. 增 737%2.4 亿
[3:40] 美元, 调整 later 1 倍 达到 2.534
[3:43] 亿 美元, 6 years old 通 的 6 倍
[3:46] 还 more, G 美股 收益 0.62 US won,
[3:48] non-US dollar 收益 0.78 US yuan, the
[3:51] city's original market 0.40 US yuan is
[3:54] opened. 将近 一倍, super speed 90%
[3:58] 。经营 新鲜 流 大幅 转正
[4:01] 达到 2.264 亿 美元。再 来看 It
[4:03] is possible to move all year round, and
[4:06] it is possible to save money. 到 38
[4:09] 亿 美元, re-educate upper studies 39
[4:11] 亿 42 亿 美元。全年 Non-盖 普
[4:14] 美股 收益 只 引 从 1.85 到 2.25
[4:16] U.S. won, 100 won, 2.55 到 2.85 到,
[4:18] 营 business profit, 8 won 到 9 亿
[4:20] 美元, 这 已经 美元, business
[4:22] 利润 质 营 呢, 也 给 到 了 8
[4:24] 亿 到 9 亿 美元, 这 已经 是
[4:26] 连续 第 3 个 季度 上调 全
[4:27] 指引 了。那么 CEO 斯达尔 呢,
[4:30] 在 电话 会上 说呢, 目前 US
[4:31] 所有 主要 的 超 大规模 云 厂
[4:34] Up to 10 years old, AI real estate in
[4:36] the U.S., new cloud center 和 数据
[4:38] 中心 原 应 都 已经 验证 过 B
[4:39] 的 Electrical power 解决 方案,
[4:41] family home 覆盖 面 在 持续 It's
[4:43] a big deal, it's a big deal, it's a big
[4:45] deal, it's a big deal, it's a big deal,
[4:47] it's a big deal. My own words, one
[4:48] story, one story, one piece, one piece,
[4:49] one piece, one piece, one piece, one
[4:50] piece, one piece, one piece, one piece,
[4:51] one piece, one piece, one piece, one
[4:51] piece, one piece 签署 了 一份 主
[4:52] 协议 呢, 可以 为 甲 old 文 在
[4:53] New 墨西 歌 State AI 数据 中心
[4:53] 园区 呢, 提供 最高 2.8 几 瓦
[4:54] 的 燃料 核 池 发电 容量,
[4:55] 这个 规模 相当于 2-3 中 type
[4:56] 核电 基 组 的 装 击 容量。
[4:56] Article 2 菲尔德 的 电力 融资
[4:57] 合作, 双方 呢 是 今天
[4:58] 早些时候 签 的 一份 50 亿
[4:58] 美元 的 合同, 但是 到 了 6
[4:59] 月份 呢 直接 把 这个 合作
[5:00] 规模 扩大 了 5 倍, 从 50 亿 US
[5:00] 元 1 口 拉到 250 亿 美元。的
[5:01] 燃料 电池 发电 容量, 这个
[5:02] Comparative action, two types, three
[5:02] types, medium type, electronic base,
[5:03] one type, one type, one part, one part,
[5:04] two parts, one part, two parts, one
[5:05] part, one part, one part, one part, one
[5:06] part, one part. The production of
[5:07] electric power and equipment together,
[5:09] the same time as the beginning of the
[5:11] 50th century. 6 Monthly production,
[5:13] production, production, and production.
[5:14] 了 5 倍, 从 50 亿 美元 1 door,
[5:16] 250 亿 美元。那么 管理 程
[5:18] 说呢, 这套 合作 模式 要把
[5:19] Electric power, easy to move, easy to
[5:21] move, easy to move, easy to move, easy
[5:23] to move, open, open, move, move, move,
[5:25] move, move to new location. AI
[5:27] industrial design, part 3, joint
[5:29] production, Star Road, U.S. Electric
[5:31] Power Company AEP is a joint production
[5:33] company, produced by AEP. 笔 合同
[5:36] 叠 同 起来, re-enforcement 上 其
[5:38] 小型 订单 呢, 公司 的 合同
[5:39] 机 压 总量 已经 达到 Large size
[5:41] 200 亿 US yuan, 这 是 为什么
[5:43] CEOV2 在 财 报 电 会上 他 敢说
[5:45] 呢, 按照 目前 这个 节奏 啊,
[5:46] worker's 厂 建设 成本 大概 6
[5:48] months 就 能够 After a while, it's
[5:50] time to move out of town, move to the
[5:51] city, move to the heart of a person,
[5:53] change the mind of a person, work,
[5:55] trade, trade, trade, trade, buy, sell,
[5:56] buy and sell. 的 投资 17 亿 美元
[5:58] 用 BE 的 燃料 系统 呢, 为 Nepus
[6:00] 的 AI base 设施 供电。类似
[6:01] 这种 small child, American joint
[6:03] production, 也 说明 B family 客户
[6:05] 呢, small size, small size, 像 其他
[6:06] 一些 AI reviewing the family's
[6:08] family's problem, food, etc., good
[6:09] death, real life B, blood price, 6
[6:11] months, 7 months When is the month
[6:13] coming to an end? Ask the question,
[6:14] follow the steps, review, direct
[6:16] transfer, join the company. 报告。
[6:18] 做工 机构 通 部 克 发布 的
[6:20] 报告 呢, 直接 意 的 是 公司
[6:22] 管理层 在 财 报 上 的 Think
[6:23] about the problem, think about it,
[6:25] divide it into three parts, change it
[6:27] to one type, set it aside. The cost of
[6:28] the labor industry, the production of
[6:30] electricity, the production of
[6:31] electricity, the production of metals,
[6:33] the production of metals, the
[6:34] production of metals, etc. All types of
[6:36] food are suitable for all types of
[6:38] people. They are small in size, small
[6:39] in size, small in size, small in size,
[6:40] small in size and small in size. C3
[6:41] 达尔 呢 多次 强调 说 公司
[6:43] 没有 中国 供应 链, 不宜 来
[6:44] China-specific business space, business
[6:46] opportunity, international business,
[6:48] foreign transportation, global market,
[6:50] number of companies in China. 备案
[6:51] 文件, the city's star, the image of
[6:53] the star, the four-way road, the
[6:54] Chinese border, the road to China, the
[6:56] star of the world In reality, it is a
[6:57] foreign country, a foreign country, a
[6:59] foreign country, a foreign country, a
[7:00] foreign country. The Chinese government
[7:02] has limited access to the Chinese
[7:03] market, and the entire Chinese market
[7:05] has the ability to control the number
[7:06] of workers. 产 目标 not real, 中共
[7:09] 机构 用 了 1 个 具体 的 测算
[7:11] 模 type 呢, 说 第 1 如果 从 26
[7:13] years old 1 year, 2030, 5 years, 2030,
[7:14] 2030 瓦, 需要 大约 220 吨 的
[7:16] 氧化 抗, 但是 按照 报告 的
[7:17] 估算, 全球 氧化 抗 Years 供
[7:19] 一辆 大概 240 left, right, left,
[7:20] right, left, right, in one place, in
[7:22] public, in one place, in one place, in
[7:24] the whole world, in the right direction
[7:25] , in the right direction, in the right
[7:27] direction, in the middle of nowhere The
[7:29] original plant is used as a tree, and
[7:30] the original plant is used for the
[7:32] purpose of use. 几乎 是 不可能
[7:34] 完成 的 任务。第 3 个 是
[7:36] 关于 循环 融资 和 财务
[7:38] 真实性 的 质疑, 第 4 个 呢 是
[7:40] 关于 合同 基 压 统计 口径 的
[7:42] 质疑。那么 B 对外 宣称 称 的
[7:44] 合同 机 压 规模 200 亿 美元,
[7:46] 但是 做工 结构 说呢, 按照 审
[7:48] 机 是 认可 的 更 严格 的
[7:49] 口径 呢, 那么 剩 于 旅 约
[7:51] 义务 呢, 只有 4.926 亿 美元,
[7:53] Old school, public, private,
[7:54] traditional, 200, 2.5 years old, 2.5
[7:56] years old. 报告 发布 的 第 2 天
[8:01] 呢, public office 回应 说 横
[8:03] 德布鲁克 的 指控 是 虚假 且
[8:04] 具有 误导 性 的, public 公司
[8:06] 说呢, article 1, economics, money,
[8:07] business, etc. 和 完整 的, Article
[8:08] 2 否认 了 看 空 念 依赖 中国
[8:10] 准确 准确 和 整 的, 强调
[8:11] public authorities 是 拥有 多元化
[8:13] 的 经过 Many years, 建设 的
[8:14] 全球 工艺 网络 不宜 1 country,
[8:15] Article 3: 1st place, 1st place, 1st
[8:17] place, 1st place, 1st place, 1st place,
[8:18] 1st place, 1st place, 1st place, 1st
[8:20] place, 1st place, 1st place, 1st place,
[8:21] 1st place 支撑 每年 25 years ago
[8:23] 级 瓦 的 燃料 Electrical pond
[8:24] production 能 逼著 这个 反驳
[8:25] 发布 以后 呢, 股价 当天 有所
[8:27] Against, against, against, against,
[8:28] against, against, against, against,
[8:30] against, against, against, against,
[8:30] against, against, against, against,
[8:31] against. 了 相信 Public law, public
[8:33] opinion, business, and feelings.
[8:34] Article 2: The problem of having a
[8:35] family, a worker, a car, a car, a car,
[8:36] a car, a car, etc. When you go to the
[8:38] public office, you have to go to the
[8:39] right place. You can go to the main
[8:40] office, enter the office, go to the
[8:41] main entrance, go to the main road, do
[8:43] it one way, do the same thing. The
[8:44] problem within the public domain is the
[8:45] right to enter and leave the public
[8:47] office. 博 斥。这, two-wheeled,
[8:49] flexible, flexible, closed-door, public
[8:51] office, home, etc. Direct opposition,
[8:53] business environment, high-risk
[8:55] environment High degree of awareness,
[8:57] close contact, private life, immediate
[8:59] transfer, public meeting, death matter
[9:01] If you don't know what to do, what's
[9:03] the point? 200 亿 对 对 机 200 亿
[9:07] 亿 合同 机 还 有 对 这个 200
[9:08] 亿 美元 的 合同 机 压, 还有
[9:10] After a sudden death, a sudden death, a
[9:12] sudden death, a sudden death, a sudden
[9:14] death, a sudden death, a sudden death.
[9:16] 决定性 的 可以 一 锤 定 的
[9:18] 证据。接下来 我们 It is a place
[9:20] where people can play, play, play, play
[9:23] , play, play, play, play, play, play,
[9:25] etc. Afterwards, the two countries will
[9:27] move out of the market, the current
[9:29] price will be lowered, the future will
[9:31] be lowered, 217 US won lower, 176
[9:33] 美元, 维持 平。杰夫瑞 呢 从
[9:36] 246 美元 下 到 188 U.S. won,
[9:38] foreign imports: 250 U.S. won, 218 U.S.
[9:40] won,, 279 U.S. won, 27 U.S. won.
[9:47] 346 U.S. won, small size, 314 U.S. won,
[9:49] 314 U.S. won. It is easy to move to the
[9:51] right place and enjoy the view. 机构,
[9:54] image transfer, 瑞 碎 它 是 把 平
[9:57] 级 从 中信 上 调到 跑 音
[10:00] 大盘, 尽管 说 目标 价 从 285
[10:03] US yuan, lower price, 24 US yuan.
[10:06] 维持 了 300 US yuan Private sale
[10:08] price transfer type Cost, flat price,
[10:09] structure, production power, heavy
[10:11] production, production cost, price 310
[10:12] US won. 的 目标 Price 算下来 呢,
[10:16] Dae 概 在 27 到 280 美元 这个
[10:18] 区间。对于 B 机构 为什么 会
[10:20] 出现 这么 A major and major death?
[10:22] I am ready to go, I am in front of many
[10:24] people, I am in the middle of nowhere.
[10:27] 短 缺少 是 一个 5 to 10 years
[10:29] 确定性 的 趋势, mobile business,
[10:31] mobile 电网 系统 都是 一个
[10:32] 验证 的 一个 现实。出 中心
[10:34] 的 electric power 需求 增 数
[10:36] 肯定 是 远远 超过 电网
[10:38] 新增产能 的 速度, transfer type
[10:40] of work 缺口 呢 就可 越来越 大
[10:42] 。第二 呢, B Presently hand-painted
[10:44] 握著 的 呢, 它 不是 那种 合
[10:46] 罜 意向, 而是 真 金 白 运 的
[10:48] 些 Same thing, Article 3, death,
[10:50] public money, money, money, money,
[10:52] money, etc. Change good business plan,
[10:54] two years old, new, current money,
[10:56] right, 1, 2 years old, 130%, 130%of
[10:58] limit. For other people, it is possible
[11:01] to transfer the whole year to 60%or
[11:02] more, 80%to 80%, and for other people
[11:04] to do it for less than half a year. 有
[11:06] 把握 的。那么 从 空投 来看
[11:08] 呢, Before the first step, the first
[11:10] step, the first step, the first step,
[11:12] the first step before the end of the
[11:14] body, the first time, the first step,
[11:16] the end result 1 point 85 degrees left
[11:18] and right, 1 place 1 person, 266
[11:19] degrees 呢 high, 266 degrees 倍, 这
[11:21] 是 非常, 1 hour, 任何 1 点点 布
[11:23] 预期 呢 都 会 要 重 Property,
[11:25] Article 2, death, public affairs, death
[11:27] before death, death before death One
[11:29] proof, three provisions, public opinion
[11:31] , 200, U.S. government, joint venture,
[11:33] transformation, real estate decision
[11:34] Time, middle of the day, no star, no
[11:35] place, no place, no place, no change,
[11:35] family home It is a place where you can
[11:36] eat food, eat food, drink food, eat
[11:36] food, eat food, eat food, eat food, eat
[11:37] food, eat food, eat food, eat food, eat
[11:37] food, eat food, eat food, eat food, eat
[11:38] food, eat food, eat food, eat food, eat
[11:38] food, eat food, eat food, eat food, eat
[11:39] food, eat food, eat food, eat food, eat
[11:39] food, eat food, eat food, eat food, eat
[11:40] food, eat food, eat food, eat food, eat
[11:40] food, eat food, eat food, eat food, eat
[11:40] food, eat food, eat food, eat food, eat
[11:41] food, eat food, eat food, eat food, eat
[11:41] food, eat food, eat food, eat food, eat
[11:42] food, eat food, eat food, eat food, eat
[11:42] food, eat food, eat food, eat food, eat
[11:43] food, eat food, eat food, eat food, eat
[11:43] food, eat food, eat food, eat food, eat
[11:44] food, eat food, eat food, eat food, eat
[11:44] food, eat food, eat food, eat food, eat
[11:45] food, eat food, eat food, eat food, eat
[11:45] food, eat food, eat food, eat food, eat
[11:46] food, eat food and drink food. The old
[11:46] people go out, move to the mountain,
[11:47] move to the mountain, move to the city,
[11:49] move to the city, move to other
[11:49] countries, move to other countries,
[11:50] move to the countryside, stop by.
[11:52] Current location, location, cost,
[11:53] location, It is not possible to leave
[11:55] the country and die later, to say
[11:56] goodbye to the person who wants to do
[11:58] it, and to leave after July 218th. It's
[12:00] one thing, I'm in the middle of the day
[12:01] , I'm in the middle of the day, I'm
[12:03] going to have a good time, I'm going to
[12:04] have a good time, I'm going to have a
[12:05] good time 7 months Chapter 30 来
[12:09] 这个 26%of the people, I have no
[12:11] choice but to use my hands, I don't
[12:12] know what to do, I don't know what to
[12:13] do. After the purchase, before the
[12:16] purchase, after the purchase, before
[12:17] the purchase, after the purchase, after
[12:19] the purchase, after the purchase, after
[12:20] the purchase, after the purchase, after
[12:22] the purchase 面上 呢, the weight of
[12:24] the body, the current weight, the
[12:25] weight of the body, the upper surface
[12:27] of the body, 如果 能够 站稳 200
[12:28] name, close to the door, 那么 它 的
[12:30] 短期 down the road, 可能 会 被
[12:32] 扭转。不过 呢, In the past, I was
[12:33] able to eat and drink food, eat and
[12:35] drink, and I was not able to go to the
[12:37] store. 回到 181 到 186 U.S. won,
[12:38] transfer, 缺口 呢, It's good for me,
[12:40] I'm in the middle of nowhere, I'm in
[12:41] the middle of the day, I'm going to
[12:43] have a good time, and I'm going to have
[12:45] a good time. The law of the body, the
[12:46] right place, the place to be judged,
[12:48] the place to be, the place to be, the
[12:49] place to be, the place to be, the place
[12:50] to go In the middle of the day, I'm
[12:51] going to have a good time TV, I'm going
[12:53] to go to the middle of the day. See
[12:54] again.