想念守住在蔚蓝色的深海里
多少次的吉祥一生
买了一个新的公用的弹幕美化包但是
呃因为我有点笨哈哈还没倒进去
嗯
我有点笨
看我这个一位你们喜欢吗
也许最后只完成我们的使命
人间的小巷霓虹灯笼罩满地
充满欢声笑语热闹不停
十年兽的出现好像打破喜庆
他们被鞭炮噼里啪啦赶出村落去
呜呼
和你的颜色不匹配
有红色大棉袄就更喜庆了
其实我还有其他的能调整的部分啊
这个UI本来应该可以呃
嗯可以动的
你们有没有发现一件事啊大伙
就是就是我现在不会被弹幕挡住了
你们发现了吗
我今天花了20分钟把这个功能给修好
了
以后我们我们不会再被弹幕挡住了
嗯
晚上好
开心吗
我今天回家可以开抽了烟
可是烟没有什么能抽的东西
哈哈哈我的眼泪都掉下来了
眼神花了20分钟完全告诉我
下午我花了20分钟换了个新的UI
欢迎赵老爷
晚上好嗯欢迎大家爷们一下就来
啊我们那个2289工作室
米顺烟在这里给你拜年啦
哈哈哈我每天都
这是淹死的一小步
也是2289不再笨蛋的一大步哼
但是这个
呃相对的副作用就是
我在转转尾巴的时候会有
绿色的苍蝇
哇谢谢这玩意的
粉玫瑰粉玫瑰粉玫瑰粉玫瑰粉玫瑰
喊我开乱斗呀
喊我开乱斗蹭点呀
谢谢赵老爷的智慧之书
非常感谢阿里嘎赵
所有人都喊我开乱斗蹭点加油
一点都不智
慧那怪你
你开了五朵花说明你你是笨蛋
一点都不智慧
一一一晚上好
好像这样
抠图抠下来稍微有点
有点糊哎哦
逆天啊是种啊
是的吗
哈
哈哈
激动来了一次1234 卧槽
刚刚啥呀
啊怎么了
没东西啊
抽抽了因为我在晃
我在来回晃
大红棉袄呢还没扣出来呢
我在找人帮我帮我找那个文件
找那个弹幕的文件
也买了一个非常非常
喜庆的新的弹幕条
但是我没找到在哪哈哈哈
啊我的钱都白花了
我花了动态UI一大套的钱之后
用上了一张静态的
这个坑爹冰雪响又来了
要不然我直接挂一那
什么码都比那冰雪响强
别了冰雪响
大伙都别抽那个烟子
不抽抽就像老司机没有
大小的话
是这个摄像头忽然脱捕捉就会这样的
家人们
确实纸钱不够我理解一下
找那个CSS代码死活都找不到
就不知道他藏到什么地方去了嗯
而且我也看不懂代码
你们你们有人能看得懂吗
就比较简单的那种家人们
主播自己讲话的样子太可怜了
内幕没办法呀凉就是凉
今天有好几个大v过生日呢
你们看到了吗
他们那边人声鼎沸
人声人海热闹无比
然后那个拥有着非凡的气氛啊
反观主播这边的这个
安静的像一个停着主播的房间一样
这不过年吃饺子吗
康康真正的单腿人是这样的
有你们就够了
没关系的
什么代码没有念
嗯就是这个压缩包然后我得找
到往那个弹幕机里面打的那个部分
羡慕有你们就够了
这不挺好的吗
找不到
坏了
来的大雨
不是九九天
今天今天那个呃呃
白沈瑶过生日我也去看了
我一开始就挺喜欢抱抱着
从他那个模型公布到后面
我一直都很喜欢抱抱
标记切割
你都跟我切割了我还有观众吗
大伙在跟我切歌就真没有观众了
谢谢共饮19的小花花房
感谢阿力哥到谢谢19
果然那个什么是会互相吸引人
你想说的绝对是笨蛋
是会相互吸引的吧
这一身看起来就很暖和
是吗是吗我还有帽帽
啊对猫咪的新的那个
新的新的我还没有看
让我看一下啊
嗯从
从于
他在给我做的最新一版的模型
我还没有接过来呢
天直播的时候可能会
调试一下模型之类的
大家别说我白了
我本来都想播工作音了
今天会播很长很长的时间
然后我后面会学习
我2月1号就要考试了
我再不学习人都要下了
好久没有看到黑猫了
对呀
主播什么时候也力点出来给涨涨人气
别播那么久了
为什么呀
睡在直播间太冷了
因为我还冷呀
直播间有我穿的这么暖和的一只猫
还冷谢谢
这是这个字念
念那个称还是念参来着谢谢
打call和两个牛蛙
牛外放
感谢Aligat欢迎复合型北极星好久不见
对我也觉得我应该直播学个习
然后我也准备好了学习的UI
到时候可以跟你们一起看PPT
你有衣服
直播间里的音
乐人没有衣服穿呀
我把我的衣服给你了你收到了吗
你收到了吗
帽子也给你你收到了吗
你穿的暖也架不住兄弟穿短袖
那你穿的太少了
哥们躺床上来你也脱掉
大家坦诚相见
这还不够多呀
那我立个flag
我能立成什么样
也就是我要是那个呃
一过年就剩几天了
没法年前了
情人节之前能摆件的话
情人节之前换一套新衣服吧
七夕那套已经准备好了
组队踹毛衣线
我一条板
米呀米呀毛衣踹开了线
其实你们你们还是能看到在这个
毛衣上面的
我在转身的时候那个胸部的起伏吧
可以看到一点的吧
你们能看到那个
胸部的透视不断的在改变的
应该还会穿以前的衣服吗
会呀
因为现在过年了吗然后先穿点新衣服
我一揪把你
小布娃娃
谢谢呃赵老爷的10个
这个好也非常感谢啊厉害的
只要送个这个好哎
为了欢乐你就给我来1,000
起伏是什么
就是在这里啊在这里啊
其实我也想给你们录一个
什么那个那个呃
米呀米啊劝导之类的
啊这个
不开心的时候就听听米呀米呀的劝导
啊什么什么的
对a要不起
呃呃呃这什么不要说什么哎呀这个
主播骗大伙可以不
我不想穿红背里面啊啊谢谢
晨气的十个小花花
反
感谢啊这个烟烟劝雪主播一次晕掉了
我又不会冲晕过去谁像你们啊
真有起风吗
是真的是真的
百剑重启计划咪呀咪呀百剑计划
大胆点我们要写千
剑计划要要更厉害一点
哎我怎么觉得我
我这个紫色跟背景的红色有点
格格不入
有点刺眼睛
我不想穿棉袄穿棉袄太土了
当然是要过生日的当天啊
不对过年的当天才能穿棉袄
倩倩确实哥哥不对呀
颜色确实不是很搭配
晚上好一语红尘谁又带明星了
什么时候带明星了
主播都已经凉凉哇哇的凉的不行了
还带明星了
因为这个有太多个版本了
所以说我我这个复制一下
我的这个模型
每一个版本的名字分别叫Miamia冬装
Miamia冬装0
Miamia冬装一
米亚米亚冬装最终版
米亚米亚冬装
一定一定是最后一版了吧
这已经是我第五版了
两个舰长都是我们现在舰长的小号
主播一次是有点费拉不堪了
来点黑猫吧主播现场给自己染头发
等一下没有西装没有西装
left to the models
新建文件夹
we are don't
最最最最后一把了哈哈
妈妈两眼一黑
没有啊
他经常我们经常特别友善的讨论一些
呃
合理的对于模型的制作的探讨方式
啊啊
我们都是很友善的一直一直都很好念
啊这不是Miamia冬装0了
这是Miamia冬装一了
妈妈真棒
让我看一下
能不能直接看到那个冬装衣
看不到
你们要想现在让我看
看到那个冬装衣的话
可能要要那个稍等一下
终极真的真的真的是最后一把
对呀顶点没掉说明上个月今天没见着
这个时候在飞机上了啊对在飞机上了
嗯为什么我的眼角常含汗水
因为我感到无语对你们感到无语
穿太少了
我摊牌了我就是东北人
家人们我想我想我
我想看一下是不是需要重新启动一下
怎么会好久不见我天天在直播间
有没有种可能性
他不是天天在直播间呀
你天天在但他不是天天在
看鸳鸯人太久了没感觉了是吧
嗯
不是呀是我得重启一下
他这个不重启加载不出来
好烦呐怎么会这样呢
天是腊月25号
正常来说
我应该是
啊我我正常来说
今天如果是我在国内的话
是我家里人会给我过生日的日子
哎我发现
今天上播之前
跟猫妈妈打了半个小时的电话
他还是很担心我就觉得
我在这边一切都不好
睡着也不好吃饭也不香
直播直播做不好学习学习学不好
又要生日会
没生日会呀
我是今天
本来想跟你们讨论一下过年的习俗的
结果看到艳丽啊
腊月二十五的习俗是什么来着
已经没有米了
我跟你们说了过年的习俗了
大伙也是家人
我就跟他说一切放心一切都没关系
平静了说的是天天过生日是吧
哈哈哈那没办法呀
最近心里想的都没有办法保持那个
当v的那个特别特别虚拟的那个感觉
烟烟现在还能收到压岁钱吗
可以可以
因为我还是小孩子呢如果有出国之前
那个家里人有提前给了我压岁钱的
虽然我都没有拿
因为我觉得
我已经有收入了是大人了
但是他们不那么感觉
还是一个人再给我几千
最后给妈妈了我也没有要
谢谢小石子老师的爱了爱了
奥利给到你的笑容
穿过了银河的尽头
带着我的温柔帮我个心吧
好呀谢谢无敌郑老爷的小心心
阿力来到
谢谢谢谢
老东西装嫩
什么谁装嫩啊
一个人几千啊
我是北方人
我是那个东北那边的
然后我们家里面比较亲近的那个
听说来往
过年的给小妹的红包都是四位数的
而且因为我要出国吗这次再
出去就不知道什么时候能回来了
根本不是
而且还有一些这个其他的
原因在里面了
就出国的时候
还有一些人情往来方面的问题
就比如说以前那个我妈妈帮了
我家一个亲戚的忙
然后人家就以这种名义
来给我发压岁钱
其实就是人情往来了
每年这个钱都特别多
就像是两边在刷流水一样
你给我刷500我给你刷500
最后除了
支付宝的那个来往看起来比较多之外
没有什么其他的作用
先干了打他
不许打我
北方的栏杆舔起来是甜的吗
我教你怎么我教你怎么舔栏杆
你先这样你先喝一口温水含在嘴里面
然后你隔着这个水去舔那个铁栏杆
你就会发现确实是甜的没有人在骗你
真的是甜的
当然
你不要直接把把那个口水咽的特别干
然后你再再去舔
这样的话肯定会粘在上面的
会出问题
直播又不喊哥们是吧
啊我没艾特全体吗
大家帮我艾特一下吧
对不起呀
嗯东北那边怎么说话没有碴子味
咋说话这是
没有东北地火的这个观众
不知道什么时候能回来
对啊本来就不知道啥时候能回来吗
这边回去第一挺麻烦的
第二我一个月也赚不回
一张回国的机票就算了
太贵了吗
有这个钱我干点啥不好呀
家人们对吧
主播有经验
至少没有收拾在中间抽水
对啊没有人在这边抽水
护山流水而已
什么两重天
冰火两重天
哈哈哈
呃
你们小的时候没舔过吗
不用温水找个人舌吻就好
我这两眼一黑了
你们不会有人就找人舌吻
然后然后去舔舔盖
舔栏杆的吧
这跟你买了一瓶醋
然后去找邻居借饺子
借螃蟹有什么差别啊
你为了舔一下铁栏杆然后就去
找个人接吻是吧
两眼一黑
晚上好晚上好烟烟
忍待亲我先来
我不许你亲姐姐
烟烟待亲
晚上好谢谢同名
欢迎小马的牛蛙
牛蛙坊感谢阿里来到
我是南方人不会被冻住
南方的铁栏杆不好舔
有一股铁锈像雪一样的味道
北方的栏杆是甜的
真的小气鬼凭什么
我会保护姐姐的
我不会哈哈哈
让邪恶的坏人亲姐姐的哼
我以前吃绿色心情被冻过
你为什么不吃红豆雪糕呀
我觉得红豆雪糕比绿豆雪糕高了大概
100个乔乐兹的那个水平
摸头摸耳朵
好
舔什么舔
铁栏杆你没有舔过吗
吃完烟记得刷牙
你可真会说话呀
小嘴巴臭是吧
不知道有没有人上嘴唇被下嘴唇动过
你是怎么做到的
欢迎哈儿晚上好
因为我这
边没有红豆的麦嗯
我小的时候吃过一个红豆的雪糕
名字叫做
稍微偏硬一点的那种奶茶
里面的蜜红豆就不是那种绵绵的
是那种吃起来很有颗粒感的
外面是甜而不腻的牛奶味雪糕
就恰恰好的那种
既不吼嗓子也不会觉得过于寡淡无味
也不像冰棒那样脆的难以入口
也不像冰淇淋那样过分的绵软
这一切都是恰到好处
我小的时候一有零花钱
到夏天就跑去那个小卖部
花一块钱买一根
相思蜜豆来吃
然后等我长大了想狠狠的吃他
发现他已经停产了
特写为什么特写少林
哈哈哈
你把白子吓跑了怎么办
你你把人家吓跑了怎么办
天天就少林加个微信吧
你把人吓跑了怎么办
你陪我新观众
啊我有星光了家人们
什么时候有的
我不知道
我又发了400星光不知道啥时候发的
挺开心的
决定进行一个单的下
进行一个推广的下
哎呀我们不用搞那个什么了哈哈哈
不用搞大乱斗了
好开心啊
大乱斗赢10把也才5星光
爽爽爽爽
小布丁来了全杀了
你有没有吃过一个伊利的雪糕
名字叫做苦咖啡
苦咖啡爆沙小布丁好吧
这种香浓的这个冰棍冰棒的背后
然后掩藏着一点点的甜蜜
恰到好处
不像巧克力一样腻人但是又十分的
为什么变成幸运石了
谢谢周老爷的紫金宝盒的幸运石
粉玫瑰幸运石幸运石
幸运石粉玫瑰
非常感谢阿力哥的苦咖啡好处
喜欢苦咖啡的人都
是非常非常有品味的人
郑老爷
开盒子之前能不能让我看看乱动啊
待会要送礼物之前可以让我开开慢动
哥咱有星光PK打的吧
真的吗有这多吗
哎呀能不能能不能再打点
好馋馋馋
我啥时候能看到那个
在哪里可以看到星光的那个
嗯嗯
找不到了
冰棒冰吃苦的都是逆天
不不你不懂的他不是那种纯纯的苦味
他是那种就在苦中含着微甜
然后微甜中的又更衬托了那个
层次感你懂吧
星光我随口说的
你懂不懂什么叫做层次感啊
没有层次感的就是没有那个意思
就像是你会往炖菜里面加半勺糖
是为了提鲜一样
那个苦才更能衬托出他的那个甜味
钢铁段位PK有那么多星光吗
对呀所以我在看
我看一下他这个直播推广
我啥时候发这个
啊虚拟分区优质主播扶持
原来不是大乱动
谢谢 19的金币和泡泡糖翻感谢
爱恋爱的当然不是逆天的苦味了
你一定要试试
就我觉得就现在比较火的那些
就什么网红冰淇淋
中靴糕啊什么的那些还有
特贵的梦龙之类的都不能出都不好吃
还得是小的时候吃的那个一块五
两块钱一根的
旺旺碎冰冰
谢谢嗯真好吃
我们这边那个梦龙超市打折的时候
特别特别便宜
一盒好像是6根吧还是8根然后5刀一盒
超市打折的时候5刀不打折的时候8刀
基本含完税之后就5块5
加刀的汇率是5大概就是
呃30块钱6根或者是8根
美国那
便宜很多但是我从来都没买过
就因为我觉得太甜了不好吃
你们这些苦咖啡的不能错
优质秤
周先刚成成的饭
哦对可爱多也挺好吃的
八喜还可以
八喜可以的
对对对我最喜欢吃那个
他最下面的那个天
甜筒下面不是会有一块巧克力堵着吗
我小的时候不喜欢吃那些
德芙啊之类的很腻的巧克力
但我特别喜欢吃
雪糕脆皮那种巧克力
为什么他会那么好吃呢
就我觉得雪糕脆皮上面的那个巧克力
跟其他的巧克力是不一样的
不腻不会有那种
丝滑的感觉
哎为什么会那样啊我猜一下为什么
椰子油吧
是不是因为他那个里面加了椰子油
然后改变了他的兴趣来着
果然
那个雪糕表面的巧克力为了要求硬度
就会在其中混合一定比例的椰子油
所以口感会更偏脆
不会特别腻人
扣一送小布丁
一箱小布丁多少钱啊
我们扣一送给小布丁吧
嗯
让我猜猜这个小布丁能不能淘宝上买
小布丁
折现吧不能那啥的话就折现
一箱多少钱啊这东西
5只5块钱一箱是多少只
我们抽个一箱小布丁吧
待会开心一下
我也想吃
哎呀
为什么我前两天在超市看到那个
旺旺碎冰冰
三刀一根15人民币
我觉得他得把我当成傻子
20个20个20块钱
好便宜啊这么一箱
耶耶人代送一块5是吧
香草加橙汁
在我的直播间发送了红包了
你已经获得了部分收益
谢谢香草的红包非常感
谢阿里嘎到我们开个扣一送小布丁
谢谢陆梦敏的关注非常感谢谢谢
牌子阿里嘎到
好你个烟人在走啊
奖励名称一箱小布丁哈哈哈
弹幕口令
扣一一一一送小布丁
怎么了你杀了我干什么
欢迎梦瑶
他在审核了审完了就可以抽了嘿嘿
扣一送小布丁
真送啊哥真送真送
哎呀真送呵呵
给我们合开
真送啊哥哥可以换成地狱火吗
一箱小布丁得5箱才能买个地狱火吧
我最近又把那个龙吓回来了
但是就
主播觉得自己的这个手游瘾
一次是被戒除
的非常彻底啊
木口令为什么不是一一一我不能认可
哈哈哈能批干什么
谢谢东方中的泡泡糖糖
感谢阿力哥的
我家小布丁合成一个地狱火
什么合成地狱火啊
你们有没有人能做一下啊
我最近玩了那个
就是那个一分钟就20秒
看你能踩多少个VIP头像的那个游戏
我玩了阿紫的那个版本了
有没有有
能的朋友可以做一个米安米
亚的版本啊
谢谢东方肉的泡泡糖房感谢
欢迎少女晚上好
二二二可以换成称老爷吗哥
哈
我的新衣服是千手观音
谢谢19的牛蛙牛蛙
谢谢大树林鸡的打call
谢谢香草的打call谢谢
天津的打call谢谢
浮梦最疯的牛蛙牛蛙
谢谢菠萝老师的打call谢谢明白
少女的牛排牛排
谢谢周老爷的这个好爱
谢谢梦瑶的这个好爱放
感谢谢谢疯熊的扭弯扭弯Aligat
哎为什么忽
然这么频繁的送我礼物给我
晚上好大姐
怎么样怎么样我的心歪
是不是非常的喜气洋洋
什么版本啊
主播啊什么什么版本
谢谢皇家骑士的打call
谢谢牛蛙牛蛙饭
感谢阿力盖的啊因为有红包啊
这个红包是领了之后
自动送给主播的吗
原来是自动送给主播的
我还以为是那个可以在包里面的
谢谢木木子一的三个牛蛙
牛蛙阿力盖的
原来不是这样吗
用香草的米给燕子打米
好开心啊
要个一箭头
谢谢大家
一箭头给我谢谢你们
是大伙直接送给我
我的烟云也太爱我了吧
嘿嘿
开心了开心了
你们你们从别的女人那边抢红包然后
然后来问我
别的女人知道我不会生气吗
给给来吃一口这个这个小猫猫汉堡吧
给给
谢谢各位19的红包榜
感谢爱丽哥的主播
我第一个天选为什么都没看到
你不知道天选有一部分没发奖
好像好多都没发奖
等主播狠狠的整理完了啊
不是那个情书吗
好好听
这就去别的女人直播间
主播为什么我一个天选都没有中过
你说你想中什么
你说你想种什么
我给你狠狠的安排一下
因为你没有参加上次那个三个提督
然后五个
五个那个什么的时候
谢谢茶姐的凉风情书榜
感谢阿力来到
我当年这个玩计算器音乐的时候
还会弹这两个东西呢
前两天的歌单有点好听
可以分享到群里吗
没有歌单哈哈哈
那不是我的歌单那是我的私人FM推荐
那不是我的歌单
想中一辆911911是什么呀
911是什么呀
我只知道211和985
对花把你坐标给我
哈哈哈我想中一个机会
可别搞了今天第一火
第一火是吧
我就是呃直接是
不是我室友的心碎哥在呢
我怎么又给我
他在这打发叫花子是吧
又给我150斤仓鼠
奖励我完成了主播任务
挺好的待会这个直接折现了啊
这个这个小布丁一箱直接折现了
折个18块8
因为好像是20根一箱吧
冬天这个小布丁怎么了有问题吗
就直接折现了
家人们因为现在寄快递寄不过去
直接发我一个微信收款码
不要QQ收款码不
也不要那个支付宝收款码
因为这两个我都没办法给你们扫
大家那个我听选欠了红包的
直接那个发我微信收款码就可以
嗯嗯
冬天抽小布丁冻死耶耶
我想吃我想吃
睡了晚安
主播出来
嗯
直播间的一爱人都把匣子9527出来
晚上好热娘
谢谢香草的爱了爱了
谢谢少女的牛蛙牛蛙
谢谢东方正的牛蛙牛蛙
谢谢菠萝的仙人靠谢谢天津的打call
谢谢那羊捏的牛蛙牛蛙
爱的一个到
啊谢谢周老师的红包凡凡感谢
谢谢林迪的爱了爱了
谢谢冯梦追风的爱了爱了
你们在这
考我绕口令呢是吧
只要礼物不停主播就只能一直这个
嗯嗯嗯抢对吧
这辈子第一次中
听好了听好了叫你小送你小布丁
那一起吃小布丁吧
我可以在我自己的直播间发红包吗
一个红包
就可以让主播进行一个彩蛋的念
一个红包
就可以让主播进行一个这个嘴皮子的
6 其实你可以选择性的念嗯那不要嘛
那就算了
是主播的嘴皮子先进
还是主播的电脑先进
谢谢梦瑶的牛蛙牛蛙
谢谢梦瑶的小花花草
感谢阿力哥的
谢谢亮哥牛蛙牛蛙和两个小花花
100以下还是不念忘交之
探索者起航以下的礼物主播通通不念
这个
这个大红SC以下的SC主播通通看不见
主播就是这样一个玩弄人心
玩弄人迷的坏女人
你相信吗
我不相信啊
哪有那么坏呀
你录音
你要三减一是吧
我不想三
不你三减一
明是用探索热情狠狠的探索
但呀欢迎你奥特曼去骂了我
你看你都叫爱钱的老钱
凭什么我不能爱钱啊
我就是非常非常爱钱的VIP
米耶米啊事业
本来想送鸿运小电视的
主播不念就算了
你你不
你要送鸿运小电视不得先上个总督吗
我记得送混响
但是得先上总督才能送吧
我看一下
啊是大航海呀
我还以为是那个探索者起航那个
那个那个什么
像我明抢
我属于是狠狠的明抢
哎这个
直播间的大伙一直以来都非常照顾我
就像我的这个再生父母一样
这个过年的时候发点红包不过分吧
哈哈开玩笑了开玩笑了啊正经你
我又放了我喜欢的歌
坏了坏了家人们坏了坏了坏了坏了
电脑要记忆了家人们谢谢
东方叫牛蛙牛蛙谢谢
大树林地的牛蛙牛蛙谢谢
丰雄记得牛蛙牛蛙
谢谢天津的打call
谢谢香草的打call
谢谢86的打call
谢谢天下的牛蛙牛蛙
谢谢菠萝老师的打call
谢谢永驻星辰的打call
谢谢胜利玫瑰花的打call
谢谢老谢谢魔域圣天使的牛蛙牛蛙
谢谢木木子怡的这个好哎棒棒感谢
谢谢浮梦追风的打call
谢谢熬热的两个小心心帮忙
感谢阿力来到
一场100多个舰长
我啥时候要
一场100多个舰长我卸了不睡觉
24小时让你卸东西
谢谢周老爷的牛蛙牛蛙棒
感谢阿力来到
谢谢谢谢
come pick it up it's the door
come pick it up till you say whoa
卡死了家人们
我在想我把什么东西关掉
谢谢东方中的白云宝和金币
谢谢郑老爷的幸运石粉玫瑰
幸运石粉玫瑰
幸运石幸运石幸运石啊幸运石粉玫瑰
幸运石谢谢沙石真的送的比克拉糖
感谢阿力来到
谢谢支持
红包一次只能存在一个
我觉得不是很合理
我们又不是那种红包不停的大v
直播间啊
这个主播自己能给自己送红包吗
特鲁多奥菲抽烟的疫苗护照
哎你们别提了
我今天就在研究这个事情
这个疫苗护照的这个事情
我不管怎么在网上去申请
他都告诉我我我那个匡威的ID不能用
然后我那个那个
那个那个
我去那是那个网站也不行
就只能给他打电话我要给他打电话
然后让他
寄到我家里
家人们我怎么可能打电话
能说明白这么复杂的东西啊
我本来以为就直接上传就行了
燕子我变皇马了哦
真的吗
反转了过年皇马的话
就可以待在家里24小时狠狠的溜烟
没事的没事的
这个应该
谢谢花花在睡觉的
这个好哎这个好哎这个好哎这个好哎
干嘛这么想打我两拳是吧
谢谢菠萝老师的打call
谢谢林迪的打call
谢谢天津的牛蛙牛蛙
谢谢天下的牛蛙牛蛙
谢谢浮梦追风的牛蛙牛蛙
谢谢楚凉皇家骑士的牛蛙牛蛙
谢谢梦瑶的牛啊牛啊
谢谢月映竹青的打call
谢谢勾引师长的牛啊牛啊
谢谢冰糖巧克力的牛啊牛啊
谢谢魔力赠天使的打call
谢谢星辰的打call
谢谢木木子怡的牛啊牛啊
谢谢胜利的对花的打call
谢谢郑老爷的牛啊牛啊
谢谢某某同志牛啊牛啊
谢谢白善女和沙师珍的牛啊牛啊
非常感谢阿力哥哥
谢谢香草的大哥
谢谢东方叫我牛啊牛啊
哎呀你们不要再让我念绕口令了
能不能让我念点正常的
扁担宽板凳长扁担不小
板凳绑在扁担上
这个扁担偏要绑在板凳上
晚上好神的堕落
嗯好久不见
主播是聋哑人吗
速度能不能再快一点
啊
气死了快点
谢谢大家的礼物
今天晚上可以点歌吗
要点唱的歌还是还是放的歌BGM
都可以点的但是
唱歌的话主播唱的歌不好听
所以说啊
我可以哼两句
谢谢伟大的关注者
你玩你玩什么
考虑去练个贯口
你们可以发给我我可以说的
我会的为什么要把你跳过去哈哈哈
为什么主播晚上可以有40个人唱的
我不会唱歌呀
可是你要点个生日快乐之类的
主播还能给你唱唱
主播晚上为什么会有40个人看啊
对啊我为什么会有40个人看啊
主播直播间的人基本都说的话
没有会听的人
给我们的风华顶个少女作妖日记
嗯有熟悉的人了
黑暗骑士
黑暗骑士是什么歌啊这听着好钟爱啊
谁都没有可以听的
没有人可以听啊
我今天直播间同街一共才啊
谢谢某过去的东方正的红包上榜
感谢爱丽哥哥
没有黑厅我是知道的
黑厅就几个人
这已经很少了
这个红包是怎么玩的在
新版的直播间里发一言就可以了
不是不是在礼物栏里面就可以吧
在定制里面
谢谢花花在睡觉的见长发吗
感谢阿力哥哥
我操的阿力哥的谢谢
谢谢花花
比心我操的
不是不可以黑听
是今天那个黑听的比例特别少
我很开心
因为你们在直播间说话会比较热闹
然后我我会很开心
但是你们喜欢黑天的话我也很高兴
因为其实你在我直播间吗我就会开心
是你的女王你是我的太阳
让我们相互给一个抱抱
忍不住哈哈哈哈少女般的笑
我想要抓抓抓抓想做你的猫
睁大眼哈
主播需要见长
主播喜欢85个
我还喜欢1,000个见长呢
我一直都很需要见长
主播加班时间在心里算着呢
现在都到了9,0009,200个小时了
嗯到9,200了
哎你们希望的话我可以写在下面
我又开了
因为电脑太烂了吗
我就很着急申请这个疫苗护照
我还着急申请那个退税
这个歌以前没有听过
要撒娇我最重要
独特的方式别人体验不到
我是你的女
这个听起来好像那个什么
我我想要什么
做你的猫然后一直在你怀里
喵喵喵那是个什么歌来着
哈哈哈想每晚都笑我想要抓抓抓
想做我把它写在边上吧哈哈哈哈
你帅的不要
不许你掏掏掏
要在你怀抱
我什么时候回来
加班就是哥们总督的日子
你还不如说主播
我下辈子才想给你上总督
主播现在加班时间9,200小时年化不离5%
棉花腹里5%是什么意思啊
球球
这马上要过年了
乘以0.05哇
460个小时
我也喜欢
加速后的心跳
想住进你心里的怀抱
给一个拥抱用
谢谢乘凉皇家骑士的打call
谢谢梦瑶的这个好爱
谢谢抚梦追风的牛蛙牛蛙
谢谢永驻星辰的这个好爱
谢谢胜利的对花的牛蛙牛蛙
谢谢某某同志的牛蛙牛蛙谢谢
花生要黑町
的牛蛙牛蛙
谢谢白善女的打call
谢谢光之勇者的打call
谢谢风雄记的牛蛙牛蛙非常感
谢
谢魔域升天使的打卡谢谢
杠杠杠杠杠的牛啊牛啊
主播就惯着你们吧
加班剩余
9,200小时
就惯着你们吧
谢谢花花在睡觉的这个好哎
挨了一个到
我是不是太惯着你们了嗯
谢谢无力中阿姨的打call
谢谢东方正的这个好哎
阿里个到
谢谢梦瑶在我直播间发送的红包
哈哈哈谢谢谢谢
谢谢花花在睡觉的这个好哎
谢谢白善女的小花花谢谢
杠杠杠杠杠的打call
阿里个到
我也希望有一天可以像这个文静一样
哦我开个大乱斗吧家人们
我开个大乱斗吧
我也只有礼物怎么没上
我忘了开大乱斗了让我开个大乱斗
这个如果把所有礼物都送给主播
红包好像是赚的
是赚的吗
这么厉害
谢谢花花在睡觉的这个好好想给红包
一直在
是不是一直
晚上好
晚上好晚上好
什么情况啊
这怎么你们你们红包把我干砍了
把我干碎
真的有个好笑的
是我卡了啊对面是六连胜
哇好厉害
谢谢周来的白银宝盒
的泡泡糖和金地盘
感谢阿力哥哥
谢谢花花在睡觉的这个好哎
真不怪一年人
我我真怪我
谢谢伟大的关注主播主播红
包一直在是不是一直不下播
对一直在一直不下播
今天我看待球会
是我开了对不起大家
谢谢花花在睡觉的
这个好爱上
感谢爱丽哥哥
这怎么领先1,000啊
这含金量也太高了
家人们这把多半是戒了
我已经感觉到这把要戒了
对面是六连胜肯定很厉害了
谢谢共饮失调的牛蛙牛蛙
谢谢伟大的光情者的牛蛙牛蛙
谢谢梦瑶的红包谢谢花花在睡觉的
这个好哎谢谢一般起来说的打call
谢谢我毛毛同志的爱的爱的
谢谢白善宇的打call
非常感谢爱丽爱豆欢迎花儿
对啊对面是大主播椰子屁都不是
进了会怎么样
进了也不会怎么样了
真的就呜呜的哭
也没有什么
谢谢东方肉的紫丁宝盒的幸运食堂
感谢爱丽爱豆
谢谢永生之酒的牛蛙牛蛙
谢谢点刚刚点的牛蛙牛蛙
谢谢花花在睡觉了
这个好哎
谢谢少女的金币泡泡糖
打榜泡泡糖泡泡糖
金币金币泡泡糖泡泡糖
金币金币打榜
金币金币泡泡糖
我操you've got here tonight
什么叫势均力敌啊
这怎么能打成这样了
谢谢豆儿的心愿水晶球谢谢花花钻
睡觉了这个好哎
怎么打成这样了
谢谢亲下的粉玫瑰粉玫瑰
谢谢花花的这个好吓人
这怎么能打成这样的
对面以为稳定爆杀我们了
我们也以为稳定拿下对面了
打的真狠啊
晚上好晚上好
投降输一半
我不想投降
谢谢我家的工程者的喵喵喵
感谢阿力哥的
喵
阿力哥的谢谢谢谢谢谢永初心
情的打call
谢谢东方正的
这个好哎啊不对
谢谢东方正的粉玫瑰
谢谢花花在睡觉了这个好哎
谢谢永存星辰的送的大炮
谢谢不老师的牛蛙牛蛙
家人们
我第一次见到礼物刷刷屏刷成这样
我这辈子第一次见
谢谢留住星辰的牛蛙牛蛙
谢谢皇家骑士的
金币金币泡泡糖金币泡泡糖
金币泡泡糖泡泡糖
打榜金币金币金币
谢谢花花在睡觉的
这个好哎谢谢皇家骑士的金币
棒棒糖金币泡泡糖打榜
你们要疯狂应援谢谢
谢谢阿力改造
谢谢花花在睡觉
两个这个好哎谢谢永驻星辰的两个
牛蛙牛蛙谢谢
一般起来收到
牛蛙牛蛙
谢谢花花在睡觉的4个这个好哎
谢谢少女的金币谢谢
一般起来收到
打call
大伙我念不过来了谢谢
少女的二一23456
六个泡泡糖啊
七个金币放感谢
谢谢林上的这个好哎
我们怎么能谈成这样的谢谢
花花在睡觉
六哥这个好哎谢谢林上的打卡
谢谢恭喜19的我超
对面要打连胜心也太狠了吧
记忆了家人们看不顺眼了
哎
谢谢花花在睡觉8个这个好哎谢谢19的
金币泡泡糖谢谢花花在睡觉的一共
呃16个这个好谢谢送你的幸运星
谢谢周老爷的两个心愿水晶球
我们怎么就记了呢
哎呀我们怎么就
我对面也太猛了对面嗯
啊不是我蒙了家人们我已经蒙了
就算就两个水晶球已经去了
i don't ask for you to change没事没事
问题不赖家人们
对面就不是直接上来爆杀一个什么
哎小电视
一个什么探索者起航之类的
已经很给我们面子了
他们没上来
他们这估计就是老头
直接想给刷那个连胜的
刷那个冲日榜的
然后我们比较倒霉碰上了重量级选手
对不起对不起
好寺庙好寺庙
哎你们都从塔菲那偷梗是吧
好寺庙好寺庙
我们好事了家人们
没事没事
我这辈子第一次这么频繁密集的念令
我谢谢大家的支持
虽然我们好事了但是我们适得其所
我们也是适得其所什么除草
哈哈哈哎主播唱歌我唱了
我上次唱了你们不懂
最后唱的不止1千
他们怕咱们那个也压点往下下
这就像这个头盲标一样
拍卖会拍暗标一样
鸭子笑哈哈就把你
谢谢大伙谢谢大伙
再打一把再打一把就差了不止1,000
那我对面那个因为直接我们
青铜白银这问题一开始没想直接拿下
要不然今天拿下来应该挺简单的
我感觉去
把福利清了
还挺确实挺福利的
even our eyes are different colors but we see fine
怎么就苦心人天不负
哎主播唱个是贝德吗
可以啊我上次就想就想给你们唱
然后我我这个前奏都放完了
直播间还傻愣愣的就啥反应都没有
我觉得是贝德我还是能唱的吧
right cause we work so well
but we don't even know why哎
这歌有没有那个什么版网易云版的呀
这好像只有只有那个
不行没有网易云版的
没有那个休想逃之夭夭这个二师
兄你能拿下能拿就拿
我们应该绝杀的时候给他偷了
1,000就下来
狠话来
这老爷是想绝杀的时候给对面拿下了
结果对面也想绝杀咱们1,000
这东西其实就是叔叔的陷阱你懂吗
就是陷阱啦
他给你下套让你往里面钻
绝杀对面也上了
对对面也上
大家都想绝杀拿下都拿不下来
谢谢抚摸最疯的这个好哎
谢谢淡福
淡西天际的扭啊扭啊谢谢
光之勇者的扭啊
扭啊谢谢胜利对对花的打call
谢谢香草加橙汁的扭啊扭啊
谢谢19的牛蛙牛蛙谢谢青夏的打call
谢谢浅蓝草天哥的打call
谢谢浮梦追风的牛蛙
牛蛙谢谢永出青城的打call
谢谢多么k拉的打call
谢谢某某同志的牛蛙牛蛙谢谢星
辰的i love i love
谢谢菠萝老师的打call
谢谢我国7的东方正的
20个打call谢谢巨白熊的比克拉谢谢
啊聚白熊的定言定语啊
应该到谢谢支持谢谢
汤哥的还来了
哈哈哈开播了
开播很久了
主播的人属实管不住
不是想赢主播只是想断别人连胜我
我也是6连胜的时候不打了
要不然也会碰到很重量级的人
这把应该能直接绝杀吧
应该没啥问题
我也想连胜吃到叔叔的大米啊
我们什么时候当代主播都可以连胜掐
叔叔大米了
加油加油
家人们我们
我相信我们早晚有一天能做到的
今天主播没什么二货啊
怎么一直说没有二货呀
今天主播快问快答上了
我真想去引一波了
现在都已经
发挥不出来我那个抽象的劲了
这什么
谢谢巨白熊的
嗯
谢谢巨白熊的DNA还离开到谢谢谢谢
哈哈哈
你们听不听这个
你喜欢的颜色是紫色
你喜我喜欢的动画是马和沙丘
model Ka你的名字是米耶咪呀
我的身份证号是22894962哈哈
清晨阳光攀过窗沿
清风温暖了我的被窝
叫醒没做完的好梦
起身手忙脚乱匆匆出门怕赶不上终点
开走的巴士一路狂奔
铃声快不懂我疲惫眼神
怪自己作业写的太迟
闹钟不够大声体温完整程序有点上升
窗外吹来了夏天的风
哎我这神秘的真练过了你们不听吗
我这怎么一唱神秘的
二调通街呀
这歌本来就是这么唱的
你们听一下就知道
这歌本来就是这么唱的的
豪门
谢谢大猫叫来匆匆出门怕赶不上天
谢谢天下的爱来爱来
谢谢浮梦追风的爱来爱来
谢谢萌萌同志的打call
谢谢梦瑶的红包翻翻
感谢本来就这么唱的你们听哈哈哈
不顾大学听闻伴着喘息有点声响
窗外吹来了夏天的风
夕阳晚照轻佻余晖
风在背后温暖的吹
看得见的青春体会
看不见我究竟是谁
肯定不是这个呀
这歌就是这么唱的
这是原唱
世界等到我到
请带上每一朵花
天赋的博斯拉等待下一个目标
这歌就是这么唱的
这是sweet的黑桃影子v圈省钱
虫草基本黑带来的
我唱的很还原啊
我明明唱的很还原
怎么了呢
我不够还原吗
黑桃影怎么了
你们看不起黑桃影是吧
我唱的很还原呢
太还原了不好反黑是吧
谢谢花花在睡觉
这个好爱防
感谢阿力来到
不够还原
真的假的
号声还不错
谢谢我花花在睡觉
两个这个好哎
谢谢他点的28朵小花花
我承认了
打黑板黑渣来了这下这下那什么了
怎么会看不起他比呢
好似喵好似喵
我家妈嫁给你怀孕成妇的
我苦练的是逼的你们都不让我唱
我
你们知道我为了唱成那个样子能练成
练了多久吗
下了你说你肯定我
我就不折磨大伙了我不折磨大伙了
我不想折磨你们
老折磨你们不太好
但是绝对我刚才那一段是能识出来的
因为我我都掌握好了
怎么哈哈哈
坏了我在楼下疯狂的大笑
楼上在我听到楼上的声音
谢谢花花在睡觉的
这个好iPhone
感谢哎呀我不唱了我唱完了
你们要欣赏烟神的御音
那是没有没有这么简单的
哈哈哈
谢谢胜利的对花的牛啊牛啊捧
感谢阿力改造
我要欣赏我的预言
没有那么简单哈哈哈
主播就是我从别人直播间偷来的红包
希望你不要嫌弃
谢谢你偷别人直播间
别的女人让你抽红包养我
我很开心
谢谢大树林里的牛蛙牛蛙
谢谢东方叫的牛蛙牛蛙
谢谢天津的打call
谢谢勇出星辰的爱了爱了
谢谢香草的爱了爱了
谢谢浅草蓝天哥的爱了爱了
谢谢花花在睡觉的这个好哎
哈哈哈哈哈音乐放送哈哈哈
多开心啊你们不开心吗
我每次听SB的我整个人都可开心了
主播喜欢这种剧情啊
什么剧情
谢谢花花在睡觉这个好哎
阿里个头886
你干嘛去啊
谢谢花花在睡觉
这个行业也挨了一个到
谢谢谢谢啊
我们是不是82个间帐啊
更新一下狠狠的更新一下边上啊
我忽然发现我写的那个那个不见了
加班加班9,200小时
我们都82个晋江了
嗯
嗨这个表情我能做的出来这样的嗯
哎呀你们都不知道我这个
为了为了让他打成这样
我的表情有多丑丑
谢谢钟老爷的啊两个这个好
谢谢牛啊牛啊
谢谢花花在睡觉的时候这个好
哎要睡觉了
晚安花花摸摸头
嗯
谢谢花花的睡觉的嗯
10个这个好也非常感谢
谢谢周老爷的两个这个好
也没有的话你就给我来1,000的
什么王牌军师
哈哈哈我不是王牌军师嗯
可爱你晚上好晚上好
今天是几点上播的
忘了哈哈哈忘了
这怎么算加班时间啊
算不明白了
主播那个现
场礼物的空白出签是用来干什么的
那个是我我额外送给你们的
就比如说
你们如果想写点什么东西的话
但是又舍不得用我那个
如果你们舍不得的话就
可以那个什么抽签是什么呀
就是写了你的名字
我明明给你写了两张了
其实我给你写了4张
但是我两张写废了就留在我自己手里
谢谢香草的喵喵
阿里嘎达喵喵
好四喵好四喵
我现在一喵就能想起那个
好四喵好四喵
谢谢胜利的对花的牛蛙牛蛙
谢谢胜利的牛蛙牛蛙
谢谢东方正的打call
非常感谢阿力哥的
我等等我等等我给你写喽
天气
铁龙
我给他姐换了一个小水塔
嗯
画了一个小水塔但是画的不太好看
希望不要嫌弃
可以用来给别的女孩子写情书吗
那他
他要是问你米呀米呀是谁呀的时候
不要问我
我不能负责
我我你可以用来给但是呢
我不能负责是不是
米呀米呀我等等我等等
我给你钱了
我给你写了
我绝对给你写了
你们只是没收到吧
请你来首生日快乐
啊生日快乐
谁过生日
哥们想听喵喵叫你就哈哈哈
谢谢肥狼旋风披的关注和贝克拉
非常感谢你
肥狼旋风披
你你你是
你是黄佳琪吗喵
肥桃旋风披
嗯嗯
生日快乐
还要过生日吗
那不是塔菲本市的成名主吗
是吗你是王喜顺的光
哈哈哈你是王喜顺的光是什么鬼啊
欢迎广杰
好久不见
happy birthday to you
好耶喵欢迎
杨先生晚上好
happy birthday my dear friend happy birthday to you
放个纯粮版的不是天天说嗨嗨的
happy birthday to you
happy还好我是怪人吃
冬雪莲都有总督啊
我却没有
我的总督马上就要掉
了谢谢菠萝老师的爱了爱了房
感谢阿力哥哥
等收到了秋千我要狠狠的收藏
我要狠狠的卖他去
嘿嘿
谢谢宝看来是假的除草机
我还真是假的除草机
我只知道那个他费劲唱
谢谢菠萝老师的爱了爱了
谢谢战夫战7天津的牛蛙牛蛙
谢谢香草的牛蛙牛蛙
奥利给到
我要真就发个不停啊一直发红包是吧
happy birthday my dear friend happy birthday to you
什么新型加班机器
谢谢王8152472的牛蛙牛蛙房
感谢有人把红包藏了
有人把红包藏了
我不说是谁
有路人偷吃我的贡品
不可以偷吃我的贡品
听到了没有
huh
一个红包只要两块钱好便宜哦
谢谢周老爷的打扣饭
感谢阿力哥
这
这么便宜还要吃我们草
打给别的女人了
嗯今天我我可以把你们干碎了
因为我下午我下播了之后要直接学习
我可以把那个PPT贴在屏幕上面
然后我就直接开始学习
你们就负责给我狠狠的发红包
一想到哎
我学习一个小时还能赚40块钱
我整个人都非常的心动又开心
但是呢其实我没有什么收益的
家人们你们发红包给我
其实我我没有多少钱
为什么没有大一点的红包
剩女可以发最大的
嗯发最大的藏起来
打给粉色姻缘
哈哈哈
粉色姻缘是什么呀
我可不可以是粉色猫人呢
要直播学习吗
后面如果你想的话
你的PPT上有学校logo吗啊对哦
没有没事
这老师是个懒狗不愿往PPT上贴logo
啥也没有就就白纸
问题不在家人们
没没有没有这种东西啊没发现
啥都没有好
这个绝杀好难啊
为什么这么难
刚才发了个大的钻都没领完
坏了这怎么
我们直播间的人已经连红包都凑不齐
了
你可以狠狠的刷400个红包去睡觉是吧
你好狠
这个红包为啥不能自定义内容啊
我也想要自定义内容来着
谢谢各位师姐我的两个牛蛙
牛蛙非常感谢
谢谢郑老爷的幸运石
粉玫瑰幸运石哈利盖索
主播这偷钱连红包都领不完
来领红包呀
来一起领红啊
谢谢郑老爷的冰可乐
郑老爷想不想可以自定义一下我们直
播间抽冰可乐送的东西
你咋出了两罐呢你咋哇
你十连出了两罐冰可乐你好狠
谢谢呃郑老爷的
幸运石幸运石粉玫瑰粉玫瑰冰可乐
幸运石粉玫瑰幸运石冰可乐
谢谢天津的牛蛙牛蛙
谢谢天下的牛蛙牛蛙
谢谢林迪的爱来爱了
谢谢杨先生的爱来爱了
谢谢某某同志的打call
谢谢梦瑶的爱了爱了
非常感谢阿力哥的
两个同两个
可乐你快死吧
你让我快死吧干什么
来一起拆红包呀
我这么厉害
一般来说
不是说那个在在直播间里面
他们开盒子的话那个礼物
除了除了最高档的那个之外
冰可乐应该也会有送一点东西的
一般来说是什么呢
是什么来的
写ID音声之类的
但这玩意本来应该也有啊
也有这些东西的
谢谢周老爷的打call
谢谢咕噜咕噜的打call
谢谢咕噜咕噜的两个牛蛙
牛蛙饭感谢阿力哥的
我可以去学习一下他们
等我下播了之后去
偷偷的学习一下他们
最大的红包要200块啊要这么多吗
就送冰可乐
你可以啊一罐冰可乐
现实中那个一箱冰可乐是吧
啊对我的一箱可乐
谁抽到了我的一箱可乐
哎怎么不找我来折现或者是
淘宝天地执念谁写的来着
b站这个冰可乐是可可乐
我就喜欢我就喜欢
可口可乐
原味碳酸饮料天猫超市
迷你罐200毫升12罐
整箱可口可乐一件装
进行一个两件的购买
然后然后那个送给郑老爷
哈哈哈这啥歌
喜欢这个声音我看一下
活着歌手是
我也服了我
真的假的
谢谢本场PK加入我方获胜
精益达成四连胜
感谢郑老爷为胜利多谢更新
谢谢郑老爷
应该的
小布丁跟那个可乐还有旺仔牛奶
我之前都抽过耶
之前抽的
你添了天选啊你添了
哎你们天天选的时候
b站都没有给我提示了吗
我都不知道你们天了
我没收到提示
我一直以为是你们都都没没没天
原来你们都天了
香草没添哈尔也没添兔子也没添
梦瑶添了
嗯我看到了梦瑶这个添了
截个图
剩女的我领完了
咕噜咕噜的添了
兔子的红包也没有领
三周的红包也没领花花的立牌也没添
娘娘的立牌也没添
圣光的立牌添了
这这添了的
这个比例稍微有点小低
家人们有点低不是特别高
喝口可乐
不喝我就要喝可口可乐
晚上好喜欢我就来听看我
好性感的
你就喜欢这个是吧
这首歌是谁写的
吐西歌手叫吐西
嗯
可以折现呢
晚上好
嗯 865455是什么意思
谢谢梦瑶的牛蛙牛蛙
谢谢送你的爱来了
谢谢杨先生的爱来了
谢谢菠萝老师来来了
谢谢逛街的打客房感谢
我也没中火
不天都没人送我谢谢哈尔的红包啊
离开这谢谢谢谢
我不知道
天呐你发钱说一声OK
这是在干啥
大伙都在拆红包啊
i hit it like he got more
he should not get it like
he got some more
我也觉得这首歌挺好听
无情的谢谢机器
我也想给你们发
但是好像自己不能送自己礼物哎
我不信这我也抽不了
主播上播就是谢谢谢到下播啊
我终于谢谢大家让我实现了梦想
上播谢礼物谢S1谢到下播
哎呀谢谢你们让我实现了我的梦想
我有主播的转账记录
上面还有主播的微信名
你怎么不说还有主播的手机号
跟主播的身份证号码呀
哪一天我们的天亮也可以上播谢礼物
谢谢下播
主播偷偷换一个帽子
那怎么了吗
有梦想都是了不起的
有梦想怎么不行啊哼
我的微信名又没关系
我微信名让你们知道也没啥关系
你们已经有人知道我微信叫啥名了哈
哈哈特别中外的一个名字啊
然后导致我到这边之后
加一些同学的好友
然后人家不知道咋叫我就会喊我微信
叫起舞我的微信叫起舞哈哈哈
然后你一跟人家说我叫起舞哎
人家叫你也想起舞吗
还有人人你是不是中二病啊
主播加个微
我的梦想是迁建的毛育老师们
等主播什么时候有的是你
然后就去找毛育老师狠狠的画画
其实我也想找宋伟老师狠狠的画
批来着
主播掐个微狠狠的掐
什么时候实现下一个梦想
下一个梦想就是我们情人节之前摆件
然后我换一套新的衣服跟你们约会
哈哈哈要不是约会吧
嗯挺好你也要起舞吗
跟轻舞飞扬挺像
欢迎贺姐
新年好贺姐
大猫轻舞飞扬
小猫起舞他飞扬我起舞是吧七
夕沙里不及我半分
谢谢胜利的对花的牛蛙牛蛙谢谢梦瑶
的大咖谢谢香草
牛蛙牛蛙谢谢清一下的这个好哎
谢谢广杰的牛蛙牛蛙
谢谢红梦追风的这个好爱谢谢王八1522
4 72的打call
谢谢某某同志的牛蛙牛蛙
谢谢永出新
城的打call谢谢菠萝老师的打call
谢谢诺海的牛蛙牛蛙
欢迎我小伟
哎呀没关系啊
早晚的我都是要知道
因为我发奖只能用这个发
高速神言我最擅长的就是高速神言
你们可能不太了解主播高速神言的含
金量
谢谢张老爷的这个好哎
谢谢我全然皇家骑士的牛啊牛啊
主播你们忘了以前高速神言就是
有东西能说的时候
然后有话题一直能说的时候
主播那个语速很快的
其实
我想跟你们分享一下最近的事情啊
但是有一些你们可能有点听不太明白
比如说
最近如果你们在b站打开哔哩哔哩
在视频搜索这一栏里面打出
live to d模型展示这几个字的话
你就会发现有一个视频在下面特别的
就直接会推荐
就是那个灵活的嘴皮的那个视频
宪范老师的那个视频
那个例会是孙伟老师画的
然后模型是宪范老师画的那个
那个播放量已经61万了
我就知道
谢发老师早晚有一天会成为这个
人人瞩目的待模型师的
尤其是再加上孙伟老师的神级原话
简直就让人都可以都可以怦然心动
我当年还说过
我换模型之后想约宪法老师的这
估计已经比我刚知道这个老师的时候
翻了一倍多的价格了
太贵了档期又太慢了
我已经跟他无缘了
都被主播忘了开PK还真是
谢谢将来的小哥这个好哎
谢谢将来的三个小花花啊
我还以为主播为群猫卖了一半的
名字叫飞舞
你才是飞舞呢
谢谢w配的这个好爱谢谢天津的打call
和你玩你玩非常感谢
现在已经没有产生烟神高兴的程度了
我们忘记了过去然后不断的向前看
这何尝不是一种好事呢
谢谢哈尔的两个打call非常感谢
谁不要妈了
嗯哈哈哈
谢谢哈尔的爱了爱了爱了一个
这孩子想要个抱枕
怎么连续上线吗
直接把那个在微信公众号里面
把他取消
如果你是iOS的话
在微信公众号那个付费记录里取消
如果你是安卓的话在那个
呃后台的地方取消
连续包月就可以
好像被被被对面狠狠的绝杀时刻
记了
打完这把不打了
家人们
今天今天好像差不多就打到这里了
我操谢谢海尔的
低言低语
谢谢少女的幸运石幸运石
5个粉玫瑰一罐
不是不是
谢谢咕噜咕噜的5个粉玫瑰一罐
冰可乐 4个幸运石
哎不打了不打了停停停我先把它取消
谢谢少女的粉玫瑰幸运石粉玫瑰我操
我居然打赢了还有这种好事
好痛我操
我算是理解为啥他们打他
打PK都喜欢偷塔了好爽啊
虽然这样不太仁义不仁不义但是
但是好开心啊怎么回事
谢谢大家的支
持谢谢我们狠狠的5连胜一下啊
爱你个头
谢谢谢谢
主播有一种狠狠的丰收的喜悦
谢谢东蒙克拉的牛啊牛啊爱
恋爱的光阴破败王
行妾预兆是吧
我们就把塔狠狠的偷了
偷的时候能不能跟大伙商量一下
那我也不能跟大伙说
哎呀主播快要进了
大伙帮主播守一下塔吧
我也不知道你们要帮我呀
我都做好输的准备了
所以所以谢谢你们
我以为我都要进了呢
为什么不是国语赛拉斯主播驾驭不了
驾驭不了那个偷来的东西了
一次是
20号过新年呀31号
我30号有一个小测试31号有一个炸弹
然后一号有一个
线下的测试2号有一个线上的测试
我也想好多呀
我怎么有这么多的事情要做呀
我不想学习
我想hi everybody will here we are
这是我
我这我这课自动开始播放了呢
对不起啊那我吓到我一跳
你们考试那么早呀
我们一个学期考试
真是我不知道他为啥感觉啥都没学呢
第一周先混混第二周哎啥没干呢
开始开始考试了
挺搞怪的
什么老头这是我们教授
怎么说话能没有后背隐藏能源的人
什么老头啊
我操有老头
你们是变态吧
阿弥陀在呃
呃2月18号还可以
两幕了又要眼闭了
别呀谢谢某国庆东方热天降阿力盖照
谢谢谢谢我超老弟
谢谢支持芳芳
感谢金色眼闭等级
我不要眼闭
直播看课吧
不不直播看课看看PPT
江大要线下
我马上要线下了
谁要跟别的女人过年
嗯
嗯不
要跟别的女人过年
反转了我不会生你的气了
因为因为我过年太忙了
没办法好好的陪你
o Kay ding dong ding dong
我超爹开心
这种不嫁店长什么没关系的
哎你喜欢这个吗
你喜欢拼凑的
段英啊
周老爷我真的没想到你也会喜欢数钱
直播学习
骗自己吧
然后再打个印象
我第一个考试
什么狠狠的讨厌
我哥们要和我妈过年
哥们是谁啊
什么叫哥们要和你妈妈过年
你的好兄弟回家跟
妈妈一起过年吗
为什么你哥们会跟你妈妈一起过年啊
燕子愿意跟一人过年我没有怪你们
我不要跟你们过年
我也羡慕你们可以跟妈妈
一起过年的人
我都没有这个机会了
家人们而且不光是今年
明年后年可能也没有这个机会
哥们都是哥们啊
谁是你哥们
谢谢亲啊
送快乐50朵小花花
反感谢阿力哥说哈哈哈哈
哈哈什么有代餐
有代餐都来了
我不要代餐哎你们先别送了我看看
大乱斗家人们
心心
我听的好像是别人吧
这个有点假
这是原唱
这什么有点假
这不是真人唱的
这是声控引擎孩子脸迷哭
初音未来小姐唱的
你跟我说有点假是吧
怎么一句话激怒出于未来处
这个声音有点假
谁装傻你要跟妈妈一起过
那你哥们呢
谁装起来
我错了没这机会啊我都好久了
我听出来出来
我呃呃哥们就是我啊啊啊
这就像我我跟弹幕说那个
大伙的爹要和大伙一起过年
但其实这个大伙的爹指的是我对吧
我懂了我明白了谢谢
相同我给这个号也反感谢谢阿力阿特
哈哈哈大包听了肯定一顿揍
本来就是啊
我回不了家
比这个好听多了
我讨厌讨厌不行不行
不可以这样我要剥夺你的生命
大伙都假唱这多年了不用在意
哎我发现为啥匹配不到了呀
这啥意思啊
他不让我打架乱斗了啊匹到
妈妈给我听
我讲
天天触及底线是吧
你们的米线是不是有点太高了
有点太太低了
欢迎魏小可多次拒绝杨超越
可可音23级
你的ID好有创意
因为大伙能不能有谁改改
什么为为米亚米亚多次拒绝范冰冰
或者多次拒绝刘亦菲之类的
看vegetable已经够失败了还听what's right
咋的呢我当v又听v
这不是纯纯的言教
这作业反怪你哼
谢谢李海在直播间发送的红包啊
应该找李海
新年快乐
好久不见你
谢谢亲啊
4块的泡泡糖啊
应该叫为人人多吃几只米燕蜜啊
凭什么我是败犬
晚安保安塔前晚安晚安
凭什么我是拜泉
我不想让拜泉我要我要
你能不能为米呀米啊多次拒绝然然呢
为文静多次拒绝米
哎
晚上好晚上好
周末点歌MQQ
你巴不得我死是吧
为晶晶多次拒绝米
我我为什么是外貌
为米亚米亚多次拒绝吴彦祖
性别错了但是我很满意
虽然性别错了但我很满意
因为因为你也你也
因为我拒绝了我就很开心
为米亚米亚多次拒绝米亚米亚
那你喜欢的到底是米亚米亚本人
还是一个你印象中的幻影
你喜欢的到底是这个
这个可爱清楚单纯的米亚米亚的形象
还是
内在的这个混沌不堪的我呢
欢迎小UC多次去缠绵你也小UC是吧
谢谢东方正的泡泡糖啊厉害了
为米呀米呀多次拒绝
香草你别拒绝香草
你能不能狠狠的赞同一下香草
为吐气多次拒绝
你你好光阴是你的赞歌
为什么我只能抽到金币和泡泡糖
我们直播间一次就是
金币跟泡泡糖堆起来的
直播间了
金币泡泡糖粉玫瑰
没别的了
这一晚上
一个那个什么
那个战鼓声声一个都没出
然后出了一个疯狂应援更别说什么
呵呵
喂喂
好干屁
我不行我回来了
不是怎么会
铜戒掉没了
呃我的铜戒
哈哈哈铜戒我的铜戒
哇哦我我回来了
你们你们看得到吗听得到吗喂喂喂喂
莫西莫西
你电话声音开
我好想放电棍了你看哦
什么又能看得到吗
我爱你怎么又改了回退了
大货
看得到吗
听得到吗
主播就是深海少女不够我爱
那行那行
哎呀吓死我了我以为真急了呢
那就好那就好
逗我你们再逗我玩我就要生气了
你们再逗我玩我就要生气了
真听不到
真的吗我不信
他这个是啥呀一天
这什么一天
一天赢
15把
一天赢10把
给5个星光
就没了
目黑黑的柔柔的
别骗我我知道我已经回来了
别骗我我感觉到了
笑一个大姑大姑大姑大姑
大姑大姑
哈哈哈大哥大哥晚上好
晚上好怎么都小孩
晚上好
大姑大姑
屏幕真黑我都看到了
我在我直播间
我都在放我的这个声音了
我自己的号就在直播间里
然后你告诉我
你告诉我听不到
我也喜欢大姑大姑胜过喵娘
怎么办的主播
那是因为大姑大姑是我自己的语言了
喵娘的话只是猫嘴通用的喵喵叫
代餐开饭都来了
你们别逗我
呀真假的呀我自己的手机是正常的呀
逗我呀家人们
你们你们重新进一下呗重进一下吧
家人们家人们黑屏
黑屏别叫
啊不能这么发家人们黑屏重新进一下
我差点差点差点发家人们黑屏别叫了
怎么还是没画面啊啊
为什么
这个我自己能看到呀
what
我我自己能看到耶
我画这是高清的主线了
你们原画的也能看到呀
原画也没问题啊啊
啊
晚上好无敌战狼爷
你们是不是你们在这拍开端呢是吧
你们一直在这时间循环呢
留下我一个人在原地不知所措是吧
刚进来为什么是黑屏啊真的吗
圣之鬼真的吗
真的吗真的吗
是骗我呀啊
怎么回事
怎么回事呀
下播了吗
没有下播呀
啊假的哈哈
傻逼
嗯
哈
气死我了
谢谢singing sukina的两个爱了爱了
我生气了我生气了哼
太软了你们都是大笨蛋
笑起来谁笑起来
谁笑起来
照顾照顾
承诺人被叫过来测试了
你现在能看到画面吗
升职鬼你能看到画面吗
这些蓝字纸字都不靠谱
我需要一个这个致命白字
来给我一个狠狠的一个
准确的回应886傻宝
886傻宝
你就这么对我你就这么对米呀咪呀
大咕大咕
欢迎妈妈妈妈晚上好
你猜我能不能看到
我猜你可以看到的
但是你为什么要跟着他们一起骗我呢
我猜你是能看到的
纯露人主播真可爱谢谢你啊
但是你你这个纯露人要是没
有我的四级牌子
可能看起来会更像露脸
为什么爹妈一起来
他们两个什么时候瞒着我进行了一个
不正当关系的发展呀
我要做一个爹了吗妈妈
怎么这么突然呢
都都没有人跟我说过这件事
为什么我是最后一个人知道的
你们两个为什么一起发问号呀
哥你们重组的家庭
我是最后一个知道的人呢
你们有没有考虑过年仅
3岁的我的感受
我会狠狠的祝福你们的
但是
我不想成为最后一个知道这件事的人
好吗
作为你们的孩子我应该有知情权呀
我对佳木妈妈感到不耻
反转了佳木妈妈已经被我拐跑了
妈妈收到了我的礼物还说很喜欢
嘿嘿
晚安晚安灰色社会人
哈人你们为什么会一起发问号
黑屏别叫燕子真能说出来
因为有的时候就
是不是在弹幕里
不敢发的东西就拿去水去了
别不敢发呀
除非你在弹幕扔炸弹
要不然我我我不会说什么的
你觉得我会害怕这些事吗
我不怕的呀
你这黑屏别叫有啥不能念的
年仅3岁的迷呀
什么都不害怕
害怕的就一个人抛弃自己
只要音乐人
在我身边
我觉得这一切都有处理的办法
今天的直播就看到这里了
燕子晚安晚安晚安
天气哎呀
哦
怎么有人先进舰长群后进白字群啊
是想
天先体会世界上最混沌的粉丝群体
再体会世界上最纯真的粉丝群体吗
请问主播是什么物种
黑屏看不见
其实我呢是
皇帝的爷爷庙只有聪明的
人才可以看见屏幕中间
梳着黑头发扎着双马尾
手里抱着玩偶
脑袋上顶着宝石穿着礼服的云烟庙
如果比较笨的人呢
只能看到穿着毛衣的我
那如果是没有智商的人呢
会觉得屏幕整个都是全黑一片的
是因为他的智商没有办法理解这个
这个这个烟烟喵这种
奇怪的存在是由什么东西来构成的
当然最最聪明的人呢
看着烟烟喵会回归本真
就会什么都不穿了
但是目前来说
我们直播间还没有发现这么聪明的人
这是我偷偷告诉你的秘密哦
嘿嘿
怎么点一首前进了呢
我看一下
你昨天就在点这个5P
为什么不听听
听说音乐人不能抛弃米亚米亚
不可以抛弃米亚米亚
你抛弃米亚米亚米亚米亚
就转身转到你们不认识的地方去
然后以后
走在马路上你们都认不出来我
这样多不开心呢
我刚刚点了主播不放
那个
哥哥哥太好笑了
你是双子鬼吗
两眼一黑
对对聪明
我看见了一丝不挂的你
我可以吗
夸我哈哈哈
那你说说
最聪明的人是
能够这个知道主播的这个这个胸围的
你说说主播的胸围
说对了呢主播就承认你是最聪明的人
来做出你的选择吧
主播是a还是b还是c还是d呢
最聪明的人能够透过现象看到本质啊
先生念念大木吧
没有
因为我刚才在发现了在慢慢往下呢
我晕了再看我得坐着睡着
晚安诺海
OS me谁说100以下不念的
非人物种这直播间没有人
谁说对不起
好的那个我们再看看啊
我们直播间还是很友好的
34B 40厘米
40厘米
你知不知道40厘米这个
小学以上的女生的胸围
40厘米都挡不住啊
你知不知道40厘米是个啥样的该
36亿不是盆底
你有吗我当然有啊
主播是刚满40G
我猜对了吧
主播
34为啥是b啊
对a吗
当然是大大大的答案就是对对勾啊
嗯主播的这个这个胸围是对勾
没想到吧
就聪明的人才能透过主播这个
oversize款的宽松毛衣
看到主播对勾的本质
谢谢皇家骑士的爱了爱了爱的感动
欢迎哈尔对勾
对勾吧
谁说的对勾吧
给脸不要脸
谁说我给脸不要脸
骗大伙可以
不要迷失自己
主播一直都很擅长自我迷失你
get your love
下来说捣蛋
你怎么就想要你那个捣蛋呀
我看看接下来放什么
粉色一人一直打游戏
打游戏确实
不太行等下来首捣蛋听完睡觉
那行我切片都做完准备传了
你还没复播吗
我也知道复播呀你在切什么
能不能让我传
能不能让我切呀
让我偷吧求求你了
粉色姻缘真的太假了
哈哈哈你明明知道
你明明知道
这个粉色姻缘唱的什么歌呀
反正爷爷喜欢
喜欢玩那个任天堂和卡普空
说起来就
郑老爷这个喜好的
这个歌实在是让我觉得
年龄可能像他的这个ID一样
郑老爷不会是四五十岁的老头吧
除草机对除草机又说没有
两眼一黑
确实微圈明星吗
我刷到了一个切片
名字叫做插出去的反义词是什么
插出去的反义词是什么呢
如果我男朋友喜欢看管人
我会让他知道什么叫哼
想他
啊为啥我现在首页这些切片都是
哎
不看了不看了
这都啥呀
主播就半夜骗老头女人
女主播是吧
狠狠的骗
再开一场大乱斗
狠狠的哈哈哈感觉不如米烟夹子
终于看开爱回不来而你总是太晚明白
什么狗回来
怎么说是狗
那个什么
等我留下来
终于感慨
其实我不是很喜欢就周杰伦给蔡依林
写的这些歌
因为因为
这两个人之中就也没有在一起吗
就感觉听
周杰伦给蔡依林写的歌有一种
有一种罪恶感
也不能叫罪恶感吧
就觉得
嗯不太行
没米了都被骗过了
哦我对宠爱的要求还挺高的
就一想到这些有唱情歌的
这两个人最终没有在一起
就不想听了
周杰伦原来跟蔡依林有说法的吗
是有的吧
很久之前
为什么周杰伦会给蔡依林写一些情歌
好像就是因为之前他们就有在一起过
没有米了
有的烟烟
你是那个
军舰星空吗
是那首歌吗
你的爱心
哎你好可爱糖葫芦
我我看到你好几次了
每次你来都发一个很可爱的英文字
那你看
凤凰传奇的徐良不是罪大恶极在侯佩
对对对对对
凤凰传奇的话
他们四个人不都是很好的工作伙伴吗
那不能算的
这个就是周杰伦跟蔡依林
就是两个人就要好的时候
周杰伦写了很多歌给蔡依林唱吗
还有合作舞台之类的
晚上好我凯琳又回来了
我记得凤凰传奇那个公司
然后我什么经纪人
就是女方还是男方的另一半
然后剩下一个耻骨多的是
另一个人的另一半来着
没有没有
这两个人就分别有有家庭的吗
对
那不能算是那什么吧人家就
因为就是
就是看了一些没什么用的东西
所以我一般听蔡依林的时候都不
听周杰伦
给蔡依林写的歌
心里会就感觉不开心
宁愿没出现
求我别离开
哎你总是太晚明白最后才把话说开
哭着求我留下来
我们面前太多阻碍你的手却放不开
很悲伤啊
这么听起来就很悲伤啊
难道不是吗
我特别喜欢这首对花
很喜欢这个呀
这有啥的主播一看就没谈过恋爱
我
我看小说只喜欢看之后男主角跟女主
角幸福快乐的生活在一起的
我不喜欢看那些悲伤的剧
两个人明明相爱之后又错过的
嗯不喜欢
你也喜欢对方
加个微吧
什么醉翁之意不在哥
你就狠狠的就行了
谢谢晚安椰子晚安花生
要黑天和s蜜
你们不会感觉悲伤吗
虽然也有就
让最美好的东
西定格在最绚烂的那一刻
算是一种悲剧的美学这种说法
但是我还是不喜欢
我宁愿他们
平平淡淡的
或许众生
然后
在我的想象里他们度过了幸福的一生
这样就好了
我不想看描述5厘米我真的很虐
我不想我不想我不想
啊我要闹了
来首蔚蓝的大哥
听的这些歌我都没听过
因合作方要求
我所在的地区又没法播放了
主播喜欢夺走别人老婆的心愿
我怎么就喜欢亲爱的呢
我才不会呢
主播为了这
作者为了塑造故事冲突就喜欢个逼
但是我还是希望有情人终成眷属
嗯
我还是希望有情人终成眷属
希望大家都幸福快乐的生活在一起
像童话故事里说的那样
一生一世一辈子都幸福
张璇的歌能放
悲剧是把美好的东西毁灭给我看
可我不想看
毁灭了这美好那就不是美好了
也放不出来
只有一首留下来陪你生活能放的出来
剩下都是灰的
我不是喜欢一生一世一双人啊
那难度太高了
很难做到的吧
我只是嗯
我只是希望互相喜欢的人都能在一起
有喜欢的人
现实生活已经很不顺利了你还不
你还不多看看
那种天天的
嘿喜欢益达人你们就好那个是吧
我真是嗯
哈哈哈
因为你们就喜欢这个叠罗汉是吧
这个嫣然跟嫣然亲密接触是吧
就爱听苦情歌
郑老爷明明喜欢听苦情歌
凭什么不吃苦
咖啡呀
你们你们这么喜欢看碧玉
肯定是喝咖啡都不加奶不加糖的吧
你的评价是不如半句再见
你的爱好比较混沌只喝黑咖啡
你不会不加奶也不加糖吧
叠罗汉是吧
主播脑子里都是什么我不好好说
你们小的时候没有玩过吗
叠叠乐的游戏
一个人叠在另一个人身上的游戏
很很有互动意义很能互相教育的游戏
你们都没有经历过吗
你们是不是没有童年呀
你们是不是都没有童年的
男生很喜欢玩这个
对啊男生不但喜欢玩这个
男生还喜欢搞一些奇怪的东西
主播你在上面还是在下面呀
我一般都是在背上鼓掌的
都是在边上鼓掌的
主播小的时候可不合群了呢
所以说就这种非常亲密的集体活动
一般都不参加
一般就看热闹
我们发这种游戏叫做什么
我不许你说我的爷爷是狗屎
你凭什么这么说他们
阿鲁巴对啊
我不信你说我的阴天人
你怎么能这么说他们呢
就算他们就是这样的
你也要给他们留面子呀
因为他们是我的阴天人
你是从和爱鲁班派去的
一看你就是老那个什么
一看你就是老老呃
都不好说指挥官是吧
体验验人
哈哈
哎我们这边叫开飞机
哎你们那边都叫二楼吧
我刚刚我最早直播的时候其实我
我讲过这个东西哇
微博热搜第一
27岁男子打游戏到凌晨3点突发心梗
家人们拜拜886我要下播了
你们也早点睡觉吧
凌晨3点了
别别直接那什么了
都给我啊了
27岁的小戴身高1.65体重80公斤
是自由职业者经常通宵达旦
平时喜欢玩游戏
他感到左胸右痛右闷
被诊断为急性心梗
要狠狠的摸摸自己的胸口
最近就觉得心不舒服
我还跟大家是不是讨论过那个心肌
炎的事我昨天休息了一下午
下午又睡觉晚上又睡觉
睡完了之后觉得好多了
就是颈椎病有点犯了
但是别的部分就好多正方形
有点慌了
大家要注意休息
建议大家多睡觉
对我建议大家多睡觉
香草每天白天肯定特别忙
晚上还要给我打招呼
还要看直播还要跟阴间时间的全勤
还跟着我就来回乱换时间段
我我不希望
我还不下播
我我今天不是说要直播学习的吗
监督一下我自己不能再当混子了
要监督一下我自己嗯嗯嗯
你们想不想以前的妍妍啊
我想我的娃娃了我能把娃娃抱回来吗
不许下播哥们提前睡个觉了你
怎么提前睡觉呀你作弊
我想我的娃娃
让我抱一会吧
我想黑猫眼了
我也想黑猫眼了
哎
我的蝴蝶结呢
很喜欢燕燕的一句话
小燕燕像苍蝇宝宝
你才像苍蝇宝宝呢
哼
莎西布里嘿嘿
好久不见哦
左右晃晃真舒服
好久不见呀
有一种作战服的感觉
是吗明明是礼服哎
作战服在下一个版本了
这是我的礼服
有没有作战服在下一个版本的
好久都没有用这个模型了
我来到你的城市
怎么泳装是作战服
不是的情人节限定但是也是作战服
爱情魔法少女才能发挥出
最强大的魔力
这是谁说的呢
我不知道可能是我自己说的
如果我会跟
那种
跟人签订契约的怪兽来许愿的话
我会许下什么愿望
如果你们你们去
跟人千里挑一魔法少女许愿的话
你们会许什么愿望愿呢
一定可以实现的一个愿望
但是如果许特别特别大的愿望的话
就会被扭曲
比如说我想要整个世界都没有战争
这可能很困难但是
这个人他就会以把全世界的人都杀死
这种情况
既然没有人了就没有战争了
就会以这种扭曲的方式实现
为什么许愿说我让我一辈子吃不饱呀
永远不死的话可能就失去灵魂
或者失去肉体
失去自我意志
只是一个空壳
永远不死要要衡量自己的能力的
你会不会突然之间需要永远不死
都来了
没有什么好实现的好好活就好
紫色咖啡
哈哈哈
我为什么不能
是紫色猫雷啊
我觉得我长得比较像猫雷
下个版本是攻速装
差不多吧
本人昨晚错过了我的直播
没关系今天看也可以
我许愿一天
一天24小时不是叫加班
要不我变成一个加班机器是吧
你永远吃二米饭
这么这么
这么宝贵的许愿机会你就用来学我
永远吃二米饭
一天三顿
永远二米饭
你把我干烂算了
主播今天什么时候下播
今天今天不是特别想下播
许愿蓝色药丸可以吗
也不是不行
把我干了算了
是吗把你干了
你要感染谁
燕燕好2
谁说的我好2
我一直都很聪明的
谁说的我好2
利率跟实际利率
等一下可能要直播学习了
家人们到我每天应该下播的那个时候
然后就开始转一个直播的学习
这种话吗
也能说吗
主播
我刚才说啥了
我不知道我刚才在看别的东西
说的什么
起来直播说这种话
下播玩多大是不是天天开银趴
银趴是什么意思啊
喵好似喵好似喵
这个米亚蜜啊只会跟恋爱人开趴喵
谢谢不言吐的打call
爱了爱了
很牛啊牛啊
爱了一个到
还有主播不敢念的话吗
你太小看主播了
我是猴子踢
嗯问号干嘛
为什么问号为什么问号
叫操办
我叫操办
你的仪式
呀指挥哥烟烟人开炮
喵
主播真的紫色烟烟
我不一直都是紫色烟烟吗
不要酒人烟烟人开炮
这是否有点
咋了咋了有问题吗
没有问题啊嗯
粉丝红包作战第17名
这什么
家人们这个
粉丝红包作战是什么
这什么活动啊
我们能冲榜吗
我操我才发现我们还有这个哎
烟烟的猫猫可爱
那当然可爱了嘿嘿
啊就打三天啊
我们能打到吗
这什么呀
春节快乐粉丝勋章7天300块钱人气红包
总榜冠军给300块钱
算了吧算了吧
算了吧
我不是很想打了
好像没有什么用
没有什么太大的用处
啊主要我们现在第十七
我们现在第十七
然后如果我们能一直保持前50的话
我们可以获得春节粉丝王头像框七天
哈哈哈我都不想打的一个活动啊
别打了别打了没意思
真真没意思
好玩啊
这个头型也不好看80万多了点
什么是80万多了点
主播是怎么打过DJ棍
哈哈哈
因为发什么不敢抢
怎么就不敢抢了
but
so so damn hard
i
need a new life
新的一年爷爷会继续陪伴咱们吗
当然会啦
当然会了
放心
i gotta get up get up get up get up get up get up get up get up
get up get up get up
get up get up get
up get up get up get up get up get
up
get up get up get up get up get up get up
get up get up get up get up
i work so hard i'm working out
我也快要开始我的学习时间了
家人们我们是在聊会天
还是主播现在就开始摁圈呢
and i'm working so so damn hard
i am working for the man
so hard i am working
因为是在吃啥东西来着
i'm working for that man
i
i am working for the man
直播学习自己骗自己等我下播
我下播了
我就想直接去床上进行一个躺了
还不如自己骗自己呢
要不然我下播了
我就想直接去床上进行一个躺
晚安了主播要睡觉了
晚安晚安张老爷要私密
把原始日常做的睡觉晚安晚安都放正
哎呀甜蜜
早学晚学都是学
可爱你欧西给可爱你欧西给
我没有谁加班时间啊
这叫监督
监督自己
懂不懂监督自己的含金量
哈哈哈
你们根本就不明白你们不懂的
主播水时间有什么
对啊我水也水不完你还怕啥呀
谢谢大叔林迪的分享非常感谢
all right on down i work so hard
on down i work so hard i work down so hard
哈哈哈
别给我自己也摸了那不行
i need a new dance job now
欢迎娜娜大叔
晚上好名义绿绿
虽然虽然主播流血
但是主播还是狠狠的
呃
主播还是狠狠的
进行一个中文的翻译啊
耶
呼
太爱你了呼呼
我把它狠狠的贴在贴在那个这边吧
进行一个儿童学习教学
进行一个考试的复习
添加素材窗口补妆
放在这里
把它放在这里
我等一下换一下那个什么
等下
换一下换一下那个呃我们我们那个
UI的版本然后就可以了
你们的PPT为什么还有中文
那是因为那是我加上的
那那不是他自己带的那是我加的
哎呀我要把宝宝学会
加班机原声在更新
关机睡一觉
可以听呗
不是红关机啊
一回来主播开始学习我就狠狠的学
有什么问题吗
因为这是我自己家的啦
嘿呀看到PPT就困
我还没开始干嘛呢你怎么就困了
他站着我哭死
不行了不学了不行了不学已经
没有没有下面主播给我讲讲
主播还啥也没干呢
主播没咋学习最近
我没法跟你讲啊
等我学完我才能给你讲
前面的同学你挡住看PPT了我不要
狠狠的进行一个翻译
主播的前一个月基本都是摸过来
然后成这些了
啊这个非常帅
我把这个歌稍微关一下
好熟悉
因为要睡着了
我怎么就要睡着了呢
这不就是我现在学的东西不就是
就是这个意思吗
我的天啊
这有啥差别
这不是都一样
快跟我玩
玩
大家那个要要休息早点休息吧啊
我能不能给我讲讲
我我还都得学完才能讲讲
我把这个看完之后
我再给你们讲一下都说了些啥吧
嗯
把这一篇看完我给你们说
说一遍说一遍
那个什么
通货膨胀和真正的
这叫催眠了
确实挺挺催眠的这是个啥呀
他这也不完整啊
还是光看PPT还不行晚安晚安大家伙
刚才大大概就说的就是这个这个
就这一块然后这第二块可能是跟那个
在国内学的也是这些
其实也差不多了都差不多了
只要不知道是哪门课就是这个
费写的这个理论是
名义的利率和实际利率之间的关系
这个i是通货膨胀的这个率
然后这个实际的利率就等于这个
呃
名义的利率减去通货膨胀率
除以这个一加上通货膨胀的利率
所以说就可以得出一个结论
这个
名义的这个通货
膨胀名义的利率
就是实际的加上这个通货
膨胀的这个i
对
应该不是宏观经济
因为我学过了公司金融
差不多就是这个感觉
然后我们这边课都是按数字来编的
然后我就不知道他这个应该是
网上应该懂这些东西
没办法呀有用或者没用我也得学呀
这不行了呀
但是我室友跟我跟我说了他怎么搞的
他难受的
不难受呀
等一下你
下来和我一起看看那个
哎我这Wifi怎么坏掉了
听懂了谢谢音乐老师
你听懂了吗
我才不信
主播在学习
自己都搞不明白了
love love love
get up
怀疑他这个东西得跟着他那个
上课的那个视频一起看
但我放视频的话我的直播就容易卡死
就因为看着就头疼
我以前考试之前也干过
就边做题然后边边那个什么的
这可能是复习吧因为他只是第一周的
哇这啥呀
看又不头疼
看着我会头晕
我也是看着我会晕
这是答案跟对照吧
逐渐不对劲起来了
会不会出现
线上授课型VIP有啥差别吗
线上授课型的VIP跟正常的VIP
不就是多了一个皮套吗
其实我要是能学明白给你们讲
那跟老课的网课老师有啥差别
不是数学是金融
我没讲了没讲了
主播就是先看一眼提醒了
看一眼是不是对音的
我怕我看错顺序
因为现在我还没学呢我咋做这些东西
总怀疑我好像漏了什么东西没有看
有微授课呀
一直都是有那个有授课有微的
念妈妈的
什么叫念妈妈的
你真看不懂
我也看不懂
不要不要怀疑自己
hi everybody okay
so to get started on this
stuff with the financial markets and that sort of thing
we could if we were in class
i would be able to pull up some stuff
like from the web and so on
but because of the differences in our time
and when we're doing this
and so i'm just going to
like to talk to you generally about a few things just to cut
a little points
that everybody is probably familiar with
but i just want to make sure okay
so that we all kind of start out you know
having what it is we need to
okay now just before we continue
please
everybody remember what we're doing here what we're doing here
is we're looking at investment
we're looking at constructing a portfolio
that is an investment portfolio we're not talking about doing
trades on anyone
都学了经济跟金融
专业课都学了and going how do we find that stuck
and okay
we found it okay we know we can we know that it's under value
so let's buy it boom when it's going to go up to 20
percent or 50 percent or something okay
that type of enough
开始都在讲一些啥东西啊
assets if you want in
your artistic endeavors
well i mean that's true
but what we're trying to do is construct a portfolio given the
science of finance
you know at least the basic science of finance
so that that portfolio makes some sort of sense
given that people will need to
match it to what their risk preference is
so some people can take on more risk than
others for all kinds of reasons
sometimes it's purely their makeup as people
sometimes it's their age
sometimes it's an institution that says listen we're trying to
indemnidize our employees so you know
we want to make sure that when they leave this jobs they
have a Lisa decent pot of money to
try and retire on the same is true for the government
i mean look at what the bank of
i'm throwing out the bank of Canada but the finance department
you know is is is
it has a portfolio
that they want to make sure that they can keep on
you know
financing the economy so all of these things are portfolios
they have different sort of goals
but there is there some methodology we can use to make
rational investment decisions and there's theory behind this
starts with something called MPT
which stands for monument他
这个时候我好希望他可以上传到有管
这个时候就可以看看CC字幕了
就可以不用看那个
不用摁听了就可以有字幕了
我想要CC字幕
我不想我不想摁听
portfolio theory
and it gets it can get really really really complicated
sometimes it gets complicated
just because people are playing games
other times it gets complicated
because people have actually found some area
research okay
so that's what we're up to and this by the way
is the type of approach you take in academics in finance哎
那是什么
我一般都是这个他
他自己带了我就用他他没有我就不用
还有这种东西啊
可以自动生成是吧
这么好真的假的
让我试试看
下载的好慢呐
真好真好
哎我觉得我其实不太像一个
靠谱的留学生
我在这边待的时间太短
了他是一个视频上传网站
我把这个东西
这个上传到那个我们讲课的东西
用这个网站弄的话他会不会不太好呀
剪映自动生成能生成英语的吗
我感觉他这个英文就是还还可以
大部分是高中单词
是因为因为他还没开始讲了
他还没开始讲课
and it's also the type of approach that is taken by the cfa
all right that's not to say that you can't be a warrant buffet
and get really in the weeds and stuff
and do
you know his old thing of Benjamin Graham and value investing
and yeah that there's still around
and it still kind of works and it's a little bit
like religion in some ways like people that believe in it
really believe in it
and you'll never convince them otherwise
but you know the point is
the real rate
is
we have to have some sort of
in my book this is chapter five
bodie um and uh
你们你们想看这个视频吗
你们想看的话我可以
i'm just gonna call it returns now first of all
everything is gonna involve
interest rates right because the interest rate interest rate
interest rate
that's what all financial instruments
markets are benchmarked off
and so it's in crucial that we
kind of understand interest rates now
the interest rate that we're going to deal with
for the time being
is just our regular old interest rate that we would
see in the market
so that would be our
nominal rate of interest
我会按照他的这个顺序
他讲的课的顺序
然后PPT我会按照他他到了
对到这个翻页了
家人们
哎呦突出来
大中午装修
我室友马上转学就要去NYU了
rate of your money just the growth rate of what you're about
what your assets are valued at in money
okay now necessarily what they can you know that your
did your standard living really go up
i mean are you really
are you able to consume more or live better on that money
that's real that's the real rate of return
but the nominal rate return is just a return on the money okay
the real rate is the purchasing power
so let's get something straight right away
we care at the end of the day
about our real rate we don't care about the nominal rate
that's just a way of keeping track of things
but the nominal rate is the one that we see
when we go when we look on the internet or we look at a
schedule of interest rates mortgage rates whatever they are
it's in money
because we're going to get paid that if it's a mortgage example
we're going to pay that rated money if it's a bond
we're going to get that amount of money
how much does that money really represent depends on
how much we could turn it into consumption
horse or a real savings as well
okay
so
the way we need to do that is to take the price out
and as you guys know that means
we take out the inflation right now
this is going to be really big considering what's going on
right now
right because inflation is back with the vengeance now
so let me just let's just be a little clear here about
some of these things so
the way to calculate the real rate is to take the nominal rate
whatever it is subtract the rate of interest
and then discount it by what's called the growth rate of return
the growth rate of return
so if if the implation rate was say 7 percent point 7 0
the growth rate is when you put a one in front of it
so when you put a one in front of something okay
you put x here you get the total return
you get you know whatever
this whatever
you had plus the seven percent so
if x was a hundred bucks this would be a hundred and seven okay
so when you just have the rate
you would take the hundred bucks you would go okay
seven percent okay
that's seven dollars and then you would add in you know
you do the two steps and you would get a hundred and a seven
so this gross rate just saves you doing all of this all right
so when you're discounting
you're discounting by the gross rate of
the normal the what the normal is minus
minus the investment divided by
that discount rate the discount rate is another way of
saying what you put in the denominator you're
pulling that down
by the amount in the denominator
so that would give you the real rate this is the real
and there's a word for this fisher equation
this is the one that you would use
like if you want things to be very accurate
in reality almost
always and you guys have seen this in the other courses
i'm absolutely sure you have right well
i should never say absolutely right in economics but you know
because i you know we've all done me
macro and this is what we normally do right here right
we normally take the real rate if we want it
we just take the nominal and we subtract
we subtract the rate the the nominal rate of interest
and we'll see a little bit later on
i'm sorry not eye is inflation here excuse me
i'm i'm sorry we're for weeks i know i said normal excuse me
i'm i'm
我不是人上
人啊i is inflation so we're trapping inflation and we are
we are discount about inflation so this is inflation
i got to tell you the reason for that right is
i'm always used to using
the Greek letter pie for inflation base so every time
textbooks and whatnot when they change it to i
and they don't very often do that when they do
i always pick stuff
so that's on me i'm sorry about that so this is you're
subtracted the inflation right
right so we can use this guy here
this so called shortcut it's not really a shortcut right
it's just
easier than a shortcut
and as we'll see a little bit just a little bit later on
you can use this when the inflation rate is is not crazy like
i don't know you can
let's say 10 percent okay
if it's 10 percent or lower you can use that
so basically what's happening for that real rate is this
is what's going on in the economy underneath the economy
if you like underneath what we see in the economy
there's a supply
of extra income out there
or a supply of extra consumption whichever way you want to
think about it
that we don't want to consume today
okay so we have some income y
there's only ever two things you can do with income
you can consume it or you can save it
but savings is real why do you say
why don't you just consume everything
because you're worried about the future
you want something in the future
干什么给我说好下来找我
我把那个麦关一下
晚安晚安啊没人下来找我
原来没人下来找我呀
那个工科转哲学就是转计算机
计算机转数学
我总觉得世界尽头是数学
怎么跟舍友亲亲没有我怕他下
来把我真名叫出来了那样就戒了
哈哈哈
right so really what this is
if let's say we live for two periods
so we would consume our income in period 1
and the savings we really want to consume in period 2
which hasn't happened yet right
so we're saying what are we going to do
what do we think that we need for this period too well
that depends a lot of things including our future income
and so forth but for the moment
let's just abstract away from that and say well okay right now
okay in period one i have this income i'm going to consume that
so i'm going to take this amount for period two in other words
i'm going to save it for period two
i take that down to this market
okay and so does everybody else so that's what that supply is
and the reason we do that is
because we can't store our consumption up and just and just
have it in the future
because you know our consumption
is a whole lot of stuff
it's trips we want to take you can't store a trip
right food well you can't store food at least not
20 30 years in the future you can but it's not practical right
and so the thing is we're going to give up
what we could have consumed today right
and we're going to bring it down to this market
but we're not going to just give it
to people that want to use it
because there's people they're going to want to use
like that that consumption is in the form of money now
let's say really
it's not it's our real consumption we're thinking about it
but we say hey
somebody else want to use this today right
so somebody says yes
i want to use it today
like think of think of all our income was in bricks you know
i know this is crazy
but let's say we got paid in bricks we save in bricks
and these are magic bricks we can convert them into food
or whatever
okay so let's say i take i make you know six bricks is my
is my income and i decide to take two of them down here
okay thing is i supply them who wants those bricks is there
somebody today that
needs to build something that they need those bricks
and that's where the demand comes from
and the price that we get in that market is the real interest
way so that
in period c2
okay i don't get just my bricks back the two that i brought down
but maybe i get a third one back
this third would be the payment i get for giving up the utility
right that i could have had if i had consumed that i'm out
so this is all about having
a utility function where there's consumption in period one
period two or now and in the future okay
and what we're doing is we are giving up some utility now
we want to get compensated for that
so we get compensated for that in real terms
meaning if i give you two bricks today
and remember the bricks are magic
so they can be turned in anything
i'm gonna get
ten years down the road or whatever whatever the deal is
i'm gonna get i'm gonna get my two back plus an extra one
because i gave up i gave up the utility that i
could have had from consuming that
okay even though i didn't want to i could have right
and i took on
some risk i took on the risk that you wouldn't pay me back
the investment wouldn't pay me back
and i also had time like it was a lot of time
but i just said ten years well
in that ten years maybe i would have figured out
you know
i wanna get compensated cause maybe you know i i say oh geez
i could have done this
but oh no i let that money
i let that brick those bricks to to Joe
so i want to kind of figure out
listen if i'm going to give this up for a longer period of time
i mean more of bricks do i want
and it kind of stands to reason right
if i'm not going to get paid back in 10 years
i want a whole brick
i'm going to get paid back in a week maybe i'll take
you know one tenth of that
one tenth of a brick
but all of those decisions
aren't made by this simple graph i agree
i mean of course
not but the simple graph here is very very important
because what it's telling us right is telling us that there is
underneath everything
when all is said
and done with all our fancy mathematics and all the zis boombao
and markets and everything else
underneath at all
all there is is people trying to put consumption over time
and other people would say oh okay
you don't want to use that today
i'll use that today we get a market
and like any other market there's a price that pops out
and that price in this market
has a special term it's called the real interest rate
because we're going to get paid back
what we're thinking about when we do this
is how many extra bricks are we going to get
how much extra consumption are we going to get
for the consumption we give up today
okay
you know one tenth of that
one tenth of a brick
but all of those decisions
aren't made by this simple graph i agree i mean of course
not but the simple graph here is very very important
because what it's telling us right
it's telling us that there is underneath everything when i was
said and done with all our fancy mathematics and all the
zis boombao the markets and everything else
underneath at all
all there is is
people trying to put consumption over time
and other people that say oh
okay you don't want to use that today i'll use that today
we get
还真是你咋知道
我两周的课都到今天一起看了
你太了解我了吧
你怎么会有这么了解我的人
哈哈哈
这倒能看懂
我能看懂倒是能看懂
但我还想听听
the other market there is a price that pops out
and that price in this market
it has a special term it's called the real interest rate
because we're going to get paid back
what we're thinking about when we do this
is how many extra bricks are we going to get
how much extra consumption are we going to get
for the consumption we give up
我们马上要卸下了
okay so that's kind of the idea now
the thing that's important about this
is that in every investment even though i know
we don't talk about bricks and consumption at all that stuff
we just think in terms of money
but when you think about it
this is what we really care about right
if somebody comes if you
let's say you were lucky enough to inherit me and i'll always
take it to
you know
tv banks
to insecurities and certain and flowers i'll be back when i'm
65 years old because
this is my pension fund please make some money for me okay
so they invest it
let's say you just say i
they're really great they know what they're doing no worries
but i'm gonna be fine
and then 35 years from now or whatever it is when you're 65
40 years from now
you know they they stay you go in and lo and behold you've got
you know two million dollars
they doubled your money
or three million dollars they tripled your money
but what happened to prices
what happened to what you have to live on
if you could live on fifty thousand dollars a year now
maybe in 30 or 40
years whatever对他最狠的两周过去了
然后so you know if what you have to
what you have to pay for everything
triples and they make you triple they've made you what
zero they made you no
real return they've made you a heck of a
a nominal return on your money
if your money is worth a lot less
than it used to be in terms of goods and services
so these are things i'm sure everybody has a good intuition
about but remember
remember in finance
it's the real return that we care about
and that means we really care about this inflation
stuff that's happening
we're not doing accounting here we're gonna be using
accounting is done
i know there is some level of accounting that's done in real and
there's adjustments for that i know
i get that but a simple accounting
you know just basic basic ways we count things
we count things in money
and therefore
we tend to think of money
as a really great thing when we when it goes up
you know and say this true when an assets worth goes up
yes it goes up
but is it reading is it gone up in real terms okay
so basically then what we need to to always think about is that
that nominal return we get
is really a lot of it has to do on the expectation of inflation
so this could stay the same and this thing could go really up
simply because
inflation is going up so are normally
returns are going up
and this is what we'd like to see happen right now right
if the real rate of return on capital
let's say is 2 percent i'm just making that up now life right
but
like in the states right now the expectation of inflation is
7 percent then we need to get 9 percent here
to get that two percent return
if this goes up to 8 percent we need 10 percent
so what we are going to try and do is find assets right
or this normal return goes up
as close as possible to inflation otherwise what we're really
our portfolio is usually used losing its real bout okay
so the Nomine clature when in case
you're not used to it this e here
this big e is called the expectation operator
and for our purposes we're not going to get fancy with it
it just means what do we expect something to do usually
that will be what they call nu the Greek letter nu
which is just the way that they call an arithmetic average okay
we're going to see that in just a second but
remember expectations are really important
because let's suppose
the other side of the coin here suppose you're a banker now
so now you got to lend money right
and again let's suppose in the industry
you figure the real radar return again
let's use two percent
okay
so if the bank expects inflation
which has been basically
nothing for years and years and years
it's been you know like two percent on an average for
for a long long time if it starts to go or lower
it's been
actually lower than two percent for the last little while so
let's suppose again
let's just make it up inflation has been one percent so normally
you give a mortgage or something for three percent right
three percent would be the two here
plus the one that you expect inflation but now
you're a banker and say oh
i think that inflations kind of come like crazy
i'm lending money for five years
what do i think inflations gonna be like
over on average over for the next five
years well let's go with that seven percent again now
that rate you're gonna lend out
nine percent just
to protect yourself from the value of money that you're lending
even though your return is the same
all right so
people really get
this is simple i agree with you guys are you probably
sitting there going on man the big yawn
and i don't blame you it is it's very simple
but the point is people get fooled by this all the time
i mean and people that are well educated and everything else
and because they get they
they get fooled by the idea that what they see nominally
is what you know
they really made on something
including their houses and stuff like that although housing
i know right
recently has been crazy
but historically
it basically just keeps pace with inflation and a little bit
exterbating if you're lucky
and is there spend times when people
my generation can tell you
that's really it
and if we're going to fix this thing the only way on housing
the only way to do it is to build a whole lot more houses
but unfortunately
that's easier said than done
in a lot of ways anyway that's way out of our
let's not go there okay
let's speed this up a little bit
because i don't want to take up too much of time doing this
so i'm gonna let's let's i think we're okay with this right
okay just to give use now these data sets are always really old
and
they come from textbooks and anything else
because they take a long time to put together
and get published and stuff yeah
we could update this
but it would be kind of
a little bit of a pain because all i want to do
is just give you an example
of what's going on
so if you look at the real t bill braid
historically for the full sample see
it's not much higher than them it's like half a percent
you know
so it right now
the standard deviation i'll talk about standard deviation
and i'm on it
but it just means the fluctuation see historically
inflation over this long long period of time from 1927 up to
2018 was about 4 percent this is American but the Canadian
is a little bit lower but not by much
so the real raider return was about three point
let's say three point five percent
because again that these numbers
aren't written in stone right
they depend on on this data set but this is Ken french's
data set he's one of the top guys at the university of Chicago
in finance you know i mean
so it probably it
comes from the bls and the states as you can see there and
so you know i mean it's a good indication right
and if you look at at the real rate has been like a standard
deviation that means how much is it varied over that data set
after all those years
almost the same as the rate of inflation itself
or the standard deviation of the inflation itself
a little bit less
it's been around going up
it wobbles around it wobbles around four percent okay
好难啊我咋听不懂啊
哈哈哈有没有听得懂的
现在有人跟我讲讲
他这个表到底说的是个啥意思啊
我听不懂了
家人们
竟然是犯罪
哈哈哈
有没有人听懂了给我讲讲呗
家人们笨蛋出现了
笨逼出现了
我要许愿
芝士面包
这是我的课
我要上课了
这可咋办啊
丑死了哎呀
没整明白
我在这等你讲解了
我来等你们讲讲
我要芝士豆浆
优质解答
我不知道
我知道那个那个
哎呀我好像又不知道了
晚上好晚上好
我先看看这个7贝尔这个东西吧
国债
知道了但没有完全知道
哈哈
就是没有完全知道
为什么按按照他这里了
为什么他这个
国债的利率
跟通货膨胀率跟真正的这个利率
有差别呢
他不应该是就两个减一下然后就是吗
为啥他会是这样的
按照他前面的那个算盘的话是
就真正的就是那个
呃
给我看一下
不一样啊
为啥会这样呢
哎呀
我为啥搞不明白呢
inflation that is
so the real rate is a little bit less
because t bills wobbled around three percent
so this you know historically if this
is it and they're like practically Zero today
that's why rates can come way way up
like they can go three hundred basis points up
and even though that would
不是哪个不一样的问题
就是那个那个t bells
跟那个那个inflation那个
他们应该是那个一个剪纸剪完了之后
谢谢
MCGG的剑桥非常感谢啊
离开了我怎么直播听课有人上剑啊
啊谢谢谢谢谢谢
我操这都有的啊
谢谢谢谢谢谢啊离开这这也能有现场
你是你是刚我太听不懂课了
然后
来帮我买芝士面包的吗
我太感动了
谢谢你谢谢你
我操爹这也有爹
老板大气老板大气
谢谢谢谢你对音乐的支持我会
我会好好的购买芝士面包的
主播这样一晚上不如直播学习
还真是
他这个为什么会这样了
瞬间提神瞬间醒了
谢谢谢谢
谢谢这位老板赠送的这个现场
谢谢呃
他只关注耶耶这是谁的小号吗
谢谢你谢谢你让我瞬间就笑了
不行我一定要搞明白
为啥这个表会是这样的
我一下还不小心就醒了
因为我还有时间家人们
这个一个小时长的视频有三个
我可以看四天
我可以看四天呢
三个投资组合
资产或现金流价值的平均增长
0级号不会轻舞飞扬
应该不会吧
我今天就开玩笑
我我我我想今天就开玩笑
这后面做题啊
我也想啊
但我现在有点搞不明白了呀
你们这样
要不这样吧
我把他我能拿他转个那什么吧家
人们我先我先我先把那个这个这个
嗯
你们能听到吗
我刚才把监听去掉的话会有问题的吧
主要我想我想看看能不能
直接录一下那个什么
看他到底都说了些啥
我其实有点听了一知半解了
我就感觉
我不知道直播间有没有
强强留学生上课都能听懂的
反正我是不行
我唱歌是没法都听得懂的
耳朵废了
真的假的
刚才出问题了对吗
那就先不罚了
there would really be a
huge huge difference for us right now historically
we were just getting back tomorrow
we tend to forget that when we say all the rates are going up
or not if even if they go up to two percent or still me
you know now that's gonna
that's a big deal not mind you i don't mean to
to say it isn't but
let's just
now this is what i took off the web as you can see
a couple of week a little while back
and黄小燕给了我一个大逼凳子
我就知道他会出问题
狗没人狗没人
摩托
摩托是什么鬼啊
you know it doesn't matter i'm just trying to give us a diet
more up to dates
狗没人狗没人
and i just took this and you can see that these are negatively
these are the real rates of negative
that's the big deal like我是肉肉
肉肉迷我不知道他想说什么
好喜欢学习的听见没有
我不喜欢学习
只是我被逼的无奈
我真的不喜欢学习
it doesn't go into housing and stuff
because that's
you got to get somebody to build houses and stuff
but you can
borrow a bunch of money and just throw it in the stock market
and financial assets can
go through the roof
这玩意翻译成中文我都有
but if you're in the situation like this and i was saying enough
我给你们念一下
盈亏
平衡的通账率代表从10年期的国债
恒定到期的证券括号b
c杠ten year
和10年期的国债通账指数
恒定到期证券括号t c杠ten year得出的
预期通账指标
最新只意味着
市场参与者预计了未来10年的
平均通账水平
那就是说
这是他的预测
而不是他根据前面的东西
得出来的
是这个意思吗
好麻烦啊
我不想上学了
to pay pause in adventure
let's get out of this game because i wanna get out now
i see some money on
and that's
one of the reason
not the only one maybe not even the most important one but
one of the reasons
why when interest rates go up
you can see a lot of the times
a big part of the stock market maybe not all of it
but a big part没有我
我其实我我这个人就不是特别的喜欢
追求原理啊追求凡事都听得懂
我只关心我能不能做明白题
但是我现在很显然就是
我不知道这些东西
应该怎么拿来做题
a lot of people你睡了吗
我睡不着觉
players and that that are buying on margin okay
they actually have borrowed or they have leverage in the market
we'll get into this that kind of thing a little bit later
so let me get away we're just leaving that as it is for now
this is just to give you an indication that
real rates are negative at the moment
and they're severely negative
even you know negative on the 30 year
actually the ten years where we should really be looking
that is the big one
that's the benchmark and you can see that that benchmark is
pretty high not as high as down here it's true
but the ten more of the ten year is the bigger to look at so
negative rates at the moment now
one thing because inflation is going to be with us for a while
and we should always look at this anyway
even when it's not a problem is something called the break
even rate okay
now this is the market determined
rate of the expectation of inflation
so what we're trying to do here
is as financial people is trying to get
an idea what are people expecting inflation to be
but that's expectations that's like human in some human brain
you know somebody's oh
i think it's well how it had to be quantified that
you know well one way to do that is to
let the market
if the market is a mechanism that reflects what
people think about the future okay
let's say it is because we invest on something
because what we think we're going to get in the future
so it's not a crystal ball
but it's我在找有没有
我这门课的补课班
我想报个补课班了
我决定不想
自己
自己孤独的去了
我要
我要上补习班
加油
我已经在低头找补课班了
so what they do is
they take the ten year like
we just said
that's kind of the mench bar the ten year treasury bill now
they call it the constant maturity
securities that's just
fed or treasury
babble don't worry about that it has a call letter bc
from from whatever this was taken out it's just the ten years
the tenure let's say American bond because we talk about federal
but it could be the Canadian bond
yeah okay
even the two
that's it
it's just a regular old bond that's
为啥我上来之前先
看那个Tips the color tips in the States
here
we just call our inflation protect the organization
percent ten dollars and twenty cents
so this twenty cents you know
supports or
ensures if you like
the
real rear return because ten dollars you know today
will cost you 10 20 in the future because of inflation
so this bond jacks up your principles
so that even though your radar return doesn't change
it's still ten percent it's
ten percent on a higher amount
of place
so what they do
is they look at the difference between us
because
the people's expectations are high
they're going to really buy into these tips say these treasury
expectations in various
so they look at the difference
that is an idea of what
people are expecting information
so this is in fact a
graph of that from Fred now Fred is something all of you guys
if you're doing papers
or things like that
and you want to get a graph that looks nice
and professional like this
you go to Fred
well Fred is a Macronum of course
it stands for
federal reserve economic database
and you used the one that's easiest to use
i think for this would be at the one of the Saint Louis Fred fed
okay so you just go to the Saint Louis bed
federal reserve website just to lose the他写的字
我也看不懂这写的
这是个啥呀
哎呦full around an area and you'll see it and it's amazing
you can just
plug it use all their data and all their stuff for free
and it will actually
you can actually print out a little graphs like this
and still on so forth
and you know
that's really
a handy tool that you should really take a look at
so as you can see
like this a little bigger maybe
you can see that this is called the ten year
break even inflation right
so what do people think in ten years now i took this
this is relatively relatively good although
it was last week i guess i took this so
again to i apologize to people that are you know
looking at this
a couple of months from now because
but you know you can see that inflation really from well
it's what it's call it 2 percent here
and they're expecting when up in real
it's like what two and a half
so what people are really thinking or at least
market is telling us that long run
expectations are still pinned down and pretty low
short lines are not
but this is this is this is the ten year right
so this is why when the fed was telling us well
we expect inflation to come down
they look at this and they go well
the markets telling us that
but short term things are getting so rocky on inflation
that what they're worried about this is really important now
that this will come unhinged
come on pinned and start to do this
and if that happens
that would mean that oh
boy people are thinking inflation's going to go way
higher than it
and you know everything starts to get rocky and then we're in
we're in big big problems okay
but this is a market this is a really
important concept this idea of the brake even rates
okay
so
你咋这么交交代你
是不是少林啊
now what about returns
okay now sources of investment risk are of course
the macroeconomy in other words like
inflation like you just said
you know things like
trade我我知道
这个时候终于有用
这个再开始
终于有用
trade terrace put on it
things like on employment things like
productivity is a huge one a
等会先停一下
先别说先别说话让我先理解一下
啊
投资风险的来源
风险的来源有宏观上的波动
然后
多种行业
的
这是啥意思啊
什么时候改变
多种行业的什么时候改变
哎呦你怎么累呀萌萌别哭呀呦呦呦
嗯
大哭我没有困
我没有困
我我不会困的这才几点
streets start to lose their value quickly
for all kinds of reasons now you know
for example
you know we're changing from fossil fuels by no race
share beginning price
啊
哒哒哒哒哒
啊
哭可以自拍吗
我很好奇别哭了别哭了
叮
crazy off
这能不能
复制粘贴
别哭了别哭了
再哭只能按刷屏给你算禁言了
我才3月呢
我还带着坚强的学习专业课呢
你才不到一岁
你为什么来我这哭呀
我刚上个月大
哎我也认识我也不知道是什么意思
我甚至还不如你我好多词我都不认识
谢谢啊非让我想起开学的人
哈哈哈
哎呀
我不想上学
我不想上学我也要开始哭了
我不想上学
男朋友不理你你来我这哭
你好过分啊
你男朋友不理你来我这哭
我的猫也在看
说不定他看中了说不定他比我厉害
but we know but you know again that's
relatively speaking short lived now how short is short
it could be
a number of years but it's not like fifty years and remember we
有道磁铁对我学业的巨大帮助
再加上那个什么那个
那个KCS is coming though
okay
and there are firm specific on expected development so
like there are things
in certain firms that you thought were really good
but something was going on
谢谢一只
路北乡的关注吧
a bunch of money in there well
you're in problems right
so those are the kinds of risks
and they're not that's not that's a very very short list right
but the idea here is
that we will try some of these types of wrists we can get rid of
by proper portfolio construction
and some we can't
谢谢今天不写作业的小心心
and the idea will be is to identify the level of
these of the wrists
that in the assets that we're looking at that we can get rid of
and then look at what's left over its
is that an acceptable amount of risk for what we want to do
okay
that's one of the kinds of things that we're looking at here
okay so we'll come back to that and
you know like
i said we're just looking at this now one thing that happens
every year
is this idea holding period return
i honestly have been
turn
嘟嘟嘟嘟嘟嘟嘟嘟嘟嘟
股票的收盘价减去开始的价格
加上现金的鼓励
起价除以起价收盘的价格减去起价
加上这现金鼓励是个什么东西
狠狠的狠狠的进行一个谷歌的查
哈哈
为什么要加上啊
让你男朋友上舰进群我们狠狠的
这个这个嫣嫣人狠狠的疼爱一下他
别哭了别哭了再哭只能按刷屏禁言了
公司与投资者分享利润的一种方式
啊
降
降降
降降降降
以货币支付而不是作为股票公司
那为什么要加上啊
那为什么要加上这个
为什么不是捡的哈
哈哈
我好逆天我听听他的
you know as you can probably
tell i've been teaching this stuff for quite a while
and i don't
in all those years i've asked him
i've tried i've thought about it and it's a puzzle
this seems to cause a lot of problems every year
and here's the way this works
people look out at this and they go yeah
this is nothing sure boom they move不是啊
你不理解
不理解的话容易在实操的时候就容易
把它搞成剪掉了
你知道吧
get doing something
or they do an assignment or something like that
and
all the wheels come off on this holding period return business
and i haven't i really don't know why
because it's the simplest thing
possible it's just the return that you would get
based on how long you decide to hold something
that's it
so whatever
the asset is whether it's a bond to stock a house gold oil
whatever it is
you decide that you will not buy it
now let's say and then four years from now you decide to sell it
so what's your holding period four years
so how much money did you make or lose
between now and four years
somebody else buys the same instrument like let's say the same
stuff
and they decide that they so want to sell it in two years
so they're holding period you know
come on it's two years
so you're going to have different rates of return unless
it's by food they're the same
right
that's all this is is how much you realize or make
over the amount of time
you decide to hold it so look it's just the ending price here
we're using this could be a bond or something
but we're using a stock so
the ending price of a stock
so that's what you sell it for
that's what you bought it and along the way
it might have paid you something like a dividend
or if it was a bond it might pay you a
Cuban if it's a Cuban bond
right
and then you just divide that by the beginning price that's it
it's a rig it's just a percentage
so it's said hpr the holding period return
just out so
i don't know why this
啥玩意是现金
古稀
我忽然不理解了哎这是个啥来着
搜个定义啊家人们
搜个定义
啊呀呀呀
哒哒哒哒
哇
这是对啊那这是公司
从收益的里面
以现金的形式向投资者支付的款项
那为什么
这个股票的求其回报加上这个东西
好奇怪
太经典了哈
哈哈哈
哎给我讲讲吧家人们
敢做全
全VF界第一个让谁又给自己讲课的
你现在这个
跟你说有讲课的兵已经不稀奇了
我们现在缺少的是
让水友给自己抢客人名
哎呀呀呀呀呀
不准你教我们金融费啊
教教我吧
and the press and the press and divided the HPR等于
呃ending price是110减去beginning price减100
然后加上开始的按键加上第一
是一 1,100啊
110-100+40再除以
除以那个起盘价就是14/100啊不对
对14/100对对对
那他为什么要拆开呀
为啥一个110-100+4
然后他还得拆成两个数字来算
呃我也觉得是这样
是的是的是的是的就是这样
没错没错就是这样
啊对对对对啊不对不对不对
啊对对对
这是鼓啊
我说了我我知道了我知道了
这个前面跟后面的不一样
下面剪的是
一个是这个capital pants
这个要另一个是那个Divine的这个要
啊整个加起来是HPR就是一个是
资本的收益加古稀的收益
前面跟后面
哦所以那个资本收益率就是
要算资本收益
就是那个安定press
减比基尼再除以比基尼
然后如果是要算那个是股7的话
这两个加起来才是HPR
啊啊
好像懂了又好像没懂估计是我懂了吧
谢谢
MLC GJ
的刺激宝哥的幸运时榜
感谢我怎么这都能收到礼物了
谢谢龙明泽之外的这个好外放
感谢阿力哥到谢谢谢谢
and
you know
like four weeks
we start doing stuff they they just go they get all
well what's the holding period return
because it's not the hill to maturity
it's like all the hill maturity
period are different
yes they are
but the holding
period the wielder maturity is kind of a complicated thing
this is definitely
not complicated
it doesn't get any simpler than this okay
i know i'm raving about this but believe me i
i've in the class sometimes i just kind of calm
come on
guys what is the problem and they really stress out about this
so let's be very very clear okay guys
it's very very clear
okay guys
a hundred and two
听到没有
他在嘲讽我们
是very very clear
哈哈哈你们听到了没
抱不住了
you know you bought something for a hundred a stock would say
you sold it
for a hundred and ten you paid a dividend
so you added up so made 10 percent capital game
meaning that the
price of the instrument itself went up by 10 dollars
you also so you paid that's that's this part right here right
you made 10 percent on that
and you made 4 percent
on the dividend you add them up
okay and you get a four percent holding period return
so you get
partying不算好听这个是什么return
that's it okay
1米我干奶
alright
holding period
yield it's just the only period return
okay
now
a lot expected return
so they're getting a little more serious so
expected returns are what's important for security analysis
what important for
security and什么
because why because we don't know
unless we buy a bond and even sometimes when we buy bonds
we're not sure how long we're going to hold them
so we make an expectation
on
how much something is going to be worth in the future
我不管他啥意思我先记下来吧
先记下来
把他狠狠的复制粘贴到我的这个
复制粘贴到我的那个文章里面
我出去补了一下
我还没到
补不到哈哈
什么安全分析
什么叫安全分析
呀呀呀呀呀呀
咯咯咯咯咯
我其实不是很理解这个
这个s是什么东西
这个s是个什么东西啊
哎呀
PK一下吧家人们PK一下
谢谢巡游潮汐的红包放放感谢阿力哥
谢谢谢谢
你的学位就可以加我的名字了
我写的论文如果你敢著名的话可以
希望收益
哪个s就是这个这个下面这个dog dog
dog这个
3个场景
看一下题吧
主播的悟性一直都很烂
让我来狠狠的看一下
这个
那个
1234 然后就相互乘一下对吧
是这样对吧
所以这个就是每一个场景
这个场景他他其实只是一个一个编号
就是把他们的这个概率
跟那个场景的概率
相乘一下
就是这个
这个
预期的回报应该是这样来继续听
as we live in an uncertain world
so when we live in a non certain world
we're talking about probabilities
so when we have the e in front of the r
like this that big e that means we expect
we don't what this doesn't mean
we're gonna get it it just means we expect
and usually the way to think
about this you gotta be a little carefully using this word
but it means
on average doesn't mean like this month or even this year
but on average
okay
and there might be some parameters surrounding that average
we would expect to get
this the what is pops out from this side of the equation okay
so this is the probability
of something happening like good economy bad economy
social economy whatever all right
what the holding period is in each scenario
now normally for what we do we're not going to worry about that
but we look at
but
you know it just means that it is return that we get
the holding period we get for each of these
and as of course is a scenario
so a scenario could be high for good economy
low for bad economy
or something like that okay
so it's just the probability and the summation sign the big
Greek letter there's Sigma the capital Greek letter Sigma
the big the big one here this one here
just means we're Gonna add them up
so we're just gonna sum all this up
over all instruments so what that means is simply this okay
oh sorry i
啊
大姑
主播的
学历跟学习一直都非常非常之不轻
谢谢胜利队对话的牛蛙
牛蛙
谢谢青夏的打call谢谢香草的打call
谢谢菠萝老师的爱的爱的
这这这
其实我我在
学习中最最害怕的就是这种
一大串
不认识的式子等于一个不认识的符号
不认识的式
子乘以不认识的字母
乘以减去不认识的符号
这些我最害怕的就是
因为我理解那个新的那个
就每一个政府什么代表什么
我理解这个特别的慢然后就很慢很慢
谢谢我是要代理的打call
和爱了爱了和你玩啊你你在呀
那个我是要代理
可不可以重新发我一份你的地址
原来你在
那个你的地址
因为地址不全
然后之前寄快递没法寄出去
寄不出去
谢谢蓉蓉的
爱了爱了非常感谢爱了一个
你刚才说全不认识好多呀
我全不认识咋办
全不认识
这高中应该学了吧
我没上过高中
呃呃呃呃呃
我没上过高中
真的假的
我我是不认识符号
你要说这这具体是个啥
我可能知道这是个啥但是就对是你
STD谷歌了一下性传播疾病
这
哎
我好像一个逆天
我知道方差跟标准差
但是我我要在脑子里理解出来
就这个方差和标准差
是这个意思
我就要很久
如果你跟我说方差公式我说啊我知道
但是如果你把这一串式的摆在我面前
我要反应很久很久很久很久
我是先去谷歌搜了STD
你们可以试试看那STD能搜出来什么
挺搞笑的
it just it just
just means you add them all up it just
means if i had a probability about being a high economy at 40
low economy at 60
and i had asset a and asset b
and you know
in a good economy sla pays 10 and a bad economy it pays 5
so it's expected we've returned to be four
point this time as this let me just take that over now
so that would be four
and this would be three
okay so we would expect this guy to make seven
这啥了我错过了啥
他写了个4*10=46*5=3
然后加起来等于7
okay
so that would be our expected return of this asset
over those two types of
ideas
the other thing that we're going to need
to deal with is variance
now in variance
what we do if you remember is we take this expected return
now like i said that's usually going to be an average
over a long period of time
and then we look at the return in every particular state
of the world against that average so sometimes
这个RS
和ER前面都有告诉过怎么算吧
ER和这个是ER
然后那个RS是前面的那个
谢谢MHF CGG的白银宝盒的金币的金币
哈哈哈我要哭了
燕子和TA兑现
我都不好意思跟TA说话
我
我跟人家说不明白我是个弱弱
弱弱的烟
谢谢哈哈哈
水晶币泡泡糖泡泡糖泡泡糖家人们
我已经没有了快乐了
我的快乐去了哪里了
谢谢蓉蓉的52朵小花花
非常感谢
这就是学习的代价
this might be ten let's say the averages four
so that's really good but other times it might just be four
so now that would be zero in there
other times this might be negative ten
and this would still be four because
even though it's negative right on average
it's still supposed to be positive four
so it's not a
not a this would be minus this right
so this would be positive six this would be zero
and this would be negative six
so that's why they square it
because they don't if if we kept doing this
this would tend to zero
so by squaring it
we get rid of all the negatives but we still get it
this negative is still in there
it's still being taken
into account when we think about
how much that stock is veering off its average right
but we square it because that way
everything it gives us one number okay
and it's
like i said if we keep doing this forever
for a long long time
it gets zero here and that doesn't tell us anything
so they square it to get rid of the negatives
and they put the probability
that you're going to get that return in front of there
and the standard deviation well
they call that Sigma squared
so that's lowercase three letters Sigma
but lowercase this time so Sigma squared
and it's squared because it's called the vary it's how
see it varies around its expected return
which would be like its its average
and so how much does this thing
you know move against what you expected to do on average
and that gives you an idea of how it goes boom
boom up and down like this
so that's considered to be how risky it is
because people we can't unless we're talking real estate
we talk about square foot
square footage
or things like that we can't think in terms of square
money or square you know
so to make this
politable to the human brain you take the square root
so that you get one number
you're not thinking in squares you're thinking in numbers
and it says 10
or 5 or some kind of something like that
so something that has a
standard deviation of 10 is wobbling a lot more
than something has a standard debiation of fod
now what's it wobbling around
we'll see that in just a second
now
the other thing is a couple of really important terms the risk
premium
premium or premie i for talking about lots of difference ones
that's simply the difference between
the expected holding period return
and something that is risk free
okay so it looks at a compensation for
taking on wrist now
this is the expected return for the wrist premium
so what we think it is the wrist free is some asset that you can
buy where you don't worry about getting paid back
and you don't worry about the return
in fact you know
press free right
所以说这个就是
HPR减去
the return is when you buy the instruments so
there's really nothing
that is risk free if you want to get
super epistemological about it or something like that
but
in reality without getting into kind of corny discussions
we could have fun doing that
but that's not not right now anyway
the risk free is
for practical purposes is considered to be a t bill
okay
t bill is a short term bond from the government usually
less than a year well
if it's called a t bill by definition
it's less than a year so a short term
and it's a
from a good government like government at Canada or us
or written so you know you're gonna get paid back
this is the government it's gonna pay you back
okay if the United States government doesn't pay to bills
while we're in World War iii or something so
you know
it's there's nothing the portfolio you want is
you know water and gold or something that's about it
okay
so it is the interest rate you know with certainty and usually
that's short term t bills
there might be some cases where you might use the 10 year
but the idea is it's a
it's a bill or a bond a bond is just a
is just a government
instrument again
but impatient you know some interest or it's longer than a year
but it's put it that way
pretty much there's something in
there's something in the states called notes
but people just say bonds also say bonds okay
so that's the risk free now the excess
don't mix up the risk premium of the excess return right
that's the difference between the
actual是谁好这一口啊
谁好这一口
是真的超额的收益率
他这个之差
很适合睡觉
哈哈哈
哎呦别欺负我了
我也不看
平时聪明伶俐的夜夜
一句话都说不出来
你们的心里很爽是吧
从一项投资的总回报百分比来
减去另一项投资的总回报百分比
超出待遇回报
但你真适合写作业
投资
于无风险QQ
的嫦娥
狠狠的坐牢
right
so not what you expected that's the risk premium
but the actual one
and risk aversion well
that's just how you feel
about being exposed to your money going up and down
okay so it's how much risk are you willing to take on
so there's been a lot of studies about risk aversion
and most people are
risk adverse meaning they don't like risk okay
and that's pretty much ubikuous throughout the economy
and but it's not a hundred percent by any
无风险的利率
然后这个是那个
嗯嗯
超额的收益和
风险的规避程度
means there are people who like to take on risk
and those people are called risk lovers
and there is at least theoretically because
there's people that like risk
people that don't like risk
there are people that are risk neutral
which just means they don't care about risk
they just care about return
so if your wrist neutral
you don't care about the wrist you just say
okay i need 15 percent somebody says i get you 15 percent
but man it's gonna be wristy you don't care
somebody else says i get you 15 percent
but it's almost guaranteed you don't care
that's pretty weird right
but
we have to have that as a benchmark to say you know
from if there's 15 percent
doing account for risk or not right
so risk neutral is a really important concept
for finance for doing stuff in finance
but in reality
you know it doesn't really exist
to any large extent anyway i'm sure you can find it a bit but
it is something we need mathematic okay
all right so
we need to use historical data
because we don't have any other kind okay
so when we use historical data
each observation is treated as equally likely scenario
so it's just as likely let's sail a 50 years
if the stuck goes up
goes down remember
so if we allow for that
then the expected return
is nothing more than the arithmetic average of the samplings
that's just a fancy wave saying it's a regular old average
just the regular average like you do
for your classes
you just add them up you add up the five courses
you're taken divide by five
and that's exactly what they're saying make you
right it's the arithmetic average
this sight that this guy right in here
this inner thing that's just adding up
all those returns
for the different scenarios and dividing by the number
okay
here are
infantry to
our eyes
so it's just another way of writing what we saw before
but really what it is i mean
it might look a little bit
intimidating to if you haven't used this kind of notation before
right but it's just being
we're just kind of you know being academic and professional here
or pull it up a little bit
but all it really is is just a regular
it like in common speech average
okay
now that's an important one
but be careful
because really
this is not one that we use a lot in everyday portfolio
you know speak as it were
because this one is
the what if you had a like if you had a hat
and you had all the returns historical returns
you're stuck in a hat the one that most
likely to get if you're pulled out
you
啊
怎么了i'm at c d j
怎么回事
加油聪明一下吗
哈哈哈
你会不会是在问号香草的大漠啊
历史回报率的算数平均是
you know a particular year looked at it would be this
that's all it's saying it's the most likely one that happens
okay
the most important one is called the geometric
this is a geometric where
you take the measure of performance okay
over a number of years you're talking about
and it tells you if you if this was a fifty year
period it would tell you that if you started
这怎么还有还有他写的这个
careful hair notice the starting value我弯到了
我不用careful
我也听不懂啊
坏坏你打鼓打鼓啊打鼓打鼓
什么时候能变成无敌小money
样本期间技巧衡量的标准是
这里指的是因为歧视
一
他在该期间将复合到
时间系列中的实际回报系列
我们假设一个g作为平均
老师救救我吧
然后用一加g的n次方
最终得到的那个收益数字
我也看不懂我这不知道是在给我讲
你可以
所以说如果给出了最终的收益
我就可以从这个中提出来这个g对吧
就可以用这个式子反退回
如果我知道这个车名都歪6的话
我就可以
我就可以那个
就是反推出来这个这个平均的这个g
但是我在哐当哐当
所以他其实是用来算这个g的对吧
他嗯不知道老师这嗯应该会会给的吧
看一下这个
是a m是什么
n知道的n应该会给吧这什么来着
N N Y 6 n圈D y了1.20
这是我
就是0.150.20减去0.20/3
月平均嗯就是36
关键我有点搞不明白这个AMGM的什么
让我狠狠的
主要这些缩写
我就得对好长时间这些缩写
算数平均起来
我是真真搞不明白
这些缩写都在缩写什么
就要记好久
我就得记得这个是这个啊那个是那个
这可能就是就不太适合
不太适合学这种科目的一个一个
象征吧我觉得
哈
哒哒哒哒哒
这个是n分之一然后减一
就是相当于是这个呗
这个这个GM就是这个g
对吧
好久没给人家的声音不要了
那是因为平常
给你们直播的时候我都很开心
现在在学习一学习就很难过
哎呀
我在学习
这个GM
就是按用这个g来
老师默认
对呀老师默认你知道符号的意思
但是这一个式子我什么都不会
我不会符号的意思
你要每个符号都给我标出来啥意思
我能学快一倍你知道吧
但我就就一直在猜
在想这些符号都是啥意思呀
啥意思呀
对就这个嗯嗯嗯对这这个g嗯嗯嗯
啊对对对啊不对不对不对
这个就是这个
这个terminal Y6就是这几个
这几个那个什么除以n分之一
那为啥相乘呢
好没问题
好beautiful
不要折磨我啦
所以为什么这个这个
这个Terminal Y6是他们三个乘起来啊
是这这三个HPR乘起来啊
老师老师
你能不能告诉我
为什么那个侧面的歪楼是这个三个HPR
相乘好呀好呀老师
救救我
吧
HPR是收益比例
嗯我知道
我知道这个我知道
就是相对于一年来说
最终的外热比上骑士的等于P R O
对这个我是知道
但是我不知道这个他盛起来之后
为什么就是这个了
那么把所有的HPR盛起来
撑起来之后呢
就是后三年后的比上其实的
啊我好像明白了
所以其实不是这3个一定要重启的
我也可以直接看这个
第一年的这个比格尼Y6
跟第三年收尾的这个安尼Y6
直接拿这个110.40然后除这个
这个100也是一样的效果对吗
每一年多出的那就是
的n分之一次方就是1/3层
一些题不会给我
那就是要我自己来算知道吧
就就把这些告诉我了之后
就把这些空挖掉
比如说就把这个删了
然后让我自己去算这些填空填进去
对吧
这个HPR我应该把这个记一下
对有时候只有HPR
那就是把这三个重一下
要是我的话
我可能会拿HPR先算第一年的安定
然后再算第二年的安定
再算第三年的安定
所以说我是一个很笨的人嗯
啊这这这样这样就明白了我就明白了
嗯
我还得买个计算器去
要不然不让带手机
现在用不了这个这个不是我们要的
他还要再减掉那个一
嗯我知道了
with
hundred dollars here
and you ended up with
ten one two three ten thousand here okay
what would be the rate
in each of
these and years so let's say that was fifteen years
so what would be
the rate in each of those fifteen years that would be
他出了个天
然后如果这个这个
n等于15然后这个村的Y6是1万
这是100这这这写的是个啥题啊
now in those fifteen years
the stock market could have been way up
could have been way down
could have been sort of in between that way up again
way down again
or could have been whatever
so in any of the stock markets going to look like this
what this is doing notice is saying
imagine that this was like a bank account
where you could put a thou
a hundred bucks into a bank account
the bank tells you we're going to pay you a certain amount
and you just let it compound up for fifteen years
so it's like it's look as if it's paying
我们这边人都是很厉害很厉害的
比主播有用多了
this is really important because this is the way
that your mutual funds and that sort of stuff are actually
are actually important so if i go to
you know let me just go here to the internet for a second
i'll just say
i don't know
他怎么现场上火壶上去收东西啊
他怎么边抢客边去火壶收东西啊
咋鼓咋鼓
okay so TV wealth
we used to invest in this name
他现场去点了那个
霹雳半个的一个什么什么
so i don't know
should have
布伦老师是真的爱你爱你
永远爱你哈哈
好太巧了永远爱你
干啥呢快进一下
were probably
okay so here's a series f
and i don't know let's just pick one here let's take
let's take well i want one with a little bit more okay
here we here oh
that's a bond you know what bonds do we know not for this
okay give me a neckery one
yeah
okay i'll take this one i don't even know what it is it's
okay that's good enough
okay so this is a global growth in income okay
so this is like a typical portfolio
that someone would actually have
and this is what i want to show you here
see where it says performance so we go to performance right
what are the first thing that comes up
this training returns so what does this thing mean in here
okay that's what we're talking about
so what they're saying here
is if i had held this portfolio bought this mutual fun
which is a portfolio right
we can look at
we can see what's in it maybe a little bit later
i would have made over the last five years
没有我收到了一条这个
在英国留学的朋友的这个QQ
然后他半夜的时候发给我一个
说发现
你们学的跟
我们目前学的还是有些地方
不一样的
哈哈
我操你你在看我直播
欢迎我是我
没睡着
我刚被朋友狠狠嘲笑了家人
percent a year now i didn't actually make ten
sucker percent a year
look at this
one two three four five
there's actually six here okay
so this is pretty up to date because it's got the year to data
哇他们刚考完这个
快来救我
this looks like it was done it towards the end
快教教我
yeah towards the end in November
我要记了
see the thing yes look at 2019 was way up 2017 was okay
2008 though or 2018 rather sorry was negative
and this was kind of low
right so they're not all 10.5 percent
but it's as if they were because what we could what we could do
is we could look at this and say you know
if i had taken a certain amount of money
平均收益比例
你们说的是啥
and i had put it in this fun
okay how much would i have made i would have made
不是不是我的
朋友
我的朋友不是我的神器
so in here we got a bunch of fixed income
Canadian equity this is a typical sort of
balance fun typical portfolio
you know that people would actually have
so in that performance right we see the calendar year
and we see of course the trailing here okay
the returns so these things here我不想看他拿a
b c的例子来举了
我想听他讲题
我想往前翻一点
在这so
just to show you the difference here we have year one two
three we have the beginning
balance we have the ending balance we have the holding
period return
which you can see in
percent 1.5
the holding period return
holding period yield is just the return
okay in percentage terms that's all
so the arithmetic mean would be 15 percent
20 percent and negative 20 percent divided by three
which would give us 5 percent okay
and if we did it with
geometric or what you do
is you use the gross the holding period return
the grocerator return times
and of course this one would be you add one
but this is negative don't forget
so it's going to be point eight this is the yield okay
minus one and it's three
this thing would compound up at a little over three percent
even though the average is
five percent okay
so if the distribution is normal
so in other words if our returns and a lot of it
what we work with
and this
course is normal distributions as does the industry over time so
他这进展的好快呀
啊呀呀呀呀
呀呀
呀这是钢板
这不是全世界都知道的事情了吗
如果吩咐正常你也得赶紧日语问问
令人感叹哈
哈哈
令人感叹
哎哎
让人怀疑
我怀疑我自己是个智障
this picture of it a minute then if you know the variance
they often give you the variants then you the easy
way to figure out
the geometric mean is you just take the arithmetic finest
one half the variants
and use decimal values if you do this
this is just a little trick
that sometimes is handy to know
okay so the variants again
remember is just now this is just a bit of a different moment
clature that is that return
好麻烦啊
我我一看到这种柿子
我我的脑子里就什么都不剩了
我真的我一看到这种柿子
我的脑子里就什么都没有了
我好害怕
这是柿子啊
这种柿子你们看着不觉得挺吓人的
我觉得找一只外国猫来
应该都比我聪明
我知道是方差但是我真的看不懂
可以在旁边开个记事本我其实开了
但你们看不到我开了
我在另一个网页上看着
就我只能偷这一个网页
但是你们你们是看不到另一个网页的
点复制粘贴过去
直接进行一个狠狠的复制粘贴
然后背上写一下意思
当初为什么要学着专业折磨自己
我为什么要出国折磨自己呢
为什么要出国折磨自己呀
咯咯咯咯
哎
我们还有20分钟这堂课上完
上完这堂课
主播就要狠狠的进行一个休息
虽然啥也没搞明白
先进行一个狠狠的休息
reach return
okay that's the average expected return
that's the return of each data point
so this is the difference between it square them
okay divide by the number in the data set you get the variance
take the square root of that
so you just take the square root of this
and that's your standard deviation and that is
going to tell you
how much risk that you
have because it tells you how the thing wobbles around
so what's really important them
as an investment person is to say
how much am i getting for each unit of risks and i'm taking
so
that's what we call the sharperation you take the risp premium
now you take what you're getting
what you expect to get
对上完了完全没
还能这个暂停了
我难以想象
之后我会在意
you take the standard deviation of those等一会吧
我先
先先让谷歌教教我然后再听他说话
我先让谷歌教我吧
下谱比例
只是不进脑子呀呀呀呀呀
大于1.0的下伏
比例被投资者认为是可以接受的
他高于2.0的是非常好
3.0是极好的
0.5说明不太行
SAF比例高于0.5是市场领先的表现
为0.5的话0.2-0.3与大盘一致
低于1.0是不好的
这说法怎么不一样呢
基金的回报率就更高
面向搜索引擎的新型学习模式
哎你们你们在学习的时候你们没有
没有人用过搜索引擎吗
没有人借助搜索引擎学习吗
因为没有人没事就酷狗一下
没事就那什么一下子吗
我不信我不信你们不酷狗我不信
不是只有我才会干这种笨蛋的事情
对吧
yes
as we turn to being
the standard deviation of what the thing really
you know you look at what what you actually got
12-2 i比上这个SD你一般同学一下
我没有同学
哈哈哈
我没有同学
我连同学都没有
家人们我连课友都没有
这不是线下课不认识人
没人没有熟悉的人是这样的
对看完教授了他也在b站再听一次
我的室友当时都挺厉害的
我觉得他们都挺
that standard deviation
and this is telling you what this is你
你说明你搜索引擎不对
你不上那什么UC浏览器
百度里你能搜索啥呀
你上那UC百度里你还指望自己搜索啥
你不是狠狠的去去那个
去找点正经的搜索引擎
对我是大学呀
how much you're getting
哎我的腰好痛
risk so this is really important
because if i make 50 percent on a stuck
the thing was really risky so let's say it had a risk premium of
a standard idiation of 10
this is getting five i'm getting
i'm getting five units of return for each unit of risk
but i'm taking quite a lot of risk but if i get
fine都不是学的同一个专业
不同的翘翘奖类不一样
我们学的东西都不一样年纪都不一样
我咋问呢
this is still five
我有个是有数学系的
还有个那个学学别的的
然后有个学经济的
一个学金融的
那个学经济的还比我大一年
now i'm still making a lot more money here
but i'm taking a lot more risk how much
i'm getting for how much risk
i'm taking on so depending on the way you look
一个专业的主播
你教教我吧你教教我吧
我再不学习我要洗了
教教我吧
我唱我老师来了
进行一个两眼一亮啊
this is a better stock for me i don't even though that
even though i get fifty percent here
i don't want it
because i don't want to take ten times more risk
okay
so and don't forget that the risk
this return might be just because i hit it lucky that one time
so a lot to think in here this is just
a measure
but this is a ubiquous measure in
a whole industry this idea of the sharp ratio
kind of it comes from of course
这铸币啥也不送啥都有问题
i credited with a lot of stuff in finance
and we'll come across his name again okay
this is all predicated now on the standard normal
so this is what you want to remember from stats
in the standard normal and they call it a standard normal
because what they did do you see down here
this these are all actual returns
i'm going to asset
let's say a stock okay
so its mean was 10 percent
but it had returns over the sample
period all the way down to 50 percent and all the way up to 70
percent kind of crazy i don't know
so let's just say that this was whatever it is who knows
what they do
is they standardize this by setting the mean to zero
and then looking at
these standard deviations
which we're going to show you which we calculate right
that go along with哎呀
我明白了
我是不明白其他人了
away from the mean
means that would go up 20 percent or down 20 percent
and the way to stand your normal我是这样的
我就得一天狠狠的看课
然后
花半一宿的时间让我自己反应过来
这一晚上什么都不能想
不能进行任何的娱乐活动
就包括听音乐看小说
然后晚上我就会梦到这些东西
第二天早上起来
昨天死活都理解不了的东西
然后第二天早上很多就明白了
我就需要一段时间就反应一下
反应太慢
from the Gaussian mathematics
it comes from was discovered a long time ago
that if the distribution looks normal like this about
68 percent world 68 percent
all the observations are going to fall within that one range
they're going to fall between
68 percent of time you're going to get a return
between negative 10
and thirty percent
so on average you're going to get 10 percent
that would be your expected return would be that 10 percent
which would just be
and they usually use the group letter mew for that the mew
哈哈哈
我说我刚自己写完想看看直播
吃个饭休息
but it's possible
国民大赛让你受苦了
take this further you could say
we'll suppose we went out two standard deviations
so we figure all this that
we figure out
this thing right and we get this this comes to some numbers
one standard deviation
two times that would be two three
怎么想都是主播的错举报了
那你能先给我点个关注吗
主播这么多天第一次直播上课
我还有很多精彩有趣的直播内容
不是直播这个的
我还有很多好玩的东西的
哎呀
and deviations right
and the way that this looks is he says if we did that
then we would get
between negative thirty
and positive fifty okay
and that we could be sure of getting something in that
range ninety five percent of time
but we're getting you know
we're getting pretty wild solo and if we can say you know
we're almost certain 99.7
that you're going to get between negative 50
while great and positive 70
so that's really a big range
but the thing is these values
this is the probability distribution
that a lot of basic finance is based on
because why because
if you take out
if you look at returns over a long period of time
they pretty much
will get you pretty close to a
standard normal distribution
but not always perfect like this
so some taunt now by the way what did we need to construct this
we needed
these two things right we needed the
the standard deviation which we got from the variance right
and we needed the mean
okay we needed like
the mean average
of the returns so we needed this thing
okay we needed the expected return and we needed the mean
which is usually the mean okay
so we needed to get this situation we needed
the mean or average
and we needed signal which was our standard debutation
the standard deviation okay
and the standard deviation okay so this is
this is one and this is two
so these are called the first two moments
of the distribution that's what
they're called an econometrics they're called the moments now
this you can see is perfectly symmetrical if we draw a line
like this 50 percent of the all the area
under this curve is to the right of that line
50 percent is all to the left of that curve
but it's not always nice and symmetric like this
sometimes it could be skewed to the positive or the negative
so the skew and the skew is calculated like
this the average times what's in here
okay notice that everything it looks a lot like
like variants except that it's cubed here
so that's called the
third moment and this guy here
cortosis i'll talk about a minute is almost the same thing
but the minus three here
so this is kind of notices take it to the fourth power
so this is called the fourth moment
so skew is a third moment cortosis is the fourth moment
so what do these things look like
well
here you go right here
so if you look at the normal one that's the gray right here
okay so notice that this is
the raider return comes it around there
okay so it should be zero so i guess it's here sorry
i can't draw very well
but zero would bring you right to there that's the normal one
but if it's possibly skewed okay
that means you can see it there is
you see where this thing starts to
it's about negative forty here it kind of moves to the right
so there's no我看这个东西
我觉得我心肌炎要发作了
我本来以为我打疫苗后遗症都好了
but the whole mass is
probability mass to the right
or in the blue case
there's more probability to the left so there's more
probability mass on one side or the other
okay and that tells you how far away
this is from the standard normal but skewness
is a measure therefore
今天玩不玩手机都睡不着
你玩你玩反盖
normal something is normal distribution is so a normality
okay it is a measure of normality because it's telling you
you know exactly how normal something is
okay
and in the case of cortosis
they're getting an example here where
the you know we're right here but you see how the blue line
the regular one caught at Peters out
sorry the the
the blue line is
the cartosis line the grey line is normal it kind of just
goes asymptomic to the x axis here but here
over here where there's like
three or four standard deviations away from the mean
there's still a lot of probability mass
we don't care so much about this
but what we do care is down here
because this is your black swan event
it's not very likely any of this happens
this could be like three standard
dba主播我也觉得
我应该直接
对着题库然后就
又做题又做
题然后我之前都是一直PPT带笔记
然后就对着题库硬做了
但是我就觉得这么做完之后就整个人
整个人都晕晕乎乎的
也不说不清是会的还是没会
哎
没事这节反正要听完了让我听完吧
okay
so that's what they mean by kertosis how fat those tails are
so how fat how
how risky is it you know
that if something really bad happens that
we have the financial crisis or something like that
or a long term capital management these were two big ones
then you know
you get something that happens that black swan swims into the
negative part of the curve but the curve
but it's once the swan gets in there
there's a lot of probability nuts in there
for a lot of damage to be done
so what we have
that relates to that are
two measures called value at risk and expected shortfall
and sometimes this one but these two
are the big ones okay
so this is a loss
that would be occurred in the event of an extreme and verse
price change
with some given
very low probability so
usually it's at least three standard deviations out
so it's at the bottom end of the curve there
and so we'd say if we get a raider return
that our var might be right here
so that says that most we could lose
is this amount that say it's minus
it's up being minus 10 million bucks
okay
it says minus on a bad day you could get 10 million or less
okay it doesn't tell you how much
it just tells you that that is the that is the value
that is the the losses occurred in case you have
you hit a certain level
of probability a very low level of probability
but there is a measure
of value there that says at that particular low level
maybe that's a one percent chance okay
if that value is ten million
but what if you go inside that in here
this just tells you to cut off
it doesn't tell you that you're really excited that becomes
the expected shorter fall i'm sorry the phone's off
i'm just gonna let it break
这怎么这这老是抢到一半去接电话
怎么还有这种事情
好逆天啊
哎呀
决绝子
令我看到无语
风险价值预期短切合下篇的标准差
wasn't expecting anything okay
这不是直播
但是他他录播
他把他他接电话的这一块录起来
他哈哈哈
我有点小小的无语
还有上课上了1万火箭响很正常
主播别说话让我听听可好
it tells you that once you get inside there
here it goes
okay that was very
much
i don't
okay
yeah okay well i'll get back to you
sorry hope that guys so what does the expected short fall mean
well the expected short fall means
that
here's our var that is the cutoff point
once we get in here though
there might be a distribution inside there
that might look like this or something
so then we'd have to go inside say okay
once you know what这玩意
算是中文我感觉我也未必听得懂
对啊他怎么不剪掉呢
他为啥要把打电话的内容放出来
哈哈哈
啊啊
楼上好香他们在做饭了
我不知道他们在做什么东西
吃
all right
now i want to do just a couple of little things here this is
and we'll wrap this up
so for a continuously compounded annual raider
each turn on a stop that is normally
distributed with a mean of twenty five percent
instead of the
nation of thirty percent
what is the ninety five percent probability
or ninety five point
five probability confidence
we would expect its actual return in any particular year
to be between
啊哒哒哒哒哒
what two values okay this is the kind of thing now
this is what probability is this
and abnormal there's two standard deviations
so let's go to
this guy here alright
so you can see that that probability of ninety five point
five percent which is basically this guy
alright is two standard nations away
so when we go back to the question here
and we say two standard deviations of the mean
that is between 41 and
91 percent who would simply add and subtract two
standard deviations to and from the mean okay
so
we have a probability
that we're given with probability what is the value
of
distributed built
that will fall within two standard it would be between
minus 41 percent okay and
91 percent and the reason for that is
because we have
it has a mean of 25 percent and a standard deviation of 33
so 33
okay
times two is 66
okay that's two standard deviations up plus the men is 25
and that gives you 91
okay so that's 91 and two standard deviations down okay
so the me
that would be minus 66 and plus 25
and that gives you
minus 41
okay so that's all you do
and what about this for the holding period this is a bond now
that has been offered a nominal
holding period return this is a crazy example
but let's just say 86 percent per year
but inflation was 76 percent year
this is obviously when i was crazy
inflation countries that happens from time
to time what's the real holding power holding
period return if we do this short one that we almost always use
right in when we're talking in the classroom and stuff
like that or even in the real world
look at what we get
we get ten percent obviously we could tell that right away right
86 minus 76 but when we do it with the full fisher
we get 5.68 that's a big difference
so why is it so why is it so obvious this approximation wrong
no is just that the rated inflation was crazy it was 76 percent
okay
so that's what i'm saying this is the proper way to do it always
but the but a lot of people just use the approximation
好点学生就来这上网课
好呀我最近这几天可能后半夜
都会有这种环节
but when inflation is really hard
then it doesn't work大家阖家欢乐亲戚团圆
这个
万事俱备只欠东风
而米耶密亚我半夜5点钟4点
在这上听不懂
Benchmark
you could probably you can use the approximation almost
always when things are about ten percent
那个正态应该对我们是最不太重要
so there's an example of just again
there's how we would do this probably distribution
这YTM是个啥东西啊
家人们
我不知道哪一哪什么地方做错了
我也不知道什么地方错过了
怎么这就
for a one year holding period of a 30 year treasury okay so
there's the probability boom a normal goal for recession
the ultimaturity would change here okay
the price would change
because people would sell or buy
this bond depending on what was going on
so in a yield in a boom they're going to they're
they're going to sell the bog so it's price it's这
是点了value
a hundred if it's normal
it's gonna be a hundred if it's a recession
okay
people gonna people gonna sell it
咋了
我没等一会
稍等一下
啊他们真好
他们做了饭还带了我的
而我在地下室哭哭唧唧的还学不明白
我好开心
here they're gonna buy it here so the price goes up
等下听完了我先上楼吃饭了家人
gain on it here
remember this is a cupon bond
they're telling us so it's a eight percent cupon bond of ours
the cupon never changes
so ours get the cupons
of the
had or subtractor幸好他们直接叫我名字
哈哈哈
你要不要中文版交代
我要我要
return but just show you now with three different scenarios
and this last
is just again this is just a data set最后没用了
这是1,900到2015没用了
这这最后这个没用
其实还有第二趟呢
现在暂时间做不了这个题
我还得再看第二趟
那我打字弹幕上发你
你可以私信给我
你可以发私信给我
哈哈哈
啊感谢一下礼物
谢谢大家今天晚上陪我一起坐牢上课
谢谢谢谢谢谢大伙的红
包啊谢谢那个MHMCGJ的
见长总有人白赖也有见长
谢谢你谢谢你
在直播上课
是啊谢谢咕噜咕噜的礼物
谢谢皇家骑士的礼物
谢谢香草谢谢亲一下谢谢3时间
谢谢所有的人呢
阿里阿豆谢谢谢谢
谢谢大家晚上今天跟我抢红包
跟我聊天啊
我我一点都不寂寞我非常的快乐
哈哈哈
我要先下播了我我再不下播我要改了
看你学习真是太开心了
搞不好明天
明天你的早上你还能再看到我学习
可能你还能再看到我学习
听的我好痛苦啊这啥也没学进去啊
下播再整理整理再整理整理再做做题
然后我争取这个一天看两张
争取一天看两张
考试加油
叫你赚钱坐牢去吧
怎么干嘛都能坐牢呀
直播也能坐牢玩游戏也能坐牢
学习也能坐牢
拜拜家人们
争取不死
哈哈哈
争取不死
以后我一会私信发你
谢谢你啊
不玩手机都睡不着
这对主播真的很重要
对了MHFCG就可以进一下店长群
在私信里面
但是谢谢你们我因为我要先吃饭了
我先放个姐姐然后去吃饭了
因为不吃饭的话是不会得到幸福的
家人们
这一天确实没咋吃
饿饿886 拜拜呀
王老师就是你拯救的主播吗
两位王老师好吧
谢谢大伙谢谢大伙
哄的你哄的你哄的你哄的你爱你个的
谢谢谢谢
吃点东西补补脑吃
一不小心成了你的禽兽
悲伤
电话约在从前约会的地方
要陪你唱歌吃饭我结账
保持优良习惯哎呀呀
你说最近过的还算幸福美满
喝了几杯成了
才8点
4点半了还8点
你的居心在哪里
不知什么立场
听你说话看你哭湿头发
我得到了惩罚
戒了烟我不习惯
没有你我怎么办
3年零一个礼拜
才学会怎么忍耐
你给过我的伤害
是没有一句责怪
戒了烟染上悲伤
我也不想
你说最近过的还算幸福美满
喝了几杯唱了几段你却哭了
想去安慰却不知什么立场
听你说话看你哭湿头发我得到了惩罚
戒了烟我不习惯哦耶耶我怎么
我哪有脚本呢
我还以为能通宵
我倒是可以通宵的
但是我我吃完饭之后稍微歇一歇
如果如果你们早上还在的话
可能早上还会看到我
烟烟带给我最大的感受就是亲近自然
不像其他人命那样聪明过头
也不像其他人命那样高不可攀
而是在你身边
笨笨咔咔的一只
猫
哎呀
笨蛋蛋耶耶笨蛋蛋
大概7点别上闹钟了
我建议你们好好睡觉
反正都是看我白让不要定闹钟
大家都已经放年假了就好
好好休息嘛
没有说我笨是我自己说的
是我自己说的
又不是你说的
早上好严先生吃早饭了
会怎么忍耐
你给过我的伤害
是没有一句责怪
戒了烟染上悲伤
我也不想