The stock market is completely crazy, right now!
现在，股市完全疯了！
It´s hard to find good deals in this pandemic environment. The S&P 500 is reaching all times highs while the real economy languishes.
在这种大流行的环境中很难找到好的交易。 在实体经济萎靡不振的同时，标准普尔500指数创下历史新高。
Robinwood and M1 Finance are thriving with new investors. Some of them came from the casino lounge directly to stock market apps.
Robinwood和M1 Finance正在与新的投资者一起蓬勃发展。 其中一些是直接从赌场休息室进入股市应用程序的。
The Federal Reserve continues to bleed the market with QEs, leveraging equities and weakening the dollar.
美联储继续通过量化宽松政策，利用股市和削弱美元，使市场流血。
And there are resurging new Covid-19 cases all over the world, making us think that this virus is going to stay for a while.
全世界有新出现的Covid-19病例复活，这使我们认为该病毒将保留一段时间。
So, as an investor, I´ve been watching all the movement without doing anything. My portfolio is where it was 6 months ago.
因此，作为一名投资者，我一直在无所事事地注视着所有动向。 我的投资组合是6个月前的水平。
But something new is rising from all the confusion and noise. And I don´t want to miss it, or I´ll regret 15 years from now.
但是，所有的混乱和喧闹中都出现了新的事物。 我不想错过它，否则我会后悔15年。
技术破坏 (Technology Disruption)
When Jeff Booth was a kid, his parents asked him, hypothetically, if he prefers to earn a million dollars on the spot or a penny that doubles every day for thirty-one days. Of course, he made the same mistake everybody else does. He couldn´t imagine that a small thing like a penny doubling over time could become so large.
杰夫·布斯(Jeff Booth)还是个孩子的时候，他的父母假设他是想当场赚一百万美元，还是希望在31天里每天赚一倍的一分钱。 当然，他犯了其他所有人一样的错误。 他无法想象随着时间增加一分钱的小事会变得如此之大。
In fact, in just thirty-one days that single penny doubling would become $10,737,418.24. After that lesson, he was sure he would never make that mistake again.
实际上，在短短的31天中，单钱币翻倍就变成了10,737,418.24美元。 在那堂课之后，他确定他再也不会犯这个错误了。
Most people are aware of Moore´s law. Gordon Moore, the co-founder of Intel, described what we now call Moore´s law in a 1965 article in Electronics magazine. He absorbed that the number of transistors on a printed circuit board doubled every year and would for at least the next ten years. He later extended that prediction and revised it, saying that doubling would continue every two years. As Moore´s law has progressed over the past fifty years, the actual doubling has occurred approximately every eighteen months. Beyond just the doubling of computing power, we should expect a 21 percent annual decline to performance.
大多数人都知道摩尔定律 。 英特尔的联合创始人戈登·摩尔(Gordon Moore)在1965年《 电子 》杂志上的一篇文章中描述了我们现在所说的摩尔定律。 他吸收了印刷电路板上的晶体管数量每年翻一番，并且至少在接下来的十年中会翻一番。 他后来扩大了这一预测并对其进行了修订，并说将每两年继续翻一番。 随着摩尔定律在过去五十年中的发展，实际的翻倍大约每18个月发生一次。 除了将计算能力提高一倍以外，我们还应该期望性能每年下降21％。
This combination sets up remarkable gains. For example, according to Computerworld magazine, the cost of one megabyte of hard drive memory has fallen from approximately $1 million in 1967 to 2 cents today. As Jeff Booth said:
这种结合带来了可观的收益。 例如，根据《 计算机世界 》杂志的报道，一兆硬盘存储的成本已从1967年的约100万美元下降到如今的2美分。 正如Jeff Booth所说：
All the advances we see around us today are due to the past doubles. And in eighteen months, compute power will double again, and with that, double all of what we have had in the last fifty years. Eighteen months to two years after that, it will double again.
我们今天看到的所有进步都归功于过去的翻番。 在18个月内，计算能力将再次翻倍，因此，我们过去五十年来的所有能力翻了一番。 在那之后的十八个月到两年，它将再次翻倍。
All of the digitization is also creating some impressive data capture, much more that we are even aware of, and the data collection from connected computers, people, cameras, and sensors have only just started.
所有的数字化也创造了一些令人印象深刻的数据捕获，甚至我们还不知道，而且从连接的计算机，人员，照相机和传感器收集的数据才刚刚开始。
There are developments on the horizon that will make what we have now look primitive. If it feels like it´s hard keeping up with the rate of progress today, just wait what´s to come in the next 18 months.
即将出现的发展将使我们现在所拥有的东西显得原始。 如果感觉很难跟上今天的进度，请等待下一个18个月的进展。
自动驾驶汽车 (Self-driving Car)
After the first attempts 15 years ago, time is nearing when the autonomous self-driving cars will enter into our industries.
在15年前的首次尝试之后，自动无人驾驶汽车进入我们行业的时机已经接近。
In early 2019, most cars on the road are still at level 1 (Most systems are still controlled by the driver). Just Testa´s have reached level 2 (The driver can disengage from both steering and acceleration/deceleration at the same time).
在2019年初，道路上的大多数汽车仍处于1级(大多数系统仍由驾驶员控制)。 只是Testa的等级达到了2级(驾驶员可以同时脱离转向和加速/减速)。
Tesla and Audi (A8) are likely to reach soon level 3 autonomy (The driver is still required to take control if alerted, but the attention required from the driver in previous levels is no longer required).
特斯拉和奥迪(A8)可能很快会达到3级自主权(如果受到警告，仍然需要驾驶员进行控制，但不再需要先前级别中驾驶员的注意)。
With all the research and investment budgets accelerating, level 4 autonomy (This is the first level that is fully autonomous) should be on the road by 2025.
随着所有研究和投资预算的加速增长，到2025年，第4级自治(这是完全自主的第一个层次)应在路上。
The access and use of future cars are going to change dramatically. The owners of automobiles just use their vehicles 5% of the time. So, buy a car and allow it to be used by others to help me pay for the asset I own, is going to be a reality. With these choices, utilization rates on cars should be expected to increase in the next years. And means less demand for automobile manufacturers.
未来汽车的使用和使用将发生巨大变化。 汽车拥有者仅在5％的时间内使用汽车。 因此，购买汽车并允许其他人使用它来帮助我购买我拥有的资产，这将成为现实。 通过这些选择，预计未来几年汽车的利用率将会提高。 并且意味着对汽车制造商的需求减少。
Automotive companies will need to change their business model. Most likely they will sell cars as a service option, similar to SaaS models in technology delivery today.
汽车公司将需要改变其商业模式。 他们很可能会将汽车作为服务出售，类似于当今技术交付中的SaaS模型。
2020年特斯拉杀手 (The 2020 Tesla Killers)
Should Tesla be worried about the so-called “Tesla killers”? Somewhere in the future, they will come to this market to compete against the company.
特斯拉是否应该担心所谓的“特斯拉杀手”？ 将来，他们会来到这个市场与公司竞争。
Yet, non of them even come close to threaten Tesla business. The company has been benefiting from the first movers' advantage and each one of them has been really struggling to catch up on them on either price, performance, technology, or all three.
然而，它们甚至都没有威胁到特斯拉的业务。 该公司一直受益于先行者的优势 ，他们每个人都在努力在价格，性能，技术或这三个方面赶上他们。
Tesla is shifting to a much more affordable EV, although high-performance electric vehicles for the mass market. Like the Model 3 Sedan, the Model Y crossover, and the new cibertruck.
特斯拉正在转向更加便宜的电动汽车，尽管高性能电动汽车面向大众市场。 像Model 3轿车，Y型跨界车和新款Cibertruck。
The Model 3 completely overtake the Model S and X, with 208,265 units against a compound 47,296 units of S and X.
Model 3完全取代了Model S和X，具有208,265个单位，而复合的S和X为47,296个单位。
About the competition, let´s start with the two more expensive “Tesla killers”, known as the Audi E-Tron and the Jaguar I-Pace, both already on the market.
关于比赛，让我们从已经开始投放市场的两种价格更高的“特斯拉杀手”开始，它们分别是奥迪E-Tron和捷豹I-Pace。
Audi E-Tron is their´s first electric crossover SUV. It´s a very attractive vehicle. But this beautiful SUV starts at a price of $74,800 and still has a range of about 204 miles. If you compare it to Model 3, it starts at 40k with a 250-mile range or Model Y that starts at 48k with a 280-mile range. It´s very far from being a “Tesla killer”.
奥迪E-Tron是他们的第一款电动跨界SUV。 这是一辆非常吸引人的车辆。 但这款漂亮的SUV的起价为74,800美元，续航里程仍约为204英里。 如果将其与Model 3进行比较，则其起始距离为250英里(40英里)的40k或Model Y(起始距离为280英里)的48k。 它远非“特斯拉杀手”。
Jaguar I-Pace won the 2019 world car of the year, design of the year, green car, and European car of the year. It starts at $69,850 with a 234-mile range. So, I don´t think you can compare it with Tesla´s numbers either.
捷豹I-Pace赢得了2019年度世界汽车，年度设计，绿色汽车和年度欧洲汽车。 它的起价为69,850美元，范围为234英里。 因此，我也不认为您可以将其与特斯拉的数字进行比较。
Let´s try to find cheaper EV´s in the market. Maybe we can find the real “Tesla killers”.
让我们尝试在市场上找到更便宜的电动汽车。 也许我们可以找到真正的“特斯拉杀手”。
The two EV´s that we hear the most are the Chevrolet Bolt and the Nissan Leaf. Chevy Bolt costs $36,550 with a 226-mile range. And Nissan Leaf costs $29,990 with a 150-mile range.
我们最常听到的两个EV是雪佛兰Bolt和Nissan Leaf。 雪佛兰Bolt售价为36,550美元，续航里程为226英里。 而日产聆风的售价为29,990美元，续航里程为150英里。
Chevy Bolt is probably the closest option to Model 3, by the price (40k against 37k) and the range (250 against 259). Although, if you look at sales in the first 2 quarters of 2019, Tesla Model 3 sold 111,650 vehicles, against 13,111 Chevy Bolt. Is it comparable?
雪佛兰螺栓可能是最接近Model 3的选择，价格(40k对37k)和范围(250对259)。 虽然，如果您看一下2019年前两个季度的销量，特斯拉Model 3售出111,650辆汽车，而雪佛兰Bolt售出13,111辆。 有可比性吗？
特斯拉将如何扩大电池产量 (How Tesla Will Scale Battery Production)
Tesla acquired a company called Maxwell Technologies for about $218 million about a year ago. Maxwell was found in the 1960s. They create ultracapacitors. A rapidly emerging and increasingly applied technology, ultracapacitors are capable of storing and discharging energy very quickly and effectively. Ultracapacitors complement a primary energy source that can repeatedly provide quick bursts of power, such as an internal combustion engine, fuel cell, or battery.
大约一年前，特斯拉以约2.18亿美元的价格收购了一家名为Maxwell Technologies的公司。 麦克斯韦(Maxwell)发现于1960年代。 他们创造了超级电容器。 超级电容器是一种Swift兴起且应用越来越广泛的技术，能够非常快速有效地存储和释放能量。 超级电容器补充了可以反复提供快速能量爆发的一次能源，例如内燃机，燃料电池或电池。
Are Tesla cars gonna have these ultracapacitors on their vehicles? No.
特斯拉的汽车上会装有这些超级电容器吗？ 没有。
When Maxwell was developing the ultracapacitors, they figure out a new way to produce lithium-ion batteries. The same ones that Tesla has, but now they have a better, cheaper, and more reliable way to produce them by this new technology called dry battery electrode.
当麦克斯韦开发超级电容器时，他们想出了一种生产锂离子电池的新方法。 特斯拉也有同样的方法，但是现在，他们有了一种更好，更便宜，更可靠的方法，通过这种称为干电池电极的新技术来生产它们。
Tesla´s fascinated with this new cell production method because it can solve a lot of constraints the company has right now. It´s not a new cell, but a new way to build battery cells. And it´s not about having a battery that solves your extra miles range. It´s about mass production efficiency. Faster and cheaper.
特斯拉对这种新的电池生产方法着迷，因为它可以解决公司目前面临的许多限制。 它不是新电池，而是构建电池的新方法。 而且，这不是要解决您的额外续航里程的电池问题。 这与批量生产的效率有关。 更快更便宜。
Tesla is testing it and apparently is convinced enough that this break-through battery production is actually legit. And if you´re capable to build billions of batteries from a cost of $218 million by Maxwell acquisition, you may see out ROI paid back as quickly as a couple of months or years.
特斯拉正在对其进行测试，并且显然已经确信这种突破性的电池生产实际上是合法的。 而且，如果您有能力以2.18亿美元的Maxwell收购成本建造数十亿个电池，那么您可能会看到投资回报率可在数月或数年之内Swift收回。
Tesla´s CEO Elon Musk announced via Twitter that Battery Day and the annual Shareholders Meeting are expected to be held on September 15th. He also said that this meeting will include a tour to the cell production factory.
特斯拉首席执行官埃隆·马斯克(Elon Musk)通过推特宣布，电池日和年度股东大会预计将于9月15日举行。 他还说，这次会议将包括参观电池生产厂。
Also, Tesla may soon have a battery that can last a million miles. Low-cost batteries created to last for a million miles of use and enable electric Tesla to sell profitably for the same price or less than a gasoline vehicle are part of Musk’s agenda.
而且，特斯拉可能很快就会拥有可以使用一百万英里的电池。 创造可持续使用一百万英里的低成本电池，并使特斯拉电动汽车能够以与汽油车相同或更低的价格获利销售，这是马斯克议程的一部分。
Tesla’s new batteries will rely on new technologies such as low-cobalt and cobalt-free battery chemistries. And the use of chemical additives, materials, and coatings will reduce internal stress and enable batteries to store more energy for longer periods.
特斯拉的新电池将依靠低钴和无钴电池化学等新技术。 而且，使用化学添加剂，材料和涂层将减少内部应力，并使电池能够长时间存储更多能量。
真正的竞争之战-价格 (The Real Competitive Battle- Price)
Tesla has something very similar to another major company in the world. Apple. Both have brand power. Like Apple, Tesla has this massive club of fans that invade the social media platforms and empower the company with positive energy. Apple has that same thing. It´s difficult to explain, but it´s harder to reach. The design is the most important characteristic both companies have. But also technology advances.
特斯拉与世界上另一家主要公司的情况非常相似。 苹果 。 两者都有品牌力量。 像苹果公司一样，特斯拉拥有如此庞大的粉丝俱乐部，他们入侵社交媒体平台并赋予公司积极的力量。 苹果也有同样的事情。 这很难解释，但很难达到。 设计是两家公司最重要的特征。 而且技术也在进步。
That´s why I´ve been buying Apple in a long-term perspective. And that´s why I´m going to start buying Tesla for the next 15 years.
因此，从长远来看，我一直在购买苹果。 这就是为什么我将在未来15年内开始购买特斯拉的原因。
But we cannot financially be successful just with brand power. So, what´s also important to have in mind? Price.
但是，仅凭品牌力量我们就无法在财务上取得成功。 那么，有什么要牢记的呢？ 价钱。
Unlike Apple, that keeps selling their devices at a more expensive price as the competition, Tesla wants to crush the competition by price, technology, and design. And also, Tesla has a more broad agenda as a company. They are not just competing in one category, because Tesla is not a car company. Did you hear me?
与苹果公司不同，特斯拉希望通过价格，技术和设计来压制竞争对手，而苹果公司一直以更高的价格出售其设备。 而且，特斯拉作为一家公司拥有更广泛的议程。 他们不仅仅是在一个类别中竞争，因为特斯拉不是汽车公司。 听到了吗
Tesla is not a car company
特斯拉不是汽车公司
So, should we compare Tesla with Ford or GM? BMW or Audi?
那么，我们应该将特斯拉与福特或通用汽车进行比较吗？ 宝马还是奥迪？
Tesla is a tech company, an energy company, a battery company, a transportation company, and an insurance company.
特斯拉是一家技术公司，能源公司，电池公司，运输公司和保险公司。
That´s why no one can really evaluate the company. I started analyzing Tesla in a deeper way some months ago. Reading and watching all the documentaries about this extraordinary company. I also read Elon Musk's biography. And I found out that Elon is everywhere. He´s preparing our future. He´s thinking in a closed cycle of renewable energy sources and services that can circulate in a close chain all over the world.
这就是为什么没人能真正评估公司的原因。 几个月前，我开始更深入地分析特斯拉。 阅读和观看有关这家非凡公司的所有纪录片。 我还阅读了埃隆·马斯克(Elon Musk)的传记。 我发现埃隆无处不在。 他正在为我们的未来做准备。 他的思想是闭环的可再生能源和服务，可以在全球范围内以紧密的链条循环。
And that is why Tesla is not a car company. That is why you can´t compare to any automobile company at all.
这就是为什么特斯拉不是汽车公司。 这就是为什么您根本无法与任何汽车公司相比。
特斯拉到2030年的市值将达到1万亿美元 (Tesla´s Worth $1 trillion By 2030)
There are a bunch of people that still believe in the stagnation fallacy. They believe that things stay as they are forever.
有些人仍然相信停滞的谬论 。 他们相信事情会永远保持下去。
This is unbelievable in 2020.
这在2020年令人难以置信。
With all the technological disruption appearing right in front of people’s eyes, is it not enough for people to believe in this massive change?
随着所有技术破坏都出现在人们的眼前，人们相信这一巨大的变化还不够吗？
Driving a Tesla is really a unique experience. There are several reports of people that swift from a Porsche to a Tesla. They say it´s a totally different experience. And I believe it is. Because Testa is not a car. It´s technology on wheels.
驾驶特斯拉确实是一种独特的体验。 有报道称人们从保时捷转向特斯拉。 他们说这是完全不同的经历。 我相信是的。 因为Testa不是汽车。 车轮技术。
But is Tesla gonna reach $1 trillion by 2030? This company´s value will always depend on how many cars they sell. How much profit they make per car. How much they´ll profit on the battery business. It doesn´t matter what was the last tweet from the CEO of the company. Here is where numbers talk.
但是，到2030年，特斯拉会达到1万亿美元吗？ 该公司的价值将始终取决于他们销售多少辆汽车。 他们每辆车赚多少利润。 他们将从电池业务中获利多少。 没关系，公司首席执行官的最新推文是什么。 这是数字说话的地方。
Tesla can transform batteries, in the next few years, in a $5 billion dollar business. Cars in another $5 billion dollar business. The company is compounding revenue so rapidly that even one of the best billionaires, Ron Baron, says in this very enlightening interview some objective data. He assumes a 15% operating margins until 2030 with $150 billion in earnings that will transform Tesla in a $1 trillion-dollar company. Baron made the framework from 2030 to today and that was a very bright way to think about forwarding earnings.
特斯拉可以在未来几年内以50亿美元的业务改造电池。 从事另一项价值50亿美元业务的汽车。 该公司的营收增长如此之快，以至于即使是最好的亿万富翁之一，罗恩·巴隆(Ron Baron)在这次非常有启发性的采访中也说到一些客观数据。 他假设到2030年，营业利润率为15％，1500亿美元的收入将使特斯拉成为价值1万亿美元的公司。 Baron制定了从2030年到今天的框架，这是考虑转嫁收益的非常聪明的方法。
Is Tesla gonna be able to reach the podium of the top 3 companies in the world? Do Elon Musk and his team have what it takes to achieve that goal?
特斯拉是否能够跻身全球三大公司的领奖台？ 埃隆·马斯克(Elon Musk)和他的团队有能力实现这个目标吗？
Musk, like Bezos or Jobs, is a visionary. Electrifying transports, electrifying our power systems with Tesla's battery technology is a massive opportunity. A huge challenge also. So many problems to solve in the way. But didn´t these guys faced all the problems as opportunities?
像Bezos或Jobs一样，麝香是有远见的。 用特斯拉的电池技术使运输工具电气化，使我们的动力系统电气化是巨大的机会。 巨大的挑战。 有这么多问题需要解决。 但是这些人难道不是把所有的问题都当作机遇来面对吗？
The bigger the problem the bigger the opportunity
问题越大，机会越大
How many dead ends did these visionaries faced until they prove to the world they were right?
这些有远见的人在向世界证明自己是对的之前面临着多少死胡同？
Musk is coming to this turning point right now. Tesla is turning into a profitable company. The keepers of the S&P 500 list, S&P Dow Jones Indices, have a rule that new companies must have been profitable in their most recent quarter and over the past year before being added. With its latest earnings, Tesla just crossed that line.
马斯克现在正处于这个转折点。 特斯拉正在变成一家盈利的公司。 标普道琼斯指数 ( S＆P Dow Jones Indices )是标准普尔500指数榜的保持者，该规则规定，新公司必须在最近一个季度和过去一年中已经获利，然后才能被添加。 凭借最新的收入，特斯拉刚刚超过了这一界限。
Tesla would likely be the 17th largest company in the S&P 500 with an index weight of 0.8%- between Paypal and Pfizer. It´s gonna be a big event for managers of index mutual funds and exchange-traded funds. At the current prices of Tesla, managers of passive funds will have to sell about $35 billion to make a hole big enough to fit purchases of Tesla shares.
特斯拉可能会成为标准普尔500指数第17大公司，其指数权重在Paypal和辉瑞之间，为0.8％。 对于指数共同基金和交易所交易基金的经理来说，这将是一个大事件。 按照特斯拉目前的价格，被动基金的管理者将不得不出售约350亿美元，以制造一个足够大的缺口以适合购买特斯拉股票。
他们还没有尝到真正的痛苦 (They Didn´t Taste the Real Pain Yet)
Tesla spent 10 to 15 years of their early age in total pain. They were not profitable. They were not significant in the auto industry. And nobody believed in its success.
特斯拉从小就经历了10至15岁的痛苦。 他们没有利润。 它们在汽车行业并不重要。 没有人相信它的成功。
I think that the majority of car companies are still in denial about the technological disruption because they know the pain is gonna be worse than Teslas.
我认为大多数汽车公司仍然否认技术中断，因为他们知道痛苦会比特斯拉还要严重。
Why? Because they´ll have to cannibalize their 30 years success model business, just to stay alive for the next 30. And that´s gonna be a tough decision for any auto company.
为什么？ 因为他们必须蚕食其30年成功模式的业务，才能在接下来的30年中继续生存下去。对于任何一家汽车公司来说，这都是艰难的决定。
The way we´ll use energy sources is going to change dramatically. For the good, we´ll have the best companies in the world fixing the planet earth's most important problem. Stop burning fossil fuels.
我们使用能源的方式将发生巨大变化。 为了获得好处，我们将拥有世界上最好的公司来解决地球上最重要的问题。 停止燃烧化石燃料。
Energy deregulation and transforming each and every person in the world into a micro-producer of energy. Buying software, and batteries at a low cost. This is going to be a huge swift in everybody's lives.
放松能源管制，将世界上每个人都转变成微型能源生产者。 以低成本购买软件和电池。 这将是每个人生活中的巨大飞跃。
And the 15-year investment that Tesla did in the past, is finally turning into a good thing. With so many people criticizing the methods, the technology, the person of Elon Musk. So many hours of Youtube videos with people arguing and doubting about Tesla's success. So many people explaining how Tesla is going to bankruptcy.
特斯拉过去15年的投资终于变成了一件好事。 有这么多人批评埃隆·马斯克(Elon Musk)的方法，技术。 许多小时的Youtube视频引起人们对特斯拉成功的争论和怀疑。 这么多人解释特斯拉将如何破产。
All those 15 years came to this day, where Tesla has proved they were wrong. Elon Musk is not just a visionary, he´s also an excellent leader and CEO.
这15年都是今天，特斯拉证明自己错了。 埃隆·马斯克(Elon Musk)不仅是有远见的人，还是出色的领导人和首席执行官。
Like Apple and Microsoft, two stocks that I will keep buying for the next 15 years, I´m going to start buying Tesla stock too.
像苹果和微软一样，在接下来的15年中我将继续购买两只股票，我也将开始购买特斯拉股票。
The disruptive technology is here and it´s in a turning point. Probably the pandemic crisis boosted it. But any major event would do that. I strongly believe that technology is going to transform our next 15 years as the industrial revolution did in the past 100.
颠覆性技术就在这里，并且正处于一个转折点。 大流行危机可能加剧了它。 但是任何重大事件都会做到这一点。 我坚信，技术将像过去100年的工业革命一样改变我们的下一个15年。
And I´m not gonna miss the opportunity to thrive by investing in these companies. By investing in these transformational paradigms.
而且我不会错过通过投资这些公司而蓬勃发展的机会。 通过投资于这些变革范式。
I will continually invest in the future!
我将继续投资于未来！
How about you?
你呢？
This article is for informational purposes only, it should not be considered Financial or Legal Advice. Consult a financial professional before making any major financial decisions.
本文仅供参考，不应视为财务或法律建议。 在做出任何重大财务决策之前，请咨询财务专业人员。
Gain Access to Expert View — Subscribe to DDI Intel
获得访问专家视图的权限- 订阅DDI Intel
4501
被折叠的 条评论
为什么被折叠?
到【灌水乐园】发言
