$高通 (QCOM.US)
护城河太浅，短期利空太多。
联发科在移动芯片市场虎视眈眈，x elite 一块石头扔进去没有激起任何水花但是带来了跟 arm 的官司，apple 也不再用你 modem，营收上中国占大头很容易受懂王关税政策影响，investor day 的大饼也没忽悠住花街。
明年再看能不能涨吧。
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