0826 ET - TD Cowen分析师John Shao指出，黑莓的嵌入式软件业务在第二财季表现格外亮眼，且未来还将迎来多重催化因素。他在一份报告中提到，整体超预期的业绩主要由高利润率的非经常性授权收入推动，但“即便剔除这一收益，核心QNX业务的表现仍相对预期实现了不错的超越”。他表示，QNX的增长轨迹“似乎正日益独立于更广泛的汽车产量复苏”。展望未来，该分析师认为存在多个近期和长期催化剂，包括QNX可触达市场的持续扩大，以及Alloy Kore斩获新设计订单、Robotaxi与实体AI加速渗透，还有潜在的资本配置机会。
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