????有些人則反潮流而行之,，相信黑莓會(huì)東山再起。他們并不是喪失了理智,，他們認(rèn)為黑莓的下一步反攻行動(dòng)近在眼前,。而且他們很愿意跟人分享他們的道理。

????法國(guó)興業(yè)銀行（Société Générale）的分析師安迪?帕金斯就是一個(gè)例子,。上周他發(fā)表了一份研究報(bào)告,，雖然這份報(bào)告也許和黑莓股價(jià)上漲6%并無(wú)直接關(guān)系。他雄辯地宣稱,，沒(méi)人真正知道黑莓手機(jī)到底賣掉了多少臺(tái),，而他給出的數(shù)字聽(tīng)起來(lái)頗令人振奮：本季度銷售了400萬(wàn)臺(tái)，較之上季度的100萬(wàn)臺(tái)大幅增長(zhǎng),。而基于Q10和Z10在英國(guó)剛上市時(shí)的銷量,，他寫(xiě)道：“（黑莓）手機(jī)的銷售比我們先前預(yù)期的要快?！?/p>

????的確,，這點(diǎn)銷量只是iPhone和Galaxy本季度預(yù)期銷量3,000萬(wàn)臺(tái)的一個(gè)零頭，但它確實(shí)也能表明,，在這場(chǎng)殘酷的競(jìng)賽中,，黑莓還算能放手一搏。當(dāng)然,，沒(méi)人會(huì)指望它現(xiàn)在就能力壓群雄,。但能與群狼共舞，它也算干得不賴了,。

????盡管帕金斯也知道,，在華爾街的眼里，他的判斷方法并不那么準(zhǔn)確,，但他還是大膽地把黑莓的股票評(píng)級(jí)從“賣出”升級(jí)為“買入”,，同時(shí)把目標(biāo)價(jià)從13美元調(diào)高到了17美元。

????僅僅一天之后,，富國(guó)銀行（Wells Fargo）的梅納德?烏就加入進(jìn)來(lái),，表示支持帕金斯。梅納德?烏重申了他對(duì)黑莓所持的“買入”評(píng)級(jí),，同時(shí)表示黑莓手機(jī)銷量良好,，足以支撐其獲得高于華爾街預(yù)期的營(yíng)收。緊接著就是在消費(fèi)者新聞與商業(yè)電視頻道（CNBC）上展開(kāi)了一場(chǎng)激烈的多空辯論,。辯論中,，看多一方展開(kāi)了幾個(gè)季度以來(lái)最有力的論證,，同時(shí)一些獨(dú)立觀察家也做了分析,，他們甚至為了證明黑莓正在王者歸來(lái)而不惜拍桌子,。

????當(dāng)然，看空一方的論據(jù)也很充分（周三,，黑莓股價(jià)就因?yàn)榱硪粋€(gè)降級(jí)評(píng)級(jí)而下挫3%,。這個(gè)評(píng)級(jí)來(lái)自貝恩斯坦研究公司（Bernstein Research），它認(rèn)為對(duì)黑莓業(yè)績(jī)復(fù)蘇的預(yù)期過(guò)高）,。但值得關(guān)注的是,，大家正為黑莓的未來(lái)爭(zhēng)得不可開(kāi)交。一年前這種情景還難以想象,。一方面,，確實(shí)很難說(shuō)這家公司能恢復(fù)往日的輝煌。但另一方面,，正是這些情緒激烈的辯論有時(shí)候會(huì)表明某支股票正在經(jīng)歷復(fù)蘇,。

????黑莓確實(shí)已從近期的低谷中有所恢復(fù)，但要回到它曾經(jīng)的高度卻有很長(zhǎng)的路要走,。這場(chǎng)逆襲大戲本身不會(huì)太精彩,，只是這家公司的擁躉們現(xiàn)在又回來(lái)了。不管大家對(duì)這家公司的前景抱有什么看法,，這個(gè)發(fā)展過(guò)程本身就值得關(guān)注,。（財(cái)富中文網(wǎng)）

????譯者：清遠(yuǎn)

????Against this tide rides the return of the BlackBerry believer. Some people -- maybe not-so-crazy people -- think this company has a second act ahead. And they have some arguments they'd like you to hear.

????Take Andy Perkins, an analyst with Société Générale. Last week, he sent out a research not that sent BlackBerry's stock rising 6%. He started off with an equivocating assertion that no one really knows how many BlackBerry phones are being bought, but his count suggested something encouraging: Four million this quarter, up from 1 million a quarter earlier. Based on early U.K. sales of the Q10 and Z10, "handset sales have been faster than we previously assumed," he wrote.

????Yes, that's a fraction of the 30 million-plus units of iPhones and Galaxy phones expected to be sold this quarter, but it also shows that BlackBerry is still a horse in this cutthroat sweepstakes. No, no one expects it to lead right now. But hell, it's doing a fine job just riding with the herd.

????Although Perkins saw his metrics as uncertain by Wall Street terms, he took the bold step of upgrading BlackBerry's stock to Buy from Sell and raising his price target to $17 a share from $13 a share.

????A day later, Maynard Um of Wells Fargo weighed in, supporting Perkins. Um reiterated his Buy rating and said that sales of BlackBerry units were selling well enough to justify higher earnings than the Street was expecting. All that follows a bull-versus-bear debate on CNBC where the bulls made the company's strongest case in quarters, as well as analysis among independentobservers, who have been pounding the table for a BlackBerry comeback.

????Of course, bears remain vocal too. (The stock is down 3% today on another downgrade, this time from Bernstein Research warning that expectations were getting too hopeful). But what's significant about BlackBerry is that there is an argument going on about its future. Even that was hard to imagine a year ago. On the one hand, yes it's hard to say this company will return to its former glory. On the other, it's just these kinds of clashes of sentiment that can sometimes signal a turnaround in a stock.

????BlackBerry has come back from its recent lows, but it has far to go to even begin to approach its highs. That itself wouldn't be remarkable, except that the company's believers have come back. Whatever you think about this company's prospects, that development deserves some consideration.