IREN Ltd（IREN）今日盘前交易时段股价大幅上涨5.23%，引发了市场的广泛关注。
消息面上，此次股价上涨主要得益于市场对公司近期宣布的28亿美元AI算力新合约的持续积极反应。据悉，IREN Ltd与多家头部AI开发商签署了总额28亿美元的多年期云服务新合约，同时公司将年末AI云年化经常性收入（ARR）目标由37亿美元上调至40亿美元以上。目前该目标中约85%已锁定长期合同，客户合约加权平均期限约4年，客户预付款约占相关GPU资本支出的45%，显示出强劲的业务增长前景和客户需求。
此外，截至6月30日，公司持有约76亿美元现金及等价物，资金储备充足，为业务扩张提供了坚实保障。公司此前被纳入罗素1000指数，也持续提升了市场关注度和投资者信心。
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