比特币挖矿和AI云服务提供商IREN Ltd（股票代码：IREN）今日盘前大涨5.30%，主要受益于公司发布的强劲季度财报。
根据IREN公布的2025财年第一季度财报显示，公司业绩表现远超市场预期。该季度总收入达2.403亿美元，较上年同期大幅增长355%，超出分析师普遍预期的2.355亿美元；净利润实现扭亏为盈，达到3.846亿美元，而去年同期为净亏损5170万美元。从业务结构来看，比特币挖矿业务贡献2.329亿美元营收，期内共挖出2039枚比特币，同比增长150%；新兴的AI云服务业务也实现了730万美元的营收。
值得注意的是，IREN正积极拓展AI云服务业务，近期与微软签订了价值97亿美元的GPU服务合同，标志着公司向AI云服务的战略重心转移。公司设定了雄心勃勃的目标，计划在2026年底实现34亿美元AI云年化经常性收入，GPU规模扩充至14万个。这一系列积极举措和亮眼的财务表现，无疑增强了投资者对IREN未来发展前景的信心，推动了股价的上涨。
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