8月4日，IREN Ltd盘中上涨5.28%，报41.87美元/股，成交额6.31亿美元。
消息面上，市场持续消化公司此前宣布的28亿美元AI算力新合约利好。公司与多家头部AI开发商签署多年期云服务合约，并将年末AI云年化经常性收入目标由37亿美元上调至40亿美元以上，其中约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GPU资本支出的45%。截至6月30日，公司持有现金及等价物约76亿美元，资金储备充足。此外，期权市场当日出现罕见多空信号交织，一笔440万美元宽跨式卖出组合与一笔390万美元看跌期权买入同时出现，反映机构对后市路径存在显著分歧。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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