6月23日，IREN Ltd夜盘下跌5.15%，报53.8美元/股，成交额1946.27万美元。
消息面上，Blocksbridge Consulting最新报告指出，公共比特币矿商向AI基础设施转型短期需约500亿美元资本注入，其中IREN面临的资金缺口最为严峻，约达211亿美元，远超Riot Platforms的72亿及HIVE Digital的46亿美元。将矿场改造为AI数据中心在冷却系统、电力冗余、网络连接等方面要求远超传统挖矿业务，资本开支显著攀升。此外，公司上季度EPS为-0.25美元，此前36.5亿美元GPU融资引发的杠杆担忧仍在发酵，叠加所属应用软件板块整体走弱，多重压力下股价承压回落。
（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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