10月20日，IREN Ltd盘中下跌6.34%，报25.8美元/股，成交额1.99亿美元。
消息面上，公司CEO就股价一周跌逾20%紧急安抚市场，强调数据中心零负债，且与微软合同相关GPU成本的96%已获客户预付款与贷款覆盖。
该表态直指市场近期对AI云基础设施公司融资与交付风险的担忧。此前同板块已因融资模式承压而波动，尽管IREN近日一度受Anthropic多年期云服务协议预期提振、期权大单也偏多，但当前安抚表态未能扭转市场谨慎情绪。
（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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