7月21日，IREN Ltd夜盘上涨5.2%，报42.29美元/股，成交额1287.55万美元，延续日内强势表现。
消息面上，公司宣布与多家头部AI开发商签署总额达28亿美元的多年期云服务新合约，客户矩阵包括微软、英伟达等科技巨头，并将年末AI云年化经常性收入目标从37亿美元上调至超过40亿美元。上调后目标中约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%。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，为算力基础设施持续扩张提供坚实保障。该消息此前已推动公司股价在常规交易时段收涨20%，创近两年最大单日涨幅。
（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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