10月29日，IREN Ltd盘中下跌5.1%，报26.845美元/股，成交额1.17亿美元。
消息面上，微软最新季度Azure增长超预期，但公司提示下半年资本开支将加速、自由现金流仍承压，市场对AI基础设施投资节奏与回报的再评估，压制AI云相关个股情绪。
叠加公司将于11月5日披露季度业绩，市场一致预期其当季营收约2.23亿美元，同比下降5.75%，业务结构仍在由比特币挖矿向AI云服务倾斜，短线资金对盈利修复路径更为敏感。
（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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