6月23日，IREN Ltd盘前下跌5.01%，报53.73美元/股，成交额924.22万美元。
消息面上，Blocksbridge Consulting最新报告指出，公共比特币矿商向AI基础设施转型短期内需约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72亿美元及HIVE Digital的46亿美元。此前公司完成36.5亿美元投资级GPU融资已引发市场杠杆担忧，叠加最新季度EPS为-0.25美元的亏损表现，资金面压力持续发酵。尽管杰富瑞给予79美元目标价、分析师均值目标价达83.79美元，但短期内巨额资本开支预期仍主导市场情绪。
（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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