10月27日，IREN Ltd盘中上涨5.49%，报26.84美元／股，成交额1.72亿美元。
消息面上，此前AI算力云相关个股因行业融资担忧一度承压，但资金随后回流，带动IREN反弹。
背景来看，马斯克日前称缺乏独立收入的新型算力云企业融资渠道几近关闭，行业或面临整合，曾引发CoreWeave、Nebius、IREN等个股普跌。不过，IREN近期仍有基本面支撑，包括推进西班牙300兆瓦AI数据中心项目、管理层强调数据中心零负债，以及与微软合同相关GPU成本的96%已获预付款与贷款覆盖。
（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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