5月29日，IREN Ltd盘中下跌5.02%，报60.84美元/股，成交额7.88亿美元。消息面上，公司此前宣布斥资16亿美元向戴尔采购英伟达Blackwell风冷算力系统，归属双方34亿美元五年期合作框架，预计将推动年化经常性收入从37亿美元提升至44亿美元。受该消息提振，股价在5月26日至27日累计大涨超11%，B.Riley同步上调目标价至88美元。
然而利好充分消化后，短线获利盘涌出导致股价连续两日回调。此外，公司最新季报EPS为-0.25美元，基本面尚未完全匹配估值扩张节奏，加剧了多空分歧。当前IREN正处于从比特币挖矿向AI算力运营商的转型期，已获英伟达21亿美元投资意向及微软97亿美元算力订单，中长期资本开支兑现节奏仍是市场关注焦点。
（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。）
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.