5月26日，IREN Ltd盘前上涨5.05%，报59.6美元/股，成交额6761.41万美元。
消息面上，近期多重利好共振推动AI基础设施板块走强。英伟达此前公布的强劲一季度财报超出市场预期，带动AI算力相关个股普涨；同时英伟达H100 GPU按需租赁价格从每小时2.95美元上调至3.85美元，显示AI算力供不应求格局延续，直接利好IREN等云服务商的定价能力与收入预期。此外，知名基金Situational Awareness在一季度大举增持IREN等矿企转型AI基建标的，押注电力与基建瓶颈逻辑，进一步提振市场信心。IREN此前已宣布与英伟达达成21亿美元战略合作并获得微软算力合同，AI云收入正处于快速放量阶段。
（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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