10月26日，IREN Ltd盘中上涨5.03%，报26.155美元／股，成交额6.93亿美元。
当日AI算力云相关个股盘初一度普跌，CoreWeave、Nebius、IREN均受压，直接背景是马斯克称债务市场对缺乏独立收入的新型算力云企业融资几乎关闭，200多家新云公司将面临整合，仅少数能够存活。
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，且与微软合同相关GPU成本的96%已获预付款与贷款覆盖。股价在板块承压后转涨，反映资金在行业分化中重新评估其融资与扩张韧性。
（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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