10月12日，IREN盘前上涨8.18%，报37.40美元/股，成交额1369.77万美元。消息面上，高盛最新披露的数据显示，美国AI算力短期现货租赁价格约为长期合同两倍，IREN近期三年期合同价格超过200亿美元/吉瓦，在谈合同约250亿美元/吉瓦，算力供需格局持续偏紧为公司估值提供支撑。
此前一日IREN夜盘已上涨5.14%，期权市场虽有中期偏空押注，但大单资金呈现防御性偏空而非明确看空。行业层面，AI云服务商NEBIUS提价约20%及Lambda储备订单大幅增长，均印证算力需求强劲，板块联动效应明显。
IREN Limited是一家垂直整合的人工智能云服务平台，拥有并运营数据中心、计算及软件全栈层级，截至2026年6月30日运营容量约40兆瓦，并拥有约5吉瓦已锁定电力容量，全部使用可再生能源，同时正将比特币挖矿业务转型为人工智能云服务。
（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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