周一， IREN Ltd 盘中涨超8%。消息面上，IREN Ltd作为数字资产矿业向AI和高性能计算（HPC）转型的先行者，已与微软达成97亿美元的AI云服务协议。该公司拥有3GW电力储备，战略重心明显向AI/HPC业务倾斜（业务权重9分）。2025年第三季度，IREN营收达2.403亿美元，同比增长355%，净利润3.846亿美元，展现出强劲的财务表现。
行业分析显示，数字资产矿业的估值逻辑已从比特币价格杠杆转向基础设施价值，AI转型能力成为市值分化的关键因素。IREN年初至今涨幅达267%，是行业表现最佳的企业，其战略定位和执行力得到市场认可。
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