10月29日，IREN Ltd夜盘下跌5.13%，报27.41美元/股，成交额1316.23万美元。
消息面上，微软最新季度Azure增长超预期，但公司同时提示下半年资本开支将加速、自由现金流仍承压，市场对AI基础设施投资节奏与回报的再评估，拖累AI云相关个股夜盘表现。
此前IREN股价反弹曾受益于AI云板块资金回流及公司西班牙300兆瓦数据中心项目推进、管理层强调数据中心零负债，以及与微软合同相关GPU成本96%已获预付款与贷款覆盖等因素；但在板块高波动背景下，情绪仍易受上游云厂商资本开支预期影响。
（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.