比特币矿企IREN Ltd（IREN.US）今日盘中大跌7.16%，引发市场广泛关注。这一跌幅与近期分析师的积极评价形成鲜明对比，凸显了市场情绪的复杂性。
就在本周二，Bernstein分析师将IREN的目标价上调至75美元，较当时收盘价高出约80%，并维持"跑赢大盘"评级。分析师看好IREN的AI业务发展前景，预计到2026年初，公司AI云业务年收入可达5亿美元。值得注意的是，Bernstein将公司87%的企业价值归因于AI及托管业务，仅13%归于比特币挖矿，显示出IREN正在从传统比特币挖矿向AI业务转型。
然而，尽管分析师给出了积极评价，IREN股价仍出现大幅下跌。这一现象可能源于多个因素：首先，投资者可能在前一交易日股价大涨12.86%后进行获利回吐；其次，市场对IREN从传统比特币挖矿向AI业务转型的前景可能存在疑虑，需要更多时间来消化和评估公司的转型策略。此外，比特币价格的波动也可能对IREN股价产生影响。鉴于目前没有其他明显的负面消息，IREN股价的这一波动凸显了市场对新兴科技公司估值的不确定性。后市IREN股价走势值得进一步关注。
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