异动解读 | IREN Ltd夜盘大涨5.29%，Q1业绩超预期，净利润扭亏为盈

异动解读

Nov 07, 2025

比特币挖矿和AI云服务提供商IREN Ltd（股票代码：IREN）今日夜盘大涨5.29%，引发市场关注。该公司于周四美股盘后发布的2025财年第一季度财报显示，业绩表现远超预期，营收大幅增长，净利润实现扭亏为盈。

根据财报，IREN第一季度总收入达2.403亿美元，同比大幅增长355%，超出分析师预期；净利润扭亏为盈至3.846亿美元，而去年同期为净亏损5170万美元。从业务结构来看，比特币挖矿业务贡献2.329亿美元营收，期内共挖出2039枚比特币，同比增长150%；AI云服务实现730万美元营收，显示公司业务多元化战略初见成效。此外，公司调整后EBITDA增至9170万美元，同比激增3568%，创下历史新高。

展望未来，IREN正积极拓展AI云服务业务，力争在这一快速增长的领域占据重要地位。公司近期与微软签订了价值97亿美元的GPU服务合同，标志着向AI云服务的战略重心转移。IREN目标在2026年底实现34亿美元AI云年化经常性收入，GPU规模扩充至14万个。同时，公司通过与多家AI企业签订长期合同，力争2026年第一季度末AI云年化经常性收入突破5亿美元，形成可持续增长动能。这一系列积极举措和良好的财务表现，无疑增强了投资者对IREN未来发展前景的信心。

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