加密货币挖矿与人工智能数据中心企业IREN Limited（IREN.US）今日盘前大涨6.50%，引发市场关注。此次涨幅主要受到多重利好因素推动。
据悉，BTIG最新发布的研究报告中，将IREN的目标价从32美元大幅上调至75美元，同时维持"买入"评级。BTIG认为，超大规模企业和专注人工智能领域的"新型云服务商"对按需电力的需求不断增长，这一趋势使IREN具备了把握高性能计算（HPC）托管机遇的有利条件。此外，IREN还被对冲基金列入"12只最具潜力的区块链与加密货币挖矿股票"名单，进一步增强了投资者信心。
值得注意的是，IREN近期在人工智能领域取得重大进展。公司于10月7日宣布与多家人工智能企业签订多年期云服务合同，涉及NVIDIA Blackwell系列GPU的部署。这些合同将覆盖该公司2.3万台GPU中的1.1万台，预计将助力IREN扩大其在加拿大不列颠哥伦比亚省和美国得克萨斯州数据中心的GPU布局。公司有望在2025年底前实现2.25亿美元的人工智能云服务收入，这一潜在的业务增长前景也成为推动股价上涨的重要因素。
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