IREN Ltd今日盘中大涨9.54%，引起了市场的广泛关注。
消息面上，此次股价异动主要源于公司宣布的一项重大战略收购。IREN Ltd已签署最终协议，将以普通股形式收购老牌云基础设施厂商Mirantis，签约时交易总价值约6.25亿美元（约43亿人民币）。
市场分析认为，此次收购是IREN从专注于底层GPU算力基础设施，向提供更完整的AI云服务能力延伸的关键布局。Mirantis将作为独立子公司运营，其丰富的云运维经验将补足IREN在AI Cloud部署扩大后，对资源调配、监控和运维支持的关键需求，有助于提升公司的长期竞争力。市场对此战略举措给予了积极反应。
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