7月21日，IREN Ltd盘中上涨5.01%，报42.22美元/股，成交额6.71亿美元，延续前一交易日强劲表现。
消息面上，公司宣布与包括微软、英伟达在内的多家头部AI开发商签署总额达28亿美元的多年期云服务新合约，并将年末AI云年化经常性收入目标从37亿美元上调至超过40亿美元。上调后目标中约85%已通过长期合同锁定，客户合约加权平均期限约4年，客户预付款约占相关GPU资本支出的45%。截至6月30日，公司持有现金及等价物约76亿美元，资金储备充足。此外，英伟达同步披露持有同赛道企业Nebius逾9%股权，neocloud板块全线走强，进一步提振市场对独立算力运营商的估值预期。
（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。）
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