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。
值得注意的是，就在昨日，Bernstein分析师将IREN的目标价上调至75美元，较此前收盘价高出约80%，并维持"跑赢大盘"评级。分析师看好IREN的AI云业务前景，预计到2026年初该业务年收入可达5亿美元。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。IREN目前市值122亿美元，已超越MARA，成为市值最大的上市比特币矿商。
然而，尽管分析师给出了积极评价，IREN股价仍出现大幅下跌。这一现象可能源于投资者在前一交易日股价大涨12.86%后的获利回吐。另一种可能是，市场对IREN从传统比特币挖矿向AI业务转型的前景存在疑虑。鉴于目前没有其他明显负面消息，这次急剧下跌可能反映了投资者情绪的波动和对公司转型策略的不确定性。后市IREN股价走势值得进一步关注。
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