周五盘中，比特币矿业公司IREN Ltd（股票代码：IREN）股价大幅下挫，跌幅高达8.88%，引发市场关注。这一显著跌幅与华尔街大行摩根大通对该公司的最新评级调整密切相关。
据报道，摩根大通分析师将IREN的投资评级从"中性"下调至"减持"。这一决定主要基于对IREN近期业务扩张的担忧。摩根大通特别指出，IREN已经为其位于甜水（Sweetwater）的设施签订了超过1吉瓦主机托管交易。尽管这笔交易规模创下历史新高，但分析师认为，在当前价格水平下，该交易面临的下行风险大于上行空间。
值得注意的是，这次评级调整不仅影响了IREN，同时也涉及其他比特币矿业公司。摩根大通同时将CleanSpark（CLSK）的评级从"增持"下调至"中性"，而将Riot Platforms（RIOT）的评级从"中性"上调至"增持"。这一系列评级调整反映了分析师对比特币矿业行业竞争格局变化的看法。尽管IREN今年以来的股价已经翻了两番多，但此次突如其来的大跌无疑给投资者敲响了警钟，提醒市场关注该行业的潜在风险和未来发展前景。
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