比特币矿企IREN Ltd（股票代码：IREN）在夜盘交易中股价大涨5.07%，引起投资者广泛关注。这一涨势反映了市场对该公司战略转型的积极反应。
随着大型计算公司逐渐转向以人工智能（AI）和高性能计算为核心的混合模式，传统的比特币矿企正在经历重大转型。这些公司不再仅仅依赖于比特币价格的波动，而是积极拓展在科技基础设施领域的业务。分析师指出，投资者现在对这些公司的估值几乎完全基于它们在高性能计算和AI领域的机遇。
IREN Ltd是这一趋势的典型代表。作为纳斯达克上市公司，IREN今年以来股价已经飙升约500%，远超比特币14%的涨幅。公司最近完成了10亿美元的可转换债券发行，这为其向AI和高性能计算领域的扩张提供了充足的资金支持。市场普遍认为，IREN在AI算力供应领域的布局将为公司带来更高的收入和利润率，这也是推动其股价持续走强的主要原因。
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