6月23日，IREN Ltd盘中下跌6.71%，报56.405美元/股，成交额4.7亿美元。
消息面上，Blocksbridge Consulting最新报告指出，公共比特币矿商向AI基础设施转型短期内亟需约500亿美元资本注入，其中IREN面临的资金缺口最为严峻，约达211亿美元，远超Riot Platforms的72亿美元及HIVE Digital的46亿美元。此前公司完成36.5亿美元投资级GPU融资已引发杠杆担忧，叠加上季度财报EPS为-0.25美元，市场对其高估值（TTM市盈率超135倍）与巨额资本开支间的矛盾持续消化，股价延续自6月初高点以来的回调走势。
（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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