比特币矿企IREN Ltd（IREN.US）今日盘前大跌5.54%，引发市场关注。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。
据悉，Bernstein分析师最近将IREN的目标价上调至75美元，较周二收盘价高出约80%，并维持"跑赢大盘"评级。分析师预计IREN到2026年初AI云业务年收入可达5亿美元，当前GPU数量已增至2.3万块。值得注意的是，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。
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。鉴于目前没有其他负面消息，投资者可能需要更多时间来消化和评估公司的转型策略。后市IREN股价走势值得进一步关注。
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