10月22日，IREN Ltd夜盘下跌5.03%，报26.44美元/股，成交额838.27万美元。
消息面上，公司此前因管理层澄清融资与交付风险、并披露推进西班牙300兆瓦AI数据中心项目而连续反弹，但最新期权大单显示资金转向分化。
此前公司强调数据中心零负债，且与微软合同相关GPU成本的96%已获客户预付款与贷款覆盖；同时，公司已设立欧洲子公司，并取得西班牙巴达霍斯园区土建许可。尽管基本面消息偏修复，最新期权交易中跨期CALL价差与远期虚值PUT卖出虽仍传递中期偏多，但也反映资金对短线波动保持谨慎。
（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。）
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.