周一盘前，比特币矿企IREN Ltd（股票代码：IREN）股价大涨5.40%，延续了该公司近期的强劲表现。这一涨势反映了市场对IREN战略转型的积极反应，公司正从传统比特币挖矿业务向人工智能（AI）和高性能计算基础设施提供商转变。
据报道，IREN Ltd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，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。这一战略转型使IREN摆脱了对比特币价格波动的依赖，转而专注于更具潜力的AI算力供应市场。
分析师指出，投资者现在对比特币矿企的估值几乎完全基于它们在高性能计算和AI领域的机遇。Needham & Co.的分析师约翰·托达罗表示，专注于AI的数据中心获得了远高于传统矿企的市场估值。这一趋势反映了整个行业的转型，从单纯的比特币挖矿向更广泛的科技基础设施提供商发展。IREN Ltd的股价走势印证了市场对这一转型战略的认可，投资者看好公司在AI算力供应领域的长期发展前景。
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