比特币矿企IREN Ltd（IREN）今日盘前大涨5.01%，延续了近期的强劲上涨势头。这一显著涨幅主要受到华尔街分析师积极评级和公司AI云业务快速发展的推动。
投资研究公司伯恩斯坦（Bernstein）大幅上调了IREN的目标价，从此前的20美元上调至75美元，涨幅高达275%，同时维持"跑赢大盘"评级。分析师预计，到2026年初，IREN的AI云业务年收入有望达到5亿美元。目前，公司GPU数量已增至2.3万块，显示出其在AI基础设施方面的快速扩张。
值得注意的是，伯恩斯坦将IREN 87%的企业价值归因于AI及托管业务，仅13%归于比特币挖矿。这一估值结构反映了市场对IREN从传统比特币矿企向AI云服务提供商转型的认可。据报道，IREN目前市值已达122亿美元，超越MARA成为市值最大的上市比特币矿商。这一系列积极因素共同推动了IREN股价的强劲表现，也反映出市场对公司未来发展前景的乐观预期。
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