10月19日，IREN Ltd盘中上涨5.5%，报28.46美元/股，成交额2.78亿美元。
本次异动的直接催化，主要来自市场对其与Anthropic达成多年期云服务协议的预期继续发酵。
此前消息称，Anthropic被指是公司此前提及但未具名的前沿AI实验室客户，双方签有未公布的多年期云协议。与此同时，美股AI云服务商盘前集体走强，NEBIUS、CoreWeave及甲骨文同步上涨，强化了IREN作为AI云基础设施提供商的重估逻辑，也支撑其将电力和数据中心容量进一步由比特币挖矿转向AI云服务的预期。
（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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