IREN Ltd(IREN)今日盘中大涨5.02%，引起了市场的广泛关注。
消息面上，尽管此前市场对该公司缺乏新增AI交易感到失望，但伯恩斯坦分析师指出，IREN的AI云业务收入环比增长超过一倍，且已签署约23亿美元的AI云年度经常性收入合同，预计到2026年第四季度将增至34亿美元。该公司管理层表示正与多个潜在客户洽谈涉及数十亿美元的合同，并已为其Microsoft合同获得约36亿美元的GPU融资。伯恩斯坦因此维持对IREN的“跑赢大盘”评级及125美元的目标价，这增强了投资者对公司未来增长潜力的信心。
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