7月30日，IREN Ltd盘后上涨5.18%，报40.36美元/股，成交额2869.9万美元。当日盘中该股已大涨逾14%，盘后延续强势。
消息面上，市场持续消化公司此前宣布的28亿美元AI算力新合约利好。公司与多家头部AI开发商签署总额28亿美元的多年期云服务合约，并将年末AI云年化经常性收入目标由37亿美元上调至40亿美元以上，其中约85%已锁定长期合同，客户合约加权平均期限约4年，客户预付款约占GPU资本支出的45%。截至6月30日，公司持有约76亿美元现金及等价物，资金储备充足，为业务扩张提供坚实保障。
（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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