9月19日，IREN Ltd盘中上涨5.08%，报45.69美元/股，成交额10.46亿美元。消息面上，摩根大通近日将IREN评级从"跑输大盘"直接上调至"跑赢大盘"，目标价从46美元大幅上调至65美元，反映出对公司AI云服务转型前景的重新认可。
与此同时，NEBIUS宣布将于10月1日起全面上调GPU云服务定价，平均涨幅约20%，AI算力供需偏紧预期推动云计算板块持续走强。此外，公司近期完成由Blue Owl Capital牵头的24亿美元债务融资，用于采购英伟达Blackwell Ultra GPU以扩建加拿大数据中心，且当年产能已"基本售罄"，多重利好共振推动股价延续强势。
（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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