异动解读｜IREN Ltd盘前上涨5.11%，摩根大通连升两级至增持叠加云计算板块持续走强

行情直击09-17

9月17日，IREN Ltd盘前上涨5.11%，报44.85美元/股，成交额590.68万美元。

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，云计算服务商板块持续走强，CoreWeave、NEBIUS等同业个股集体上涨，市场对AI基础设施需求的乐观预期推动板块整体升温。此外，IREN此前获得24亿美元债务融资用于采购英伟达Blackwell Ultra GPU，并被纳入英伟达澳洲2GW数据中心AI工厂合作伙伴生态，基本面利好持续释放，多重催化共振推动股价走高。

（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。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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