异动解读｜IREN Ltd盘中上涨5.02%，加密货币跳水后超跌反弹叠加AI算力基础设施利好支撑

行情直击08-25

8月25日，IREN Ltd盘中上涨5.02%，报41.81美元/股，成交额4.56亿美元。消息面上，该股前一交易日因周末加密货币市场集体跳水而大跌5.22%，本次反弹系超跌修复所致。同业板块当日整体走强，BitMine Immersion涨4.97%、Strategy涨2.92%，板块联动效应明显。

基本面层面，公司此前已完成首个微软AI云项目Horizon 1的交付并获英伟达Exemplar Cloud认证，同时完成对Mirantis的收购以强化垂直整合AI云平台。公司联创表示AI数据中心扩张将持续推高算力需求，基础设施供应难以跟上。需关注8月27日即将发布的财年业绩，市场预期每股亏损约-0.42美元，财报前不确定性仍存。

（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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