异动解读｜IREN Ltd盘中上涨5.44%，公司与微软、英伟达签署28亿美元AI云合同并上调收入目标

行情直击07-22

7月22日，IREN Ltd盘中上涨5.44%，报43.535美元/股，成交额3.02亿美元，延续近日强劲走势。

消息面上，公司近期宣布与微软、英伟达、Perplexity及FigureAI等头部AI开发商签署总额达28亿美元的多年期云服务新合约，并将年末AI云年化经常性收入目标从37亿美元上调至超过40亿美元。上调后目标中约85%已锁定长期合同，客户合约加权平均期限约4年，客户预付款约占相关GPU资本支出的45%。截至6月30日，公司持有现金及等价物约76亿美元，资金储备充足。公司计划年内交付480兆瓦AI云容量，并预计次年达到1.2吉瓦，展现清晰的扩张路径。

（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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