$IREN 2025_老虎社区_美港股上老虎

2025-11-03

$IREN 20251219 65.0 PUT$ 开始一个call，反手一个put[微笑] [微笑] [微笑]

11月3号凌晨，微软和澳洲的算力运营商 IREN（Iris Energy）签了一份为期五年的合作大单，总金额高达 97 亿美元。公告一出，IREN 股价盘前直接跳涨 20% 以上，年内涨幅高达590%。同时Cipher Mining也披露了与亚马逊云服务（AWS）签订的一份为期五年、价值55亿美元的协议，为其提供300兆瓦的电力容量，Cipher Mining股价飙升22%。【比特币矿商因AI暴涨，大家觉得AI能源能否带领这些企业再创新高？IREN or CIFR，大家后市更看好？】

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笑猫日记
2025-11-08
笑猫日记
在有 MSFT 合同的前提下，
IREN 即便因 ATM 增发调整，估值底线在 $55 左右，
极端情况下 ≈ $50。
- 南滨校长:
  回头来看，我的判断是对的。iren最终回到了20-30区间
- 南滨校长:
  我建议卖出
暮烟风雨
2025-11-08
暮烟风雨
IREN 是“电力王者 + PaaS 联盟”的中枢节点

发表看法

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