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IREN Ltd

33.84

-0.9650-2.77%

成交量：2,403.31万

成交额：8.04亿

市值：133.31亿

市盈率：-15.22

高：34.11

开：33.30

低：32.69

收：34.80

52周最高：76.87

52周最低：28.93

股本：3.94亿

流通股本：3.46亿

量比：1.55

换手率：6.95%

股息：- -

股息率：- -

每股收益(TTM):-2.2226

每股收益(LYR):-2.2226

净资产收益率：-23.41%

总资产收益率：-2.53%

市净率：3.18

市盈率(LYR):-15.22

数据加载中...

总览公司新闻资讯公告

异动解读 | 前期利好兑现叠加基本面担忧，IREN Ltd盘中大跌5.05%

异动解读｜IREN Ltd盘中下跌5.02%，前期利好兑现后获利回吐压力显现

异动解读 | 加密货币市场普跌拖累，IREN Ltd盘中大跌6.01%

异动解读｜IREN Ltd盘中下跌5.44%，报63.92美元

异动解读 | 加密货币市场普跌拖累，IREN Ltd盘前大跌5.9%

期权大单｜IREN收升13%，多张Call单飙升逾500%；福特汽车续涨近4%，看涨期权占比攀升至78%

老虎资讯综合

异动解读 | 加密货币市场普跌拖累概念股，IREN Ltd夜盘大跌近6%

异动解读｜IREN Ltd夜盘下跌5.31%，报64.24美元

异动解读｜IREN Ltd盘中上涨5.22%，斥资16亿美元向戴尔采购英伟达Blackwell算力系统

异动解读 | IREN Ltd盘中大涨5.97%，因豪掷16亿美元采购AI算力系统并获巨头支持

异动解读｜IREN Ltd盘前上涨5.19%，豪掷16亿美元向戴尔采购Blackwell算力系统

异动解读 | IREN Ltd盘前大涨5%，因豪掷16亿美元采购Blackwell算力系统

IREN豪掷16亿美元向戴尔采购Blackwell算力系统

IREN将以约16亿美元的价格从戴尔手中收购Blackwell系统

异动解读 | AI算力需求旺盛叠加机构增持与战略合作，IREN Ltd盘中大涨7.14%

异动解读｜IREN Ltd盘中上涨6.38%，AI算力需求升温叠加机构增持提振情绪

美股加密矿企全线冲高 TeraWulf涨近11%

每日经济新闻

异动解读 | AI算力需求升温叠加机构增持，IREN Ltd盘前大涨5.05%

异动解读｜IREN Ltd盘前上涨5.05%，AI算力需求升温叠加机构增持提振情绪

AI“算力焦虑”重燃！英伟达H100 GPU租价上涨 Nebius(NBIS.US)等云服务商应声走高

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03:09","pubTimestamp":1779995362,"startTime":"0","endTime":"0","summary":"IREN Ltd今日盘中股价大跌6.01%，引发了市场的广泛关注。消息面上，此次下跌主要受到加密货币市场整体走弱的拖累。相关数据显示，以太坊价格下跌4.41%，报1976美元，创下3月30日以来新低；比特币价格亦下跌2.91%，至72,987美元，创4月13日以来新低。作为与加密货币市场关联紧密的概念股，IREN Ltd的股价在盘中交易中应声下跌。IREN Limited是一家数据中心及电力基础设施公司，主营比特币挖矿业务，近年积极向AI算力基础设施领域转型，其股价表现与加密货币市场情绪存在较高关联性。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["IREN"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1117879935","title":"异动解读｜IREN Ltd盘中下跌5.44%，报63.92美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1117879935","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1117879935?lang=zh_cn&edition=fundamental","pubTime":"2026-05-28 22:05","pubTimestamp":1779977143,"startTime":"0","endTime":"0","summary":"5月28日，IREN Ltd盘中下跌5.44%，报63.92美元/股，成交额7.44亿美元。IREN Ltd所在的应用软件行业中，个股表现分化，其中Palantir Technologies涨4.68%，赛富时涨2.32%，AppLovin涨3.74%，财捷涨3.18%，Strategy跌5.77%。（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。）","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IREN"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1140387069","title":"异动解读 | 加密货币市场普跌拖累，IREN Ltd盘前大跌5.9%","url":"https://stock-news.laohu8.com/highlight/detail?id=1140387069","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1140387069?lang=zh_cn&edition=fundamental","pubTime":"2026-05-28 16:13","pubTimestamp":1779955994,"startTime":"0","endTime":"0","summary":"IREN Ltd今日盘前股价大跌5.9%，引发了市场的广泛关注。消息面上，此次下跌主要受到加密货币市场整体走弱的拖累。相关数据显示，以太坊价格下跌4.41%，报1976美元，创下3月30日以来新低；比特币价格亦下跌2.91%，至72,987美元，创4月13日以来新低。作为与加密货币市场关联紧密的概念股，IREN Ltd的股价在盘前交易中应声下跌。IREN Limited是一家数据中心及电力基础设施公司，主营比特币挖矿业务，近年积极向AI算力基础设施领域转型，其股价表现与加密货币市场情绪存在较高关联性。","market":"nz","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["IREN"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1169493344","title":"期权大单｜IREN收升13%，多张Call单飙升逾500%；福特汽车续涨近4%，看涨期权占比攀升至78%","url":"https://stock-news.laohu8.com/highlight/detail?id=1169493344","media":"老虎资讯综合","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1169493344?lang=zh_cn&edition=fundamental","pubTime":"2026-05-28 13:48","pubTimestamp":1779947298,"startTime":"0","endTime":"0","summary":"周三，期权市场总成交量5852.48万张合约，低于90日均量；IREN当日成交71.89万张，当日多张Call单升500%；福特汽车当日成交34.3万张，看涨期权占比攀升至78%>>一、市场概览 美东时间周三，美股三大指数高位震荡，道指盘中创新高，标普500、纳指创收盘新高。此外，从期权链上看，IREN当日多张Call单飙升逾500%。期权方面，福特汽车当日成交34.3万张，看涨期权占比达78%，其中于5月29日到期的16美元行使价的看涨期权成交居前，成交2.6万张。","market":"us","thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["MUU","FRDD","MUD","IREN","MVLL","MRVU","MULL","FRDU","F"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1183832459","title":"异动解读 | 加密货币市场普跌拖累概念股，IREN Ltd夜盘大跌近6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1183832459","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1183832459?lang=zh_cn&edition=fundamental","pubTime":"2026-05-28 12:59","pubTimestamp":1779944357,"startTime":"0","endTime":"0","summary":"IREN Ltd今日夜盘股价大幅下挫5.93%，引发市场关注。消息面上，此次下跌主要受到加密货币市场整体走弱的拖累。相关数据显示，以太坊价格下跌4.41%，报1976美元，创下3月30日以来新低；比特币价格亦下跌2.91%，至72,987美元，创4月13日以来新低。作为与加密货币市场关联紧密的概念股，IREN Ltd的股价在夜盘交易中应声下跌。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["IREN"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1186035760","title":"异动解读｜IREN Ltd夜盘下跌5.31%，报64.24美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1186035760","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1186035760?lang=zh_cn&edition=fundamental","pubTime":"2026-05-28 11:39","pubTimestamp":1779939563,"startTime":"0","endTime":"0","summary":"5月28日，IREN Ltd夜盘下跌5.31%，报64.24美元/股，成交额2541.7万美元。IREN Ltd所在的应用软件行业中，个股中，AppLovin Corporation跌0.72%，Palantir Technologies Inc.跌0.13%，赛富时跌1.58%，财捷涨0.2%，Strategy跌3.2%。IREN Limited是一家数据中心及电力基础设施公司，主营比特币挖矿业务，近年积极向AI算力基础设施领域转型，目标进入具有低成本、丰富可再生能源的地区开展运营。（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。）","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IREN"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1148259276","title":"异动解读｜IREN Ltd盘中上涨5.22%，斥资16亿美元向戴尔采购英伟达Blackwell算力系统","url":"https://stock-news.laohu8.com/highlight/detail?id=1148259276","media":"行情直击","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1148259276?lang=zh_cn&edition=fundamental","pubTime":"2026-05-27 22:07","pubTimestamp":1779890847,"startTime":"0","endTime":"0","summary":"5月27日，IREN Ltd盘中上涨5.22%，报64.26美元/股，成交额9.81亿美元。消息面上，IREN宣布已与戴尔签署约16亿美元采购协议，购入英伟达风冷Blackwell架构AI算力系统，计划部署于德州Childress园区，预计于明年初投入运营。该采购归属此前与戴尔签订的五年期34亿美元云计算AI算力服务合同框架。此外，英伟达此前宣布将向IREN投资最高21亿美元，微软亦与其达成97亿美元算力协议，多方巨头深度绑定进一步强化了市场对公司AI算力转型前景的信心。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IREN"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1140385439","title":"异动解读 | IREN Ltd盘中大涨5.97%，因豪掷16亿美元采购AI算力系统并获巨头支持","url":"https://stock-news.laohu8.com/highlight/detail?id=1140385439","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1140385439?lang=zh_cn&edition=fundamental","pubTime":"2026-05-27 22:05","pubTimestamp":1779890754,"startTime":"0","endTime":"0","summary":"IREN Ltd今日盘中股价大涨5.97%，引起了市场的广泛关注。消息面上，此次股价异动与公司的一项重大战略举措密切相关。IREN Ltd宣布已同意以约16亿美元从戴尔科技公司购买英伟达风冷Blackwell架构AI算力系统，旨在服务其此前与戴尔签订的五年期、规模高达34亿美元的云计算AI算力服务合同。此外，市场对IREN的信心也来自于其强大的合作伙伴网络。英伟达此前已表示将向IREN投资最高21亿美元，而微软去年也与IREN达成了一项价值高达97亿美元的协议。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["IREN"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1124085728","title":"异动解读｜IREN Ltd盘前上涨5.19%，豪掷16亿美元向戴尔采购Blackwell算力系统","url":"https://stock-news.laohu8.com/highlight/detail?id=1124085728","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1124085728?lang=zh_cn&edition=fundamental","pubTime":"2026-05-27 19:42","pubTimestamp":1779882163,"startTime":"0","endTime":"0","summary":"5月27日，IREN Ltd盘前上涨5.19%，报62.88美元/股，成交额4829.73万美元。消息面上，IREN宣布已同意以约16亿美元从戴尔科技购买英伟达风冷Blackwell架构AI算力系统，旨在服务其此前与戴尔签订的五年期、规模高达34亿美元的云计算AI算力服务合同。此外，英伟达此前表示将向IREN投资最高21亿美元，微软去年也与IREN达成了价值97亿美元的协议，多重合作彰显市场对IREN在AI算力领域扩张潜力的认可。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IREN"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1104963360","title":"异动解读 | IREN Ltd盘前大涨5%，因豪掷16亿美元采购Blackwell算力系统","url":"https://stock-news.laohu8.com/highlight/detail?id=1104963360","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1104963360?lang=zh_cn&edition=fundamental","pubTime":"2026-05-27 19:39","pubTimestamp":1779881976,"startTime":"0","endTime":"0","summary":"IREN Ltd(IREN)今日盘前股价大涨5%，引起了市场的广泛关注。消息面上，IREN Ltd已同意以约16亿美元从戴尔科技公司购买英伟达风冷Blackwell架构AI算力系统，旨在服务其此前宣布的与戴尔签订的五年期且规模高达34亿美元的云计算AI算力服务合同。根据IREN的预测，该合同投入运行后，预计将把公司的年化经常性收入从37亿美元提高至44亿美元，反映出其在AI算力基础设施容量扩张方面的积极进展。此外，英伟达本月早些时候表示将向IREN投资最高21亿美元，而微软去年也与IREN达成了一项价值高达97亿美元的协议，这些合作进一步增强了市场对IREN在AI算力领域增长潜力的信心。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["IREN"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2638522531","title":"IREN豪掷16亿美元向戴尔采购Blackwell算力系统","url":"https://stock-news.laohu8.com/highlight/detail?id=2638522531","media":"智通财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2638522531?lang=zh_cn&edition=fundamental","pubTime":"2026-05-27 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","market":"us","thumbnail":"https://static.tigerbbs.com/5ca39d3fe7b4305271280276cee42c48","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/5ca39d3fe7b4305271280276cee42c48"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1446378.html","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK4595","IREX","IREN","IRE","BK4516","BK4023","BK4600","IREZ","IREG"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2638242525","title":"IREN将以约16亿美元的价格从戴尔手中收购Blackwell系统","url":"https://stock-news.laohu8.com/highlight/detail?id=2638242525","media":"路透中文","labels":["corporation","merge"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2638242525?lang=zh_cn&edition=fundamental","pubTime":"2026-05-27 06:35","pubTimestamp":1779834930,"startTime":"0","endTime":"0","summary":"路透5月26日 - 数据中心运营商IREN IREN.O 周二表示，已同意以约16亿美元的价格从戴尔 DELL.N 手中收购英伟达NVDA.O 的风冷Blackwell系统，旨在增加运力以满足激增的人工智能需求。IREN表示，16亿美元的采购价格涵盖所有设备和服务，包括GPU、服务器、存储、网络、辅助设备、集成服务及保修，款项将在交付后支付。去年11月，微软与IREN达成了一项价值97亿美元的协议 ，该协议包含获取英伟达先进芯片的权利。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260526:nL4T4231JS:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation,merge","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2065171311.SGD","BK4516","BK4588","IREX","DLLL","DELL","BK4600","LU0052756011.USD","LU0211326755.USD","LU2065170008.USD","BK4535","LU1235294995.USD","BK4595","LU0267386448.USD","IREG","IREZ","LU1823568750.SGD","LU2065171402.SGD","BK4023","BK4170","LU2065169927.USD","IREN","LU0976567544.SGD","LU1267930227.SGD","BK4543","IRE","LU0310800965.SGD","LU0211326839.USD","LU1046421795.USD","BK4585","LU0128525689.USD","BK4515","LU0496365809.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1148739324","title":"异动解读 | AI算力需求旺盛叠加机构增持与战略合作，IREN Ltd盘中大涨7.14%","url":"https://stock-news.laohu8.com/highlight/detail?id=1148739324","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1148739324?lang=zh_cn&edition=fundamental","pubTime":"2026-05-26 21:50","pubTimestamp":1779803423,"startTime":"0","endTime":"0","summary":"IREN Ltd今日盘中股价大涨7.14%，表现强势。同时，英伟达H100 GPU的按需租赁价格上调，进一步凸显了AI算力供不应求的格局，这直接提升了IREN等云服务商的定价能力与未来收入预期。此外，知名基金Situational 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Ltd盘中上涨6.38%，报59.125美元/股，成交额4.48亿美元。此外，IREN此前已宣布与英伟达达成21亿美元战略合作并获得微软算力合同，AI云收入正处于快速放量阶段，公司正从比特币矿企向全球级AI云基础设施公司加速转型。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IREN"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2638054886","title":"美股加密矿企全线冲高 TeraWulf涨近11%","url":"https://stock-news.laohu8.com/highlight/detail?id=2638054886","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2638054886?lang=zh_cn&edition=fundamental","pubTime":"2026-05-26 21:41","pubTimestamp":1779802884,"startTime":"0","endTime":"0","summary":"5月26日，美股加密矿企全线冲高，TeraWulf涨近11%，CipherDigital涨近9%，CleanSpark、MARAHoldings、IREN、Hut8涨超6%，比特币矿商ETFWGMI涨近6%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202605263749981834.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202605263749981834.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["HUT","BK4600","BK4596","MARA","MARO","CLSX","MRAL","HUTG","WULF","IREZ","CLSZ","WULX","MAAY","BK4585","CLSK","IREX","IMRA","WGMI","BK4608","BK4547","IRE","BK4588","BK4516","IREG","IREN","BK4023","BK4595"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1168179148","title":"异动解读 | AI算力需求升温叠加机构增持，IREN Ltd盘前大涨5.05%","url":"https://stock-news.laohu8.com/highlight/detail?id=1168179148","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1168179148?lang=zh_cn&edition=fundamental","pubTime":"2026-05-26 21:24","pubTimestamp":1779801889,"startTime":"0","endTime":"0","summary":"IREN Ltd今日盘前股价大涨5.05%，引起了市场关注。消息面上，多重利好共同推动了此次上涨。同时，英伟达H100 GPU的按需租赁价格上调，进一步凸显了AI算力供不应求的格局，这直接提升了IREN等云服务商的定价能力与未来收入预期。此外，知名基金Situational 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Awareness在一季度大举增持IREN等矿企转型AI基建标的，押注电力与基建瓶颈逻辑，进一步提振市场信心。IREN此前已宣布与英伟达达成21亿美元战略合作并获得微软算力合同，AI云收入正处于快速放量阶段。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IREN"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2637736108","title":"AI“算力焦虑”重燃！英伟达H100 GPU租价上涨 Nebius(NBIS.US)等云服务商应声走高","url":"https://stock-news.laohu8.com/highlight/detail?id=2637736108","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2637736108?lang=zh_cn&edition=fundamental","pubTime":"2026-05-22 10:16","pubTimestamp":1779416185,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，在英伟达披露其H100 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