异动解读 | 签署数据中心输电连接协议及多重利好提振,IREN Ltd盘前大涨6.76%

异动解读06-03

IREN Ltd今日盘前股价大涨6.76%,引起了市场的广泛关注。

消息面上,公司已签署一项关键输电连接协议,旨在支持其在南澳大利亚州邦代规划建设的800兆瓦数据中心园区。该协议的签署标志着这一大型人工智能基础设施项目在电网接入方面取得了重要进展,被视为公司AI算力转型路径上的关键一步。

此外,公司近期还完成了36.5亿美元的投资级GPU融资,并与合作伙伴就超5万颗英伟达Blackwell Ultra GPU的部署进行了模拟验证。此前,公司已与戴尔、英伟达及微软等科技巨头达成深度合作与采购协议。多重利好因素叠加,持续强化了市场对公司未来增长前景的信心,从而推动了股价的上涨。

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