6月3日，IREN Ltd盘中上涨5.63%，报68.928美元/股，成交额8.12亿美元。
消息面上，IREN已签署一项输电连接协议，用于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，标志着该大型AI基础设施项目在电网接入方面取得重要进展。此前公司已完成36.5亿美元投资级GPU融资，并斥资16亿美元向戴尔采购英伟达Blackwell算力系统，同时获得英伟达最高21亿美元投资及微软97亿美元算力协议。值得注意的是，当日应用软件行业整体走弱，IREN逆势上涨显示市场对其AI算力转型路径的独立认可。
（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。）
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