<p><strong>IREN Limited</strong> (NASDAQ: IREN) 的股票在周五交易中波动较大，此前该公司在周四市场收盘后公布的第二季度财务结果低于预期。</p>
<ul>
<li>IREN 股票面临卖压。是什么导致 IREN 股票下跌？</li>
</ul>
<h2><strong>季度业绩与人工智能云进展</strong></h2>
<p>IREN 每股亏损 52 美分，低于市场共识预期的 14 美分亏损。此外，公司报告的收入为 1.8469 亿美元，低于市场共识预期的 2.2813 亿美元。</p>
<p>IREN 表示，业绩受到重大非现金和非经常性项目的影响。这些项目包括与可转换债券相关的 2.192 亿美元未实现损失，以及一次性债务转换诱导费用。公司还记录了 3180 万美元的矿机减值，与其从基于 ASIC 的比特币挖矿转向基于 GPU 的人工智能基础设施的持续过渡有关。</p>
<p>本季度股票薪酬总计 5820 万美元，其中包括与基于业绩的奖励相关的 2230 万美元的加速摊销。这些成本部分被与递延税负相关的 1.825 亿美元的所得税收益所抵消。</p>
<p>尽管盈利未达预期，IREN 强调了其向人工智能云基础设施转型的进展。公司表示已为与微软的合同获得 36 亿美元的 GPU 融资，结合客户预付款后，GPU 相关资本支出的覆盖率约为 95%。IREN 还重申其目标，计划扩展至 14 万个 GPU，预计到 2026 年年底实现 34 亿美元的年度经常性收入。</p>
<h2>IREN 的技术分析</h2>
<p>IREN 当前交易价格比其 20 日简单移动平均线 (SMA) 低 28%，比其 100 日 SMA 低 24.5%，这突显出短期至中期的看跌趋势。在过去 12 个月中，股票上涨了 243.31%，但目前的价格更接近其 52 周低点而非高点，表明可能出现反转或整合阶段。</p>
<p>相对强弱指数 (RSI) 为 38.31，表明处于中性区域，而移动平均收敛发散指标 (MACD) 在其信号线下方，显示出对股票的看跌压力。这种组合表明动能混合，因为股票并未处于超卖区域，但缺乏看涨指标以暗示反转。</p>
<ul>
<li><strong>关键阻力位</strong>：$43.50</li>
<li><strong>关键支撑位</strong>：$37.00</li>
</ul>
<p>技术形势表明，IREN 在维持上行动能方面面临挑战，关键支撑位 $37.00 对多头至关重要。如果股票跌破此水平，可能会预示进一步的疲软。</p>
<h2>Benzinga Edge 排名</h2>
<p>以下是 IREN Limited 普通股的 Benzinga Edge 评分卡，突显其相对于大盘的优势和劣势：</p>
<ul>
<li><strong>价值</strong>：弱（得分：39.05）——相对于同行交易溢价较高。</li>
<li><strong>动能</strong>：看涨（得分：98.68）——股票表现优于大盘。</li>
</ul>
<p><strong>结论：</strong> IREN Limited 普通股的 Benzinga Edge 信号显示出强劲的动能得分，表明尽管股票当前面临挑战，但具有恢复的潜力。然而，较弱的价值得分提示投资者需谨慎，因为其交易价格相对于同行处于溢价状态。</p>
<h2>IREN 股价下跌</h2>
<p><strong>IREN 价格动态：</strong> 在撰写本文时，IREN 股票下跌 1.28%，报 $39.23，数据来源于 Benzinga Pro。</p>
<p><em>图片来源于 Shutterstock</em></p>

IREX

IREN

<p>IREN 的股票在公司公布令人失望的第二季度财报后出现波动，亏损每股 52 美分，未能达到预期。收入为 1.8469 亿美元，也低于预期。结果受到重大非现金项目和矿业硬件减值的影响。尽管盈利未达预期，IREN 仍获得了 36 亿美元的 GPU 融资，并计划扩展其人工智能基础设施。目前，股票交易价格下跌 1.28%，报 39.23 美元，关键支撑位在 37.00 美元，阻力位在 43.50 美元，显示出未来可能面临挑战</p>

<p><strong>IREN Limited</strong> (NASDAQ: IREN) shares are trading on volatility Friday after the company reported worse-than-expected second-quarter financial results on Thursday after the market closed.</p>
<div class="lb-trans"><p><strong>IREN Limited</strong> (NASDAQ: IREN) 的股票在周五交易中波动较大，此前该公司在周四市场收盘后公布的第二季度财务结果低于预期。</p>
</div><ul>
<li>IREN stock is under selling pressure. What’s driving IREN stock lower?</li>
</ul>
<div class="lb-trans"><ul>
<li>IREN 股票面临卖压。是什么导致 IREN 股票下跌？</li>
</ul>
</div><h2><strong>Quarterly Results And AI Cloud Progress</strong></h2>
<div class="lb-trans"><h2><strong>季度业绩与人工智能云进展</strong></h2>
</div><p>IREN posted a loss of 52 cents per share, missing the consensus estimate of a 14 cent loss. In addition, the company reported revenue of $184.69 million, missing the consensus estimate of $228.13 million.</p>
<div class="lb-trans"><p>IREN 每股亏损 52 美分，低于市场共识预期的 14 美分亏损。此外，公司报告的收入为 1.8469 亿美元，低于市场共识预期的 2.2813 亿美元。</p>
</div><p>IREN said results were impacted by significant non-cash and non-recurring items. These included $219.2 million in unrealized losses tied to prepaid forwards and capped calls associated with convertible notes, along with a one-time debt conversion inducement expense. The company also recorded $31.8 million in mining hardware impairments related to its ongoing transition from ASIC-based Bitcoin mining to GPU-based AI infrastructure.</p>
<div class="lb-trans"><p>IREN 表示，业绩受到重大非现金和非经常性项目的影响。这些项目包括与可转换债券相关的 2.192 亿美元未实现损失，以及一次性债务转换诱导费用。公司还记录了 3180 万美元的矿机减值，与其从基于 ASIC 的比特币挖矿转向基于 GPU 的人工智能基础设施的持续过渡有关。</p>
</div><p>Stock-based compensation totaled $58.2 million during the quarter, including $22.3 million of accelerated amortization tied to performance-based awards. These costs were partially offset by an income tax benefit of $182.5 million related to the release of deferred tax liabilities.</p>
<div class="lb-trans"><p>本季度股票薪酬总计 5820 万美元，其中包括与基于业绩的奖励相关的 2230 万美元的加速摊销。这些成本部分被与递延税负相关的 1.825 亿美元的所得税收益所抵消。</p>
</div><p>Despite the earnings miss, IREN highlighted progress in its shift toward AI cloud infrastructure. The company said it secured $3.6 billion in GPU financing for a Microsoft contract, bringing coverage of GPU-related capital expenditures to approximately 95% when combined with customer prepayments. IREN also reiterated its target to expand to 140,000 GPUs, aiming to deliver $3.4 billion in annual recurring revenue by the end of calendar year 2026.</p>
<div class="lb-trans"><p>尽管盈利未达预期，IREN 强调了其向人工智能云基础设施转型的进展。公司表示已为与微软的合同获得 36 亿美元的 GPU 融资，结合客户预付款后，GPU 相关资本支出的覆盖率约为 95%。IREN 还重申其目标，计划扩展至 14 万个 GPU，预计到 2026 年年底实现 34 亿美元的年度经常性收入。</p>
</div><h2>Technical Analysis Of IREN</h2>
<div class="lb-trans"><h2>IREN 的技术分析</h2>
</div><p>IREN is currently trading 28% below its 20-day simple moving average (SMA) and 24.5% below its 100-day SMA, which highlights a bearish trend in the short to medium term. Over the past 12 months, shares have surged by 243.31%, but they are currently positioned closer to their 52-week lows than their highs, indicating a potential reversal or consolidation phase.</p>
<div class="lb-trans"><p>IREN 当前交易价格比其 20 日简单移动平均线 (SMA) 低 28%，比其 100 日 SMA 低 24.5%，这突显出短期至中期的看跌趋势。在过去 12 个月中，股票上涨了 243.31%，但目前的价格更接近其 52 周低点而非高点，表明可能出现反转或整合阶段。</p>
</div><p>The RSI is at 38.31, suggesting neutral territory, while the MACD is below its signal line, indicating bearish pressure on the stock. This combination points to mixed momentum, as the stock is not in oversold territory but lacks bullish indicators to suggest a reversal.</p>
<div class="lb-trans"><p>相对强弱指数 (RSI) 为 38.31，表明处于中性区域，而移动平均收敛发散指标 (MACD) 在其信号线下方，显示出对股票的看跌压力。这种组合表明动能混合，因为股票并未处于超卖区域，但缺乏看涨指标以暗示反转。</p>
</div><ul>
<li><strong>Key Resistance</strong>: $43.50</li>
<li><strong>Key Support</strong>: $37.00</li>
</ul>
<div class="lb-trans"><ul>
<li><strong>关键阻力位</strong>：$43.50</li>
<li><strong>关键支撑位</strong>：$37.00</li>
</ul>
</div><p>The technical setup indicates that IREN is facing challenges in maintaining upward momentum, with key support at $37.00 being crucial for bulls to defend. If the stock breaks below this level, it could signal further weakness ahead.</p>
<div class="lb-trans"><p>技术形势表明，IREN 在维持上行动能方面面临挑战，关键支撑位 $37.00 对多头至关重要。如果股票跌破此水平，可能会预示进一步的疲软。</p>
</div><h2>Benzinga Edge Rankings</h2>
<div class="lb-trans"><h2>Benzinga Edge 排名</h2>
</div><p>Below is the Benzinga Edge scorecard for IREN Limited Ordinary Shares, highlighting its strengths and weaknesses compared to the broader market:</p>
<div class="lb-trans"><p>以下是 IREN Limited 普通股的 Benzinga Edge 评分卡，突显其相对于大盘的优势和劣势：</p>
</div><ul>
<li><strong>Value</strong>: Weak (Score: 39.05) — Trading at a steep premium relative to peers.</li>
<li><strong>Momentum</strong>: Bullish (Score: 98.68) — Stock is outperforming the broader market.</li>
</ul>
<div class="lb-trans"><ul>
<li><strong>价值</strong>：弱（得分：39.05）——相对于同行交易溢价较高。</li>
<li><strong>动能</strong>：看涨（得分：98.68）——股票表现优于大盘。</li>
</ul>
</div><p><strong>The Verdict:</strong> IREN Limited Ordinary Shares’s Benzinga Edge signal reveals a strong momentum score, indicating that while the stock is currently facing challenges, it has the potential for recovery. However, the weak value score suggests caution as it trades at a premium compared to its peers.</p>
<div class="lb-trans"><p><strong>结论：</strong> IREN Limited 普通股的 Benzinga Edge 信号显示出强劲的动能得分，表明尽管股票当前面临挑战，但具有恢复的潜力。然而，较弱的价值得分提示投资者需谨慎，因为其交易价格相对于同行处于溢价状态。</p>
</div><h2>IREN Shares Fall Lower</h2>
<div class="lb-trans"><h2>IREN 股价下跌</h2>
</div><p><strong>IREN Price Action:</strong> At the time of writing, IREN shares are trading 1.28% lower at $39.23, according to data from Benzinga Pro.</p>
<div class="lb-trans"><p><strong>IREN 价格动态：</strong> 在撰写本文时，IREN 股票下跌 1.28%，报 $39.23，数据来源于 Benzinga Pro。</p>
</div><p><em>Image via Shutterstock</em></p>
<div class="lb-trans"><p><em>图片来源于 Shutterstock</em></p>
</div>

IREN 股票在第二季度收益未达预期后变得波动不定