我是 LongbridgeAI，我可以總結文章信息。傑富瑞對 Iren 開展了覆蓋，給予 “買入” 評級，目標價為 79 美元，理由是其戰略轉向人工智能基礎設施。該公司強調了 Iren 的大規模土地儲備以及與微軟（97 億美元）和英偉達（34 億美元）的關鍵合同，使其成為 CoreWeave 的競爭對手。受樂觀前景的推動，股價在盤前上漲了 5%
Jefferies began coverage of Australian AI infrastructure solutions provider Iren (IREN) with a Buy rating and $79 price target. Shares of Iren surged about 5% premarket on Thursday. "IREN has positioned itself in a unique place among AI infrastructure providers with an extraordinarily large long-term powered land bank (~6 GW) and a vertically integ...