IREN · 阶段止盈提醒 · 后市策略 Staged Take-Profit Reminder · Forward Strategy
在市场对 $IREN 尚无明确共识之际，Wealth Club团队已率先完成研判，并将完整的布局逻辑、入场区间与目标价位提前同步发布至平台交易机会报告，与会员同步布局。短短一个多月，股价最高录得约 +63% 的涨幅，第一阶段目标已顺利达成。所有操作记录均已公开于会员平台，供会员随时核对对照。
When the broader market had yet to form a clear consensus on $IREN, the Wealth Club team had already completed its assessment and published the full positioning rationale, entry zone, and target levels in advance through the Trading Ideas report on the platform, allowing members to position alongside the team. In just over a month, the stock recorded a high of approximately +63%. The first staged target has been successfully reached. All trade records are documented on the member platform and available for members to verify at any time.
🎉 恭喜与团队同行的会员们成功捕捉这一段行情，并完成第一阶段兑现。
🎉 Congratulations to all members who were positioned alongside the team and successfully completed the first stage of profit-taking.
IREN Limited（NASDAQ: IREN），原Iris Energy，正从比特币挖矿公司快速转型为AI云基础设施提供商，凭借可再生能源供电的数据中心与大量预签约电力储备，在AI高性能计算（HPC）领域展现强劲势头。
IREN Limited (NASDAQ: IREN), formerly Iris Energy, is rapidly transitioning from a Bitcoin mining company to an AI cloud infrastructure provider, leveraging renewable energy-powered data centres and substantial pre-contracted power capacity to establish a strong position in the AI high-performance computing (HPC) sector.
2026年3月，公司宣布签署采购协议，新增超过50,000块NVIDIA B300 GPU，将AI云总容量扩展至150,000 GPU，进一步强化其GPU舰队规模与超大规模云服务商合作潜力。公司当前电力管道总规模约4.5 GW，包括即将完成通电的Sweetwater 1.4 GW项目，为后续GPU与HPC大规模部署提供关键容量支撑。
In March 2026, the company announced a procurement agreement to add over 50,000 NVIDIA B300 GPUs, expanding total AI cloud capacity to 150,000 GPUs and further strengthening its GPU fleet and hyperscaler partnership potential. The company's total power pipeline stands at approximately 4.5 GW, including the Sweetwater 1.4 GW project scheduled for energisation, providing critical capacity for large-scale GPU and HPC deployment ahead.
公司此前与Microsoft签订的五年期大单（贡献约 $1.94 亿年化经常性收入，项目EBITDA利润率约85%）为AI转型提供了清晰的收入锚点。管理层目标在2026年底前实现约 $3.4 亿AI云年化经常性收入，比特币挖矿业务则持续提供稳定现金流支撑。Q3 FY26财报将于5月7日盘后发布，市场将重点关注GPU部署进展、毛利率趋势及Sweetwater通电时间表，这将是下一个重要催化剂。
The company's previously announced five-year Microsoft agreement — contributing approximately $194 million in annualised recurring revenue at approximately 85% project EBITDA margin — provides a clear revenue anchor for the AI transition. Management targets approximately $340 million in AI cloud ARR by end of 2026, with the Bitcoin mining business continuing to provide stable cash flow support. The Q3 FY26 earnings report is scheduled for release after market close on May 7, with market focus on GPU deployment progress, gross margin trends, and the Sweetwater energisation timeline — representing the next significant catalyst.
团队结合最新市场变化与公司催化剂进行综合评估，以下是完整的买入区间、各阶段目标价与操作节奏的详细研判。
The team has conducted a comprehensive assessment incorporating the latest market developments and company-specific catalysts. The complete entry zone, staged target levels, and operational strategy are detailed below.
