Schwab Network 对 $IREN 的判断变化

频道资料 →本频道有 11 位标注的说话人:BFA and JP Morgan、Bank of America、Berenberg、CEO、Citizens、JP Morgan Chase、Morgan Stanley、Oppenheimer、Truist、UBS、Wall Street Journal共 2 条
2026-09-17看涨
《Trading Opportunities in MRVL, MU & IREN: Charles Moon on AI Stock Picks》
IREN基本面优于同业,具备技术突破条件,有望突破50美元并升向60-65美元,甚至可能达到76美元。

你的下一个选择是“Iron”,它过去挖比特币,现在变成了“Neo”云。你说你在50美元水平之上看到了一个重要的技术形态。那么为什么这个水平在这里如此重要,什么可能推动该股再次上涨至70到76?

Your next choice is "Iron," which used to mine Bitcoin and has now become the "Neo" cloud . You are saying that you see a significant technical setup above the $50 level. So why is this level so important here and what might drive the stock up again towards 70 to 76?

2026-09-14看涨
《Monday's First Moves: IREN Double Upgrade, COIN New Bull, HPE Downgrade》JP Morgan Chase
摩根大通将 IREN 上调至增持评级,目标价 65 美元,理由是 AI 云业务收入强劲增长以及关键合作伙伴关系。

我们这里看的是 Iran Iren,我不太确定。I R E N,对吧?这到底该怎么念?我们来谈谈这只股票。这是一家新型云服务提供商。它今天获得了看涨观点。但这并没有反映在股价上,因为正如你提到的,我们一直在关注那些属于 AI 故事一部分、却承压的股票。

这只股票最初是一个比特币矿商的故事,但现在正转变为一个 AI 基础设施的故事。

we look here at Iran Iren, I don't know exactly. I R E N, right? How do you say it anyhow? And let's talk about this name. >> Uh it's a neo cloud provider here. Um it's getting a bullish view today.

It's not reflected in the share price because as you mentioned, we've been watching stocks under pressure that are part of the AI story. This is one that was originally a Bitcoin miner story, but it's now turning into an AI infrastructure story.