{"id":53704,"date":"2026-08-13T17:27:53","date_gmt":"2026-08-13T17:27:53","guid":{"rendered":"https:\/\/www.vtmarkets.com\/zh-ca\/uncategorized\/53704\/"},"modified":"2026-08-13T17:27:53","modified_gmt":"2026-08-13T17:27:53","slug":"iren-%e6%86%91%e8%97%89%e7%8d%b2-nvidia-exemplar-cloud-%e8%b3%87%e6%a0%bc%e5%8f%8a%e4%ba%a4%e4%bb%98-microsoft-horizon-1%ef%bc%8c%e6%8e%a8%e5%8b%95-ai-%e5%9f%ba%e7%a4%8e%e8%a8%ad%e6%96%bd%e5%a2%9e","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/zh-ca\/live-updates\/53704\/","title":{"rendered":"IREN \u6191\u85c9\u7372 NVIDIA Exemplar Cloud \u8cc7\u683c\u53ca\u4ea4\u4ed8 Microsoft Horizon 1\uff0c\u63a8\u52d5 AI \u57fa\u790e\u8a2d\u65bd\u589e\u9577"},"content":{"rendered":"

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\u884d\u751f\u54c1\u4ea4\u6613\u7b56\u7565\u8207\u5e02\u5834\u727d\u5f15\u529b<\/h3>\n

\u6211\u5011\u8a8d\u70ba\uff0c\u96a8\u7740 IREN \u7684\u6df7\u5408\u578b AI \u53ca\u6bd4\u7279\u5e63\u6316\u7926\u6a21\u5f0f\u52a0\u901f\u7372\u5f97\u5e02\u5834\u8a8d\u53ef\uff0c\u884d\u751f\u54c1\u4ea4\u6613\u8005\u53ef\u65bc\u672a\u4f86\u6578\u5468\u70ba\u5176\u986f\u8457\u4e0a\u884c\u8d70\u52e2\u4f5c\u90e8\u7f72\u3002\u96a8\u7740 Horizon 1 \u6578\u64da\u4e2d\u5fc3\u8fd1\u671f\u4ea4\u4ed8\u4e88 Microsoft\uff0c\u4ee5\u53ca IREN \u53d6\u5f97 NVIDIA \u5148\u9032 GB300 NVL72 \u6676\u7247\u7684 Exemplar Cloud \u8cc7\u683c\uff0c\u516c\u53f8\u6b63\u6536\u7a84\u52a0\u5bc6\u8cc7\u7522\u8207\u9ad8\u6548\u80fd\u904b\u7b97\u4e4b\u9593\u7684\u843d\u5dee\u3002\u56de\u9867\u904e\u5f80\uff0c\u6210\u529f\u8f49\u578b\u81f3 AI \u57fa\u5efa\u7684\u516c\u53f8\u5f80\u5f80\u51fa\u73fe\u4f30\u503c\u5927\u5e45\u91cd\u8a55\uff0c\u60c5\u6cc1\u985e\u4f3c\u6211\u5011\u5728 2024 \u5e74\u5e95\u53ca 2025 \u5e74\u898b\u5230\u7531\u786c\u4ef6\u9a45\u52d5\u7684\u80a1\u4efd\u6025\u5347\u3002<\/p>\n

\u6280\u8853\u524d\u666f\u53ca\u671f\u6b0a\u5e02\u5834\u52d5\u614b<\/h3>\n

\u5f9e\u6280\u8853\u9762\u800c\u8a00\uff0cIREN \u7684\u827e\u7565\u7279\u6ce2\u6d6a ABC \u8abf\u6574\u5b8c\u6210\uff0c\u610f\u5473\u6cbd\u58d3\u6216\u5df2\u6d88\u9000\uff0c\u8cb7\u65b9\u6b63\u91cd\u65b0\u4e3b\u5c0e\u3002\u6211\u5011\u5efa\u8b70\u4ea4\u6613\u8005\u53ef\u8003\u616e\u8cb7\u5165 2026 \u5e74 9 \u6708\u6216 10 \u6708\u5230\u671f\u3001\u7565\u70ba\u50f9\u5916\uff08out-of-the-money\uff09\u7684\u8a8d\u8cfc\u671f\u6b0a\uff08call\uff09\uff0c\u4ee5\u6355\u6349\u6f5b\u5728\u7a81\u7834\u3002\u8fd1\u671f\u671f\u6b0a\u5e02\u5834\u6578\u64da\u4ea6\u652f\u6301\u504f\u597d\u770b\u6cd5\uff1a\u904e\u53bb\u6578\u5468\u8a8d\u8cfc\u671f\u6b0a\u672a\u5e73\u5009\u5408\u7d04\uff08open interest\uff09\u9304\u5f97\u7d04 25% \u589e\u5e45\uff0c\u53cd\u6620\u6a5f\u69cb\u6210\u4ea4\u91cf\u958b\u59cb\u7d2f\u7a4d\u3002<\/p>\n

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\u7acb\u5373\u958b\u59cb\u4ea4\u6613 \u2014 \u9ede\u64ca\u6b64\u8655<\/a>\u958b\u8a2d\u60a8\u7684 VT Markets \u771f\u5be6\u8cec\u6236\u3002<\/b>\n\n<\/p>","protected":false},"excerpt":{"rendered":"

IREN \u6253\u9020\u300c\u6bd4\u7279\u5e63\u6316\u7926\uff0bAI\u57fa\u5efa\u300d\u6df7\u5408\u6a21\u5f0f\uff0c\u6191\u53ef\u518d\u751f\u80fd\u6e90\u8a2d\u65bd\u3001HPC\u64f4\u5bb9\uff0c\u7372NVIDIA Exemplar Cloud\u53ca\u5411Microsoft\u4ea4\u4ed8\uff1b\u6280\u8853\u6307ABC\u8abf\u6574\u6216\u5b8c\u7d50\uff0c\u671f\u6b0aOI\u534725%\uff0c\u90e8\u7f72\u50f9\u5916Call\/\u725b\u5e02\u50f9\u5dee\u6355\u6349\u91cd\u8a55\u3002<\/p>\n","protected":false},"author":87,"featured_media":50694,"comment_status":"","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[4],"tags":[],"class_list":["post-53704","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-live-updates"],"acf":{"acf_article_selection_author":null},"aioseo_notices":[],"aioseo_head":"\n\t\t\n\t\n\t\n\t\n\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t