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$IREN

BEARISH2026-08-27
Price around the call
↓ 2026-08-27
By horizon✗ miss+17.2%
1d
✗ +5.0%
5d
✗ +25.9%
21d
✗ +17.2%
Original post
投资TALK君 · 2026-08-27

$IREN 今天财报里的数据 3年合同的价格涨了125%,回报周期变为2年,所以任何关于GPU折旧周期错配的看法,已经被需求证伪了,所有已经卖出去的GPU,都带了背后的订单和价格,亚麻给的回报周期是2.5-3年。当然,你可以说下订单的给不起钱,最后会违约,但是订单价格的趋势无法证明这种想法是正确的,如果有违约,价格一定下降。 未来对于算力的需求我们不知道,但是过去一年里聊GPU折旧错配的观点完全错误,PERIOD。

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