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Apexxx.
AI业务年化收入目标推迟到2027年初，我又有了上一轮矿企换叙事的熟悉感。
这次不同，IREN已有AI销售收入，挖矿收入下滑的同时，还计划基本完成挖矿业务转型。我判断，这类公司正逐渐失去币圈周期温度计的意义：业务重心变了，股价反映的就未必是矿业景气。以后看矿股，我会先拆业务，再谈牛熊。
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