Serenity（白毛股神）@aleabitoreddit发帖2026-07-20

Neocloud和colo股票因AI计算短缺消息和新合同而大涨，其中IREN因ARR目标上调而上涨19.69%，HUT因大型租约上涨10.45%，而NBIS和CRWV仍走势缓慢。

Neocloud和colo股票因AI计算短缺消息和新合同而大涨，其中IREN因ARR目标上调而上涨19.69%，HUT因大型租约上涨10.45%，而NBIS和CRWV仍走势缓慢。

“$IREN +19.69% after revising ARR target to $4B+ from new AI cloud contracts. Its customer base now includes Microsoft, Nvidia, Perplexity, and Figure. $HUT +10.45% off a 15Y $9.8B AI DC lease $CIFR +16.76% $CLSK +13.7% $WYFI +9.18% $NBIS and $CRWV are taking their time in the shower. But does look like Neoclouds/Colo players are sharply recovering following new catalysts, such as Kimi compute shortage news and new contracts.”