· 供应链分析
涉及标的： $CIFR$CLSK$CRWV$HUT$IREN$NBIS$WYFI
相关概念： 新云算力 Neoclouds
$IREN 因将新 AI 云合同带来的 ARR 目标从此前水平上调至 40 亿美元以上，上涨 19.69%。其客户群现包括微软、英伟达、Perplexity 和 Figure。 $HUT 因一份 15 年期 98 亿美元的 AI 数据中心租赁协议上涨 10.45%。 $CIFR 上涨 16.76% $CLSK 上涨 13.7% $WYFI 上涨 9.18% $NBIS 和 $CRWV 还在慢慢磨（反应滞后）。 但看起来，随着 Kimi 算力短缺新闻和新合同等新催化剂的出现，Neoclouds/Colo 玩家正在强劲复苏。
$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.