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歪文
大家容易把挖矿收入下滑当利空，我却想先换把尺子。反过来想一下，少挖矿就等于经营变差？
IREN挖矿收入降58%，AI销售额达2亿美元，计划12月基本完成挖矿业务转型。我觉得跌幅不能单独判利空：旧业务收缩符合转型方向；AI年化收入目标推迟至2027年初，执行风险才更该盯。
你认为挖矿收入降到什么程度才算危险，而非正常退出？欢迎持相反意见的人来辩。
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