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Analysis: AI semiconductor sector cools down, Bitcoin rebounds, market may show signs of capital rebalancing.

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Golden Finance reported that the AI storage and semiconductor sectors have recently experienced a noticeable cooldown, while Bitcoin rebounded from its recent low to above $61k, sparking discussions on whether capital is beginning to reallocate to digital assets. Stocks such as SanDisk and Micron have seen a significant weakening in momentum recently, with the DRAM ETF falling about 25% from its mid-June high and SMH also dropping about 12%. Analysts point out that the increasing crowding in AI trades, combined with pullbacks in some leading stocks, is driving a rotation of capital within risk assets. Although it is still difficult to determine whether a sustained style shift is taking place, against the backdrop of the AI main theme cooling down and Bitcoin rebounding simultaneously, the market is beginning to show signs of rebalancing within risk assets.
BTC1.52%
DRAM-0.06%
SMH0.43%
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