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

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Mars Finance News, citing CoinDesk, reports that the AI storage and semiconductor sector has recently cooled significantly, while Bitcoin has rebounded from its recent low to above $61k, sparking discussions on whether funds are beginning to reallocate to digital assets. Individual stocks such as SanDisk and Micron have seen a clear 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 rising congestion in AI trades, combined with pullbacks in some leading stocks, is driving a rotation of funds within risk assets. Although it is still difficult to determine whether a sustained style shift is forming, against the backdrop of a cooling AI theme coinciding with Bitcoin's rebound, the market is beginning to show signs of rebalancing within risk assets.
BTC-0.41%
DRAM-0.06%
SMH0.43%
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