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

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ME News reports that on July 5 (UTC+8), the AI storage and semiconductor sectors have recently shown a significant cooldown, while Bitcoin has rebounded from its recent low to above $61k, sparking discussions on whether funds are beginning to reallocate into digital assets. Stocks such as SanDisk and Micron have recently seen notable weakening in momentum, with the DRAM ETF falling about 25% from its mid-June high and SMH also declining about 12%. Analysts point out that the rising crowding of AI trades combined with pullbacks in some leading stocks are driving funds to rotate within risk assets. Although it is still difficult to determine whether a sustained style shift will occur, against the backdrop of the AI theme cooling and Bitcoin rebounding simultaneously, the market is beginning to show initial signs of rebalancing within risk assets. (Source: PANews)
BTC-0.11%
DRAM-0.06%
SMH0.43%
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