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

CoinFeed July 5 news, according to CoinDesk report, the AI storage and semiconductor sector has recently cooled significantly, while Bitcoin has rebounded from its local low to above $61,000, sparking discussion on whether funds are starting to reallocate into digital assets. Individual stocks like SanDisk and Micron have recently seen a clear loss of momentum, with the DRAM ETF falling about 25% from its mid-June high, and SMH also down about 12%. Analysis points out that the rise in AI trade congestion combined with pullbacks in some leaders is driving a rotation of funds within risk assets. Although it is still difficult to judge whether a sustained style shift is forming, against the backdrop of the cooling AI theme and the synchronous Bitcoin rebound, the market is preliminarily showing signs of capital rebalancing within risk assets.