[Analysis: AI Semiconductor Sector Cools Down, Bitcoin Rebounds, Signs of Market Capital Rebalancing Emerge] Golden Finance reports that the AI storage and semiconductor sector has recently shown a significant cooling trend, while Bitcoin has rebounded from its recent low to above $61,000, sparking discussions about whether capital is beginning to reallocate to digital assets. Stocks like SanDisk and Micron have seen a noticeable weakening in momentum recently, with the DRAM ETF falling approximately 25% from its mid-June peak, and SMH dropping around 12%. Analysts point out that the rising crowding in AI trades, coupled with corrections 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 forming, under the backdrop of cooling in the AI sector and Bitcoin's rebound occurring simultaneously, the market is beginning to show preliminary signs of internal rebalancing among risk assets.