[Analysis: AI Semiconductor Sector Cools Down, Bitcoin Rebounds, Signs of Market Capital Rebalancing Emerge] According to CoinDesk, 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 decline in momentum recently, with the DRAM ETF falling about 25% from its mid-June peak and SMH down approximately 12%. Analysts point out that the rising 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 forming, against the backdrop of cooling in the AI sector and Bitcoin's rebound, the market is beginning to show preliminary signs of internal rebalancing among risk assets.