Serenity: SemiAnalysis accused of "shorting then building positions," with related optical communication companies already included in a cooperative ETF

BlockBeats news, on July 5, Serenity cited UDN Money reporting that the research institution SemiAnalysis has sparked market controversy due to a series of operations. In June this year, SemiAnalysis released a research report, predicting a bearish outlook on the optical communication sector based on factors such as the low yield rate of CPO (Co-Packaged Optics) technology and potential delays in product launch, leading to a sharp decline in the stock prices of related sectors. Subsequently, the institution partnered with Tema ETFs to launch an optical communication-themed ETF.

It is worth noting that companies such as Himax Technologies and Lumentum Holdings, which were prominently downgraded in the SemiAnalysis report "Powered Down, Lights Off," were included in the ETF's portfolio after the pullback in the optical communication sector, prompting market discussion about the institution's "talking down first, then including in their portfolio" behavior.