律动BlockBeats
律动BlockBeats|Aug 15, 2026 06:15
[Serenity Shares Screenshot to Address 'Zeroing Out' Rumors: Year-to-Date Return Still at 2411.84%] BlockBeats News, August 15 — Serenity published a post and shared a screenshot to address recent market rumors about its account 'zeroing out,' calling such claims 'too exaggerated.' The post stated that despite a significant correction in the AI sector in July, its year-to-date (YTD) return remains at 2411.84%. Previously, Serenity had publicly disclosed that the sharp decline in AI-related stocks in July led to a drawdown of approximately 49.4% in its portfolio. Its holdings are primarily concentrated in key segments of AI infrastructure, including storage, optical communications, robotics, and upstream semiconductors—sectors known for high volatility. Serenity has long focused on 'bottleneck segments' within the AI industry chain and has conducted extensive research on areas such as memory, photonics, CPO, and the semiconductor supply chain. Its bets on AI infrastructure-related assets have drawn significant market attention. [Original Link]
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