Serenity: SemiAnalysis Accused of "Shorting Before Building Positions," Related Optical Communication Companies Included in Collaborative ETF

BlockBeats News, July 5 — Serenity, citing a report from UDN Money, stated that research firm SemiAnalysis has sparked market controversy due to a series of actions. In June this year, SemiAnalysis released a research report, citing low yield rates of CPO (Co-Packaged Optics) technology and potential delays in product launches as reasons to take a bearish stance on the optical communication sector, which led to a significant drop in the sector's stock prices. Subsequently, the firm collaborated with Tema ETFs to launch an optical communication-themed ETF. Notably, companies such as Himax Technologies and Lumentum Holdings, which were heavily criticized in SemiAnalysis's earlier report "Powered Down, Lights Off," were included in the ETF's holdings after the optical communication sector's pullback, sparking market discussions about its alleged "shorting before allocation" behavior. [Original Link]