Serenity: SemiAnalysis was questioned for “building positions after bearish calls,” and the relevant optical communication company has been included in a cooperative ETF.

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BlockBeats news, July 5, Serenity cited UDN Money reporting that research firm SemiAnalysis has sparked market controversy due to a series of actions. In June this year, SemiAnalysis released a research report citing reasons such as low yield rates for CPO (co-packaged optics) technology and possible delays in product launches to take a bearish stance on the optical communications sector, leading to a sharp decline in stock prices of related sectors. Subsequently, the firm collaborated with Tema ETFs to launch an optical communications-themed ETF.

Notably, companies such as Himax Technologies and Lumentum Holdings, which SemiAnalysis had previously heavily shorted in its report "Powered Down, Lights Off," were included in the ETF's holdings after the optical communications sector correction, sparking discussions in the market about its "short first, allocate later" behavior.

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