Serenity: SemiAnalysis Accused of 'Shorting Before Accumulating', Related Optical Communication Companies Included in Collaborative ETF

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On July 5, Serenity cited a report from UDN Money stating that the research institution SemiAnalysis has sparked market controversy due to a series of operations. In June of this year, SemiAnalysis released a research report predicting a downturn in the optical communication sector, citing low yield rates of CPO (Co-Packaged Optics) technology and potential delays in product release, which led to a significant drop in stock prices of related companies. Subsequently, the institution partnered with Tema ETFs to launch an optical communication-themed ETF. Notably, companies such as Himax Technologies and Lumentum Holdings, which SemiAnalysis had previously targeted in their report 'Powered Down, Lights Off', were included in the ETF holdings after the optical communication sector's pullback, prompting discussions in the market about their behavior of 'shorting first, then accumulating'.
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