Serenity: SemiAnalysis Questioned for “Shorting Then Building Positions”; Related Optical Communications Company Included in a Cooperative ETF

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ME News reports that on July 5 (UTC+8), Serenity cited UDN Money reporting that research institution SemiAnalysis has sparked market controversy due to a series of actions.
SemiAnalysis released a research report in June this year, using reasons such as low yield of CPO (Co-Packaged Optics) technology and possible delays in product release to take a bearish view on the optical communication sector, causing a sharp drop in related stock prices.
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 heavily shorted in its report "Powered Down, Lights Off," were all included in the ETF's holdings after the optical communication sector corrected, sparking market discussion about its "first short, then allocate" behavior. (Source: BlockBeats)
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