SemiAnalysis发布看空CPO时间点的报告导致光通讯股暴跌，随后与Tema合作推出持有这些暴跌股的光通讯ETF，其中$HIMX和$LITE被其报告点名后又出现在ETF持仓中
SemiAnalysis发布看空CPO时间点的报告导致光通讯股暴跌，随后与Tema合作推出持有这些暴跌股的光通讯ETF，其中$HIMX和$LITE被其报告点名后又出现在ETF持仓中。
“UDN Money report "殺翻光通訊後 SemiAnalysis 惹議 業界揭其劣跡 許多公司慘遭魔手": - SemiAnalysis, released a report in June, questioning the timing of the launch of the CPO on the grounds of low yield and delay, which caused the photonics sector to collapse. - The agency then partnered with Tema to launch a photonics ETF. - The shares held in the ETF under the trading code LAZR happened to be the photonics stocks that were mentioned negatively in the report $HIMX and $LITE, which were specifically targeted negatively in their article "Powered Down, Lights Off", have been bought in Semianalysis and Tema's new ETF after the optical sector crash.”原帖：X / @aleabitoreddit ↗