shein

#Shein cổ phiếu sau iPO giảm 9% trong phiên đầu tiên. giá chào bán ấn định ở mức 48.56 đô la hong kong , thấp hơn mức giá bán tối đa là 49.5 đô hong kong. Phần lớn tăng trưởng của shein nằm ở Châu Âu vs Mỹ nhưng thay đổi thuế quan ở cả hai thị trường khiến trở lên khó khăn hơn. giá chưa hấp dẫn còn giảm dài, nhanh cơ hội short vùng giá tốt. SL 70 $HK0625
$HYPE
$牛来

【Shein 上市首日暴跌 9%！1000 亿估值缩水到 265 亿？👗💸】

📲 加入X先生的粉丝群聊

Shein 终于上市了，结果一开盘就崩。

港股首日直接跌 9%，打新的人当场站岗。😅

更扎心的是估值。

2022 年私募市场还值 1000 亿美元，现在 IPO 只剩 265 亿。

三年缩水四分之三，这落差谁扛得住？📉

这次发行价 48.56 港元，比最高价还低一截。

募了 174 亿港元，算是勉强上岸。

可一季度直接亏了 9900 万美元，营收还在减速。😬

纽约没去成，伦敦也没去成，绕了一圈落在香港。

关税压着利润，TikTok 还在抢生意。

快时尚之王，好像没那么香了。🔥

📌 千亿估值缩水 75%，Shein 首日破发，是泡沫挤掉了，还是故事讲完了？

评论区聊聊，这个位置你敢接吗？👇

#Shein #港股 #IPO #破发 #英伟达拟向联发科投资35亿美元

🦈 PRE-IPO PERPS FRONT-RUN TRADITIONAL MARKETS AS $SHEIN PLUNGES 10% AT DEBUT! ⚡

On-chain pre-IPO perps just demonstrated elite price discovery before traditional equities even opened their gates. Yesterday, the $SHEIN contract suffered a 15% flash crash down to $5.69, perfectly front-running the exact 10% opening slide to HK$43.72 seen at today's IPO debut. 🌊

Smart money order flow on decentralized venues continues to price in real-world valuation shifts with surgical precision. 📊 When crypto derivatives match legacy opening pricing to the penny, it proves where the sharpest market intuition truly lives. 💡

💬 Do you track pre-IPO perps to front-run legacy market moves, or are you still waiting on traditional financial headlines? 👇

⚠️ Not financial advice. Always manage your risk. 🛡️

🏷️ #SHEIN #PreIPO #PriceDiscovery #Crypto #Trading

🔥 💎

🦈 PRE-IPO DERIVATIVES ACCURATELY PRICED THE 10% DEBUT DIP FOR $SHEIN ! 📉

Institutional price discovery was on full display before traditional equities opened today. The $SHEIN pre-IPO contract experienced a preemptive 15% sell-off yesterday, front-running the stock's eventual drop to HK$43.72 during its Hong Kong listing. 📊

Currently anchored near $5.69, the decentralized contract reflects an implied valuation of HK$44.6, closely aligning with active equity market bounds. 💡 This structural efficiency highlights how on-chain order flow and real-time liquidity pools can front-run traditional asset repricing. 🔍

💬 Do you monitor pre-IPO derivative markets to anticipate traditional equity opens, or wait for secondary market stability? 👇

⚠️ Not financial advice. Always manage your risk. 🛡️

🏷️ #SHEIN #PreIPO #PriceDiscovery #MarketStructure #Crypto

🔍 🛡️

🇭🇰🔥 $HK0625 SHEIN — FIRST TRADING DAY WATCH‼️

SHEIN $0625 is heading into its first official trading session on the Hong Kong Stock Exchange, and the pre-listing action is already sending a warning. 👀

📉 Gray-market price dropped 10%+ ahead of the debut, showing that traders are already pricing in significant uncertainty.

⚡ First-day setup: 🔴 High volatility expected
🟡 Strong price discovery likely
🟢 Key levels can form quickly after the open

🔥 With HK0625USDT also attracting attention on Binance, traders can watch SHEIN's price action from both the traditional Hong Kong market and the USDT-settled futures side.

📌 Important: The stock's first trading session could produce sharp moves in either direction. Don't chase the opening candle — wait for the initial range and confirmation.

👀 $0625 — First Day = Volatility Watch

DYOR • NFA

#SHEIN #HK0625 #BİNANCEFUTURES #HongKong

🇭🇰🔥 SHEIN $0625 — BINANCE FUTURES COUNTDOWN‼️

⏳ Only ~10 MINUTES TO GO?

Binance is preparing to launch the new $HK0625 USDT Quanto Contract, giving traders exposure to SHEIN Global Holdings Limited (HKEX: 0625) through a USDT-margined futures product.

📌 Contract: $HK0625 USDT
🏢 Underlying: SHEIN Global Holdings Limited
🇭🇰 Exchange: HKEX
💵 Margin & P&L: USDT
⚡ Type: Quanto Contract

🔥 Why watch it?

This gives traders a way to speculate on SHEIN's price movement through Binance Futures without directly owning the underlying shares.

📈 Bullish? → Long
📉 Bearish? → Short

👀 The first minutes after launch could bring serious volatility and price discovery.

⚠️ Futures are leveraged products and do not represent direct ownership of SHEIN shares. Don't chase the opening candle — wait for price discovery and manage risk.

⏰ SHEIN $0625 — Keep an eye on the launch!

DYOR • NFA

#SHEIN #HK0625 #BinanceFutures #TradFi

Shein slides in its Hong Kong debut as investors reassess the company’s valuation after years of rapid growth

📉 Shein shares fell about 10% in their first trading session in Hong Kong, dropping to around HKD 43.8 from the IPO price of HKD 48.56. The grey market had already pointed to weak demand, with shares down more than 13% before the official debut.

💰 The IPO raised about HKD 13.6 billion, or USD 1.74 billion, valuing Shein at roughly USD 26.5 billion. That is more than 70% below the nearly USD 100 billion valuation the company reached in 2022.

📊 Subscription demand was relatively modest, with the Hong Kong public offering covered 5.63 times and the international tranche about 2.59 times.

🌍 Valuation pressure comes as growth slows, 2025 net profit fell by about 39%, and Shein posted a USD 99 million loss in Q1 2026, while changes to small-parcel tax treatment in the US and Europe increase operating costs.

#SHEIN $SHIB

Sky Xu just took a massive hit on paper.

Shein’s Hong Kong IPO values the company at about $26.5B, versus nearly $100B in 2022. With Xu holding around 30%, his estimated wealth drops from $23B+ to roughly $8B a loss of more than $15B.

What stands out is how much investor attention has shifted. Shein was once one of the hottest e-commerce stories. Now AI companies are getting the spotlight, while Shein is dealing with slower growth, tariffs and weaker margins.

The IPO is basically a reality check on what investors are willing to pay for fast fashion growth today.

#SheinCEOSkyXuWealthFalls$15B
$BTC
#Shein #Ecommerce
#SKHynixStudiesJapanMemoryChipVenture
#AyeshaAbid

#SheinCEOSkyXuWealthFalls$15B

**Shein Founder Sky Xu Loses $15B: Fast Fashion Market Heat?** 📉👔

Shein founder Sky Xu has seen his net worth drop by over **$15 billion** as the fast-fashion juggernaut prepares for a scaled-back Hong Kong IPO. Valued near $100B back in 2022, Shein's repriced listing valuation sits at roughly a quarter of its former peak, sharply reducing the founder's 30% stake to around $8B.

**Why the Valuation Dropped:**

* **Regulatory & Tariff Squeeze:** The closing of key tax exemptions on low-value imports across the U.S. and Europe directly pinched Shein’s core low-cost shipping advantage.
* **Shift to AI Capital:** Investor appetite has heavily pivoted away from traditional e-commerce toward AI-driven tech stories and infrastructure.
* **Rising Supply-Chain Costs:** Escalating compliance requirements, labor scrutiny, and intensified local competition squeezed former profit margins.

---

**Market & Investor Takeaways:**

1. **E-Commerce Repricing:** High-growth web2 retail models are undergoing significant multiple compression as macro headwinds build.
2. **Capital Rotation:** Investor capital continues to rotate aggressively into deep tech, AI, and decentralized liquidity assets rather than retail giants.
3. **Macro Trade Realities:** Even global consumer brands aren't immune to sudden shifts in trade policy and international customs rules.

---

💬 **What do you think?** Is fast-fashion losing its momentum, or is this just a valuation correction in a changing macro climate? Sound off in the comments! 👇

#Shein

Shein CEO Sky Xu just saw $15 billion in wealth evaporate.
At the peak, when Shein was valued near $100 billion, Xu’s stake was worth over $23 billion. The Hong Kong IPO is now pricing the company at a fraction of that — putting his net worth around $8 billion based on his roughly 30% holding.
Tariffs, political pressure, intensifying competition, and slower growth all played a role. Timing didn’t help either. Consumer e-commerce stories lost the spotlight as AI listings captured capital and attention.
This is a classic reminder for traders: paper valuations in private markets can look invincible until the public market forces a reality check. Crypto has lived this cycle repeatedly — founders and early holders watch massive paper gains compress when liquidity and sentiment shift.
The real takeaway isn’t just one CEO’s fortune. It’s that growth stories still need durable unit economics and a favorable macro backdrop to hold their value once the spotlight moves on.
Would you still buy the Shein narrative at the new valuation, or is this a warning for other high-growth names?
#Shein #IPO #CryptoMarket #wealth #Marketpsychology
$BTC

Shein's reported Hong Kong IPO pricing is another major market signal.
An IPO around HK$48.56 puts attention back on Hong Kong's ability to attract large global listings.
The bigger question isn't only the launch price—it is whether investor demand can support strong post-listing performance.
#Shein #HongKong #IPO
$XRP
$SEI
$TRUMP
#SheinReportedlySetsHKIPOPriceAboutHK$48.56

🚨 PRE-IPO TRADING GOES LIVE FOR $SHEIN AHEAD OF HONG KONG LISTING! ⚡

Entry: 47.60 - 49.50 HKD ⚡

Smart money is getting early access as pre-market pricing for $SHEIN opens ahead of its September 1st Hong Kong Exchange debut. 📊 Early valuation brackets the common stock between HK$47.60 and HK$49.50, setting up massive liquidity expectations across global desks.

An oracle integration will bridge execution after launch, automatically converting post-listing HKD equity prices directly to USD via live exchange rates. 💡 Trading tokenized tradfi exposure before the opening bell gives sharp market participants a distinct positioning edge. 💬 Are you front-running this Pre-IPO move or waiting for secondary market discovery? 👇

⚠️ Not financial advice. Always manage your risk. 🛡️

🏷️ #SHEIN #PreIPO #HongKong #Crypto #Trading

🔥 💎

🚨 PRE-IPO LIQUIDITY UNLOCKED AS $SHEIN SETS HK$47.60 TO HK$49.50 OFFER RANGE! ⚡

Entry: HK$47.60 - HK$49.50 ⚡

📌 Pre-market pricing has officially opened for the expected Hong Kong listing, offering early structural exposure ahead of September 1st under ticker 0625. 📊 The automated oracle architecture bridges traditional equities with on-chain liquidity by converting HKD stock valuation directly into USD settlement post-listing.

💡 Institutional demand within this initial offer band will establish the foundational liquidity pool once secondary trading commences. 🔍 Capitalizing on Pre-IPO valuation channels allows market participants to observe smart money pricing dynamics before public order flow hits the exchange. 💬 Are you pricing this Pre-IPO spread early or waiting for post-listing order flow validation? 👇

⚠️ Not financial advice. Always manage your risk. 🛡️

🏷️ #SHEIN #PreIPO #StockMarket #Crypto #Trading

🎯 🦈

#SheinReportedlySetsHKIPOPriceAboutHK$48.56 🚨 Shein Sets HK IPO Price Around HK$48.56! 📈

Shein is reportedly moving forward with its Hong Kong listing at around HK$48.56 per share, putting the global fast-fashion giant back in the spotlight. 👀

A major IPO like this could attract significant investor attention and add fresh momentum to Hong Kong’s capital markets. 🌏💰

Markets will be watching closely to see how Shein performs after listing and whether investor demand remains strong. 🔥

#Shein #HKIPO #HongKong

#SheinReportedlySetsHKIPOPriceAboutHK$48.56
🔥 SHEIN SET TO PRICE HK IPO AT HK$48.56! 🇭🇰📈
What Happened:
• SHEIN is expected to price its Hong Kong IPO at HK$48.56/share.
• The deal could raise around $1.7B.
• That puts SHEIN’s valuation near $26.5B.
• Massive contrast with its nearly $100B peak valuation in 2022.
Why It Matters:
Hong Kong is getting another major global listing, but SHEIN’s sharply lower valuation shows how much investor expectations have changed since the 2022 boom. 👀
For crypto markets, a strong Hong Kong IPO could reinforce the broader narrative around Asia’s capital markets and risk appetite—but BTC/ETH impact should be limited and indirect.
📊 Watch: HK equities → Asian risk sentiment → BTC/ETH liquidity
#Shein #HKIPO #HongKong

#SheinReportedlySetsHKIPOPriceAboutHK$48.56

Shein sets Hong Kong IPO price
Fast-fashion giant Shein has reportedly locked in its Hong Kong IPO price at around HK$48.56 per share — just above the midpoint of the HK$47.60–HK$49.50 range.

That prices the deal to raise roughly HK$13.6 billion (~US$1.7 billion) and values the company at about US$26.5 billion. A massive comedown from its near-US$100 billion private peak in 2022 (and still well below the US$66 billion mark from 2023).
Shares are set to debut on the Hong Kong Stock Exchange on 1 September under code 00625. Cornerstone support includes names like Tencent, Boyu, Tiger Global and others.

Valuation context & upcoming debut watch
Keep an eye on post-listing charts once trading opens — I’ll update with live candle widgets for 00625.HK right after the open.

• Tracking the retail tranche oversubscription (already multiple times covered on the public offer side)
• Watching related plays in the space for relative strength into the listing
While Shein prepares to list, the broader retail & e-commerce names remain in focus: $PDDon (Temu parent) as a key competitor, traditional players like Inditex and H&M, plus other Asia IPO momentum names still drawing attention.

Actionable strategy for the IPO & near-term:

Key levels post-debut: Watch the IPO price (HK$48.56) as the first psychological anchor. Strong open above it with volume = potential momentum long; weak open or quick dip below = possible short-term fade.

Bull case: Hold/reclaim above issue price + solid first-day volume → scale in on any pullback toward HK$47–48 for a multi-day run, targeting the top of the original range or higher.

Bear case: Break and close under HK$47.60 opens room for further pressure given the valuation reset and ongoing tariff/cost headwinds.

Risk small (1% or less), use tight stops, and size for the typical IPO volatility. Prefer waiting for the first 30–60 min of trading to gauge real demand vs. hype.

#Shein

SheinReportedlySetsHKIPOPriceAboutHK$48.56
📢 SHEIN Reportedly Sets HK IPO Price at Around HK$48.56

SHEIN is reportedly moving forward with its Hong Kong IPO at an indicative price of around HK$48.56 per share. 📈

The listing could mark another major step in SHEIN’s global expansion and will be closely watched by investors and the retail industry.

👀 A major IPO to watch!

#SHEIN #HKIPO #IPO #HongKong #Investing

🚨 SHEIN Targets Up to $1.8B in Hong Kong IPO

Fast-fashion giant Sheinis launching its long-awaited Hong Kong IPO, targeting up to $1.8 billion in proceeds. 🇭🇰📈

The company is offering 280 million shares at HK$47.60–HK$49.50, implying a valuation of roughly $25.7B–$26.8B. Trading is expected to begin on September 1, 2026.

📉 The big headline: SHEIN's valuation is dramatically below its nearly $100B peak in 2022.

🔎 Why it matters

• IPO could raise up to $1.8B
• Hong Kong gets one of its biggest IPOs of 2026
• Tariffs and regulatory pressure remain major risks
• Competition from rivals such as Temu is intensifying
• Investors will closely watch demand for the IPO

💬 Would you invest in SHEIN at a ~$27B valuation?

#SHEIN #IPO #HongKong #Finance #BinanceSquare

#SheinTargetsUpTo$1.8BHKIPO#SheinTargetsUpTo$1.8BHKIPO 👗💰🇭🇰

Shein has launched its long-awaited **Hong Kong IPO**, targeting up to **HK$13.86 billion ($1.77 billion)** by selling **280 million shares** at HK$47.60–HK$49.50 each. The listing is expected on **September 1, 2026**, at a valuation of roughly **$25.7–$26.8 billion**. ([Reuters][1])

That valuation is a dramatic reset from Shein’s roughly **$98 billion private valuation in 2022**. The company is facing slower growth, tougher competition, tariffs and increased regulatory scrutiny. ([Reuters][2])

**Market takeaway:**
💰 IPO target → up to $1.77B
📊 Valuation → ~$27B
📉 2022 peak → ~$98B
🇭🇰 Hong Kong debut → Sept. 1
⚠️ Key risks → tariffs, competition & regulation

#Shein #IPO #HongKong #Stocks #China #Ecommerce #Retail #Markets
[1]: $SKHYNIX
$IPO.ETF
$SAMSUNG

Shein据报最早8月20日启动港股IPO认购，并考虑8月28日左右挂牌。时间表看起来很近，估值却还在被砍。这是临门一脚，还是定价谈不拢前的窗口试探？

时间轴见图。认购与挂牌安排主要转述彭博知情人士口径，经新浪财经与世界新闻网等报道。发行规模、估值和时间仍可能调整。

【时间表先看清楚】

（结构图见封面与正文配图，请对照蓝折线摆动与右侧 Fib 虚线阅读。）

据知情人士，Shein计划最早于8月20日开始接受投资者认购，并于8月28日左右在香港上市交易。这仍是接近落地时的市场传讯，交易所最终日程还要以正式文件为准。

更早一步的硬节点是监管。中国证监会网站显示，Shein已在2026年7月10日获得赴港上市相关备案/放行。公开报道提到，发行规模上限大约3.416亿股，并需在获批后的时限内完成发行上市流程。纽约和伦敦两条路径先后折戟后，港股成了第三战场。

【300亿估值为什么拧巴】

彭博转述的知情人士称，Shein此番原本希望IPO估值落在约300亿美元附近。相对2022年高峰约1000亿美元，已经腰斩再腰斩。即便如此，这一目标仍遭遇投资者质疑，估值可能继续下修。另有路透相关报道把市场讨论区间放在大约300亿到400亿美元。口径不完全一致，共同点很清楚。卖方想守住心理线，买方在压价。

发行规模预计筹资20亿到30亿美元。知情人士还提到，现有股东可能认购大约一半股份。若属实，公开市场真正要消化的新筹码会少一截，但也意味着定价阶段更依赖基石和老股东态度。

部分报道称，公司已向潜在投资者表示，预计今年净利润将下降，到2027年有望回升至接近去年约20.6亿美元的水平。快时尚叙事从高增长切到利润波动，估值谈判自然更硬。

【真正在赌什么】

Shein的故事拧在三股绳子上。

第一股是增长与竞争。关税成本上升，拼多多旗下Temu正面抢市场，增速和利润都更难用旧模板外推。
第二股是监管与供应链披露。它总部在新加坡，产能网络仍高度依赖中国供应商。纽约、伦敦走不通，港股能过，不等于所有政治与合规担忧自动消失。
第三股是定价诚实度。从1000亿到66亿左右的私募估值，再到如今约300亿甚至更低的公开市场谈判，每一次下修都在重写“稀缺成长股”溢价。

所以8月20日若真开认购，市场第一眼不会只看认购火不火。更关键的是最终定价落在哪一档，以及老股东认购有没有把公开需求“垫”起来。

【怎么读这条新闻】

把它当成招股书落地前的进度条更合适。

若8月20日前后认购文件与定价区间正式出来，可以把“据报”升级成可核对条款。
若时间表顺延，优先看是估值谈不拢，还是文件与安排还在改。
若挂牌靠近8月28日，短线情绪会到，但中线仍取决于利润指引和竞争格局是否被公开数字证实。

你更盯8月20日认购是否如期开出，还是更盯最终估值能不能守住约300亿美元？回个“盯开簿”或“盯定价”。

#shein据报最早8月20日启动港股ipo认购 #Shein #港股IPO

蜻蜓队长｜一个喜欢分析数据和K线的财经博主。

不构成投资建议。以上为媒体转述的知情人士消息，最终以正式招股文件与交易所安排为准。