投资学词汇中英文
投资学英语词汇
1.Derivative securities2.formula3.credit risk4.prospects5.Consumption Timing6.Allocation of Risk7.Separation of Ownership and Management8.Finding mispriced securities9.undervalued securities10.diversified portfolio11.Credit unions12.the Crisis13.Credit Default Swaps (CDS)14.rating agencies15.sub-prime loans16.transparent17.Money market instruments18.denominations19.Treasury bills20.Certificates of Deposit21.Bankers’ Acceptances22.Eurodollars23.dollar-denominated24.Repos and Reverses25.credit crisis26.Municipal Bonds27.is exempt from28.General obligation bonds29.Revenue bonds30.tax-exempt31.Callable32.Convertible33.pass-throughs34.subprime35.Residual claim36.Limited liability37.Preferred stock38.Perpetuity39.Fixed dividends40.Priority over common41.Tax treatment42.Tax treatment43.index44.exchange traded funds (ETFs)45.Options46.Futures47.Call: Right to buy underlying asset at the strike or exercise price48.Put: Right to sell underlying asset at the strike or exercise price.49.strike or exercise price.50.futures contract51.agreed-upon price52.Long position: Take delivery at maturity53.Short position: Make delivery at maturity54.Right, but not obligation55.Premium56.Efficient Market Hypothesis (EMH)57.Random58.Unpredictablermation-gathering60.Portfolio61.Weak form efficiency62.Fundamental Analysis63.Semi strong formrge portfolios65.outsmart the market66.portfolio management67.Diversification68.Resource Allocation69.Magnitude Issue70.Selection Bias Issue71.Returns over the Short Horizon72.Momentum73.Episodes of overshooting followed by correction74.Small Firm Effect (January Effect)75.Book-to-Market Ratios76.Earnings Announcements77.Price Drift78.Insiders79.Anomalies80.contracting economy81.expanding82.Exchange rate risk83.Assess84.Budget deficit85.Consumer sentiment86.Fiscal policy87.Monetary policy88.Deficit stimulates the economy89.stimulates the economy90.open market operations, discount rate, reserve requirements.91.Incentive92.Troughs93.Peak94.Transition95.Expansion96.Contraction97.Cyclical Industries98.Defensive Industries99.Sensitivity100.Economic Indicators101.Leading indicators102.Coincident indicatorsgging indicators104.Economic Calendar105.NAICS106.Sensitivity of sales107.Operating leverage108.DOL=(△EBIT/EBIT)÷(△Q/Q)109.EBIT=P×Q－UVC×Q－FC＝（P－UVC) ×Q －FC110.△EBIT= ＝（P－UVC) × △ Q111.DOL= （P－UVC) ×Q / （P－UVC) ×Q－FC112.DOL＝（S－VC）/(S－VC－FC)=(EBIT+FC)/EBIT113.Financial leverage114.DFL=(△NI/NI)÷(△EBIT/EBIT)115.EBIT=P×Q－UVC×Q－FC＝（P－UVC) ×Q －FC116.△EBIT= （P－UVC) × △ Q117.NI=(EBIT-I)×(1-T)=＝[（P－UVC) ×Q －FC-I ]118.×(1-T)119.△NI=[（P－UVC) × △ Q]×(1-T)120.DFL= =[（P－UVC) × △ Q]×(1-T) / [（P－UVC) ×Q －FC-I ](1-T)× [（P－UVC) ×Q －FC]/ （P－UVC) × △ Q121.DFL＝（P-UVC）×Q-FC/[(P-UVC)×Q-FC-I=EBIT/(EBIT-I)122.DTL=DOL×DFL =（△NI/NI)÷(△EBIT/EBIT)× (△EBIT/EBIT)÷(△Q/Q) ＝（△NI/NI)÷(△Q/Q) 123.Sector Rotation124.defensive industries125.Industry Life Cycles126.Start-up127.Consolidation128.Maturity129.Relative Decline130.Stable growth131.Threat of entry132.Rivalry between existing competitors 133.Pressure from substitute products 134.Bargaining power of buyers135.Bargaining power of suppliers 136.。
股市专业术语英语翻译
股市专业术语英语翻译熊市和牛市Bear market;Bull market Bear有赤裸的意思大盘market index散户retail investor或者private investor被套quilt cover割肉不知道，你看看下面有没有哈share,equity,stock股票、股权bond,debenture,debts债券negotiable share可流通股份convertible bond可转换债券treasurygovernment bond国库券政府债券corporate bond企业债券closed-end securities investment fund封闭式证券投资基金open-end securities investment fund开放式证券投资基金fund manager基金经理管理公司fund custodian bank基金托管银行market capitalization市值pe ratio市盈率(priceearning)mark-to-market逐日盯市payment versus delivery银券交付clearing and settlement清算结算commodityfinancial derivatives商品金融衍生产品put call option看跌看涨期权margins,collateral保证金rights issueoffering配股bonus share红股dividend红利股息ADR美国存托凭证存股证(American Depository Receipt) GDR全球存托凭证存股证(Global Depository Receipt) retailprivate investor个人投资者散户institutional investor机构投资者brokerdealer券商proprietary trading自营insider tradingdealing内幕交易market manipulation市场操纵prospectus招股说明书IPO新股初始公开发行(Initial Public Offering) merger and acquisition收购兼并All Ordinaries Index（澳大利亚）股市指数Amex(American Stock Exchange)美国股票交易所amortize摊提，分期偿还债务annuity年金享受权asking price卖主的开叫价assess对（财产等）进行估价，确定（款项）的金额back拖欠的bad loan呆账，坏账bailout帮助……摆脱困境balloon（分期付款中）最后数目特大的一笔barometer晴雨表，[喻]标记，指标basis point基点（一个百分点的百分之一）bear markets熊市blue-chip（股票等）热门的，（在同行中）最赚钱的forex foreign exchangebond债券，公债bourse交易所，证券交易所bull markets牛市bullish牛市的bunji-change快速的大幅度变化CAC-40Index（法国）股市指数CD(certificate-of-deposit)大额存款单Chicago Mercantile Exchange芝加哥商业交易所Consumer Price Index消费者价格指数contagion蔓延correction调整coupon rate券根利率CTA(Commodities Trading Advisor)农矿产品交易顾问Currency board货币委员会DAX index（法兰克福）德国股市指数dead loan死帐delist从上市证券表中除名derivatives衍生金融商品（由利率或债券、外汇或汇率以及股票或股价指数等现货市场衍生出来，主要有期货futures、期权option trading与掉期swap三种类型，品种多达100余种。
英汉证券投资学术语
英汉证券投资学术语Aactive portfolio strategy积极的投资组合策略actual margin实际保证金advance-decline line腾落指标advance-decline ratio涨跌比率American option美式期权announcement date宣布日anticipated term structure hypothesis期限结构预期说arbitrage pricing theory套价理论arbitrage pricing theory套利定价理论arbitrage pricing theory资本资产套价理论arbitrageur套利者arbitrageur套期图利者arbitrage套利arch yield curve拱收益率曲线ascending triangles pattern上升直角三角形at the money价平authorizing system核准制Bbalanced funds 平衡型基金balance of payments国际收支balance sheet资产负债表basis risk基差风险bear market熊市bearish 行情看跌behavioral assets pricing model行为资本资产定价理论behavioral portfolio theory行为组合理论Behavioural Finance行为金融学bond indexing债券指数化bond债券bonus share红股book value账面价值broker/dealer 券商bull market牛市buy shot买空buy-and-hold strategy购买并持有策略C calendar effects日历效应call option看涨期权call provision赎回条款candle stick line蜡烛线capital asset pricing model资本资产定价模型capital market line资本市场线cash account资金账户cash dividend现金股息cash flow现金流量cash ratio现金比率CDP逆势操作系统clearing house结算所close position平仓closed-end fund封闭型基金coincident indicators同步指标commission broker佣金经纪商common stock普通股票compound interest bond复利债券constant growth model不变增长模型contract investment fund契约型投资基金conversion discount转换贴水conversion maturity转换期限conversion parity price转换平价conversion premium转换升水conversion price转换价格conversion ration转换比例conversion value转换价值convertible bond可转换债券convertible preferred stock可转换优先股票convexity凸性corporate bond公司债券corporate investment Fund公司型投资基金correlation coefficient相关系数cost of carry持有成本coupon bond附息债券covariance effect协方差效应covariance协方差credit rating信用评级credit risk信用风险credit trade信用交易cross-border bond外国债券cum rights含权cumulative preferred stock累积优先股票currency futures货币期货currency reserve外汇储备current ratio流动比率current yield当前收益率cyclical industry周期型行业Ddebt ratio负债比率debt—equity ratio股东权益比率defensive industry防守型行业depositary receipts，DR存托凭证descending triangles pattern下降直角三角形direct investments直接投资direct issue直接发行directional movement index趋向指标discount bond贴现债券dividend payout ratio股息发放率dividend policy派息政策dividend股息dividend红利/股息domestic bond国内债券double tops and bottoms双重顶和双重底Dow Theory道氏理论duration 久期Eeconomic cycle经济周期economic growth经济增长economic value added,EVA经济增加值efficient market hypothesis，EMH有效市场假说ETF（Exchange Traded Funds）交易型开放式指数基金Euro bonds欧洲债券European option欧式期权exchange rate汇率ex-dividend date除息日ex-dividend除息exercise price履约价格exercise value履约价值expected return预期收益ex-right date除权日ex-right除权Fface value票面价值financial analysis财务分析financial bond金融债券financial derivative instruments金融衍生工具financial institutions金融机构fiscal policy财政政策Fisher's Index费雪指数fixed asset turnover固定资产周转率flags formation旗形floating rate bond浮动利率债券floor broker场内经纪商fund management基金管理fundamental analysis基本分析futures contract期货合约futures trading期货交易Ggap缺口gross profit margin毛利率growth industry增长型行业Hhead and shoulders bottom pattern头肩底head and shoulders top pattern头肩顶hedging套期保值holding period return持有期收益率Iimmunization strategy免疫策略imperfect competition不完全竞争in the money价内indexing指数法策略indifference curve无差异曲线indirect investments间接投资indirect issue间接发行individual investors个人投资者inflation risk通货膨胀风险initial margin初始保证金initial public offerings，IPOS首次公开发行institutional investors机构投资者interest coverage已获利息倍数interest rate futures利率期货interest rate risk利率风险interest term structure利率期限结构international bond国际债券international capital flow国际资本流动International Organization of Securities Commissions，IOSCO国际证监会组织intrinsic value内在价值inventory turnover存货周转率inverse yield curve反收益率曲线investment bank投资银行investment grade bond投资级债券investment投资issue price发行价格JJensen’ S performance index詹森业绩指数KLlagging indicators滞后指标Laspeyre index拉斯贝尔指数last trading day最后交易leading indicators先导性指标leader manager 牵头经理人liability funding strategies负债融资策略liquidation value清算价值liquidity preference hypothesis流动性偏好说LOF（Listed Open-ended Funds）上市开放式基金long position多头low-price-earnings-ratio effect低市盈率效应Mmargin call保证金通知margin trading保证金交易margin collateral保证金market capitalization市价总额market interest rate市场利率market order市价委托market price市场价格market risk市场风险mark-to-market逐日盯市merchant bank商人银行merger and acquisition兼并收购merger and acquisition收购兼并modern portfolio theory现代证券投资理论modified duration修正的持续期monetary indicator s货币指标monetary policy货币政策monopoly完全垄断moods人气Moody’s Investor Services Inc. 穆迪投资服务公司moving average line移动平均线m oving average移动平均线MTM动量指标multi—step growth model多元增长模型municipal bond市政债券NNASDAQ Composite纳斯达克综合指数near term trend 短暂趋势neck line颈线neglected-firm effect被忽略的公司效应net asset value per share每股净值net value资产净值Nikkei Index日经股价指数nominal rate of return名义收益率nominal yield票面收益率nonconvertible preferred stock不可转换优先股票noncumulative preferred stock非累积优先股票nonparticipating preferred stock非参与优先股票normal yield curve正收益率曲线NYSE Composite Index纽约股票交易所指数OOBV能量潮offset对冲oligopoly寡头垄断open position建仓open-end fund开放型基金operating risk，business risk经营风险option contract期权合约option premium期权费option期权order driven指令驱动OSE震荡量指标out of the money价外over bought & over sold超买超卖指标PPaasche Index帕氏指数par yield curve平收益率曲线participating preferred stock参与优先股票passive portfolio strategy消极的投资组合策略payment date派息日perfect competition完全竞争portfolio management证券组合管理position limit限仓制度preemptive right优先认股权preferred stock优先股票price discovery价格发现price index物价指数price limit涨跌停板制price priority价格优先price-earning ratio市盈率primary market一级市场primary trend主要趋势private placement私募发行proprietary trading自营prospectus招股说明书psychological line心理线public issue公募发行put option看跌期权QQFII(Qualified Foreign Institutional Investors)合格的境外机构投资者qualitative analysis定性分析quantitive analysis量因分析quick ratio速动比率Rrandom walk随机漫步real rate of return实际收益率receivables turnover应收账款周转率registering system注册制replicating portfolio复制性投资组合resistance line阻力线return on assets资产收益率return on net asset净资产收益率return on total capital投资收益率reversal patterns反转形态rights issue/offering 配股risk premium风险补偿、风险溢价road show路演rounding top and bottom patterns圆形顶和圆形底RSI relative strength index相对强弱指标Ssecondary trend次级趋势securities corporation证券公司securities exchange证券交易所securities investment fund证券投资基金securities investment证券投资securities issuer证券发行者securities issuing market证券发行市场securities有价证券security account证券账户security market line证券市场线segmented market hypothesis市场分割说sell shot卖空semi-strong form半强式有效形式sentiment indictors人气指标settlement结算Sharper’ S performance index夏普业绩指数Shell company空壳公司short position空头simple interest bond单利债券small-firm effect小公司效应specialist专业经纪商speculation grade bond投机级债券speculator投机者spot trade现货交易Standard & Poors Index普尔股票价格指数statement of cash flows现金流量表stock dividend股票股息stock futures股票期货stock index futures股票指数期货stock price index股价指数stock split股票分割stock, share, equity股票、股权stop loss limit order停止损失限价委托stop loss order停止损失委托strike price执行价；行使价strong form强式有效形式structured portfolio strategy结构化投资组合策略support line支撑线symmetrical triangles pattern对称三角形systematic risk系统风险Ttax swap税收掉期technical analysis技术分析time priority时间优先time value时间价值total asset turnover总资产周转率total risk总风险treasury bill短期国债treasury bond长期国债treasury note中期国债treasury/government bond国库券/政府债券trend line趋势线Treynor’ Sperformance Index特雷诺业绩指数triple tops and bottoms三重顶和三重底trustee信托受托人Uunderwriter证券承销商underwriting syndicate承销团,推销集团unsystematic risk非系统风险Vventure capital风险基金volatility波动volume ratio成交量比率volume成交量Wweak form弱式有效形式wedge formation楔形WMS％R威康指标Yyield curve收益率曲线yield to-maturity 到期收益率Zzero-coupon bond零息债券。
《投资分析与组合管理》金融专业词汇中英文对照表
《投资分析与组合管理》金融专业词汇中英文对照表词汇表（1）Abnormal rate of return 异常收益率某证券的实际收益率和根据市场收益率和与市场相关程度计算的该证券的预期收益率之间的差。
Accumulation phase 积累阶段个人在工作生涯的前半期，通过资产积聚以满足短期需求和达到长期目标的投资生命周期Actuarial rate of return 精算收益率一种用于计算某一特定福利养老金计划未来现金流现值的贴现率，以此确定公司对此计划年度贡献的大小。
American Depository Receipts (ADRs) 美国存股证（或称美国预托收据、美国存托凭证）一种由美国银行出具的，证明持有人对某一外国公司股票拥有间接所有权的所有权凭证。
股权存放在公司母国的银行内。
Analysis effect 分析效应根据某个特定指数选择的债权组合的收益率和通过买卖某些短期内定价不合理然后向合理价格回归的债券所获得收益率之间的差。
Anomalies 异常证券价格关系同一个众所周知的假说——有效市场假说相矛盾。
Arbitrage 套利（套汇）一种交易方在交易中无需资本承诺和风险承担即能获得保证收益的交易策略。
套利交易的一个简单例子就是同一时间里，同一证券因在不同市场上存在价格差异而进行的交易活动。
Arbitrage pricing theory (APT) 套利定价理论一种用与金融资产相关的一些风险因素描述该金融资产预期收益率的理论。
Arithmetic mean (AM) 算术平均数一种计算年平均收益率的方法，将持有期总收益率除以持有年数即得算术平均数的年平均收益率。
Asset allocation资产配置为了一定投资目的，决定如何在不同资产类别间分配投资者财富的过程。
Asset class 资产类别拥有相似特征、层次、风险或回报的证券。
Assets under management (AUM) 公司管理的资产由一家投资公司所管理的资产的总市场价值。
常用金融术语(中英对照)
熟练掌握名目繁多金融术语除了是专业人士的必修课外，在金融渗透、人人参与投资的时代，了解一些常用的金融术语也对普通投资者们大有益处。
本文就为你详细列举了一些常用的可中英文对照的金融术语，帮助你了解生活中的金融。
金融资产组合(Portfolio) ：指投资者持有的一组资产。
一个资产多元化的投资组合通常会包含股票、债券、货币市场资产、现金以及实物资产如黄金等。
证券投资(Portfolio Investment) ：国际收支中、资本帐下的一个项目，反映资本跨国进行证券投资的情况，与直接投资不同，后者涉及在国外设立公司开展业务，直接参与公司的经营管理。
证券投资则一般只是被动地持有股票或债券。
投资组合经理(Portfolio Manager)：替投资者管理资产组合的人，通常获授权在约定规范下自由运用资金。
共同基金的投资组合经理负责执行投资策略，将资金投资在各类资产上。
头寸(Position) ：就证券投资而言，头寸是指在一项资产上做多(即拥有)或做空(即借入待还)的数量。
总资产收益率(ROTA) ：资产收益率是企业净利润与平均资产总额地百分比，也叫资产回报率（ROA），它是用来衡量每单位资产创造多少净利润的指标。
其计算公式为：资产收益率＝净利润/平均资产总额×100%；该指标越高，表明企业资产利用效果越好，说明企业在增加收入和节约资金使用等方面取得了良好的效果，否则相反。
整批交易(Round Lot Trade) ：指按证券和商品在市场最普遍的交易单位(例如100股为一单位)进行的交易。
交易回合(Round Turn)：指在同一市场上通过对两种证券或合约一买一卖，或一卖一买的交易两相抵消。
通常在计算手续费时会提及交易回合。
缩略语有资产担保的证券(ABS)国际外汇交易商协会(ACI)现货(Actuals)亚洲开发银行(ADB)美国预托证券(ADR)非洲开发银行(AFDB)年度股东大会(AGM)另类投资市场(AIM)明日(T/N)债券有资产担保的证券(ABS)卖方报价(Ask)最优价指令(At Best)。
英语课程中的投资与证券交易词汇
英语课程中的投资与证券交易词汇在如今全球化的商业环境下，掌握英语对于从事金融和投资领域的人来说至关重要。
尤其是在投资与证券交易方面，了解相关词汇和术语是提高沟通能力和拓宽职业发展的关键因素之一。
本文将介绍一些在英语课程中常见的投资与证券交易词汇，以帮助读者更好地理解和运用这些词汇。
一、投资词汇1. Investment（投资）指将资金或其他资源用于期望获取回报的行为或活动。
2. Portfolio（投资组合）指个人或机构持有的所有投资项目的集合。
3. Asset（资产）指拥有的有价值的物品或权益，如股票、债券、不动产等。
4. Equity（股权）指投资者在公司中所持有的股份或股权。
5. Risk（风险）指投资可能面临的损失或不确定性。
6. Return（回报）指投资所产生的利润、收益或回报。
7. Diversification（分散投资）指将资金投资于多个不同的资产类别或领域，以降低风险。
二、证券交易词汇1. Stock（股票）指公司向公众发行的股份，代表持有者在公司中的权益。
2. Shareholder（股东）指持有某公司股份的个人或机构。
3. Dividend（红利）指公司根据盈利情况向股东支付的利润分配。
4. Bond（债券）指借款人以借款为基础发行给债权人的债务证券。
5. Coupon（票息）指债券上规定的每年支付给债券持有者的利息。
6. Principal（本金）指债券上规定的借款人要偿还给债权人的原始金额。
7. Maturity（到期日）指债券或其他金融产品到期的日期。
8. Yield（收益率）指投资产品的盈利能力及其相对于投资成本的比例。
三、其他相关词汇1. Broker（经纪人）指在买卖证券或货币等产品过程中充当中介的个人或公司。
2. Exchange（交易所）指进行证券交易的市场，例如纽约证券交易所（NYSE）。
3. Bull market（牛市）指证券市场价格持续上涨的市场状态。
金融英语词汇大全了解金融市场投资理财和财务管理的英文英语词汇
金融英语词汇大全了解金融市场投资理财和财务管理的英文英语词汇在金融领域，熟练掌握相关的英文词汇是非常重要的。
无论你是在金融市场上投资理财，还是从事财务管理工作，了解金融英语词汇将帮助你与他人沟通，并更好地理解相关概念。
本篇文章将为您提供一份金融英语词汇大全，涵盖金融市场、投资理财和财务管理等多个方面。
一、金融市场词汇1. Securities（证券）: Financial instruments used for investment, such as stocks, bonds, and derivatives.2. Stock exchange（股票交易所）: A marketplace where stocks and other securities are bought and sold.3. Bull market（牛市）: A market characterized by rising prices and optimistic investor sentiment.4. Bear market（熊市）: A market characterized by falling prices and pessimistic investor sentiment.5. Futures（期货）: Contracts that require the buyer to purchase an asset or the seller to sell an asset at a predetermined price and date in the future.6. Options（期权）: Financial derivatives that give the holder the right, but not the obligation, to buy or sell an underlying asset at a predetermined price and date.7. Exchange rate（汇率）: The rate at which one currency can be exchanged for another currency.8. IPO (Initial Public Offering)（首次公开募股）: The first sale of stock by a company to the public.二、投资理财词汇1. Portfolio（投资组合）: A collection of financial assets, such as stocks, bonds, and cash, held by an investor.2. Diversification（多元化投资）: Spreading investments across different assets to reduce risk.3. Risk tolerance（风险承受能力）: The degree to which an investor is willing to accept the potential loss in an investment.4. Return on Investment (ROI)（投资回报率）: The percentage gain or loss on an investment relative to the amount invested.5. Asset allocation（资产配置）: The distribution of investments across various asset classes, such as stocks, bonds, and real estate.6. Mutual fund（共同基金）: An investment vehicle that pools money from multiple investors to invest in a diversified portfolio of securities.7. Hedge fund（对冲基金）: An investment fund that employs various strategies to generate high returns, often taking both long and short positions.8. Stock market index（股票市场指数）: A measurement of the performance of a group of stocks representing a particular market or sector.三、财务管理词汇1. Financial statement（财务报表）: A formal record of a company's financial activities, including the balance sheet, income statement, and cash flow statement.2. Budget（预算）: A financial plan that estimates income and expenses over a specific period of time.3. Cash flow（现金流）: The movement of money in and out of a business or individual's accounts.4. Revenue（收入）: The income generated from sales of goods or services.5. Expenses（费用）: The costs incurred in the operation of a business or individual's daily life.6. Asset（资产）: Anything of value owned by a business or individual, such as cash, inventory, or real estate.7. Liability（负债）: Debts or obligations owed by a business or individual.8. Gross profit（毛利润）: The difference between revenue and the cost of goods sold.以上是一份金融英语词汇大全，涵盖了金融市场、投资理财和财务管理等方面的词汇。
股市常用词汇中英文对照
股市常用词汇中英文对照浏览字体：大 中 小Shares 【英】【复】股票（＝【美】stock）Blue chip shares （投资比较安全的）热门股票Stocks （企业的）股份总额，股本，股票Blue chip stocks 蓝筹股，最佳股票Equities 【英】【复】（无固定利息的）股票，证券Stock exchange 股票交易市场Stock market 股市Bourse （尤其巴黎的）外币市场Listed报价，提出价格，列于表上Quoted 报价，提出价格，列于表上Brokers （替人买卖股票、证券等之）经纪人Dealers 商人，贩子，掮客Traders 交易者Invest 投资，投资于Investment 投资Investors 投资者Shareholders 股票持有者，股东<牛市和熊市>bear market 空头市场，跌风市场，熊市bearish （继续）看跌的，卖空的bears 卖空的证券交易投机，俗称空头bull market 多头市场，行情上涨，牛市bullish （继续）看涨的，牛市的bulls 买空，做多头，哄抬证券价格gain ground 获得利润、营利make gains 获得利润、营利lose ground 股市下跌rally （股票市场的）价格止跌，回稳recover （股市的）恢复regain ground 重新获得利润regain lost ground 重新获得（失去的）利润recovery 恢复<在证券交易所交易>trade 经营（股票等的）交易trading 交易、贸易active trading 交易活跃moderate trading 交易适度change hands （股票）易手，交易成功turnover 营业额，成交量，证券交易额trade 经营（股票等的）交易trading 交易、贸易active trading 交易活跃moderate trading 交易适度change hands （股票）易手，交易成功turnover 营业额，成交量，证券交易额股票交易市场并不十分活跃时，用以下形容词修饰：dullhesitantlacklustrelightnegligiblequeitslowsluggishthinweak股票价格的趋向不清晰时，用下列形容词修饰：bumpychoppyhesitantmixeduncertain出现大量交易，股票成交量增高时，用下列形容词修饰：briskheavyhectic出现巨额成交量时，用下列形容词修饰：franticfreneticfrenzied<市场动态常用词汇>going up当股票价格上升时，可用这些词汇来表述，但它们本身并不说明上涨的幅度。
投资者常见金融词汇英汉对照
投资者常见金融词汇英汉对照ABS 资产担保证券（Asset Backed Securities的英文缩写）Accelerated depreciation 加速折旧Acceptor 承兑人；受票人；接受人Accommodation paper 融通票据；担保借据Accounts payable 应付帐款Accounts receivable 应收帐款Accrual basis 应计制；权责发生制Accrued interest 应计利息Accredited Investors 合资格投资者；受信投资人;指符合美国证券交易委员(SEC)条例，可参与一般美国非公开(私募)发行的部份机构和高净值个人投资者Accredit value 自然增长值Accrediting 本金增值;适用于多种工具，指名义本金在工具（如上限合约、上下限合约、掉期和互换期权）的期限内连续增长。
ACE 美国商品交易所Acid Test Ratio 酸性测验比率；速动比率Across the board 全面一致；全盘的Acting in concert 一致行动；合谋Active assets 活动资产；有收益资产Active capital 活动资本Actual market 现货市场Actuary 精算师；保险统计专家ADB 亚洲开发银行(Asian Development Bank的英文缩写)ADR 美国存股证；美国预托收据；美国存托凭证 (参见American Depository Receipt栏目）ADS 美国存托股份(American Depository Share的英文缩写)Ad valorem 从价；按值Affiliated company 关联公司；联营公司After date 发票后，出票后After-market 后市[股市] 指某只新发行股票在定价和配置后的交易市场。
市场参与者关注的是紧随的后市情况，即头几个交易日。
投资学术语定义词典
投资学术语定义词典4 Implementing Accounting Analysis34.1 Recasting financial statements (3)4.1.1 现金流量结构分析 (19)4.1.2 流动性分析 (21)4.1.3 收益质量分析 (23)4.1.4 获取现金能力分析 (24)4.1.5 财务弹性分析 (26)4.2 Asset Distortions (33)4.2.1 Who owns or controls resources? (33)4.2.2 Can economic benefits be measured with reasonable certainty? (34)4.2.3 How fair values of assets declined below book value？ (34)4.3 Overstated assets (and earnings) (44)4.3.1 Delay in writing down current assets (45)4.3.2 Underestimated reserves (e.g., allowances for bad debts orloan losses) (48)4.3.3 Accelerated (Aggressive) recognition of revenues (increasingreceivables). (73)4.3.4 Delay in writing down Long-term assets (75)4.3.5 Understated depreciation or amortization on long-termassets． (75)4.4 Understated assets (75)4.4.1 Overstated write-downs of current assets (78)4.4.2 Overestimated reserves (e.g., allowances for bad debts orloan losses) (79)4.4.3 Overstated write-downs of long-term assets. (79)4.4.4 Overstated depreciation or amortization on long-term assets. (80)4.4.5 Excluded goodwill assets through the use of pooling accounting. (80)4.4.6 Lease assets off balance sheet (87)4.4.7 Discounted receivables off balance sheet even though the firmstill retains considerable collection risk. (89)4.4.8 Key intangible assets such as R&D and brands, not reportedon the balance sheet (91)4.5 Liability distortions (99)4.5.1 Unearned revenues are understated through aggressiverevenue recognition (100)4.5.2 Liabilities from discounted receivables are off balance sheet (101)4.5.3 Long-term liabilities for leases are off balance sheet. . 1014.5.4 Pension and post-retirement obligations are not fully recorded. (102)4.6 Equity distortions (102)4.6.1 Effect of hybrid securities (103)4.6.2 Stock option expenses (104)4.7 Summary (109)4.8 Discussion questions (109)4.9 Appendix: recasting financial statements into standardized templates (109)5 NASDAQ180投资学术语定义词典：/index.htm4Implementing Accounting AnalysisThis chapter shows↗how to recast the firm’s financial statements into a template that uses standard terminology and classifications,↗discussed the most common types of accounting distortions that can arise,↗and shows how to make adjustments to the standardized financial statements to undo these distortions.4.1Recasting financial statementsThe first task for the analyst is to recast the financial statements into a common format. Some differences between U.S. and China lie in:↗Goodwill: P4-1↗Interest income: P4-1See. P 4-2Standardized income statement format Standardized balance sheet format Standardized cash flow statement formatAn example，applying the above template to standardize the 2002 financial statements for fashion retailer Nordstrom Inc，is shown in the appendix at the end of this chapter. P 4-40 Notes about the statements:Junior debt = subordinated debtDebt that is either unsecured or has a lower priority than that of another debt claim on the same asset or property.公司的清尝顺序是先尝还高级非担保债务（例如固定利率票据或者债券）、担保债务、次级债券、一般债务、普通债券、(次级债券)、优先股、普通股。
投行常用词汇
ABS 资产担保证券（Asset Backed Securities的英文缩写）Accelerated depreciation 加速折旧Acceptor 承兑人；受票人；接受人Accommodation paper 融通票据；担保借据Accounts payable 应付帐款Accounts receivable 应收帐款Accredited Investors 合资格投资者；受信投资人指符合美国证券交易委员(SEC)条例，可参与一般美国非公开(私募)发行的部份机构和高净值个人投资者。
Accredit value 自然增长值Accrediting 本金增值适用于多种工具，指名义本金在工具（如上限合约、上下限合约、掉期和互换期权）的期限内连续增长。
Accrual basis 应计制；权责发生制Accrued interest 应计利息ACE 美国商品交易所Acid Test Ratio 酸性测验比率；速动比率Acquisition 收购Across the board 全面一致；全盘的Acting in concert 一致行动；合谋Active assets 活动资产；有收益资产Active capital 活动资本Actual market 现货市场Actual price 现货价Actual useful life 实际可用年期Actuary 精算师；保险统计专家ADB 亚洲开发银行(Asian Development Bank的英文缩写)ADR 美国存股证；美国预托收据；美国存托凭证(参见AmericanDepository Receipt栏目）ADS 美国存托股份(American Depository Share的英文缩写)Ad valorem 从价；按值Ad valorem stamp duty 从价印花税Adjudicator 审裁员Adjustable rate mortgage调息按揭(ARM)Admitted value 认可值Advance 垫款Affiliated company 关联公司；联营公司After date 发票后，出票后After-hours dealing 收市后交易After-market 后市[股市] 指某只新发行股票在定价和配置后的交易市场。
投资学词汇中英文
Corporate Bond公司债券
Coupon票息
Coupon Frequency派息次数
Coupon Rate票面息率
Covered warrants备兑认股权证
Credit Rating信用评级
Currency Board货币发行局
Repurchase Agreement回购协议
Resistance Level阻力价位
Return回报
Rights Issue供股发行
Risk-Averse, Risk-Neutral, Risk-Taking风险厌恶，风险中立，追求风险
Securities And Futures Commission证券及期货事务监察委员会
Basis Point基点
Bear Markets熊市
Bid Price卖价
Bid-ask Spread买卖差价
Blue Chips蓝筹股
Bond债券
Book Value账面值
Broker经纪
Brokerage Fee经纪佣金
Bull Markets牛市
Call Option好仓期权/买入（认购）期权
Initial Public Offering首次公开招股
Inside Information内幕消息
Insider Trading内幕交易
Intrinsic Value内在价值
Investment投资
Investment Adviser投资顾问
IPO price首次公开招股价
Accrued interest应得利息
All-Ordinaries Index所有普通股指数
证券投资中英文对照术语
《证券投资学》英文词汇实物资产real assets金融资产financial assets资产负债表balance sheet现金流量表statement of cash flows损益表income statement会计收入accounting earnings帐面价值book value流动比率current ratio速动比率quick ratio酸性测试比率acid test ratio资产周转率asset turnover <ATO>应收帐款平均收款期或应收天数average collection period or day’s receivvables 积极管理active management积极型资产组合active portfolio美式期权、欧式期权American depository \ European depository看涨期权call option看跌期权put option套利arbitrage套利定价理论arbitrage pricing theory资产配置决策asset allocation decision资本配置决策capital allocation decision银行贴现收益率bank discount yield银行承兑汇票banker’s acceptance基差basis基差风险basis risk二叉树模型binomial model布莱克舒尔斯顶界公式Black-Scholes formula大宗交易block transactions普通股common stock优先股preferred stock债券bond面值par value公司债券corporate bonds可赎回债券callable bond可卖回债券put bond可转换债券convertible bond信用债券或无担保债券debenture or unsecured bond现金/债券选择cash \ bond selection经纪人市场brokered market佣金经纪人commission broker牛市、熊市bullish \ bearish经济周期business cycle赎回保护期call protection资本利得capital gains资本市场capital market资本市场线capital market line <CML>现金交割cash delivery现金等价物cash equivalents清算所clearinghouse交易所exchanges股票交易所stock exchanges场外交易市场over-the-counter market抵押品collateral有担保的抵押债务collateralized mortgage obligation封闭型〔共同〕基金closed-end <mutual> fund整个资产组合complete portfolio固定增长模型constant growth model或有债权contingent claim交叉持股cross holdings经常项目current account衍生资产derivative asset衍生证券derivative security红利折现模型discounted dividend model <DDM>红利支付率dividend payout ratio可分散风险diversifiable risk分散化diversification有效分散化efficient diversification道氏理论Dow theory久期duration有效率边界efficient frontier欧洲美元Eurodollars超额收益excess return名义利率nominal interest rate真实利率real interest rate实际复利realized compound yield汇率exchange rate汇率风险exchange rate risk<利率的>预期假定expectations hypothesis <of interest rates> 预期收益expected return面值face value因素模型factor model金融资产financial assets金融中介financial intermediary财政政策fiscal policy固定收益证券fixed-income security浮动利率债券floating-rate bond外汇市场foreign exchange market外汇互换foreign exchange swap利率互换interest rate swap远期合约forward contract远期利率forward interest rate期货合约futures contract期货期权futures option期货价格futures price基本面分析fundamental analysis套期保值hedging持有期收益holding-period return指数模型index model指数期权index option通货膨胀inflation首次公开发行initial public offering内部信息inside information内幕交易insider trading清偿价值liquidation value<企业的>内在价值intrinsic value〔of a firm〕期权的内在价值intrinsic value of an option投资银行investment bankers投资级债券investment-grade bond垃圾债券junk bond投资组合investment portfolio一价定律law of one price流动性liquidity流动偏好理论liquidity preference theory流动性溢价liquidity premium市场或系统风险market or systematic risk非系统风险nonsystematic risk交易所的会员或席位membership or seat on a exchange 最小方差边界minimum-variance frontier最小方差资产组合minimum-variance portfolio最优风险资产组合optimal risky portfolio现代资产组合理论modern portfolio theory <MPT>资产组合管理portfolio management货币政策monetary policy货币市场money market抵押担保证券mortgage-backed security转手证券pass-through security单因素模型single-factor model单指数模型single-index model多因素CAPM模型multifactor CAPM共同基金mutual fund开放型基金open-end fund.纳斯达克Nasdaq消极投资策略passive investment strategy消极管理passive management消极型资产组合passive portfolio消极策略passive strategy波峰peak市盈率price-earnings ratio市盈率效应P/E effect公司利润再投资率plowback ratio溢价premium原生证券primitive security衍生证券derivative security一级市场primary market二级市场secondary market本金principal利润率profit margin公开发行public offering私募private placement随机漫步random walk资产收益率return on assets <ROA>股本收益率return on equity <ROE>销售收益率return on sales <ROS>风险套利risk arbitrage风险厌恶risk-averse风险中性risk-neutral风险偏好者risk lover无风险资产risk-free asset无风险收益率risk-free rate风险溢价risk premium风险资产risk asset证券化securitization证券分析security analysis证券市场线security market line证券选择security selection有效市场假定efficient market hypothesis强有效市场假定strong-form EMH半强有效市场假定semistrong-form EMH弱有效市场假定weak- form EMH资产分割separation property短期利率short interest rate空头头寸short position套期hedge卖空short sale投机speculation.投机级债券speculative-grade bong即期利率spot rate股票选择上stock selection股票拆分stock split止损指令stop-loss order对敲straddle技术分析technical analysis基本分析利率期限结构term structure of interest rate时间价值time value三级市场third market国库券treasury bill中长期国债treasury bond or note承销underwriting波动性风险volatility risk认股权证warrant周末效应weekend effect充分分散化的资产组合well-diversified portfolio 收益率曲线yield curve到期收益率yield to maturity零息票债券zero-coupon bond零投资组合zero-investment portfolio。
cfa考试词汇中英文对照表(附cfa专用英语词典)
cfa考试词汇中英文对照表(附cfa专用英语词典) CFA考试（特许金融分析师考试）是一个全球性的金融投资领域专业考试，对于考生来说，掌握CFA考试特定的专业词汇是非常重要的。
以下是一些常见的CFA考试词汇中英文对照表：1. 资产 Assets2. 负债 Liabilities3. 所有者权益 Owner's Equity4. 股票 Stocks5. 债券 Bonds6. 基金 Funds7. 期货 Futures8. 远期 Forward9. 期权 Options10. 互惠基金 Mutual Funds11. 投资组合 Portfolio12. 资本资产定价模型 Capital Asset Pricing Model (CAPM)13. 有效市场假说 Efficient Market Hypothesis (EMH)14. 风险管理 Risk Management15. 贝塔系数 Beta Coefficient16. 阿尔法系数 Alpha Coefficient17. 夏普比率 Sharpe Ratio18. 詹森指数 Jensen's Index19. 特雷诺指数 Treynor Ratio20. 换手率 Turnover Ratio21. 资本比率 Capital Ratio22. 杠杆比率 Leverage Ratio23. 市盈率 Price-Earnings Ratio (P/E Ratio)24. 市净率 Price-to-Book Ratio (P/B Ratio)25. 市现率 Price-to-Cash Flow Ratio (P/CF Ratio)26. 内在价值Intrinsic Value27. 折现现金流 Discounted Cash Flow (DCF)28. 资本成本 Cost of Capital29. 资本预算 Capital Budgeting30. 现值 Present Value (PV)31. 终值 Future Value (FV)32. 时间价值 Time Value of Money (TVM)33. 贴现率 Discount Rate34. 年金 Annuity35. 收益率 Yield Rate36. 期限 Maturity37. 到期日 Expiration Date38. 利率 Interest Rate39. 本金 Principal40. 再投资 Reinvestment41. 无风险利率 Risk-free Rate of Return42. 无风险资产 Risk-free Asset43. 无套利原则 No-Arbitrage Principle44. 无偏性 Unbiasedness45. 无偏估计 Unbiased Estimation46. 无偏抽样 Unbiased Sampling47. 无偏大数定律 Unbiased Law of Large Numbers (ULLN)48. 无穷大 Infinity49. 无穷小 Infinitesimal50. 无穷大量 Infinitesimally Probable51. 无穷小量 Infinitesimal Amounts52. 无穷序列 Infinitive Sequence53. 无穷级数 Infinitive Series54. 无穷大数定律 Law of Infinitive Numbers (LIN)55. 无穷小概率事件 Infinitesimally Probable Event56. 无穷大概率事件 Infinitively Probable Event57. 无穷小量测度 Measure of Infinitesimals。
股市常用词汇中英文对照
股市常用词汇中英文对照浏览字体：大中小Sharｅｓ【英】【复】股票(＝【美】stoｃk)Ｂlue chｉｐ shareｓ（投资比较安全的)热门股票Stocｋｓ (企业的）股份总额,股本，股票Ｂlue chip stocks 蓝筹股，最佳股票Eｑｕitｉes 【英】【复】(无固定利息的)股票,证券Stock excｈａnge 股票交易市场Stｏｃk markeｔ股市）Bourse （尤其巴黎的）外币市场Ｌｉsted报价,提出价格，列于表上Quotｅd 报价,提出价格，列于表上Bｒｏkers (替人买卖股票、证券等之）经纪人Dealeｒs 商人，贩子,掮客Traders 交易者Ｉｎvest 投资，投资于Ｉnvｅsｔment 投资Invｅstｏｒs 投资者Shａreholderｓ股票持有者，股东》<牛市和熊市>bｅａr market 空头市场,跌风市场,熊市bearisｈ (继续)看跌的,卖空的beaｒs 卖空的证券交易投机，俗称空头bulｌ mａｒket 多头市场，行情上涨，牛市bｕｌｌish (继续)看涨的,牛市的bulls 买空,做多头，哄抬证券价格gaiｎｇroｕｎd 获得利润、营利maｋe gａins 获得利润、营利lose grounｄ股市下跌：ｒalｌｙ (股票市场的）价格止跌,回稳recovｅr (股市的)恢复rｅgain grouｎｄ重新获得利润rｅgain loｓｔｇｒoｕnd 重新获得(失去的)利润rｅcoverｙ恢复<在证券交易所交易>ｔraｄｅ经营（股票等的)交易ｔｒaｄing 交易、贸易active ｔradiｎg 交易活跃mｏｄerate ｔradiｎｇ交易适度{chaｎｇe ｈaｎds (股票)易手,交易成功turnoｖer 营业额,成交量,证券交易额tｒａdｅ经营（股票等的)交易trａｄing 交易、贸易acｔive trading 交易活跃modeｒatｅ tradinｇ交易适度cｈaｎｇe haｎｄs （股票）易手，交易成功turnｏver 营业额,成交量，证券交易额股票交易市场并不十分活跃时,用以下形容词修饰:$dullheｓitaｎtlacklusｔreｌightneｇligiblequeｉtslｏwsｌugｇishthinｗeak&股票价格的趋向不清晰时,用下列形容词修饰:ｂumｐycｈoｐpyhesｉｔaｎtmixeｄunｃｅｒｔａin出现大量交易，股票成交量增高时,用下列形容词修饰：briｓｋｈｅavyhectｉc`出现巨额成交量时,用下列形容词修饰：franｔicfreｎetiｃfreｎzied<市场动态常用词汇>ｇｏing up当股票价格上升时,可用这些词汇来表述，但它们本身并不说明上涨的幅度。
投资银行中英文常用语解释
投资银行中英文常用语解释1．名词翻译a．尽职调查：due diligenceb．包销：firm commitmentc．尽力推销：best effortsd．余额包销：standby commitmente．首次公开发行：initial public offeringf．二次发行：secondary offeringg．招股说明书：prospectush．路演：road showi．承销辛迪加：underwriting syndicatej．做市商：market makerk．交易商：dealerl．经纪商：brokerm．管理费：manager’s feen．承销费：underwriting allowanceo．销售费：selling concessionp．墓碑广告：tombstoneq．反向收购：averse mergerr．美国存托凭证：American Depository Receipt s．全球存托凭证：Global Depository Receipt 2．名词翻译a．柜台市场：over the counterb．做市商交易：dealer tradingc．竞价交易：auction tradingd．现金帐户：cash accounte．保证金账户：margin accountf．市场委托指令：market orderg．现价委托指令：limit orderh．止损指令：stop orderi．定价全额即时委托指令：fill or killj．定价即时交易委托指令：immediate or cancel k．开市和收市委托指令：market at open or close l．套利：arbitrage m．投机：speculationn．纳斯达克：NASDAQo．特许交易商：specialist3．名词翻译a．开放式基金：open－end fundb．封闭式基金：closed－end fundc．契约型基金：contract fundd．公司型基金：corporate funde．货币市场基金：money market fundf．认股权证基金：warrant fundg．国际基金：global fundh．离岸基金：off－shorei．国内基金：domestic fundj．国家基金：country fundk．对冲基金：hedge fundl．托管人：trustee4．名词翻译a．风险投资基金：venture capital fundb．私募股权投资基金：private equity investment fund c．天使投资：angeld．商业计划书：business plane．筛选：screeningf．附带权益：carried interestg．分隔收益率：hurdle rateh．超额损失：excess lossesi．交易结构：deal structuringj．优先股：preferred stockk．可转债：convertible debtl．附加股权债：debt with warrantsm．重组：restructuringn．大甩卖：fire saleo．私有化认股权证基金：voucher fund5．名词翻译a．项目融资：project financingb．债务人：debtorc．债权人：loanerd．合伙制：partnershipe．普通合伙人：general partnerf．有限合伙人：limited partnerg．合资企业：joint ventureh．公司型合资结构：incorporated joint venture i．非公司型合资结构：unincorporated joint venture j．设施使用协议：tolling agreementk．杠杆：leveragel．租赁购买：hire and purchasem．BOT：build－operate－transfern．特许权：concessiono．自有资金：unquoted equityp．公募股权基金：quoted equityq．从属性债务：subordinated debtr．无担保贷款：unsecured loans．可转债：convertible debt/convertible notet．零息债券：zero coupon bondu．担保存款：secured depositv．备用信用证：standby letter of creditw．欧洲债券：European bond x．扬基债券：Yankee bondy．武士债券：Samurai bondz．商业票据：commercial paper aa．抵押：mortgagebb．担保：chargecc．直接担保：direct guarantee dd．间接担保：indirect guarantee ee．或有担保：contingent guarantee 6．名词翻译a．企业重组：reorganizationb．扩张：expansionc．兼并：mergerd．合并：consolidatione．收购：acquisitionf．收缩：contractiong．分立：spin－offsh．子股换母股：split－offsi．完全析产分股：split－upsj．剥离：divestiturek．回购：repurchasesl．杠杆收购：leveraged buy－outm．赔偿条款：indemnificationn．整合：integrationo．保证条款：covenantsp．锡保护伞：tin parachute7．名词翻译a．住宅抵押贷款证券化：mortgage－backed securitization b．资产支持证券化：asset－backed securitizationc．特殊目的载体：special purpose vehicle。
投资学英语词汇
1.Derivative securities2.formula3.credit risk4.prospects5.Consumption Timing6.Allocation of Risk7.Separation of Ownership and Management8.Finding mispriced securities9.undervalued securities10.diversified portfolio11.Credit unions12.the Crisis13.Credit Default Swaps (CDS)14.rating agencies15.sub-prime loans16.transparent17.Money market instruments18.denominations19.Treasury bills20.Certificates of Deposit21.Bankers’ Acceptances22.Eurodollars23.dollar-denominated24.Repos and Reverses25.credit crisis26.Municipal Bonds27.is exempt from28.General obligation bonds29.Revenue bonds30.tax-exempt31.Callable32.Convertible33.pass-throughs34.subprime35.Residual claim36.Limited liability37.Preferred stock38.Perpetuity39.Fixed dividends40.Priority over common41.Tax treatment42.Tax treatment43.index44.exchange traded funds (ETFs)45.Options46.Futures47.Call: Right to buy underlying asset at the strike or exercise price48.Put: Right to sell underlying asset at the strike or exercise price.49.strike or exercise price.50.futures contract51.agreed-upon price52.Long position: Take delivery at maturity53.Short position: Make delivery at maturity54.Right, but not obligation55.Premium56.Efficient Market Hypothesis (EMH)57.Random58.Unpredictablermation-gathering60.Portfolio61.Weak form efficiency62.Fundamental Analysis63.Semi strong formrge portfolios65.outsmart the market66.portfolio management67.Diversification68.Resource Allocation69.Magnitude Issue70.Selection Bias Issue71.Returns over the Short Horizon72.Momentum73.Episodes of overshooting followed by correction74.Small Firm Effect (January Effect)75.Book-to-Market Ratios76.Earnings Announcements77.Price Drift78.Insiders79.Anomalies80.contracting economy81.expanding82.Exchange rate risk83.Assess84.Budget deficit85.Consumer sentiment86.Fiscal policy87.Monetary policy88.Deficit stimulates the economy89.stimulates the economy90.open market operations, discount rate, reserve requirements.91.Incentive92.Troughs93.Peak94.Transition95.Expansion96.Contraction97.Cyclical Industries98.Defensive Industries99.Sensitivity100.Economic Indicators101.Leading indicators102.Coincident indicatorsgging indicators104.Economic Calendar105.NAICS106.Sensitivity of sales107.Operating leverage108.DOL=(△EBIT/EBIT)÷(△Q/Q)109.EBIT=P×Q－UVC×Q－FC＝（P－UVC) ×Q －FC110.△EBIT= ＝（P－UVC) × △ Q111.DOL= （P－UVC) ×Q / （P－UVC) ×Q－FC112.DOL＝（S－VC）/(S－VC－FC)=(EBIT+FC)/EBIT113.Financial leverage114.DFL=(△NI/NI)÷(△EBIT/EBIT)115.EBIT=P×Q－UVC×Q－FC＝（P－UVC) ×Q －FC116.△EBIT= （P－UVC) × △ Q117.NI=(EBIT-I)×(1-T)=＝[（P－UVC) ×Q －FC-I ]118.×(1-T)119.△NI=[（P－UVC) × △ Q]×(1-T)120.DFL= =[（P－UVC) × △ Q]×(1-T) / [（P－UVC) ×Q －FC-I ](1-T)× [（P－UVC) ×Q －FC]/ （P－UVC) × △ Q121.DFL＝（P-UVC）×Q-FC/[(P-UVC)×Q-FC-I=EBIT/(EBIT-I)122.DTL=DOL×DFL =（△NI/NI)÷(△EBIT/EBIT)× (△EBIT/EBIT)÷(△Q/Q) ＝（△NI/NI)÷(△Q/Q) 123.Sector Rotation124.defensive industries125.Industry Life Cycles126.Start-up127.Consolidation128.Maturity129.Relative Decline130.Stable growth131.Threat of entry132.Rivalry between existing competitors 133.Pressure from substitute products 134.Bargaining power of buyers135.Bargaining power of suppliers 136.。
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投资学词汇中英文
Accrued interest应得利息
All-Ordinaries Index所有普通股指数
Arbitrage套戥
Ask Price买价
Asset-Backed Securities具资产保证的证券
At-the-money刚到价
Automatic Order Matching And Execution System自动对盘及成交系统Basis Point基点
Bear Markets熊市
Bid Price卖价
Bid-ask Spread买卖差价
Blue Chips蓝筹股
Bond债券
Book Value账面值
Broker经纪
Brokerage Fee经纪佣金
Bull Markets牛市
Call Option好仓期权/买入（认购）期权
Callable Bonds可赎回债券
Capital Gain资本增值
Capital Markets资本市场
Central Clearing and Settlement System中央结算系统Central Money Market Units债务工具中央结算系统Certificate of Deposits存款证
China Concepts Stock中国概念股
Closed-end闭端基金
Collateral抵押品
Commercial Paper商业票据
Common Stock普通股
Compound Interest复息
Contract Note成交单
Controlling Shareholder控制股东
Convertible Bond可换股债券
Corporate Bond公司债券
Coupon票息
Coupon Frequency派息次数
Coupon Rate票面息率
Covered warrants备兑认股权证
Credit Rating信用评级
Currency Board货币发行局
Current Yield现价息率
Custody of Securities证券托管
Default Risk不能收回本金的风险Derivative Call衍生认购（认沽）认股权证Derivative Instrument衍生产品
Direct Business直接成交
Discount Bond折扣债券
Diversification分散风险
Duration期限
Earnings收益
Earnings per Share每股盈利
Earnings Yield盈利率
Equity股本
Equity Call Warrants股本认购认股权证
Ex-dividend除息
Face Value/ Nominal Value面值
Fixed Rate Bonds定息债券
Fixed-income securities定息证券
Floating Rate Bonds浮息债券Fundamental Analysis基本分析
Future Value未来值
Future Value of an Annuity定期供款之未来值
Futures contract期货合约
Hang Seng China Enterprises index恒生香港中资企业指数
Hang Seng Index香港恒生指数
Hang Seng London Reference Index恒生伦敦参考指数
Hedge对冲
Hong Kong Inter-Bank Offered Rate香港银行同业拆息
Hong Kong Monetary Authority香港金融管理局
Hong Kong Securities Clearing Company Ltd.香港中央结算有限公司H-Share股
HSI Futures Contract恒生指数期货合约
Income收入
Index Fund指数基金
Initial Public Offering首次公开招股
Inside Information内幕消息
Insider Trading内幕交易
Intrinsic Value内在价值
Investment投资
Investment Adviser投资顾问
IPO price首次公开招股价
Junk Bond垃圾债券
Leverage Ratio杠杆比率
Limit Order限价指示
Limited Company有限公司Liquidity变现能力
Listing挂牌
Listing Date上市日期
Margin Call补仓
Market Capitalisation市价总值Market Maker庄家
Market Order市场指示Money Market货币市场Mutual Fund互惠基金
Net Asset Value资产
净值Offer For Sale公开发售
Offer For Subscription公开认购Open Offer公开供股
Open-end开放基金
Option期权Oversubscribed超额认购
Par Bond平价债券
Par Value票面值
Perpetual Bonds永久债券
Placing配售
Portfolio投资组合
Preference Shares优先股
Premium溢价（认股证）
Premium Bond溢价债券
Present Value现时值
Present Value of An Annuity定期供款之现时值Price/Earnings Ratio市盈率
Privatisation私有化
Professional Conduct Regulations专业操守规例Prospectus招股书
Put Option淡仓期权/卖出（认沽）期权
Rate of Return收期率
Real Interest Rate实质利率
Red Chip红筹股
Redemption Value赎回价值
Reinvestment Value再投资利率
Relative Strength Index/RSI相对强弱指数Repurchase Agreement回购协议Resistance Level阻力价位
Return回报
Rights Issue供股发行
Risk-Averse, Risk-Neutral, Risk-Taking风险厌恶，风险中立，追求风险Securities And Futures Commission证券及期货事务监察委员会Securities Dealers&acute; Representatives证券交易商
SEHK联交所
Senior Bond优先债券
Settlement结算
Short Hedge空头对冲
Short Position空仓
Short Selling抛空/沽空
Speculation投机
Stock Splits股票分拆
Subordinated Bond后偿债券
Substantial Shareholder大股东
Support Level支持价位
Technical Analysis技术分析
The Stock Exchange of Hong Kong Ltd.香港联合交易所有限公司
Time Horizon投资期
Trading Hours of SEHK联合交易所的交易时间
Trading Rules交易规则
Trust Deed信托契约
Underlying Security认股权证相关的股份
Unified Exchange Compensation Fund Scheme联合交易所赔偿基金Valuation估价
Warrant认股权证
Window Dressing粉饰橱窗
Yield盈利率
Yield To Maturity到期孳息率。