股票基金词汇.doc

套戥 Arbitrage 效率前缘 Efficient Frontier 高收益 High Yield 基金公会 HKIFA 基金经理 Fund Manager 基金销售文件 Prospectus 基准 Benchmarks 被动式管理 Passive Management 离岸基金 Offshore Fund 最大跌幅 Maximum Drawdown 揣测最佳时机 Market Timing 期货管理型基金 Managed Futures 短仓 /淡仓 Short Position 跌势差 Downside Deviation 雇主供款 Employer Contribution 雇员供款 Employee Contribution 新高价 High-On-High Basis 新兴市场 Emerging Markets 新兴市场基金 Emerging Markets Fund 管理费 ManagemantFee 增长和收入基金 Growthand Income Fund 严格评估 Due Diligence 买入价 Bid Price 买卖差价 Bid-offer Spread 传统基金 Traditional Fund 债券基金 Bond Fund 单一对冲基金 Single Strategy Hedge Fund 单位 Unit 单位信托基金 Unit Trust 卖出价 Offer Price 奖励费 Incentive Fees 对冲 Hedge 对冲基金 Hedge Fund 对冲基金的基金 Fund Of Hedge Funds (FoHFs) 对冲基金指引 Hedge Funds Guidelines 开放式基金 Open-end Fund 强制性供款 Mandatory Contributions 强积金 Mandatory Provident Fund Scheme-MPF 总回报 Total Return 标准差 Standard Deviation 毕苏期权定价模式 Black-Scholes 环球宏观 Macro Funds 环球基金 Global Fund 绝对回报 Absolute Return 认可基金 Authorised Funds 认沽期权 Put Option/Put 认股权证基金 Warrant Fund 认购期权 Call Option/Call 证券借出 Stock Lending 贝他系数 Beta 资产分配 Asset Allocation 资产净值 Net Asset value-NAV 赎回 Redemption 赎回通知期 Redemption Notice Period 赎回费 Redemption Fee 赎回费 / 买入费 Redemption Price / Bid Price 进取型的投资 管理 Aggressive Growth 进取型增长基金 Aggressive Growth Fund长 / 短仓持股 Long/Short Equity 长仓 / 好仓 / 持货 Long Position 预设回报率 Hurdle Rateh 主动式 管理 Active Management Calmar 比率 Calmar Ratio Sharpe比率 Sharpe Ratio Sortino比率 Sortino Ratio 入息基金 Income Fund 子基金 Baby Funds/Underlying Funds 已调整风险回报 Risk-adjusted Return 互惠基金 Mutual Fund 公积金计划 Pension Plan 分散投资 Diversification 主要经纪 Prime Broker 可换股 债券 套戥 Convertible Bond Arbitrage 另类投资 Alternative Investment 市场中立 Market Neutral 平均成本效益 Dollor-cost Averaging 再投资 Reinvestment 合并套戥 Merger Arbitrage 地区基金 Regional Fund 如计划为伞子基金 Umbrella Fund 有限责任 Limited Liability 自愿性供款 Voluntary Contributions 行业/主题基金 Sector/Theme Fund 价值型管理 value 均衡基金 Balanced Funds 投资年期 Time Horizon 投资组合 Portfolio 投资顾问 Investment Adviser 杠杆 Leverage/Gearing 杠杆借贷比率 Leverage Ratio 每日估值 Daily Valuation 每年回报 Annual Return 供款 Contribution 受压 / 濒临破产的 证券 Distressed Securities 定息工具套戥 Fixed Income Arbitrage 定息基金 Fixed-income Fund 承受风险能力 Risk Tolerance 注册地 Domicile 沽空 Short Selling 波幅 Volatility 股份 Share 股息分派 Dividened Distributions 股票基金 Equity Fund 表现费 Performance Fees 阿尔法系数 Alpha 非认可基金 Unauthorised Fund 信托人 Trustee 保本对冲基金 Capital Guaranteed Hedge Funds 封闭式基金 Closed-end Fund 界定利益计划 Defined Benefit Plan 界定供款计划 Defined Contribution Plan 相关系数 Correlation 重大事件主导的投资 Event Driven/Special Situations 首次认购费 Front-end Fee与股票投资相关的英语词汇H股 H Stock一篮子备兑证 Basket Covered Warrants入限价买盘 Buy Limit Order三角形 Triangle三底 Triple Bottoms三顶 Triple Tops下降楔形 Falling Wedge下降旗形 Falling Flag下降轨 Downward Trendline下跌风险 Downside Risk上升楔形 Rising Wedge上升旗形 Rising Flag上升轨 Upward Trendline上升风险 Upside Risk大手成交 Large Transaction大利市机 Teletext中央结算系统 Central Clearing and Settlement System互惠基金 Mutual Funds分拆 Spin-off升水 Premium引伸波幅 Implied Volatility手 Lot Size支持线 Support Line 止蚀盘 Stop Loss Order 止赚盘 Stop Profit Order牛市 Bull Market出限价沽盘 Sell Limit Order可换股债券 Convertible Bonds市价盘 Market Order市盈率 Price-to-earnings Ratio (P/E Ratio)平价 At the Money 未平仓合约 Open Interest未平仓合约 Open Interest生产物价指数 Producer Price Index (PPI)生产物价指数 Producer Price Index, PPI交叉盘 Cross Trade名义利率 Nominal Interest Rate合并 Merger回报 Return成分股 Constituent Stock成交量 Volume收市价 Closing Price老鼠仓 Rat Trading自动对盘 Automatching行使价 Exercise Price优先股 Preferred Stock价外 Out of the Money价内 In the Money 孖展户口 Margin Account庄家 Market Maker低水 Discount利率 Interest Rate即日鲜 Day Trading批股 Share Placement折让 Discount投资组合理论 Portfolio Theory投资银行 Investment Banker杠杆比率 Gearing Ratio每日波幅限额 Daily Fluctuation Limit系统性风险 Systematic Risk供股 Right Issue供股 Right Issue供股权 Rights固定资产 Fixed Asset定息债券 Fixed Income Securities所有普通股指数 All-Ordinaries Index招股书 Prospectus拋空 Short Sale拆出利率 Offer Rate注资 Asset Injection沽空 Short Sale波浪理论 Wave Theory波幅 Volatility股市指数 Stock Index股份回购 Share Buyback/Repurchase股息 Dividend股票市场 Stock Market股票孖展 Share Margin股东股本利益 Shareholers Equity金管局 Hong Kong Monetary Authority阻力区 Resistance Level阻力线 Resistance Line信贷评级机构 Credit Rating Institution按金户口 指数备兑证 Index Covered Warrants柱状图 Bar Chart流动比率 Current Ratio流动负债 Current Liabilities流动资产 Current Asset相反理论 Contrarian Theory美国联邦贴现率 Federal Discount Rate背驰 Divergence衍生工具 Derivatives限价盘 Limit Order香港银行同业拆息 Hong Kong Interbank Offer Rate (HIBOR)恒生一百指数 Hang Seng 100 Index恒生中国企业指数 Hand Seng China-affiliated Corp Index (HSCCI)恒生中资企业指数 Hang Seng China Enterprises Index (HSCEI) 恒生五十中型股指数 Hang Seng Midcap 50 Index恒生指数 Hang Seng Index套戥 Arbitrage息率 Dividend Yield效率市场假设 Efficient Market Hypothesis核数师意见 Auditor Opinion消费物价指数 Consumer Price Index (CPI)特殊项目 Exceptional Items特别成交 Special Trade神奇数字 Fibonacci Number追击手 Raider除息 Ex-dividend除净 Ex-all除权 Ex-right 高水 Premium停版 Limit停牌 Suspension商人银行 Merchant Banker啤打系数 Beta Coefficient基本利率 Base Rate球 Million Share移动平均线 Moving Average第一市场 Primary Market第一市场直接批股 Direct Placement第二市场 Secondary Market通胀 Inflation最优惠利率 Prime Rate循环理论 Cyclical Theory普通股 Common Stock 期交所 Hong Kong Futures Exchange Limited (HKFE)期权 Options期货 Futures期货合约 Futures Contract程序买卖 Programme Trading裂口 Gap超买 Over Bought 超卖 Over Sold集资 Capital Raising楔形 Wedge溢价 Premium碎股 Odd Lot道氏理论 Dow Theory撇帐 Provisioning旗形 Flag熊市 Bear Market碟形底 Saucer Bottom碟形顶 Saucer Top增长股 Growth Stock箱形 Box亚当理论 Adams Theory产负债表 Balance Sheet伦敦港股 London Market for Hong Kong Stocks债券风险溢价 Risk Premium for Bonds兑换率 Conversion Ratio内幕交易 Insider Trading单日转向 One-day Reversal单位信托基金 Unit Trusts双底 Double Bottoms双顶 Double Tops国民生产总值 Gross National Product (GNP)国企股 H Stock国企指数 Hang Seng China Enterprises Index国内生产总值 Gross Domestic Product (GDP)圆形底 Rounding Bottom圆形顶 Rounding Top 场外交易市场 Over-the-Counter (OTC)备兑认股证 Covered Warrants备兑证 Equity Warrants头肩底 Head and Shoulders Bottom头肩顶 Head and Shoulders Top实质利率 Real Interest Rate对冲 Hedge对冲比率 Hedge Ratio对冲基金 Hedge Fund岛形转向 Island Reversal挟仓 Cornering the Market损益表 Statement of Income换马 Switching斩仓 Stop Loss热钱 Hot Money现金户口 Cash Account 红股 Bonus Share红筹股 Red Chip红筹指数 Hang Seng China-Affilated Corporation Index纯利 Net Profit线形图 Line Chart结算价 Final Settlement Price综合财政报表 Consolidated Financial Statement联交所 Stock Exchange of Hong Kong Limited (SEHK)联系汇率 Linked Exchange Rate营业额 Turnover蓝筹股 Blue Chip认沽期权 Put Options认股证 Warrants认购期权 Call Options证监会 Securities and Futures Commission (SFC)负债比率 Debt Ratio财务报表 Financial Statement货币政策 Monetary Policy货币发行局机制 Currency Board System贴现率 Discount Rate贴现窗 Discount Window资本增值 Capital Gain 资本减值 Capital Loss资产净值 Net Asset value (NAV)资产负债表 Balance Sheet转势 Reversal银团贷款 Syndicated Loans长方形 Rectangle长期负债 Long-term Liabilities长仓 Long Position阴阳烛 Candlestick Chart随机走势假设 Random Walk Hypothesis随机走势理论 Random Walk Theory随机指数 Stochastic风险 Risk风险溢价 Risk Premium与股票投资相关的英语词汇H股 H Stock一篮子备兑证 Basket Covered Warrants入限价买盘 Buy Limit Order三角形 Triangle三底 Triple Bottoms三顶 Triple Tops下降楔形 Falling Wedge下降旗形 Falling Flag下降轨 Downward Trendline下跌风险 Downside Risk上升楔形 Rising Wedge上升旗形 Rising Flag上升轨 Upward Trendline上升风险 Upside Risk大手成交 Large Transaction大利市机 Teletext中央结算系统 Central Clearing and Settlement System互惠基金 Mutual Funds分拆 Spin-off升水 Premium引伸波幅 Implied Volatility手 Lot Size支持线 Support Line 止蚀盘 Stop Loss Order 止赚盘 Stop Profit Order牛市 Bull Market出限价沽盘 Sell Limit Order可换股债券 Convertible Bonds市价盘 Market Order市盈率 Price-to-earnings Ratio (P/E Ratio)平价 At the Money 未平仓合约 Open Interest未平仓合约 Open Interest生产物价指数 Producer Price Index (PPI)生产物价指数 Producer Price Index, PPI交叉盘 Cross Trade名义利率 Nominal Interest Rate合并 Merger回报 Return成分股 Constituent Stock成交量 Volume收市价 Closing Price老鼠仓 Rat Trading自动对盘 Automatching行使价 Exercise Price优先股 Preferred Stock价外 Out of the Money价内 In the Money 孖展户口 Margin Account庄家 Market Maker低水 Discount利率 Interest Rate即日鲜 Day Trading批股 Share Placement折让 Discount投资组合理论 Portfolio Theory投资银行 Investment Banker杠杆比率 Gearing Ratio每日波幅限额 Daily Fluctuation Limit系统性风险 Systematic Risk供股 Right Issue供股 Right Issue供股权 Rights固定资产 Fixed Asset定息债券 Fixed Income Securities所有普通股指数 All-Ordinaries Index招股书 Prospectus拋空 Short Sale拆出利率 Offer Rate注资 Asset Injection沽空 Short Sale波浪理论 Wave Theory波幅 Volatility股市指数 Stock Index股份回购 Share Buyback/Repurchase股息 Dividend股票市场 Stock Market股票孖展 Share Margin股东股本利益 Shareholers Equity金管局 Hong Kong Monetary Authority阻力区 Resistance Level阻力线 Resistance Line信贷评级机构 Credit Rating Institution按金户口 指数备兑证 Index Covered Warrants柱状图 Bar Chart流动比率 Current Ratio流动负债 Current Liabilities流动资产 Current Asset相反理论 Contrarian Theory美国联邦贴现率 Federal Discount Rate背驰 Divergence衍生工具 Derivatives限价盘 Limit Order香港银行同业拆息 Hong Kong Interbank Offer Rate (HIBOR)恒生一百指数 Hang Seng 100 Index恒生中国企业指数 Hand Seng China-affiliated Corp Index (HSCCI)恒生中资企业指数 Hang Seng China Enterprises Index (HSCEI) 恒生五十中型股指数 Hang Seng Midcap 50 Index恒生指数 Hang Seng Index套戥 Arbitrage息率 Dividend Yield效率市场假设 Efficient Market Hypothesis核数师意见 Auditor Opinion消费物价指数 Consumer Price Index (CPI)特殊项目 Exceptional Items特别成交 Special Trade神奇数字 Fibonacci Number追击手 Raider除息 Ex-dividend除净 Ex-all除权 Ex-right 高水 Premium停版 Limit停牌 Suspension商人银行 Merchant Banker啤打系数 Beta Coefficient基本利率 Base Rate球 Million Share移动平均线 Moving Average第一市场 Primary Market第一市场直接批股 Direct Placement第二市场 Secondary Market通胀 Inflation最优惠利率 Prime Rate循环理论 Cyclical Theory普通股 Common Stock 期交所 Hong Kong Futures Exchange Limited (HKFE)期权 Options期货 Futures期货合约 Futures Contract程序买卖 Programme Trading裂口 Gap超买 Over Bought 超卖 Over Sold集资 Capital Raising楔形 Wedge溢价 Premium碎股 Odd Lot道氏理论 Dow Theory撇帐 Provisioning旗形 Flag熊市 Bear Market碟形底 Saucer Bottom碟形顶 Saucer Top增长股 Growth Stock箱形 Box亚当理论 Adams Theory产负债表 Balance Sheet伦敦港股 London Market for Hong Kong Stocks债券风险溢价 Risk Premium for Bonds兑换率 Conversion Ratio内幕交易 Insider Trading单日转向 One-day Reversal单位信托基金 Unit Trusts双底 Double Bottoms双顶 Double Tops国民生产总值 Gross National Product (GNP)国企股 H Stock国企指数 Hang Seng China Enterprises Index国内生产总值 Gross Domestic Product (GDP)圆形底 Round