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理财英语词汇重点

理财英语词汇重点
理财英语词汇重点

(一)

理财:Wealth Management or financial planning

理财规划:financial planning

理财公司:financial planning firm

独立第三方理财顾问公司:Independent Financial Advisor

外汇投资:foreign currency investment

股票投资:equity investment or stock investment

投资组合:portfolio management

风险和回报:risk & return

基金:managed fund (英国)mutural fund (美国)

(二)

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' 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

Zero Coupon Bond 无息债券

(三)

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 exchange

bond 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-40 Index (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。)

discount 贴现

discount rate 贴现率

DJIA Dow-Jones Industrial Average 道?琼斯公用事业股价平均数。通常简称Dow(道),是30个主要工业公司股票价格的组合。

Dow-Jones Composite Average of 65 representative stocks 65种有代表性的股票的道?琼斯公用事业股价平均数

Dow-Jones Transpositions Average 道?琼斯运输业股价平均数

Dow-Jones Utilities Average 道?琼斯公用事业股价平均数

down 付现款

equity (押款金额以外的)财产价值,证券,股票

escrow 由第三者保存、等条件完成后即交受让人的契据(或证书等)

face value 面值

Federal Agency Issues 联邦机构债券

fluctuation 起伏

fluctuate 起伏

fraud 欺骗,欺诈

fraudulence 欺骗(欺诈)行为

fraudulent 欺诈的

FTSI Financial Times 100 Share Index (英国)金融时报100种股票指数good 有效的

Hang Seng Index (香港)恒生指数

holdings 占有的财产,股票

Ibbotson Small Company Index Ibbotson Company Index中包括近2700家公司:即在纽约股市上交易的最后的20%股票

imburse 赔偿

initial share 原始股

IRA Individual Retirement Account 个人退休账号

junk bond 假债券

junk bonds 垃圾债券

lien 扣押权,留置权

liquidate 清算,破产

list (交易所)上市证券;把(证券)列人上市证券表

long position 多头

margin 差额,保险金

mutual fund 公共基金

NASD=National Association of Securities Dealers 全美证券交易者协会NASDAQ (National Association of Securities Dealers Automated Quotations) 纳斯达克(全美证券交易者协会自动化摘要)

NAV (Net Asset Value) 净资产值

new issue ( IPOInitial Public Offering)新上市股票

Nikkei Stock Aver age 日经股票平均指数

nosedive (价格等)暴跌

NYSE’Volume 纽约股票交易量

NYSE’s composite index 纽约股票交易综合指数

NYSE(New York Stock Exchange) 纽约股票交易所(也称或Big Board) obligation 契约,债券

outstanding 拖欠的

par value 票面价值

plummet 骤然跌落

policy 保险单

pool 集合基金

portfolio 有价证券

preferred stock 优先股票

premium 奖金,佣金,担保费

premium 溢价

proceeds 收入,收益

rally (股票价格等)止跌,上扬

rebound 反弹

recoup 偿还,补偿

recovery 恢复

red-chip share 红筹股

refund 偿还

rescue package 一揽子救援计划

resilience 回弹,复原力

resilient 有回弹力的,恢复活力的

risk 保险项目

run 挤提存款,挤兑,争购

Russell 2000 Russell 2000种小资本股票

S&P 500(Standard & Poor’s 500 Composite Stock Price Index) 标准普尔股价指数

SEC(Federal Securities and Exchange Commission) 联邦证券与交易委员会

securities 证券,债券

shares (英)股票=(美)stock

shore up 支撑

slash (大幅度)削减(工资等)

slump 暴跌,不景气

SMI index (苏黎士市)瑞士股票指数

solvent 有偿还能力的

speculate 投机

speculation 投机

speculator 投机者

T-Bill (Treasury Bill) 美国短期国债(每星期发行一次)

T-bond (Treasury Bond) 美国长期国债(期限为20年或30年)

T-note (Treasury Note) 美国中期国债(期限为2年到10年) Technology-heavy Nasdaq 以技术为主的Nasdaq

Technology-laden Nasdaq 以技术为主的Nasdaq

term 年限

tech-heavy NASDAQ 以技术股票为主的NASDAQ

technology-rich stocks 技术股票

technology-weighted index (NASDAQ) 反映技术股票的指数(NASDAQ) 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

treasury/government 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

p/e ratio市盈率(price/earning)

mark-to-market逐日盯市

payment versus delivery银券交付

clearing and settlement清算/结算

commodity/financial derivatives 商品/金融衍生产品

put / call option看跌/看涨期权

margins, collateral保证金

rights issue/offering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) retail/private investor个人投资者/散户

institutional investor机构投资者

broker/dealer券商

proprietary trading自营

insider trading/dealing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

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