人教版高中英语选修初级财经英语：Investment planning
高级综合商务英语1-Unit-10-career-planning
Practical, Efficient
Enterprising
Artistic
Ambitious, Energetic Imaginative, Idealistic
Prentice Hall, 2001
Chapter 8
第八页第，七共页73页。
Occupations
Mechanic, Farmer, Assembly-Line Worker
10
第十页第，九共页73页。
Lead-in Hints
Success isn’t always about matching a job to a personality; it can also result from the personality opening up more opportunities in the work force -- often through effective networking. Extroverts tend to have a much larger network than introverts, affecting the number of external connections they have to the work force. This will place them at a distinct advantage if it means they wind up with more occupational choices.
Para. 6-45 Alan was confronted with three job opportunities and wondered which one was the most suitable for him.
理财英语词汇
（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 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-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。
高一英语投资知识单选题50题
高一英语投资知识单选题50题1. In the financial market, a ____ is a type of investment that represents ownership in a company.A.stockB.bondC.currencymodity答案解析：A。
选项A“stock”意为股票，代表对公司的所有权。
选项B“bond”是债券。
选项C“currency”是货币。
选项D“commodity”是商品。
题干中提到代表对公司的所有权，所以是股票。
2. A ____ is a debt investment in which an investor loans money to an entity.A.stockB.bondC.mutual fundD.real estate答案解析：B。
选项B“bond”是债券，即一种债务投资，投资者把钱借给一个实体。
选项A“stock”股票不是债务投资。
选项C“mutual fund”共同基金。
选项D“real estate”房地产。
3. Which of the following is not a form of investment?A.savings accountB.credit cardC.stockD.bond答案解析：B。
选项B“credit card”信用卡不是一种投资形式，它是一种消费工具。
选项A“savings account”储蓄账户是一种投资形式，虽然收益较低。
选项C“stock”股票和选项D“bond”债券都是常见的投资形式。
4. A ____ is a collection of stocks, bonds, and other securities.A.mutual fundB.stock optionC.insurance policyD.bank loan答案解析：A。
选项A“mutual fund”共同基金是由股票、债券和其他证券组成的集合。
高中英语新人教版精品教案《content》5
项目学习教学设计Project:Investing Money主题语境：人与社会-------- 投资语篇类型：介绍性文章；包括投资原因、投资渠道和投资益处以及与主题相关的多模态语篇及视听材料。
语篇知识：投资原因、渠道及益处相关的词汇以及相关投资介绍文体特点。
文化知识：中西方投资方面的文化对比。
语言技能：理解性技能（读、看）；表达性技能（写、说）学习策略：元认知策略、认知策略、交际策略、情感策略项目学习内容分析本项目活动以教材主题“投资”为依托，围绕投资原因、投资渠道和投资益处展开探究式学习。
教材中提供了一些关于投资方面的词汇，比如股票、合理避税策略、通货膨胀、投资不动产等词汇，但不够完整。
文章只是介绍了投资原因、渠道、益处。
因此，学生需要通过参与实际生活密切相关的项目学习或懂，补充和丰富生活中常见的投资知识，整合与投资文化相关的信息；自主探究投资渠道，拍摄与投资相关视频，介绍并对比中西方投资文化的特点。
项目学习的目标学生通过参与项目活动，能够：1.开展词汇分类探究活动，介绍生活中常见的投资原因、投资渠道以及投资的益处。
2.自主探究制订投资计划，学会合理投资。
3.独立完成项目投资方案，学会理财，提高学生的财经素养。
4.制作关于投资项目的微电影，加深对课文的理解，传播合理的投资理念和积极的人生观。
5.策划投资方案，体验中西方文化差异，分享成功案例，为未来奠基。
项目学习时间安排项目学习以教材中一个单元的教学时间为周期。
在单元教学开始时，教师与学生共同完成项目学习计划。
在教师的指导下，学生在一个单元的教学时间内与同伴一起完成项目学习任务。
在一个单元完成之后，师生共同分享和评价项目学习成果。
项目学习活动过程第一阶段：语言准备目标：学生熟悉话题和话题词汇过程：1.学生利用教材、网络及图书馆等资源收集有关投资的词汇；2.学生对收集的词汇进行分类，并以自己喜爱或擅长的流程图方式呈现在海报上，在全班展示分享，对语言知识进行巩固。
Unit Three Borrowing money 课件-优质公开课-人教高中选修初级财经英语精品
Subject
Borrowing money
Reasons for borrowing Getting a loan
Important points Reasons for borrowing
In what conditions, will you borrow?
1.If you want an item now rather than in the future. 2. Changing circumstances.
Getting a loan
What does the lending institutions care about?
A secure job. The length of current employment position. Previous saving history. The ownership of assets which are offered as security against the loan.
3. Saving a deposit and then paying off an item may be a good idea for those who can’t save voluntarily.
Advantages of borrowing
1. Need only a small or no deposit.
Have you ever borrowed money from your friends?
Do you always return the money you have borrowed on s bought home for your?
Did they borrow money ?
如何采访财经人士英语作文
如何采访财经人士英语作文当你采访财经人士时，你的目标是获取有关经济和金融领域的信息，所以问题的设计非常重要。
下面是一些你可以使用的问题模板：1. 个人背景与经历：Can you please introduce yourself and your background in the finance/economics field?What motivated you to pursue a career infinance/economics?2. 当前市场状况：How do you perceive the current state of the market in terms of stability and growth potential?What are some major trends or developments you are observing in the financial world recently?3. 投资建议与策略：What would be your advice to investors looking to navigate through these uncertain times?Could you share some investment strategies that you believe are particularly promising right now?4. 全球经济形势：How do you assess the global economic situation at present, especially considering geopolitical tensions and trade dynamics?What impact do you foresee on businesses and markets due to ongoing global challenges?5. 技术与创新：In what ways do you think technology and innovation are shaping the finance industry, and what opportunities dothey present?Are there any emerging technologies or trends that you find particularly intriguing or impactful?6. 可持续发展与ESG投资：How important do you think sustainable development and ESG (Environmental, Social, and Governance) factors are becoming in investment decisions?Could you elaborate on any successful ESG-focused investment strategies or initiatives you've been involved with?7. 风险管理与应对措施：What are some key risk management practices that you consider essential for businesses and investors?How do you suggest preparing for and mitigating potential economic downturns or crises?8. 未来展望与趋势：Looking ahead, what are your thoughts on the future of finance/economics, especially regarding digital currencies, fintech, and global cooperation?What trends do you believe will dominate the financial landscape in the coming years?9. 职业建议与经验分享：Based on your experience, what advice would you give to young professionals aspiring to succeed in thefinance/economics sector?Could you share a memorable experience or lessonthat has shaped your career trajectory?10. 行业责任与社会影响：How do you view the role of financial institutionsand professionals in addressing societal challenges such as income inequality and climate change?What initiatives or policies do you think could contribute positively to both economic growth and social welfare?这些问题可以帮助你与财经人士进行有意义的对话，从中获取深入的见解和行业动态。
财经专业英语词汇（L）_财务英语词汇
labour and material cost index 劳工及材料成本指数laf bid and offer rates 流动资金调节机制的借入及拆出息率laissez-faire policy 自由放任政策land cost element 土地成本因素land fund [hong kong special administrative region government land fund] 土地基金〔香港特别行政区政府土地基金〕land premium 地价land registry trading fund 土地注册处营运基金land revenue 地价收入land transaction 土地交易landed cost 抵岸价格；卸岸成本land-holding company 拥有土地的公司laspeyres index formula 拉斯佩尔指数公式last in, first out method [lifo method] 后进先出计算法last recorded price 最后成交价last trading price 最后成交价late adjustment 收市后的调整late stamping 逾期加盖印花latent reserve 隐藏储备law concerning merger and conversion of financial institutions of japan 《日本金融机构的合并和转换的有关法律》law cost 讼费law of bankruptcy 破产法law of diminishing return 报酬递减规律；报酬递减法则law of insolvency 破产清盘法lay member [council of sehk] 外界理事〔联交所理事会〕leading indicator 领先指标；领先经济指标leap-frogging 跳增lease 租契；租约leasehold interest 租赁权益；批租权益leasehold property 批租土地财产leave pay 假期工资ledger 分类帐ledger accounting and financial information system [lafis] 会计及财务数据系统ledger book 分类帐簿legacy 遗产；非土地遗赠legal charge 法定押记legal cost 讼费legal estate 法定产业权legal fee 法律费用legal interest 法定权益legal, membership and secretarial services division [stock exchange of hong kong limited] 法律、会籍及公司秘书事务科〔香港联合交易所有限公司〕legal mortgage 法定按揭legal personal representative 合法遗产代理人legal tender 法定货币legal tender notes and coins 法定纸币及硬币legally binding debt 有法律责任须偿还的债项legatee 非土地遗赠继承人；受遗赠人legco ad hoc group to study the financial arrangements for the new airport and related projects 立法会议员研究新机场及有关工程财政事宜小组legco panel on economic services 立法会经济事务委员会legco panel on financial affairs 立法会财经事务委员会legco subcommittee on the financing of airport core programme 立法会研究机场核心计划财政事宜小组委员会lehman brothers finance limited 美国雷曼兄弟财务有限公司lend 贷出lender 贷款人；借出人；放款人lender of last resort system 最后贷款人制度lending 贷款；放款lending agreement 借贷协议lending margin 贷款利率差价lessee 承租人lessor 出租人；批租人letter of administration 遗产管理书letter of allotment 配股通知书letter of assurance 保证书letter of comfort 银行联系证明书；信心保证书letter of confirmation 证实书；确认书letter of credit [l/c] 信用证；信用状letter of guarantee 保证书letter of hypothecation 押汇质权书；银行抵押书；质押书letter of indemnity 赔偿保证书；认赔书；偿还税款保证书letter of indication 签印证明书letter of intent 意向书letter of release 同意释款书letter of renunciation 放弃书level off 趋向平稳；趋平level playing field 公平竞争的环境leverage 杠杆作用；杠杆比率leveraged buy-out 杠杆式收购leveraged foreign exchange contract 杠杆外汇合约leveraged foreign exchange trader 杠杆式外汇买卖商leveraged foreign exchange trader's representative 杠杆式外汇买卖商代表leveraged foreign exchange trading 杠杆式外汇买卖leveraged foreign exchange trading ordinance arbitrationpanel [securities and futures commission] 杠杆式外汇买卖条例仲裁委员会〔证券及期货事务监察委员会〕leveraged leasing 杠杆租赁；融资租赁leveraged market 杠杆市场leviable transaction 可征费交易levy 征费；征款liability 负债；法律责任liability for payment of rates 缴交差饷的法律责任liable in damages 承担损害赔偿liable to tax 应纳税；应课税liberalization 自由化；开放〔市场〕licence 许可证；牌照；特许文件licence fee 牌照费licensed bank 持牌银行licensed deposit-taking company 持牌接受存款公司licensed intermediary 持牌中介团体licensed trader 持牌买卖商licensee 持牌人；持证人licensing condition 发牌条件licensing court 牌照法庭licensing criterion 发牌准则licensing department [securities and futures commission] 发牌科〔证券及期货事务监察委员会〕licensing information booklet 《发牌资料册》lien 留置权；扣押权life and annuity business 人寿及年金业务life assurance 人寿保险life assurance act [united kingdom] 《人寿保险法令》〔英国〕life assurance policy 人寿保单life boat loan 救市贷款life insurance 人寿保险life insurance corporation 人寿保险法团life insurance council of hong kong 香港寿险总会life insurance fund 人寿保险基金life interest 终身权益life underwriters association of hong kong 香港人寿保险从业员协会life-long product 终身产品light trading 交投稀疏；交投疏落likely outturn 估计结算数字limit 限额；限量limit down 跌至停板；跌停板limit of legal tender 法定货币使用限额limit of value 价值限额limit order 限价盘；限价订单limit up 涨至停板；涨停板limitation fund 限制基金limited company quoted on stock exchange 上市有限公司limited company unquoted on stock exchange 非上市有限公司limited legal tender currency note 有限量法定货币纸币limited liability 有限法律责任；有限责任limited partner 有限责任合伙人limited partner loss relief 对有限责任合伙人的亏损给予税项宽免limited partnership 有限责任合伙limited service bank 有限服务银行line of business 业务范围line of credit 信贷限额linear development 线型发展；直线发展linear programming 线性规划linked assets 相连资产linked exchange rate system 联系汇率制度linked long-term business 相连长期业务liquefiable assets 流动资产；可兑现资产liquid assets 流动资产；速动资产liquid balance 现金结余；流动资产结余liquid capital 速动资金；流动资金liquid form of deposit 活期存款liquidable assets 可兑现资产liquidated amount 算定款项liquidated damages 算定损害赔偿liquidated demand 经算定的追讨金额liquidated sum 经算定款项liquidation 清盘；清偿〔债务〕；变现〔资产〕liquidation of an account 平仓liquidation of margin account “斩仓”liquidation of position 平仓liquidator 清盘人liquidator's bond 清盘人的债券liquidity 流动资金；流动性；变现能力liquidity adjustment facility [laf] 流动资金调节机制liquidity adjustment window [law] 流动资金调节窗liquidity conversion factor 流动资产换算因子liquidity management tool 流动资金管理工具liquidity margin 流动资金幅度liquidity portfolio 流动资产组合liquidity position 流动资金头寸；流动资金情况liquidity ratio 流动资产比率；流动资金比率list of stock codes 《证券代号名录》listed company 上市公司listed corporation 上市机构listed investment 上市投资listed securities 上市证券listed share 上市股份listing 上市；挂牌listing agreement 上市协议listing appeals committee [stock exchange of hong kong limited] 上市上诉委员会〔香港联合交易所有限公司〕listing arrangement 上市安排listing committee [stock exchange of hong kong limited] 上市委员会〔香港联合交易所有限公司〕listing division [stock exchange of hong kong limited] 上市科〔香港联合交易所有限公司〕listing fee 上市费listing matter 上市事宜listing nominating committee [stock exchange of hong kong limited] 上市提名委员会〔香港联合交易所有限公司〕listing price 上市价格；牌价listing--accountancy and prospectus vetting department [stock exchange of hong kong limited] 上市──会计及招股章程审阅部〔香港联合交易所有限公司〕listing--corporate finance department [stock exchange of hong kong limited] 上市──公司财务部〔香港联合交易所有限公司〕liu chong hing bank limited 廖创兴银行有限公司liu chong hing finance limited 廖创兴财务有限公司lloyd's [united kingdom] 劳合社〔英国〕lloyd's agent 劳合社代理人lloyd's broker 劳合社经纪lloyd's underwriter 劳合社承保人loan 借贷；贷款；借款loan account 贷款账户；放款账户loan agreement 贷款协议loan capital 借贷资本loan ceiling 贷款限制loan creditor 贷款债权人loan finance facility 借款融通loan for financial investment 金融投资贷款loan fund 贷款基金loan interest 贷款利息loan loss reserve 贷款损失储备金；贷款损失准备loan officer 贷款人员loan outstanding 未偿贷款；尚欠的贷款loan portfolio 贷款组合loan repayment 贷款还款loan shark 高利贷者；“大耳窿”loan stock 债权股额；贷款债券loan syndicate 贷款银团loan-to-deposit ratio 贷款与存款比率loan-to-valuation ratio 贷款与估值比率local branch 本地分行local cost 本地成本local inflation 本地通胀local inflationary pressure 本地通胀压力local production 本地产量local representative office 本地代表办事处local value-added content 本地加工价值成分locality of profit 利润来源locally incorporated bank 本地注册银行locally incorporated deposit-taking company 本地注册接受存款公司loco-london gold market 本地伦敦金市london commodity exchange 伦敦商品交易所london international financial futures exchange 伦敦国际金融期货交易所london metal exchange 伦敦金属交易所london stock exchange 伦敦证券交易所long 好仓；多头；买空long month 远期月份long position 长仓；好仓；多头；长盘long-range planning 长远计划long-term business 长期业务long-term business assets 长期业务资产long-term business fund 长期业务基金long-term business liabilities 长期业务负债long-term credit bank of japan, limited 日本长期信用银行long-term debt 长期债项long-term fund 长期基金long-term policy 长期保险单long-term rating 长期评级long-term receivables 应收长期帐项long-term supplement 长期个案补助金loss 亏损；损失loss brought forward 承前亏损loss carried forward 结转亏损loss portfolio 损失组合lost instrument 遗失票据lot “一手”〔最低交易单位〕lotteries fund 奖券基金lottery 奖券low and simple taxation 税率低而简单的税制low base of comparison 比较基数偏低low value-added 低增值lower income relief 较低入息宽免lowest conforming tender 符合要求而索价最低的投标lowest tender 索价最低的投标；出价最低的投标lowest tender to specifications 符合规格而索价最低的投标lump sum payment 整笔付款luxembourg monetary institute 卢森堡金融协会luxembourg stock exchange 卢森堡证券交易所。
高三英语个人财务规划单选题50题
高三英语个人财务规划单选题50题1.If you work as a doctor, your main source of income is likely to be _.A.salaryB.tipC.allowanceD.bonus答案解析：A。
医生的主要收入来源通常是工资（salary）。
选项B“tip”是小费，医生通常不会主要靠小费获得收入。
选项C“allowance”是津贴、补助，不是医生的主要收入来源。
选项D“bonus”是奖金，不是主要收入来源。
2.A waiter's income mainly comes from _.A.wageB.feeC.tipD.reward答案解析：C。
服务员的收入主要来自小费（（tip）。
选项A“wage”是工资，服务员的工资通常不高，主要收入是小费。
选项B“fee”是费用，服务员一般不是靠收取费用获得收入。
选项D“reward”是报酬，服务员的报酬不是主要收入来源。
3.A freelancer's income may vary depending on _.A.projectsB.salaryC.allowanceD.bonus答案解析：A。
自由职业者的收入可能因项目（projects）而异。
选项B“salary”是工资，自由职业者通常没有固定工资。
选项C“allowance”是津贴、补助，不是自由职业者的主要收入来源。
选项D“bonus”是奖金，自由职业者的奖金不是主要收入来源。
4.A teacher's main source of income is _.A.salaryB.tipC.feeD.reward答案解析：A。
教师的主要收入来源是工资（（salary）。
选项B“tip”是小费，教师一般不会有小费收入。
选项C“fee”是费用，教师不是靠收取费用获得收入。
选项D“reward”是报酬，不是教师的主要收入来源。
财经专业英语词汇(C)
财经专业英语词汇(C)财经专业英语词汇(C)财经专业英语词汇(C)calendar year figure 历年数字call 催缴通知；认购期权call deposit 通知存款；活期存款call loan 短期同业拆借；通知贷款call margin 补仓；追加保证金call market 短期同业拆放市场call money 短期同业拆借；活期贷款call option 认购期权；看涨期权call price 赎回价格；提前赎回价call warrant 认购认股权证；回购认股权证callable share 可收回股份；可兑付股份called up share capital 已催缴股本canadian dollar [cad] 加拿大元canadian eastern finance limited 加拿大怡东财务有限公司canadian imperial bank of commerce 加拿大帝国商业银行cancellation price 取消费cap 上限capital 资本；资金capital accord 《资本协定》capital account 资本帐；非经常帐capital account commitment balance 资本帐承担额结余capital adequacy directive [cad] 《资本充足指引》capital adequacy ratio [car] 资本充足比率capital allowance 资本免税额capital alteration 资本变更capital and liabilities ratio 资本负债比率capital and liquidity requirement 资本与流动资金的规定capital appreciation 资本增值capital, asset quality, management, earnings and liquidity rating system [camel rating system] 资本、资产质素、管理、盈利及流动资金评级制度〔camel评级制度〕capital assets 资本资产capital at risk 风险资本capital base 资本基础；资金基础capital charges 资本支出；资本费用capital commitment 资本承担capital contribution certificate 出资证明书capital convergence 划一资本充足比率capital cost 资本成本；建设成本；建设费用capital cover 资本保证capital deficit 资本亏绌；资本赤字capital divided into shares 资本分成股份capital element 资本因素；资本部分capital equipment 资本设备capital expenditure 资本开支；非经常开支capital expenses 资本费用capital financing 筹集资本；以非经常收入支付非经常开支的结算capital flow 资金流量capital formation 资本形成；集资capital formation figure 资本组合数字capital fund 资本基金capital gain 资本增益；资本增值capital gains tax 资本增值税capital goods 资本财货；资本货物capital grant 非经常补助金；非经常拨款；建设补助金capital grant cycle 建设补助金周期capital injection 注入资本；注资capital input 投入资本capital intensity 资本密集度capital intensive 资本密集capital investment 资本投资capital investment fund 资本投资基金capital loss 资本损失capital maintenance 资本保值；资本保留capital market 资本市场；资金市场capital market instrument 资本市场票据capital money 资本款项capital money subject to a trust 信托财产资本capital movement 资本流动capital nature 资本性质capital outlay 资本支出capital portion 资本部分capital profit 资本利润capital project 基本工程项目；非经常开支项目capital receipt 资本收入capital redemption 资本赎回capital redemption business 资本赎回业务capital redemption contract 资本赎回合约capital redemption reserve 资本赎回储备capital reduction 资本减缩；减资capital reduction scheme [stock exchange of hong kong limited] 股本削减计划〔香港联合交易所有限公司〕capital repayment 偿还资本capital reserve 资本储备；后备资本capital revenue 资本收益；非经常收入capital spending 资本开支；资本支出；非经常开支capital stock 股本capital stock subscription 认缴股本；认购股本capital subsidy 建设津贴；基本建设津贴capital subvention 非经常资助金capital sum 资本额capital tax 资本税capital transfer tax 资本转移税capital turnover 资本周转率capital value 资本价值capital works project 基本工程项目capital works reserve fund 基本工程储备基金capital works resource allocation exercise 基本工程计划资源分配工作capitalization 资本化；资本总额capitalization of interest 利息化作本金capitalized interest 化作本金的利息capitalized loan 转作资本的贷款capitalized value 资本还原值；资本化价值capitation grant 按人计算的补助金captive insurance business 专属自保保险业务car insurance 汽车保险caribbean development bank 加勒比开发银行cariplo-cassa di risparmio delle provincie lombarde s.p.a. [trading as cariplo s.p.a.] 意大利嘉利堡银行cartel 同业联盟；卡特尔cartelized rates system 联营式利率制度cash 现金；现款cash accounting system 现金会计制度cash acquisition 以现金投资所得的资产cash allowance 现金津贴cash assets 现金资产cash at bank 银行现金；银行存款cash balance 现金结余cash basis 现金收付制；收付实现制cash basis accounting 现金收付制会计；收付实现制会计cash bonus 现金红利cash book 现金出纳帐；现金簿cash client 现金客户cash commission rebate 现金回佣cash compensation 现金补偿cash contribution 现金承担额；现金分担额cash cost 直接费用；现金成本cash coupon 现金礼券cash credit 现金信贷cash deficit 现金赤字cash deposit and withdrawal 现金收支cash disbursement journal 现金支出日记簿cash disbursement slip 现金支出传票；现金支出单cash flow 现金流量；银根cash flow lending 流动现金放款；无抵押融资cash flow statement 现金流量表；现金流动表cash flow surplus 现金流量盈余cash in hand 库存现金；手头现金cash in till 备用现金cash in transit 运送中现金；在运现金cash input 投入现金cash input figure 现金投入数字cash limit 现金支出限额；现金限额cash margin 现金保证金cash market 现货市场；现金交易市场cash offer 现金要约；现金补偿额cash payment 现金付款；现金支付cash position 现金头寸cash price 现金价格cash receipts journal 现金收入日记簿cash receiving slip 现金收入传票；现金收入单cash settlement 现金结算cash surplus 现金盈余cash with order 订货付现；凭票即付cashier's order 银行本票cashier's order outstanding 未承兑的银行本票cash-limited subhead 有现金支出限额的分目cash-sweep 现金彩票活动casual client “散客”；“散户”ccass depository 中央结算系统证券存管处ccic finance limited 中芝兴业财务有限公司cedant 分出者ceding company 分出公司ceding insurer 分出保险人ceiling 上限ceiling price 最高限价central bank 中央银行central bank bilateral repurchase agreement 《中央银行双边回购协议》central banking 中央银行业务central banking function 中央银行职能central clearing and custodian system 中央结算及托管系统central clearing and depository system 中央结算及存管系统central clearing and settlement system [ccass] 中央结算及交收系统〔中央结算系统〕central clearing house 中央结算所central clearing system 中央结算制度；集体交收系统central custody system 中央托管系统central depository 中央存管处central depository system 中央证券存管制度central moneymarkets unit [cmu] 债务工具中央结算系统central rate 中央汇率；中心汇率central registration hong kong limited 香港中央证券登记有限公司central tender board 中央投标委员会centrale de livraison de valeurs mobilieres [cedel] 中央证券交收系统；世达结算系统centralized budgetary and payments system 集中预算及支付制度centred 12-month moving average 十二个月定位移动平均数certificate of approval 批准证明书certificate of beneficial entitlement to property 资产权益证书certificate of compliance 合格证明书；合约完成证明书certificate of deposit [cd] 存款证certificate of exemption from estate duty 豁免遗产税证明书certificate of incorporation 公司注册证书；法团注册证书certificate of incorporation of registered trustees 注册受托人法团证书certificate of indebtedness [ci] 负债证明书certificate of insurance 保险证书certificate of interest 权益证明书；息票certificate of means 资产证明书certificate of participation 参与证明书certificate of payment of profits tax 缴付利得税证明书certificate of preference 特惠税证certificate of rateable value 应课差饷租值证明书certificate of registration 登记证书；注册证明书certificate of satisfaction 清偿证明书certificate of transfer 转让证明书certificate to bearer 不记名证明书certification 核证certification fee 核证费certified cheque 经银行证明可兑现的支票certified public accountant [cpa] 执业会计师certified statement 经证明的报表cessation of business 停业cession 分保c.f. finance company limited 浙一财务有限公司chance 机会；中彩机会chang hwa commercial bank, ltd. 彰化商业银行change of domicile 迁册change to estimates 修订预算change to the approved estimates of expenditure 核准开支预算的变动charge 费用；押记；抵押charge number 税单号码charge on assets 资产的征税charge upon general revenue 从政府一般收入中拨款支付chargeable 可予征收；应课税的chargeable agreement for sale 可予征收印花税的买卖协议chargeable income 应课税入息chargeable normal trading receipt 应课税的一般营业收入chargeable profit 应课税利润chargeable to tax 应课税charged to... 记入……帐目chargee 承押记人charge-holder 受押人charges section [companies registry] 押记注册组〔公司注册处〕charging order 押记令chargor's right 押记人的权利charitable donation 慈善捐款charitable trust 慈善信托charity property 慈善财产charoen pokphand finance company limited 卜蜂财务有限公司charter 章程；特许权charter of incorporation 成立章程chartered accountant 特许会计师chartered institute of bankers [united kingdom] 特许银行学会〔英国〕chartered institute of public finance and accountancy [united kingdom] 特许公共财政及会计学会〔英国〕charterer 承租人chase manhattan asia limited 美国大通亚洲有限公司chase manhattan bank 美国大通银行chattels 实产chau's brothers finance company limited 周氏兄弟财务有限公司che hsing finance company limited 浙兴财务有限公司check-and-balance system 制约平衡制度chekiang first bank limited 浙江第一银行cheque 支票chiao yue finance company limited 侨裕财务有限公司chiba bank, ltd. 千叶银行chicago board of options exchange 芝加哥期权交易所chicago board of trade 芝加哥交易所chicago mercantile exchange 芝加哥商品交易所chief executive of hong kong monetary authority 香港金融管理局总裁chief executive of stock exchange of hong kong 香港联合交易所行政总裁chief executive officer of hong kong futures exchange 香港期货交易所行政总裁chief executive's committee [hong kong monetary authority] 总裁委员会〔香港金融管理局〕child allowance 子女免税额china south sea bank limited 中南银行china affairs committee [hong kong futures exchange limited] 中国事务委员会〔香港期货交易所有限公司〕china concept stock 中国概念股china construction bank 中国建设银行china development division [stock exchange of hong kong limited] 中国发展科〔香港联合交易所有限公司〕china economic news 《中国经济新闻》china securities regulatory commission [csrc] 中国证券监督管理委员会〔中国证监会〕china state bank limited 国华商业银行chinatrust commercial bank, limited 中国信托商业银行chinese association of deposit-taking companies 华资接受存款公司公会chinese bankers club, hong kong 香港银行华员会chinese banks' association 香港华商银行公会chinese gold and silver exchange society 金银业贸易场chinese new year bonus 年奖；年终花红chit fund 银会chiyu banking corporation limited 集友银行有限公司chiyu finance company limited 集友财务有限公司cho hung finance limited 朝兴金融有限公司choses in action 无形动产；据法权产chronological book 序时帐簿chubu securities finance company 中部证券金融公司chung khiaw bank limited 崇侨银行chung nan finance company limited 中南财务有限公司chuo trust banking co., ltd. 中央信托银行chuo trust asia limited 中央信托亚洲有限公司citibank, n.a. 万国宝通银行citic ka wah bank limited 中信嘉华银行有限公司citicorp commercial finance (h.k.) limited 万国宝通工商财务（香港）有限公司citicorp international limited 万国宝通国际有限公司civil debt 民事债项civil service pension reserve fund 公务员退休金储备基金claim 申索；索偿；债权claim equalization fund 申索平衡基金claim for refund of property tax 申请发还物业税claim of debt 债权申索claim on bank 对银行的债权claim to dividend 摊还债款申索claimant 申索人；索偿人claims statistics 申索统计数字class of insurance business 保险业务类别class of property 财产类别claw-back 递减率clearance cost 清拆成本clearing 结算；票据交换；清算clearing account 结算账户clearing and settlement system 结算和交收系统clearing balance 结算差额clearing bank 结算银行clearing cheque 交换支票clearing house 结算所；票据交换所clearing house automated transfer system [chats] 结算所自动转帐系统clearing house of the hong kong association of banks 香港银行公会结算所clearing member 结算会员clearing members' fund 结算会员基金clearing participant 结算参与者clearing rebate 结算费用的回佣clearing rules [sehk options clearing house limited] 《结算规则》〔联交所期权结算所有限公司〕clerk to finance committee [legislative council] 财务委员会秘书〔立法会〕clerk to the board of review 税务上诉委员会书记client 客户；委托人；当事人client agreement 客户协议client confidentiality 客户保密的责任client money 客户款项client statement 客户结单clients fund 客户资金close 结算；收市；收盘close a position 平仓；轧平头寸close company 股份不公开的公司close higher 收市时价位较高close lower 收市时价位较低close mixed 收市时荣辱互见close of exchange 交易所停市close of financial year 财政年度终结close out 平仓close out a long position 平长仓close out a short position 平空仓close steady 收市时价格稳定close the gap 弥补差距closed position 平仓closed-end investment corporation 股份固定的投资公司close-out price 抛售价格closing account 决算账户closing balance 期终结余；收市结余closing price 收市价；收盘价closing quotation 收市价；收市行情closing rate 收市汇价；收盘汇率closing transaction 平仓交易clothing levy 成衣税club deposit 零存整付存款code of aid 《资助则例》code of banking practice 《银行营运守则》code of best practice [stock exchange of hong kong limited] 《最佳应用守则》〔香港联合交易所有限公司〕code of conduct [stock exchange of hong kong limited, hong kong futures exchange limited] 《操守准则规例》〔香港联合交易所有限公司〕；《操守准则》〔香港期货交易所有限公司〕code of conduct for persons registered with the securities and futures commission 《证券及期货事务监察委员会注册人操守准则》code of practice 实务守则；经营守则；执业守则code of practice for the administration of insurance agents 《保险代理管理守则》code on immigration-linked investment schemes 《与移民有关的投资计划守则》code on investment-linked assurance schemes 《与投资有关的人寿保险计划守则》code on pooled retirement funds 《集资退休基金守则》code on share repurchases [share repurchase code] 《公司购回本身股份守则》〔《股份购回守则》〕code on takeovers and mergers [takeovers code] 《公司收购及合并守则》〔《收购守则》〕code on unit trusts and mutual funds 《单位信托及互惠基金守则》co-debtor 共同债务人co-financing scheme 共同融资计划cognizance 证明令coin 硬币coin replacement programme 硬币取缔计划coin set 套装硬币coinage 硬币coinage security fund 硬币发行基金cold call 主动与准客户接触collapse in prices 价格下泻；价格下挫；价格暴跌collateral 抵押品collateral bond 担保债券collateral loan 抵押贷款collateral security 附属抵押品collection 征收；收取collection enforcement section [inland revenue department] 追讨欠税组〔税务局〕collection of betting duty 收取博彩税collection office [inland revenue department] 收税处〔税务局〕collective consumption 集体消费collector 收税主任collector of rates 差饷征收官collector of stamp revenue 印花税署署长colonial stock act [united kingdom] 《殖民地公债法令》〔英国〕combined surplus 合并盈余combined visible and invisible trade account 有形及无形贸易合并帐目comex clearing association [new york] 商品交易所结算协会〔纽约〕commemoration coin 具纪念性的硬币commencement of winding-up 清盘开始commerce and industry sub-index 工商分类指数commercial activity 商业活动commercial bank 商业银行commercial bank act of norway 《挪威商业银行法》commercial banks law 《商业银行法》commercial borrowing 商业借款commercial code of japan 《日本商法》commercial crime bureau [hong kong police force] 商业罪案调查科〔香港警务处〕commercial invoice 商业发票commercial letter of credit 商业信用证commercial loan 商业贷款；商业放款commercial paper 商业票据commercial paper market 商业票据市场commercial registry 商业登记处commercial return 商业回报commercial sale 商业销售commercialization 商品化commercially viable 具商业利益；有利可图commerzbank ag 西德商业银行commission 佣金；委员会commission des operations de bourse of france 法国证券事务监察委员会commission house 佣金行；代办行commission payable 须付的佣金commission rebate 佣金回扣commissioner for securities and commodities trading 证券及商品交易监理专员〔证监专员〕commissioner of banking 银行监理专员〔银监专员〕commissioner of estate duty 遗产税署署长commissioner of inland revenue 税务局局长commissioner of insurance 保险业监理专员commissioner of rating and valuation 差饷物业估价署署长commitment 承担；已承担的开支；承担额；承担项目commitment fee 承诺费committee of the hong kong association of banks 香港银行公会委员会committee of the stock exchange of hong kong 香港联合交易所委员会committee on banking regulations and supervisory practices 银行规例及监察事务委员会committee on payment system [hong kong monetaryauthority] 支付系统委员会〔香港金融管理局〕committee on unit trusts [securities and futures commission] 单位信托委员会〔证券及期货事务监察委员会〕commodities dealers' deposit fund 商品交易商按金基金commodities trading commission 商品交易事务监察委员会commodity 商品commodity classification 商品分类法commodity clearing corporation [new york] 商品结算公司〔纽约〕commodity dealer 商品交易商commodity exchange 商品交易所commodity exchange compensation fund 商品交易所赔偿基金commodity exchange, inc. [new york] 商品交易所有限公司〔纽约〕commodity flow method 商品流动法；商品流通法commodity future trading commission [cftc] [united states] 商品期货交易委员会〔美国〕commodity futures contract 商品期货合约commodity market 商品市场commodity tax 商品税commodity trading adviser 商品交易顾问commodity trading adviser's representative 商品交易顾问代表commodity trading advisory contract 商品交易顾问合约commodity warrant 商品期权证commodity-based investment 以商品为基础的投资common fund 共同基金common property 分权共有财产common share 普通股common stock 普通股commonwealth bank of australia 澳洲联邦银行commonwealth development corporation 英联邦发展公司commonwealth finance ministers conference 英联邦财长会议commonwealth fund for technical co-operation [cftc] 英联邦技术合作基金commonwealth income tax 英联邦入息税commonwealth preference 英联邦特惠制communal property 公有财产；公有产业communication expenses 通讯费用community preference 欧共体特惠制commutation of pension 退休金的折算commuted gratuity 折算酬金commuted pension gratuity 经折算的退休酬金companies act [united kingdom] 《公司法令》〔英国〕companies handbook 《上市公司手册》companies inspector 公司检查员companies liquidation account 公司清盘账户companies ordinance: information to be included in a rights issue prospectus 《公司条例：供股章程须载有的资料》companies ordinance: information to be included in prospectuses regarding the valuation of land and buildings 《公司条例：招股章程须载列有关土地或建筑物的评估的资料》companies registration officer 公司注册主任companies registry 公司注册处companies registry trading fund 公司注册处营运基金companies section [financial services bureau] 公司组〔财经事务局〕company formation and enforcement division [companies registry] 公司成立及条例执行部〔公司注册处〕company in which the public are substantially interested 由公众拥有相当权益的公司company limited by guarantee 担保有限公司company limited by shares 股份有限公司company register 公司登记册company registration fee 公司注册费company with limited liability 有限法律责任的公司company's memorandum 公司组织章程company's reserve 公司储备comparative advantage 比较优势；比较利益compensation 补偿金；赔偿compensation committee [stock exchange of hong kong limited] 赔偿委员会〔香港联合交易所有限公司〕compensation from insurance 保险赔偿compensation fund 赔偿基金compensation fund levy 赔偿基金征费compensation rate 补偿率compensation review committee 赔偿检讨委员会compensation scheme 赔偿计划compensation trade 补偿贸易compensation value 补偿值compensatory payment 补偿付款competition and pricing strategy 竞争与定价策略competitive edge 竞争优势competitive price 具竞争力的价格competitive tender 竞争性投标compliance committee [stock exchange of hong konglimited] 监察委员会〔香港联合交易所有限公司〕component of expenditure 开支组成部分composite consumer price index 综合消费物价指数composite index 综合指数composite rating 综合评级composite return form 综合报税表composite securities and futures bill 《证券及期货综合条例草案》composite tax return 综合报税表composition 组合成分；债务重整协议composition of earnings 收益组合成分compound increase 复合增加率；复合增长率compound interest 复利compounding or arranging debtor 正就债务作重整或偿还安排的债务人comprador note 买办票据comprador order 买办付款令票comprehensive income tax 综合所得税comptroller 审计主任compulsory liquidation 强制清盘compulsory winding-up 强制清盘computation 计算；计算表computational procedure 计算方法computer audit programme 计算机审计程序；计算机核数程序concentrated position 集中持仓量concentration risk 资金集中风险；集中融资风险concept stock 概念股concession 特许权；宽减措施；优惠concession contract 特许经营权合约concessionary rate 优惠率concordat 协定；契约；国际监管条约condition 条件conditional endorsement 附有条件的背书conditional offer 有条件要约conditional sale agreement 有条件售卖协议conditions of tender 投标章程conduct of business guidelines (for licence holders under the leveraged foreign exchange trading ordinance) 《业务操守指引──适用于根据〈杠杆式外汇买卖条例〉获发牌照的人士》conduct of business standard 业务操守准则confidentiality understandings 保密谅解文件confirmation letter 确认书confirmation of mail transfer 信汇证明书confirmation of payment 已缴税证明书confirmed letter of credit 保兑信用证confirming bank 保兑银行confiscation order 没收令connected transaction 关连交易consensus capitalism 共识资本主义conservative investor 保守投资者consideration 代价；对价；约因consideration issue [listing method] 代价发行〔上市方式〕consideration other than cash 现金以外的代价consignee 收货人；代售人consignment 托运；寄售consignor 付货人；托运人；寄售人consolidated account 综合帐目consolidated account expenditure 综合帐目开支consolidated balance sheet 综合资产负债表consolidated cash deficit 综合现金赤字consolidated cash surplus 综合现金盈余consolidated enterprises sectorial index 综合企业分类指数consolidated net earnings 综合净收益；综合净盈利consolidated net profit 综合净利润；综合纯利consolidated policy 综合保单consolidated price 综合价格consolidated profit and loss account 综合损益帐；综合损益表consolidated public sector expenditure 公营部门综合开支consolidated revenue account 综合收入帐consolidated shareholders' fund 综合股东资金consolidation of shares 股份合并consolidation period 巩固期；“牛皮靠稳”阶段；大涨后的调整期consortium company 财团公司consortium loan 银团贷款constant dollar figure 固定币值constant market price 固定市价constant price 固定价格constant price series 固定物价计算数列constant rate 固定比率constituent stock 成分股constitution 章程；组织章程construction output 建造产出量constructive trust 法律构定信托consultant accountant 顾问会计师consultant's fee 顾问费consultation paper on proposed regulation on share margin financing 《监管股票按贷财务的建议咨询文件》consultation paper on sehk procedures for reviewing directors' suitability 《有关联交所检讨董事资格的程序的咨询文件》consumer behaviour 消费者行为consumer council 消费者委员会consumer credit financing operation 消费者信贷业务consumer demand 消费者需求consumer durables 耐用消费品consumer expenditure 消费开支consumer goods 消费品consumer market 消费市场consumer price 消费物价consumer price index [cpi] 消费物价指数consumer price index (a) 甲类消费物价指数consumer price index (b) 乙类消费物价指数consumer price index classification system 消费物价指数分类法consumer price index report 《消费物价指数月报》consumer price index series 消费物价指数系列consumer price inflation 消费物价上涨consumer representative action fund 消费者集体诉讼基金consumer sentiment 消费意欲consumer spending 消费开支；消费支出consumption expenditure 消费开支consumption pattern 消费模式consumption product 消费产品consumption tax 消费税contango 交易延期费；延期交割费；期货溢价contingencies warrant 紧急拨款令；应急支款授权书contingency 应急费用；意外开支准备金contingency allowance 应急准备金contingency sum 应急费用；意外开支准备金contingent assets 或有资产contingent debt 或有债权；待确定债务contingent interest 待确定的权益contingent liabilities 或有负债contingent profit 或有利润contingent right 或有的权利continue to hold a deposit 继续持有存款continuing member [hong kong association of banks] 永久会员银行〔香港银行公会〕continuing rent 连续租金continuing trustee 留任受托人continuous licensing system 长期持牌制度continuous net settlement system [cns system] 持续净额交收系统contra account 对销账户contra flow 资金回流contra item 对销项目contra transfer 对销转拨contract 合约contract for difference 差价合约contract for service 服务合约contract for settlement 平仓合约contract note 成交单据contract of copartnery 合伙合约contract of indemnity 弥偿合约contract of insurance 保险合约contract of reinsurance 再保险合约contract price 合约价格contracting party 订约人；立约人；缔约国contractual agreement 合约协议contractual commitment 合约承担contractual joint venture 合约式联营企业contractual mutual fund 合约互惠基金contractual right 合约权利contractual savings fund 合约储蓄基金contributed surplus 实缴资本盈余contribution 出资；供款；捐款；分担款项contribution account 供款账户contribution to gross domestic product 在本地生产总值中所占比率contribution to investment 出资额contribution to pension fund 退休金供款contributor 供款人；出资人；捐助人contributory 分担人contributory scheme 供款计划contrived cessation of business 有预谋的停业control 控制权；控制；管制control of a company 公司的控制权；公司控股权control of business 业务的控制权controlled company 受控制公司controller 控制人；控权人；会计长controller of an authorized institution 认可机构控权人controlling company 控股公司controlling interest 控制权益；控股权益controlling officer 管制人员controlling officer's report 管制人员报告controlling shareholder 控股股东；持有控股权的股东convention on the settlement of investment disputes between states and nations of other states 《关于解决国家与他国国民之间的投资争端的公约》conventional lending 传统放款；常规放款conversion 兑换；换算；转换〔证券〕conversion factor 换算因子conversion of stock 公债的转换conversion rate 兑换率；换算率；转换价格〔证券〕convertibility 可兑性；兑换性；自由兑换convertibility undertaking 兑换保证convertible 可兑换；可换股convertible currency 可兑换货币convertible debenture 可转换债权证convertible loan stock 可转换股的债权股额convertible subordinated unsecured loan stock 可转换股的次级无抵押债权股额conveyance 转易；转易契；财产转让证书conveyance of property 财产转让conveyance on sale 售卖转易契conveyancing fee 业权转易费conveyancing scale charges 物业转易收费标准cooling-off period 冷静期co-owner 共同拥有人；分权共有人co-partner 共同合伙人co-partnership 共同合伙copenhagen stock exchange 哥本哈根证券交易所core capital 核心资本core operational and financial risk management controls for over-the-counter derivatives activities of registered persons 《适用于注册人的衍生工具场外交易活动的核心运作和财务风险管理机制》core principles for effective banking supervision [basle committee] 《有效监管银行业的主要原则》〔巴塞尔委员会〕cornering “夹仓”；轧空；囤积居奇corporate borrower 借款公司；借款机构corporate business 公司企业；公司业务corporate communications department [stock exchangeof hong kong limited] 企业传讯部〔香港联合交易所有限公司〕corporate customer 公司客户corporate dealer 公司交易商corporate finance division [securities and futures commission] 企业融资部〔证券及期货事务监察委员会〕corporate finance (d.t.c.) limited 协联财务有限公司corporate finance fees rule 《与公司财务有关的费用规则》corporate governance 公司管治corporate income tax 公司所得税corporate investment adviser 公司投资顾问corporate member 法团会员；公司会员〔香港联合交易所有限公司〕corporate plan 公司计划corporate practice 执业法团corporate profits tax 公司利得税corporate savings 公司储蓄corporate service tax 公司服务税corporate signature 法团的签名corporation 法团；公司corporation bond 公司债券corporation stock 公司股证；地方债券〔英国〕corporation tax 公司税correction phase of stock market 股市调整期correctional services industries suspense account 惩教工业暂记帐corrective affidavit 修正遗产申报誓章correspondent bank 代理银行cosmos finance limited 宇宙财务有限公司cost 成本；费用；价格cost centre 成本中心cost competitiveness 成本竞争力cost control 成本控制；成本管理cost convention 原值成本法；成本惯例cost effectiveness 成本效益；经济效益cost efficiency 成本效率cost element 成本要素cost flow 成本流转cost input 投入资金cost management information system 成本管理数据系统cost of an asset 资产成本cost of borrowing 借贷成本cost of capital 资本成本；资金成本cost of installation 安装费cost of issue 招股费用；发行股份费用cost of living 生活费用cost of transmitting 传送费用cost overrun 成本超支cost price 成本价格cost price structure 成本价格结构cost to the revenue 政府收入的损失；政府减少的收入cost-benefit analysis 成本效益分析cost-benefit study 成本效益研究cost-book company 以成本帐原则组成的公司cost-effectiveness analysis 成本效益分析costing 成本计算；成本计算法costing and pricing policy 成本及定价政策costing exercise 成本计算工作costing review 成本检讨cost-of-living allowance 生活津贴cost-of-living index 生活指数；生活费用指数cost-plus pricing 成本加成定价法cost-push inflation 成本推动的通货膨胀cost-recovery basis 收回成本的原则cost-related charges 依成本而定的收费cost-related fee 依成本而定的收费co-surety 共同担保人co-trustee 共同受托人cotton futures 期棉council of sehk 联交所理事会council of the hong kong society of accountants 香港会计师公会理事会counterclaim 反申索counterfoil 联页〔收据〕；存根〔支票〕；票根counter-guarantee 反担保counter-inflationary policy 反通货膨胀政策countersignature 副署签名；联署签名country debt provisioning 债务国坏帐准备country of beneficial ownership 实益拥有国coupon 息票；赠券coupon rate 息票利率cover 保证金；承保范围；补仓cover note 临时保单cover short position 补仓；填平空仓coverage 保额；承保范围covered call 备兑认购期权covered option 备兑期权covered warrant 备兑认股权证crash 狂泻；暴跌；崩溃creation of new heads and subheads 开立新总目及分目credit 信用；信贷；信用证；贷项credit advice 贷项通知书credit agency 征信所；信用调查机关credit agricole indosuez 东方汇理银行credit arrangement 信贷安排credit balance 贷方结余credit card 信用卡credit card scheme 信用卡计划credit commercial de france 法国商业银行credit committee 贷款委员会credit control 信贷管制credit conversion factor 信贷换算因子credit easing 放宽信贷credit exposure 信贷风险credit facility 信贷安排；信贷融通；信用透支credit guarantee scheme 信贷保证计划credit item 贷项credit limit 信贷限额credit lyonnais 里昂信贷银行credit lyonnais hongkong (finance) limited 香港里昂财务有限公司。
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 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-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。
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the cold.
Have a try
• 翻译下列短语： 1. Financial assets 金融资产 3. Savings and loan association 储蓄贷款协会 4. Credit union 信用合作社 5. Life insurance 人寿保险 6. Pension funds 养老基金 7. Mutual funds 互助基金 9. Security portfolios 证券投资组合
3.It’s essential to do sth: 做某事是必要的 例句： It is essential for him to be prepared for this.
4.onlingreat interest in: 对……很有兴趣
例句： She shows great interest in American drama.
innovative light-weight cycles.
Let’s learn
Maintaining records and monitoring investments:
• It’s essential to monitor in investments. • The Internet has become a useful tool
• More on return
Let’s learn
• Spread the risk
selecting a mix of investment
spread the risk
deliver poor results
Points：
1.three broad categories: 三大类 例句：You can't just lump everything into two categories
for investments. • Keep accurate records. • Term deposit with a bank.
Points：
1.monitoring investment: 监控投资 2.annual report：年度报告，年报
例句： I have to make an annual report next Monday.
2.If you have investment planning, what should you know about?
You should have a good knowledge of different investments available.
Points：
1.It is important to do sth: 做某事是很重要的。 it 是 形式主语，to do sth是真正的主语。
and deny everything else! 2.a mix of: ……的混合 例句：Tastes like a mix of cinnamon and vanilla. 3. in case: 以防；免得 例句： In case we doubled back and got side-tracked. 4.a range of: 一系列；一套 例句： The company manufactures a range of
Let’s learn
Modifying investments to maximise long-term gains：
Investment decisions
interest rising real estate
rates
prices
security
tax
of gold concessions
economic situation
Points：
1.modifying investment: 调整投资 2.take advantage of: 利用 例句： Let's take advantage of that time. 3.tax concession: 税收减让 例句： For details, please visit Tax Concession
Let’s learn
Selecting a mix of investments
three broad categories
of investments
bank accounts
property shares
Let’s learn
Selecting a mix of investments
例句： It is important to keep healthy. 2.be involved in: 卷入；涉及 例句： Should we really be involved in mob stuff? 3.have a good knowledge of: 精通；对……很熟悉 例句： He has a good knowledge of London.
Let’s learn
1.Why is it important to have a good investment plan? Because you can know how much risk is involved in the investment, as well as the return.
DISCUSSION
1.How do you understand investment? 2.If you are a businessman, what do you
want to invest most? 3.Do you like planning to do anything? Why? 4.What’s your plan for your study?
early 20s
between 30and 45
near retirement
•Seek growth of capital gain •Build up future capital
•Future growth as well supplement income
• Put less emphasis on growth