“Overweight (stock market)”的意思、由来-开放百科全书

Within the stock market, the term overweight can refer to two different contexts.^[1]

1) Overweight as part of a three-tiered rating system, along with "underweight" and "equal weight", is used by financial analysts to indicate a particular stock's attractiveness. If a stock is recommended to be "overweight", the analyst opines that the stock is better value for money than others.^[2]

2) An investment portfolio judged to be overweight indicates that an investor holds proportionately more than the benchmark weight of a certain asset (a share, bond, industry/sector, country, currency, or asset class, etc.).^[3]

Examples

If a particular stock is selling for $500 and the analyst feels that the stock is worth $600, the analyst would be declaring the stock to be overweight.

Suppose that Technology stocks make up 10% of the relevant stock index by market value. For example, the weight of the Technology sector in the index could be 10%.{{citation needed|date=December 2012}}

Overweight — Suppose that an investor holds 15% of his/her investment in Technology stocks. The investor's stock portfolio is then 5% overweight in Technology stocks.{{citation needed|date=December 2012}}

Suppose further that the investor is advised by his broker or financial adviser that Technology should be "overweight". The investor is being advised to hold more investments in Technology, as a percentage, than the weight of that asset in the index/market. In this example, the recommendation is to hold more than 10% by value of Technology shares.{{citation needed|date=December 2012}}

Underweight — In contrast to overweight holding, if the broker advises that Technology should be "underweight", the recommendation to the investor is to hold less than 10% by value of Technology shares.{{citation needed|date=December 2012}}

Equal weight - The third possibility is that the broker advises that Technology should be "equal weight". In which case, the recommendation is to hold 10% by value of Technology shares.{{citation needed|date=December 2012}}

References

1. ^{{cite web|title=Definition of Overweight|url=http://www.investopedia.com/terms/o/overweight.asp#axzz2H2NC61tF|publisher=Investopedia|accessdate=4 January 2013}}
2. ^{{cite news |first=Walter |last=Updegrave |title=Glossary please! What do terms like "overweight" and "underweight" mean, anyway? |url=http://money.cnn.com/2003/08/19/pf/expert/ask_expert/ |work=CNNMoney.com, Ask the Expert |date=2003-08-19 |accessdate=2007-01-03}}
3. ^https://www.stock-ratings.com/ratingscalc/

External links

Zacks.com, Marketwatch.com,RatingStocks.com,[https://www.stock-ratings.com/ Stock-Ratings.com], Buckster.com and theStreet.com are some of them.