Iikholeji ze-Stock Index zibalwa njani?

Imirhumo ye-Stock (umzekelo, i- Nasdaq 100 , i- S & P 500 , i-FTSE 100, iCAC 40, njl.) Iimarike zezemali ezisekelwe ubuncinci (kwaye ngokuqhelekileyo zininzi) ezisisitokisini ngasinye (umzekelo, inkampani ye-XYZ, njl. ). Nangona iikholeji zeempahla ziziimarike zezemali ezizimeleyo, ixabiso leentengo ze-stock zibalwa ngokusetyenziswa kwamaxabiso ezinto zabo eziphantsi, kodwa kungekho rhoqo (kufundwa ngokungagqithwanga) usebenzisa ukubala okuthe ngqo (okanye ngokucacileyo).

I-Direct and Indirect Stock Index Calculation

Njengomzekelo we-index index calculation, i-index index ingaba ngamashumi amabini anesithandathu kwisitokethi ngasinye, apho amaxabiso angabiniswa kuphela (umzekelo, intengo yesitoko # 1 + yentengo # 2 + ... = intengo kwikhowudi yesitokisi) ukubala inani lentengiso yesitokisi.

Njengomzekelo wesibalo sokungabonakali kwesitokisi (okungenokwenzeka kakhulu), isalathisi sesitokisi sinokuthi sibe namashumi amabini anesithandathu esisiseko samasheya, apho amanani ayongeziweyo kunye, kwaye ahlulwe ngamashumi amabini anesithandathu (inani lezitshixo zomntu ngamnye) isiphumo saso sandiswa ngumyinge wesilinganiso sokuthengisa ngamnye kwisitokethi ngasinye (oko kukubaluleka kwezemali zentengiso nganye), ezo zongezwa kunye kunye nokwenza intengo yokuthengiswa kwemali yerhafu ye-stock.

Ezinye iiSitokisi zininzi kakhulu ezilinganayo kunabanye

Enye yeemeko ezibalulekileyo phakathi kwekhompyutheni yesitokethi ebalwe ngqo kunye ne-index index equkethwe ngokuchanekileyo yintengo (njengokubaluleka, kungekhona ixabiso lemali) elinikezelwa kwisitoko ngasinye.

Ukufumana isalathisi esiliweyo ngokuthe ngqo, iisitokthi eziphantsi zodwa zixabiswa (okt, zilinganiselwe) ngokulinganayo (oko kukuthi isisitye ngasinye ngasinye sibaluleke njengamanye ama-stocks). Ukwenza i-index index ebhaliweyo ngokungabonakaliyo, i-stocks nganye (value weight) iyabaluleka (okt, i-weighted) engalinganiyo (oko kukuthi, ezinye zezinto ezisemgangathweni zibaluleke kakhulu (oko kukuthi, zinefuthe elithe xaxa kwixabiso lesitampu se-stock) ngaphezu kwezinye nezinye izitokisi eziphantsi).

Isitokethi esisodwa esithathwa njengento ebaluleke kakhulu siya kuba nempembelelo enkulu ekuhambeni kwentengo yesalathisi yesitokhwe kunamashishini athile abonwa njengabalulekile.

Ngokomzekelo, isitokisi esithile esingaphantsi kwesibini esithengiswayo sesorhwebo sesinye isisitye ngasinye siya kuba nefuthe kabini kwimpembelelo yentengo ye-intanethi ye-stock exchange index. Nangona i-nganye-point-point enyukayo kwintengo yeyona nto ibaluleke kakhulu kwisitokisi ngasinye singabangela ukuba intengo yesalathisi yesitokhwe ikhule ngenye ngongoma, nganye ingongoma ephakamileyo kwixabiso lentengo engabalulekanga phantsi kwesinye isitofu singabangela intlawulo isalathisi yesitokhwe ukunyuka ngesiqingatha kwinqanaba (okanye nangaphantsi).

Ukufunda Indlela iNgcaciso yeSitoreji eBalulwe ngayo Inokuphucula ukuThengiswa kwakho

Ukufunda indlela i-index index isabalwa ngayo, okanye ngokubanzi ukuba ukwazi ukuba yeyiphi i-stock stocks ebaluleke kakhulu ekubalweni kwesitampu sesitokisi, kunokunceda ekuthengiseni i-stock index kunye nokuthengiselana kwamasheya .

Ngokomzekelo, umrhwebi oqwalasela ishishini elide kwi-index ye-XYZ isalathisa ukuhlalutya iisitokethi eziza kubaluleka kwi-XYZ yesalathisi yesitokethi ukuchonga ukuba zivumelana nesivumelwano eside.

Ukuba izinto ezibalulekileyo eziphantsi kwesitokethi zivunyelwene nezorhwebo elide (oko kukuthi, ukuba izitokisti zomntu ngamnye zithengiswa), oko kuya kuba yinto enobungqina obuhle bezohwebo, kodwa ukuba izinto ezibalulekileyo zingavumelani nexesha elide urhwebo (oko kukuthi, ukuba iisitokisini ezisezantsi zisebukhosini), ngoko oko kungabikho ukungabikho (okanye ubuncinane isilumkiso ngokubhekiselele) kworhwebo olude.

I-XYZ Stock Index ibalwa njani?

Isalathisi ngasinye sesibalo sibheke ngokubaluleka kwaloo nto esingahluka ukusuka ngokuthe ngqo kunokuba yinkimbinkimbi (njengoko kuboniswe kumzekelo engentla). Ukubala esetyenzisiweyo kwisitokethi esithengiweyo ngokuqhelekileyo kufumaneka ngewebhusayithi yintengiso esinika isalathisi sesitokethi (kodwa kungekho njalo).