隨著金融商品的多樣化，以及國際金融市場瞬息萬變，個人投資者莫不思考如何透過投資以增加財富，因投資者風險偏好的差異，採取高風險的投機策略，尋求降低風險的避險策略或追求無風險的套利策略; 另一方面，因應國際市場的變化以及日益競爭激烈的經營環境中，台灣企業如何透過正確的投資策略以提高企業價值也是一個重要課題，消極面至少做到避險策略，積極面為尋找套利機會。 因此，本課程目標為從個人投資與企業投資兩方面，探討投機、避險與套利策略，以增加個人財富與提高企業獲利。為確實掌握投機、避險與套利這三種投資策略，必須對於主要金融市場與工具，有深入了解，因此本課程也探討投資策略在股票,債券,期貨,選擇權與外匯等市場的應用。With the diversification of financial commodities and the rapid changes in the international financial market, individual investors are thinking about how to increase wealth through investment. Due to the differences in investors' risk preferences, they adopt high-risk investment strategies, seek risk-reduction avoidance strategies or pursue risk-free arbitrage strategies; On the other hand, due to the changes in the international market and the increasingly competitive business environment, how Taiwanese companies can improve corporate value through correct investment strategies is also an important topic. The consumer side at least achieves a risk avoidance strategy, and the extreme side is to find arbitrage opportunities. Therefore, the goal of this course is to explore investment, avoidance and arbitrage strategies from the two aspects of personal investment and corporate investment to increase personal wealth and improve corporate profits. In order to effectively master the three investment strategies of investment, avoidance and arbitrage, we must have an in-depth understanding of major financial markets and tools. Therefore, this course also explores the application of investment strategies in markets such as stocks, bonds, futures, option and foreign exchange.
1. 金融市場與商品：李宜豐教學筆記, 李宜豐著, 2016年, 財團法人台灣金融研訓院.
2. 一口氣搞懂外匯市場：無所不在的貨幣，是你非懂不可的金融商品, Kathy Lien著(陳昌儀譯), 2016年, 臉譜出版社.
3. 投資學:理論與實務 (Bodie/ Investments/10e), 林哲鵬與葉智丞譯, 2016年,華泰文化.
4. 期貨與選擇權市場(Hull), 胡次熙譯, 2012年,華泰文化.
5. 外匯、資金管理、碳權金融暨衍生性金融商品：理論與實務, 吳俊德譯, 2016年,華泰文化
1. Financial market and commodities: Li Yifeng’s teaching notes, written by Li Yifeng, 2016, Taiwan Financial Research Institute, a legal person of financial group.
2. Understand the foreign exchange market with one breath: the non-existent currency is a financial commodity that you must understand, by Kathy Lien (reported by Chen Changyuan), 2016, Face Publishing House.
3. Investment: Theory and Practice (Bodie/ Investments/10e), Lin Zhe-jeong and Ye Zhicheng, 2016, Huatai Culture.
4. Futures and Selection Market (Hull), Hu Cixilu, 2012, Huatai Culture.
5. Foreign exchange, capital management, carbon finance and derivative financial commodities: theory and practice, Wu Junde Translation, 2016, Huatai Culture
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