課程的設計希望學生能瞭解期貨發展的歷史及理論、避險操作的方法、投資策略、基本分析及技術分析。The design of the course hopes that students can understand the history and theory of futures development, hedging operation methods, investment strategies, basic analysis and technical analysis.
課程由期貨發展源由開始，接著討論期貨與遠期交易之不同，進而讓同學瞭解期貨交易所、期貨交易之運作、期貨契約之內容、期貨委託單的種類及其不同。當學生有了初步的瞭解，即開始進行模擬期貨交易，俾使學生除了理論之外，更能有機會實際體會期貨交易。期貨在不同的情況下的各種交易策略也將陸續在課程中討論。進行模擬期貨交易之後，課程中會介紹各種技術分析的方法，並與模擬交易結合，要求學生學期結束繳交報告。本課程期望學生不僅是理論，也能學習到實際的交易技巧及技術分析等。
The course begins with the origins of futures development, and then discusses the differences between futures and forward trading, allowing students to understand futures exchanges, the operation of futures trading, the content of futures contracts, and the types and differences of futures orders. When students have a preliminary understanding, they will start to simulate futures trading, so that in addition to theory, students can have the opportunity to actually experience futures trading. Various trading strategies for futures under different circumstances will also be discussed in the course. After conducting simulated futures trading, the course will introduce various technical analysis methods and combine them with simulated trading, requiring students to submit reports at the end of the semester. This course expects students to learn not only theory, but also practical trading skills and technical analysis.
教科書：
自編教材
參考書：
1. 期貨與選擇權(2008)，第2版，作者：廖四郎、王昭文，新陸書局
2. 期貨與選擇權(2010)，第4版，作者：謝劍平，智勝出版社
3. Understanding Futures Markets Robert W. Kolb
Textbook:
Self-compiled teaching materials
Reference books:
1. Futures and Options (2008), 2nd edition, authors: Liao Silang, Wang Zhaowen, Xinlu Book Company
2. Futures and Options (2010), 4th edition, author: Xie Jianping, Zhisheng Publishing House
3. Understanding Futures Markets Robert W. Kolb
| 評分項目 Grading Method | 配分比例 Grading percentage | 說明 Description |
|---|---|---|
| 期中考期中考 midterm exam |
30 | |
| 期末考期末考 final exam |
30 | |
| 虛擬交易虛擬交易 virtual transaction |
20 | 模擬交易交易情形，交易結果。 |
| 平時平時 Usually |
20 | 包含出席、作業及隨堂測驗 |
