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 course design hopes that students can understand the history and theory of futures development, methods of avoiding operations, 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 starts with the development of futures, and then discusses the differences between futures and long-term transactions, which will allow students to understand the operations of futures exchanges, futures transactions, the content of futures contracts, the types and differences of futures commissions. When students have a preliminary understanding, they start to conduct simulated futures trading, so that students can have the opportunity to actually conduct futures trading in addition to theory. Various trading strategies of futures under different circumstances will also be discussed continuously during the course. After conducting simulated futures trading, various technical analysis methods will be introduced during the course, and combined with simulated transactions will be required to submit reports at the end of the academic period. This course expects students to learn not only theoretically, 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-edited textbooks
Reference book:
1. Futures and Choice Rights (2008), 2nd Edition, Authors: Liao Silang, Wang Zhaowen, Xinli Book Bureau
2. Futures and Choice Rights (2010), 4th Edition, Author: Xie Liuping, 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 transactions |
20 | 模擬交易交易情形，交易結果。 |
| 平時平時 Regular |
20 | 包含出席、作業及隨堂測驗 |
