從產業發展、科技體制、政府政策、供應鏈管理、企業競合與策略創新加以探討，以及公司經營實際成效、基本面分析與技術面分析相輔相成，理論與實務並重學習分析方法，提供給未來同學擔任基金經理人、資產管理人以及財務投資主管等做投資決策重要參考依據。
This course makes use of data, statistical methods and structural or descriptive modeling to address practical portfolio management problems. Industry analysis provides the analysis tools and techniques necessary to make portfolio management decisions on a wide variety of equity products. It will be discussed from the perspective of industrial development, science and technology system, government policy, supply chain management, corporate competition and strategic innovation, as well as the actual performance of company operations, fundamental analysis and technical analysis, which complement each other, and pay equal attention to theory and practice to learn analysis methods, and provide them to future students. It is an important reference for fund managers, asset managers and financial investment directors to make investment decisions.
This course makes use of data, statistical methods and structural or descriptive modeling to address practical portfolio management problems. Industry analysis provides the analysis tools and techniques necessary to make portfolio management decisions on a wide variety of equity products.
徐作聖、林蒧均、王仁聖編著:產業分析-產業分析與創新
全華圖書出版
張上財著:證劵投資分析
新陸書局出版
老師另外提供講義及資料
Compiled by Xu Zuosheng, Lin Junjun and Wang Rensheng: Industrial Analysis-Industrial Analysis and Innovation
Quanhua Book Publishing
Zhang Shangcai: Securities Investment Analysis
Published by Xinlu Book Company
The teacher also provides handouts and information
| 評分項目 Grading Method | 配分比例 Grading percentage | 說明 Description |
|---|---|---|
| 期中考期中考 midterm exam |
30 | 筆試在課堂上舉行 |
| 期末考期末考 final exam |
30 | 筆試在課堂上舉行 |
| 平時考、作業以及分組報告平時考、作業以及分組報告 Daily exams, homework and group reports |
40 | 上課出席與作業 案例分組討論 以及企業參訪 |
