課程名稱 |
(中) 股市投資模擬實作(0210) |
(Eng.) Stock Investment Simulation and Practice |
開課單位 |
通識中心 |
課程類別 |
必修 |
學分 |
3 |
授課教師 |
張樹之 |
選課單位 |
不限系所 |
授課使用語言 |
中文 |
英文/EMI |
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開課學期 |
1141 |
課程簡述 |
*Chinese teaching videos covering all class materials and teaching contents will be provided on the iLearning platform to assist and enhance the learning effect of English teaching.
This course will introduce the core concepts of investment and related investment methods. In addition to core knowledge of stocks, we will cover wealth management concepts and important investment instruments, including the investment environment, financial market, risk & return, interest rates, securities & investment processes, stocks & stock markets, portfolio management, stock valuation, stock analysis, mutual funds, stock funds, fixed-income securities, and more. In addition, this course uses an online stock trading simulation platform to conduct stock investment experiments. The experimental results are an important basis for evaluating the learning results of this course. |
先修課程名稱 |
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課程含自主學習 |
Y |
課程與核心能力關聯配比(%) |
課程目標之教學方法與評量方法 |
課程目標 |
核心能力 |
配比(%) |
教學方法 |
評量方法 |
This course aims to help students learn basic knowledge and concepts of stock investment and personal wealth management by introducing various investment instruments, such as stocks, fixed income securities, mutual funds, stock funds, and more. After completing the course, students will master the basic knowledge of stock investment and can further develop their own stock investment methods and personal wealth management plans. |
2.科學素養 |
3.溝通能力 |
4.創新能力 |
5.國際視野 |
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授課內容(單元名稱與內容、習作/每週授課、考試進度-共16週加自主學習) |
週次 |
授課內容 |
第1週 |
1). Stock Investment Overview (and Important financial terms)
2). Course Syllabus |
第2週 |
Chapter 1: The Investment Environment |
第3週 |
Chapter 2: Financial Market and Transactions |
第4週 |
Chapter 3: Investment Information and Securities Transactions |
第5週 |
Chapter 4: Return and Risk |
第6週 |
Chapter 5: Portfolio Management |
第7週 |
4/5: Qingming Festival (No classes today, which is a national holiday) |
第8週 |
Chapter 6: Common Stock (Stocks and Stock Market) |
第9週 |
Online Stock Investment Experiment: Introduction to the Simulation System |
第10週 |
Chapter 7: Analyzing Common Stocks |
第11週 |
Chapter 8: Stock Valuation |
第12週 |
Chapter 9: Technical Analysis, Market Efficiency, and Behavioral Finance (Part 1) |
第13週 |
Chapter 9: Technical Analysis, Market Efficiency, and Behavioral Finance (Part 2) |
第14週 |
1). Supplement to Technical Analysis I (Moving Average, K-Line, Trend Line, Pattern Analysis, The Dow Theory, The Elliott Wave Theory, and more)
2). Online Stock Investment Experiment I
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第15週 |
1). Supplement to Technical Analysis II (Stock Ratios and Indicators, Volume Analysis, Price-Volume Relationship in Stock Analysis Trading Rules, Empirical Study, and more)
2). Online Stock Investment Experiment II |
第16週 |
). Online Stock Investment Experiment III
2). Final Review
Wall Street Movie: The Big Short (Self-directed learning by watching English movie)e. Chapter 10: Fixed-Income Securities (Self-directed learning by studying English course materials)
2. Instruction video in Chinese (which is available at iLearning platform as learning aid) |
自主學習 內容 |
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學習評量方式 |
1 Class Participation 10%
2 Quizzes and/or Course Project 40%
3 Experiment Score 50% |
教科書&參考書目(書名、作者、書局、代理商、說明) |
Textbook:
Smart, S.B., and Zutter, C.J. (2020), Fundamentals of Investing 14/e (Global Edition), ISBN: 9781292316970, Pearson. (General Agent: Yeh Yeh Book Gallery). http://www.yehyeh.com.tw/bookeng.aspx?mode=dbview&sysid=00107412
References:
1. Hsu, Junming (2019), "Investment Science: Fundamentals and Applications (4th Edition)" (in Chinese), Published by Shin Lou Book Company, ISBN:9789869745239。
2. Additional materials announced in class.
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課程教材(教師個人網址請列在本校內之網址) |
NCHU iLearning platform |
課程輔導時間 |
17:00 to 17:50, after class on Friday; or by appointment |
聯合國全球永續發展目標(連結網址) |
04.教育品質   09.工業、創新基礎建設 | 提供體驗課程:N |
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