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課程名稱 |
投資學導論
Introduction to Investments |
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開課學期 |
112-2 |
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授課對象 |
電機資訊學院 電機工程學系 |
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授課教師 |
莊文議 |
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課號 |
EE3033 |
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課程識別碼 |
901 34100 |
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班次 |
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學分 |
3.0 |
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全/半年 |
半年 |
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必/選修 |
選修 |
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上課時間 |
星期二2,3,4(9:10~12:10) |
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上課地點 |
電二145 |
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備註 |
總人數上限：80人 |
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課程簡介影片 |
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核心能力關聯 |
核心能力與課程規劃關聯圖 |
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課程大綱
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為確保您我的權利,請尊重智慧財產權及不得非法影印
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課程概述 |
This course covers the important centerpiece of the modern investment theory, including securities markets, portfolio theory, capital asset pricing and arbitrage pricing theories, efficient markets hypothesis, and security analysis. |
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課程目標 |
When students finish this course, they are expected to gain a basic understanding of critical theoretical issues. With background on basic theoretical skills, students are also expected to be able to link theoretical concepts to practical applications. |
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課程要求 |
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預期每週課後學習時數 |
二小時 |
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Office Hours |
每週一 10:00~11:30 |
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指定閱讀 |
The PowerPoint lecture notes and the practice questions of each chapter |
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參考書目 |
1. Essentials of Investments, 2022, 12th edition, by Bodie, Kane, and Marcus |
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評量方式
(僅供參考) |
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No. |
項目 |
百分比 |
說明 |
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1. |
Midterm Examination |
25% |
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2. |
Final Examination |
25% |
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3. |
Term Report |
45% |
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4. |
Attendance |
5% |
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針對學生困難提供學生調整方式 |
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上課形式 |
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作業繳交方式 |
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考試形式 |
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其他 |
由師生雙方議定 |
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週次 |
日期 |
單元主題 |
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第1週 |
2/20 |
Chapter 1: Investments: Background and Issues |
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第2週 |
2/27 |
Chapter 1: Investments: Background and Issues
Chapter 2: Asset Classes and Financial Instruments |
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第3週 |
3/5 |
Chapter 2: Asset Classes and Financial Instruments |
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第4週 |
3/12 |
Chapter 3: Securities Markets |
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第5週 |
3/19 |
Chapter 4: Mutual Funds and Other Investment Companies |
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第6週 |
3/26 |
Chapter 5: Risk, Return, and the Historical Record |
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第7週 |
4/2 |
Chapter 5: Risk, Return, and the Historical Record
Chapter 6: Efficient Diversification |
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第8週 |
4/9 |
Midterm Examination |
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第9週 |
4/16 |
Chapter 6: Efficient Diversification |
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第10週 |
4/23 |
Chapter 7: Capital Asset Pricing and Arbitrage Pricing Theory |
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第11週 |
4/30 |
Chapter 7: Capital Asset Pricing and Arbitrage Pricing Theory |
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第12週 |
5/7 |
Chapter 13: Equity Valuation |
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第13週 |
5/14 |
Chapter 13: Equity Valuation |
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第14週 |
5/21 |
Chapter 8: The Efficient Market Hypothesis |
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第15週 |
5/28 |
Chapter 9: Behavioral Finance and Technical Analysis |
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第16週 |
6/4 |
Final Examination |
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