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盈透卓尚止損限價單

Lesson 7 of 16

Duration 3:32

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投資者通常使用止損限價單來平倉現有持倉。其目的在於鎖定利潤或限制虧損。

此外,投資者也可創建止損限價單,當價格達到指定水平時強制建立新倉位。在此情況下,投資者已決定:若價格升至特定價位以上,則選擇做多;若價格跌破指定門檻,則建立新的空頭倉位。

止損價作為觸發機制,一旦被突破將啟動該指令。止損限價單的特殊之處在於,其止損觸發機制附加了限價條件。

雖然此附加條件消除了止損單的價格風險,但委託單可能面臨完全無法成交的風險,即使止損機制被觸發,投資者也可能完全錯失市場機會。

在盈透卓尚中創建止損限價單

在盈透卓尚中,委託單面板可通過兩種方式填充:點擊投資組合或自選列表界面中的代碼,或在搜尋欄中輸入代碼。選取代碼後,投資者可點擊「買入」或「賣出」以開啟委託單視窗。在這裡,投資者選擇創建「賣出」止損單,如果AT&T股價跌破某個價位,則平倉在該股的現有持倉。在投資組合中右鍵點擊「T」,選擇平倉,系統將自動填入持倉資訊至定單委託單,並設定為「賣出」。下方有三種委託單類型:限價、市價和止損單。投資者點擊「止損」按鈕,然後在下拉框中滾動至「止損限價」選項。選好後,即可在下方的欄位調整限價和止損價。止損價即為觸發該委託單的價格。委託單的成交價格不會遜於限價。

接着,投資者需點擊方框來選擇有效時間。他們可選擇日內或取消前有效(稱為GTC)。在這裡,投資者希望讓止損單在當前交易時段結束後仍保持有效,因此選擇了GTC。有關這些術語的更多資訊,請參見IBKR交易者詞彙表。

在盈透卓尚中提交止損限價單

投資者輸入好委託單內容後,可點擊「預覽」來檢視委託單的細節及其對保證金的影響;或點擊「儲存」將委託單暫存以便稍後傳遞;或直接點擊「傳遞」發送委託單。投資者選擇「提交賣出委托單」後,系統將顯示委託單確認視窗。確認無誤後,點擊「傳遞」即可發送委託單。如委託單發送後尚未成交,投資者可在委託單確認視窗中查看交易、修改或取消委託單。

止損限價單是一種委託單指令,一旦價格達到或穿透用戶指定的止損觸發價格,即提交買入或賣出限價單。此類委託單既無法保證成交,也無法保證觸發。

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披露: 盈透證券

本材料中的分析僅供參考,並非且不應被理解為出售任何證券的要約或購買任何證券的要約邀請。如果本材料討論的是一般市場活動、行業或板塊趨勢或其它廣泛的經濟或政治狀況,則不應被視為研究或投資建議。如果本材料提及特定的證券、商品、貨幣或其它產品,這些提及並不構成 IBKR 買入、賣出或持有該等投資的建議。本材料沒有、也無意考量個別客戶的特定財務狀況、投資目標或要求。在根據本材料行事之前,您應考慮本材料是否適合您的特定情況,並在必要時尋求專業建議。 本文所表達的觀點和意見僅屬作者個人觀點,不代表盈透證券、其聯屬公司或其員工的觀點。

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