分类
适合初学者和专业人士

怎么做外汇交易投资

什么是外汇交易,它是如何运作的?

This website uses cookies to improve your experience while you navigate through the website. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of 怎么做外汇交易投资 some of these cookies may affect your browsing experience.

Necessary cookies are absolutely essential for the website to function properly. These cookies ensure basic functionalities and security features of 怎么做外汇交易投资 the website, anonymously.
CookieDurationDescription
cookielawinfo-checkbox-analytics11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Analytics".
cookielawinfo-checkbox-functional11 monthsThe cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional".
cookielawinfo-checkbox-necessary11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookies is used to store the user consent for the cookies in the category "Necessary".
cookielawinfo-checkbox-others11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other.
cookielawinfo-checkbox-performance11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Performance".
viewed_cookie_policy11 monthsThe cookie is set by the 怎么做外汇交易投资 GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. It does not store any personal data.

Functional cookies help to perform certain functionalities like sharing the content 怎么做外汇交易投资 of the website on social media platforms, collect feedbacks, and 怎么做外汇交易投资 other third-party features.

Performance cookies are used to understand and analyze the key performance indexes of the website which helps in delivering a better user experience for the visitors.

Analytical cookies are used to understand how visitors interact with the website. These cookies help provide information on metrics the number of visitors, bounce rate, traffic source, etc.

Advertisement cookies are used to provide visitors with relevant ads and marketing campaigns. These cookies track visitors across websites and collect information to provide customized ads.

Other uncategorized cookies are those that are being analyzed and have not been classified into a category as yet.

杠杆投资是什么?| 外汇保证金交易入门

Zeal Capital Zeal Capital Market(Seychelles)Limited 是一家专注于向机构及零售投资者提供外汇、大宗商品、指数、股票等多元资产交易服务的金融机构,其经纪业务主要基于交易产品的买、卖点差及/或交易手续费。Market(塞舌尔) Limited为 Zeal Group成员,是由塞舌尔金融服务局(FSA)授权及监管的证券经纪商,牌照号:SD027,公司地址:Suite C, Orion Mall, Palm Street, Victoria, Mahe, Seychelles。

Zeal Capital Market(Seychelles) Limited 是由塞舌尔金融服务管理局(FSA)授权及监管的证券经纪商,牌照号:SD027,公司地址:Office 1, Unit 3, 1st Floor, Dekk Complex, Plaisance, Mahe, Seychelles。

Zeal Capital Market (UK) Limited 获英国金融行为监管局FCA(注册号码(FRN): 768451)授权从事特定金融活动及产品类型,包括代理投资交易、委托投资交易、安排并促进投资交易。公司地址:No. 1 Royal Exchange, London, EC3V 3DG, United Kingdom。

本网站www.zfx.com由山海证券(塞舌尔)有限公司 / Zeal Capital Market (Seychelles) Limited运营。

© 2022 Zeal Capital Market(塞舌尔)有限公司版权所有。

NOTICE 公告

Zeal Capital Market (Seychelles) Limited is part of Zeal Group, which does not accept or offer any products to Hong Kong residents or public. Moreover, while the Zeal Capital Market (Seychelles) Limited is regulated and licensed in other jurisdictions and operates under strict regulations of those other jurisdictions, it does not offer any of its products to the Hong Kong public.

Zeal Capital Market(塞舌尔)有限公司及其全球分支機構不接受也不向香港居民或公眾提供任何產品。Zeal Capital Market(塞舌尔)有限公司及其全球分支機構不接受也不向香港居民或公眾提供任何產品在其他司法管轄區域接受監管並獲得牌照,在其嚴格的監管之下經營,集團對香港公眾不提供任何產品。

Zeal Capital Market(塞舌尔)有限公司及其全球分支機構不接受也不向香港居民或公眾提供任何產品及其全球分支机构不接受也不向香港居民或公众提供任何产品。Zeal Capital Market(塞舌尔)有限公司及其全球分支機構不接受也不向香港居民或公眾提供任何產品在其他司法管辖区域接受监管并获得牌照,在其严格的监管之下经营,集团对香港公众不提供任何产品。

投资外汇就是投资世界经济—外汇交易新手入门篇

无论你的工作、专业背景是什么,学会合理理财是走向快速致富的一个重要方法。理财方式多种多样。现在最热门的方式当属股票买卖。从基本面角度来说,做股票就是通过了解一个公司运营状况去预判其未来股价的走势,高卖低买而实现盈利。而一个国家的经济、贸易的趋势同样会对该国货币的价值产生影响,那类似地,投资者也可以通过高卖低买一个国家的货币去实现收益,这就是本篇攻略的主角—外汇交易。随着互联网的快速发展,外汇交易这项曾经只属于银行的产品如今普通投资者也能非常方便地参与其中。下文将为有兴趣进入外汇市场的新手们,整理出从开户到下单的一系列最基本的知识。

为什么投资外汇

谁能参与外汇市场

人人都可以,区别在于不同国家对于外汇的管制条例不同。就拿中国大陆身份居民与美国身份公民做比较。中国大陆允许最高400:1的杠杆,而美国只允许50:1杠杆。此外,美国规定要求FIFO(First in First out),而且禁止对冲。FIFO的意思是相同货币并且相同手数的仓位,先开的仓位必须先结算,禁止对冲的意思是不允许在一个账户下对同一货币对同时进行做多与做空行为。

外汇交易常用术语

左上方黄色方框内的EUR/USD代表了交易的品种。外汇与股票不同的一点在于,做股票是用钱去买卖证券,而外汇是用一种货币去换成另外一种货币。所以,外汇里并没有单纯的,欧元、英镑、美元这样的商品,而是一组组货币对(Currency Pair)。EUR/USD意思就是欧元兑美元的货币对,如果投资者认为欧元兑美元汇率会上升,那么就应该买入这个货币对,如果认为汇率会下降,则卖出这个货币对。

黄色方框下的黑色方框显示的是隔夜利息(Roll)。虽然外汇是连续五天不间断交易,但以每天纽约时间下午5点为分界线,将前后分割成两个交易日。由于不同国家的利率不同,持有仓位过夜(过纽约时间下午5点即视为过夜)需要支付或收取一定数量的利息。

绿色方框下的蓝色方框显示的是该货币对的价格,也是投资者最关心的部分。与股票不同的地方在于,外汇价格的单位叫点(Pip)。比如,图中欧元兑美元卖出价格为1.11329,换算成点就是11132.9点,最后一位为十分之一点。投资者盈利或亏损时,一般也按点计算。而买入和卖出之间的差价则叫点差(Spread),点差越大,那么这个仓位实现盈利前需要移动更多的点数。比如说,图中欧元/美元点差是1.3,那在买入欧元后,欧元兑美元的价格需要先上涨1.3个点后才会开始盈利。货币对价格下的大号的数字是当前价格的最后三位。因为一般来说在短时间内价格浮动不会超过100个点,所以这些数字方便投资者快速了解价格作出判断下单。

最下面一排左边的红色方框代表了在购买Mini Lot时候每一点能获取的利润。早期的外汇交易因为主要是银行间的行为,所以交易的单位是100,000美元一手(Lot),后来随着个人投资者的加入,经纪商开始引入更小的单位。现在一般经纪商都支持1,000美元的Mini Lot。右边的红色方框代表了1个Mini Lot需要支付的保证金。这个数字主要取决于账户的杠杆率(下文会介绍),但也会根据货币的相对价值有一些细微的差别。

经纪商选择非常多。规模比较大的有FXCM,Forex.com,Pepperstone, OANDA等。对于个人交易者来说,每家经纪商间主要区别是账户设置及交易平台。关于账户设置会在之后有举例解释,而交易平台则建议投资者在开户前申请一个免费的仿真账户(Demo Account)试用后根据自己喜好做决定。

这里以FXCM开户流程为例作为参考。首先,投资者要选择自己的country of residence,因为不同地区会对外汇交易做限制,所以经纪商需要先确认投资者所在的地区。

之后,投资者需要选择账户类型,如上图所示以美国FXCM为例,FXCM提供三种账户类型。mini账户需要最低50美金的存款,支持21种货币对,Dealing Desk交易制度,经纪商仅从点差获取利润。

标准账户除了需要更多存款、支持更多货币对外,比较重要的一点是标准账户支持No Dealing Desk(NDD)交易制度,收取佣金。NDD情况下,客户可以享受Raw Spread,但要支付佣金。不过Raw Spread往往远小于Dealing Desk情况下的Spread。比如说,一般情况下,欧元兑美元的点差为1.2,而Raw Spread可能只有0.1到0.2。这样一来,即使收取佣金,NDD一笔交易的实际开支也是小于Dealing Desk的。所以,如果条件允许,申请支持NDD的账户将提供更优惠的交易条件。

在选择完账户类型后,FXCM还会要求投资者选择想要使用的平台。这里的建议依旧是投资者注册仿真账号后试用经纪商支持的平台后再做选择。选完后进入下一步,提交个人信息及联系方式。之后的申请步骤美国地区账户与中国地区账户相差不大。主要区别体现在需要的材料上(SSN V.S. 身份证之类)。这里插一句,很多人经常困惑的问题是,如果持有美国绿卡但仍然是中国籍该在哪个地区开户?通过与Pepperstone客服交流后得到的答案是,如果持有美国绿卡,那么country of residence视为在美国,应该在美国地区开户。

之后进入下一步,这里需要填写许多与申请证券账户类似的信息。如收入来源、金融产品交易经验等等。完成这一系列问题后,申请人需要填写一些与账户安全有关的信息,如密保问题等。同时,经纪商一般会在这个环节询问是否有推介人。如果有Introducing Broker作为推介人,那么投资者可以在交易中获得返点返佣(Rebate)。一般来说,根据不同经纪商,返点在每手0.2个点左右,返佣一般在10%左右。对于每天进行交易的投资者来说,每个月Rebate的金额可以达到总资本的1%。当然,实际数字也取决于仓位大小和交易频率。Introducing Broker很多,提供的服务也大同小异,我个人是选了ForextParkFX,在每笔交易保证金占比大约1%,每天成交10到20笔交易的情况下,每月Rebate大约0.8%的资本。

关于税,截止目前来说,中国大陆居民不需要缴纳与外汇交易有关的税,但美国居民需要申报资本利得税。同时,美国税收非常复杂,建议投资者咨询CPA以避免不必要的麻烦

外汇订单有两种类型,市价单(Market Order)挂单(Limit Order)。区别在于市价单将按当前市场价立即成交,而挂单则是只会在市场价触及默认值时成交。这里以设置挂单为例做一些简单的介绍。

(2)挂单类型,分买进(Long)和卖出(Short)。

(3)数量(K),因为一个Mini 怎么做外汇交易投资 Lot为1,000美元等值货币,所以这里用K表示最小单位。

(5)有效期,分为日内有效Good Until Cancel(GTC)两种,设置为日内有效的订单会在当个交易日结束时自动取消,而GTC订单只能被手动取消

(6)止损(Stop Loss),当买入/卖出价逆着订单的方向触及止损价位时,系统将自动平仓。设置止损位是外汇交易中很重要的一步,可以帮助投资者限制风险。此外,现在很多平台支持移动止损,也就是说,止损位不是固定的一个价位,而是一个固定的点数。如果市场按照顺着订单的方向发展时,止损位也会随之移动。移动止损能帮助投资者锁定一部分利润,降低风险。

(7)限价/止盈(Take Profit),当买入/卖出价顺着订单的方向触及限价价位时,系统将自动平仓。设置止盈也非常重要,能帮助投资者锁定利润,而不会因为市场上下波动而损失已经得到的利润。

有了以上这些知识,投资者可以开始在外汇市场里进行一些小规模的交易操练自己的技术。最后重申一下,外汇保证金交易是一种高风险的交易投资者当谨慎入市

为什么外汇才是最好的投资方式?

GMTK Global Pty Limited (ABN: 55 147 766 336) trading as GMT Markets is located at Level 4, 493 St Kilda Road, Melbourne VIC 3004 Australia, and holds an Australian Financial Services License issued by the Australian Securities and Investments Commission (AFSL No: 400364) to carry on a financial 怎么做外汇交易投资 services business in Australia.

This website is owned and operated by GMT Markets. The information contained on this website is general in nature and does not constitute advice or a recommendation to act upon the information or an offer. The information on this website does not take into account your personal objectives, circumstances, financial situations or needs. GMT Markets provides only general advice and execution-only services. You are strongly recommended to seek independent professional advice before opening an account with us and/or acquiring our services/products.

GMT Markets does not accept applications from residents of Japan or the United States of America. This website is intended for persons located within Australia only and is not directed at any person in countries or jurisdictions where the offer of such financial products is not permitted or is unlawful.怎么做外汇交易投资

Before you decide whether or not to invest any products referred to on this website, being over the counter (OTC) derivatives, it is important for you to read and consider our Financial Services Guide (FSG), Product Disclosure Statement (PDS), Client Agreement, our Target Market Determination, and our other documents, to ensure that you fully understand the risks involved. You should also consider if you’re part of our target market. Fees, charges and commissions apply.

OTC derivatives, including margin foreign exchange contracts and contract for differences are leveraged products that carry a high level of risk to your capital. Trading is not suitable to everyone. You may incur losses up to your deposits with us. You do not own, or have any rights to, the underlying 怎么做外汇交易投资 assets which the OTC derivative is referable to. You should only trade with money you can afford to lose.

© 2019 GMT MARKETS ALL RIGHTS RESERVED. PDS CSA FSG TMD