追蹤止蝕訂單
什麼是追蹤止蝕?
追蹤止蝕又稱為移動止蝕,是指設置一個止蝕金額/百分比,當市況上升時,止蝕價格隨之上升。當市況發生逆轉時,止蝕價保持不變。
追蹤止蝕的優點是可以有效將投資風險限制在一定範圍內,及時兌現利潤,防止利潤大幅回撤,同時交易者在價格趨勢不轉變時一直保留倉位,缺點是有時會錯失後面的大升幅。
操作說明
當你持有某股票,並希望將風險控制在一定範圍內,在股價上升時一直保持倉位,當市況逆轉時兌現利潤。可以通過【智能落盤】-【追蹤止蝕】達到鎖定利潤的目的。
讓我們來看看具體操作步驟:
STEP 1 選擇股票
輸入想要進行追蹤止蝕的股票,在類型選擇【追蹤止蝕】,一般選擇已有持倉且有一定收益,不希望利潤發生較大回撤的股票。
STEP 2 設置觸發條件
觸發條件可選擇按比例觸發或按金額觸發。輸入後系統將會自動計算出止損價格。
根據對股票的分析,填寫適當的比例或金額。當股價達到指定價差或百分比,將觸發執行賣出方向的委託。
STEP 3 設置委託條件
選擇委託價格。目前港股支持最市價、最新價、買賣盤一檔及五檔委託下單,美股支持市價、最新價、買賣盤一檔委託下單。
輸入委託數量。
STEP 4 選擇有效期並提交訂單
選擇有效期,目前可選擇當天/2天/3天/1周/2周/30天/60天/90天,可通過改單延續有效期。
點擊解鎖交易,提交訂單。已提交的訂單可在智慧訂單頁面下查看,可以根據需要對訂單進行修改。
可下單時間
任何時間
訂單有效期
目前可選擇當天/2天/3天/1周/2周/30天/60天/90天,可通過改單延續有效期。
- Once the condition is triggered, the trading order pre-set by the client will be deemed as a valid order and will be sent to the exchange. As the originator of the order, the client must bear all responsibilities relateing to the trading order. uSmart Securities Limited ("uSmart") will not be liable to the client for any damages or compensation or loss of profits arising therefrom directly or indirectly.
- When the stock price/index level touches the triggering value preset by the client, the conditional order may fail to meet the requirements due to the position, funds, purchasing power and/or financing limit in the client's account at that time, causing the system to be unable to place the pre-set trading order to the exchange for execution. uSmart will not be responsible or guarantee that the customer's preset trading orders will be sent to the exchange for execution. Therefore, before setting a conditional order, the client should confirm the triggering stock price/index level, and also confirm whether the positions, funds, purchasing power and/or financing limit in the account satisfy the relevant requirements so as to avoid failure in sending the order to the exchange for execution.
- When setting a conditional order, the client must also pay attention to the triggering price or trading order price. uSmart may not accept the conditional order or the trading order may not be able to send to the exchange for execution due to factors such as uSmart’s internal risk management, different types of order mechanisms, or limitations from the real-time market price. Therefore, before setting a conditional order, the client should confirm all details of the conditional order are correct and understand the real-time market conditions and stock fluctuations.
- Conditional orders are formulated based on basic market rules and operations. Therefore, before setting a conditional order, the client should clearly understand the functions, features, operational focus and related risks of the conditional order. Since the use of conditional orders is more complicated than general trading orders, it is recommended that the client clearly understand the functions and operations of conditional orders before deciding whether and how to set up conditional orders. The client must bear all risks after setting the conditional order and any direct or indirect losses caused by setting the conditional order, including but not limited to not understanding the execution logic, controlling variables for buying a large number of shares, incorrectly inputting the trigger price or the commission price or other personal operating errors. The client should operate with caution to avoid losses.
- In using conditional orders, there may be errors or delays in the conditional order function due to system failures, network problems or other reasons beyond the reasonable control of uSmart, including but not limited to conditional orders not being triggered accurately, incorrect trigger, not triggered at the price, not triggered at the expiry date, etc. uSmart is not responsible for any direct or indirect losses caused by the above problems.
- Due to the characteristics of electronic trading, the client confirms that the trading order successfully executed using the conditional order may sometimes be inconsistent with the client’s preset conditions. The final execution result is subject to the execution results of the exchange, and the client must bear the relevant consequences and responsibilities.
- If the communication system of the Internet or mobile phone network fails, the computer room or server is damaged or overloaded, or is attacked or invaded by network hackers, viruses, etc., resulting in delays, suspension in trading transactions, Interruptions, errors or incorrect information received by the system preventing the conditional order from triggering all or part of the conditions, uSmart will not be responsible for any direct or indirect losses arising therefrom.