
Saudi coalition strike in Yemen on...?
核心摘要
根据「Saudi coalition strike in Yemen on...?」的最新预测市场数据,交易者已形成强烈共识。
目前,November 5 以压倒性的 96.4% 获胜概率主导市场;November 6 以 78.5% 位居第二,November 8 以 52.1% 排名第三。该市场的下注量已达 $98.6K,反映出市场的高度关注。
竞争梯队拆解
为了更好地评估各潜在结果的位置,可依据隐含概率与合约定价将市场划分为三个明显的交易梯队:
🥇 第一梯队:绝对领跑者
- November 5 (96.4%):November 5 目前拥有最高概率,深受订单簿青睐。看好该结果的交易者面对的「Buy Yes」合约价为 96¢,显示出市场的高度确信。仅该合约就已产生 $50.6K 的成交量。
🥈 第二梯队:主要挑战者
- November 6 (78.5%):作为最可行的替代选项,November 6 保持着 78.5% 的成真概率,其「Buy Yes」份额目前成交价为 79¢。
- November 8 (52.1%):以 52.1% 的概率位列第三,市场对 November 8 持谨慎怀疑态度,除非势头转变,否则视其为外围黑马。
🥉 第三梯队:长尾选项(合计约 0%)
在前三名之外,还有大量宏观变量与冷门结果被持续追踪。尽管单个概率偏低,但它们是投机交易者的重要对冲:
- 替代选项:包括 November 7 (49%)。
- 投机成交:尽管统计概率偏低,像 November 7 这类长尾合约仍吸引着可观的关注。
完整订单簿与定价面板
下表列出了该预测池中所有结果的合约价格、概率与市场深度的完整拆解:
| 排名 | 预测结果 | 获胜概率 | 成交量 | 买入 Yes(成本) | 买入 No(成本) |
|---|---|---|---|---|---|
| 1 | November 5 | 96.4% | $50.6K | 96¢ | 4¢ |
| 2 | November 6 | 78.5% | $10.6K | 79¢ | 22¢ |
| 3 | November 8 | 52.0% | $1.3K | 52¢ | 48¢ |
| 4 | November 7 | 49.0% | $540 | 49¢ | 51¢ |
裁决规则
This market will resolve to “Yes” if Saudi Arabia, the Saudi-led coalition, or Yemen’s internationally recognized government takes a qualifying military action in Yemen on the specified date, Yemen Standard Time. Otherwise this market will resolve to “No.”
A qualifying military action refers to an air strike or a surface-to-surface missile strike, initiated by Saudi Arabia, the Saudi-led coalition, or Yemen’s internationally recognized government, that directly impacts Yemen. An air strike includes bombs, air-to-surface missiles, and air-launched drones. A surface-to-surface missile strike includes one-way attack drones and surface-to-surface missiles such as cruise or ballistic missiles.
The qualifying military action must be carried out by the armed forces of Saudi Arabia or the armed forces of Yemen’s internationally recognized government, including forces formally under the Presidential Leadership Council, whether or not operating as part of the Saudi-led coalition. A strike will qualify if it is attributed to any of these parties, regardless of which of them conducted it. Actions carried out by private military contractors, mercenaries, or other proxy forces will not qualify.
The following actions do not constitute a qualifying military action:
Munitions destroyed or intercepted before impact;
Surface-to-air missile strikes;
Small-arms fire;
Ground incursions;
Cyber operations;
Naval gunfire and artillery fire;
Howitzers, artillery pieces, mortars, and rocket artillery (e.g. MLRS systems);
Minor surface-to-surface strikes, including short range loitering munitions, FPV drones, and ATGM strikes;
Any threat, authorization, or announcement of force that has not been executed.
Any munition that is intercepted or destroyed before impact does not constitute a qualifying military action. Debris, fragments, or any wreckage from intercepted munitions that land on Yemen do not constitute a military action regardless of any damage incurred.
“Yemen” refers to the terrestrial territory of Yemen, including its internal waters. Yemen’s maritime territory and airspace are not encompassed. Where territorial borders are disputed, all territory claimed by and under the de facto control of Yemen as of market creation will qualify.
The occurrence, attribution, and timing of a qualifying military action will be primarily determined based on a consensus of information available from the resolution sources. Where multiple sources conflict regarding the occurrence, attribution, or timing of a relevant military action, this market will remain open until the earlier of: i) the confirmation of the occurrence, attribution, and timing of the action based on a consensus of information available from the resolution sources or ii) 3 full calendar days (Yemen Standard Time) from the date of the first credibly reported evidence of the action. If this period would extend past the end date, this market will remain open to allow for 3 full calendar days to pass. At the end of the third calendar day, if conflicting reports remain, the incident will be adjudicated based on the totality of information available from the resolution sources at that time. No single statement, denial, or presentation of evidence will govern where it is contradicted by the totality of information.
The resolution sources for this market will be official information from the government and armed forces of Saudi Arabia, Yemen’s internationally recognized government and its armed forces, the Saudi-led coalition, the Houthis, and a consensus of credible reporting.
AI 估值分析:发现市场错误定价与 EV 差
人群共识与投机成交塑造了更宏观的预测市场,而我们的量化算法提供了数据驱动的反向视角。通过分析基本面信号、底层趋势与历史分布,我们的 AI 估值模型为每个结果独立测算出一个「公允价值」概率。
将该公允价值与当前交易价值对比,可揭示出重大背离——即期望值(EV)差。正 EV 差代表统计上被低估的结果,而负 EV 差则提示市场可能存在反应过度。
顶级 AI Alpha 与错误定价套利机会
根据最新一轮数据模型测算,以下几个关键合约存在显著偏离:
- 最被高估的结果:November 8 当前交易价为 52.1%,但我们的 AI 测算其公允价值仅为 4.6%,形成 -47.5% 的较大负 EV 差,表明人群可能过度炒作该结果、把溢价推得过高。
- 最佳价值标的(最高 EV):我们的模型将 November 7 识别为盘面上最具价值的机会。市场仅给予其 49% 的交易概率,而我们 AI 的公允价值评估为 57.7%——形成可观的 +8.7% EV 差。
| Market | Trade Value | Fair Value | EV Gap |
|---|---|---|---|
| November 5 | 96.4% | 92.7% | -3.7% |
| November 6 | 78.5% | 57.5% | -21.0% |
| November 8 | 52.0% | 4.5% | -47.5% |
| November 7Best EV | 49.0% | 57.6% | +8.7% |
交易动态
以下是该事件的交易动态。
Nov 4, 2026
- 12:50 PM050561$74.69
Bought 76.21 Yes for Saudi coalition strike in Yemen on November 5? at 0.98
- 12:39 PMSAsanlitou2026p1$9.86
Bought 10.060937 Yes for Saudi coalition strike in Yemen on November 5? at 0.98
- 12:28 PMOXOx81De0770551cA28Dc0Dc7fa148406D40BdfC20d4$9.60
Sold 10 Yes for Saudi coalition strike in Yemen on November 5? at 0.96
- 12:25 PMRARaskell$0.45
Bought 5 No for Saudi coalition strike in Yemen on November 6? at 0.09
- 12:24 PM——$5.03
Bought 83.843 No for Saudi coalition strike in Yemen on November 5? at 0.06
- 12:24 PMRARaskell$9,744.64
Bought 9943.515153 Yes for Saudi coalition strike in Yemen on November 5? at 0.98
- 12:24 PMJAjavictoria$2.15
Bought 43.048306 No for Saudi coalition strike in Yemen on November 5? at 0.05
- 12:21 PMXTxtxpleasecallme$27.78
Bought 92.6 Yes for Saudi coalition strike in Yemen on November 17? at 0.3
- 12:12 PMINinayankova$3.04
Bought 50.636334 No for Saudi coalition strike in Yemen on November 5? at 0.06
- 11:48 AMXTxtxpleasecallme$2.25
Bought 5 No for Saudi coalition strike in Yemen on November 28? at 0.45
- 11:40 AMKNkneetteen$0.92
Bought 15.384616 No for Saudi coalition strike in Yemen on November 5? at 0.06
- 11:38 AMUDUdonsan$21.32
Bought 21.75 Yes for Saudi coalition strike in Yemen on November 5? at 0.98
正在押注该事件的鲸鱼钱包
常见问题
当前市场对「Saudi coalition strike in Yemen on...?」的共识是什么?
截至最新更新,November 5 以 96.4% 的获胜概率领跑,其次是 November 6(78.5%),以及 November 8(52.1%)。该市场总成交量已达 $98.6K,显示出充足的流动性与高交易参与度。
AI 公允价值与实时市场交易价值有何不同?
实时市场交易价值反映的是公众情绪、订单簿动能与投机资金。我们的 AI 公允价值则由量化模型独立计算,剔除情绪炒作、专注底层数据。两者出现显著背离时即形成 EV 差,提示市场对某个结果可能存在错误定价。
当前哪个结果的期望值(EV)最高?
最新一轮测算显示,November 7 是最显著的错误定价。市场对其隐含概率仅给到 49%,而我们的 AI 测算其公允价值为 57.7%——形成 +8.7% 的期望值差,是该市场中最具价值的标的。
市场共识是否对某个结果反应过度?
是的——数据显示市场对 November 8 存在明显的反应过度。人群把其实时交易价值推高至 52.1%,但我们的公允价值评估认为其真实概率仅为 4.6%,形成 -47.5% 的负 EV 差,表明该合约被高估。
