US Government removes public access to a major Chinese AI model in 2026?

根据「US Government removes public access to a major Chinese AI model in 2026?」的最新预测市场数据，交易者已形成强烈共识。

目前，No 以压倒性的 84.5% 获胜概率主导市场；Yes 以 15.5% 位居第二。该市场的下注量已达 $109.2K，反映出市场的高度关注。

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

• No (84.5%)：No 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 85¢，显示出市场的高度确信。

🥈 第二梯队：主要挑战者

• Yes (15.5%)：作为最可行的替代选项，Yes 保持着 15.5% 的成真概率，其「Buy Yes」份额目前成交价为 16¢。

This market resolves "Yes" if the US federal government passes legislation, issues an executive order, issues an export control, or takes any other formal action that directly has the effect of generally removing public access within the US to a major Chinese AI model, between market creation and December 31, 2026, 11:59 PM ET. Otherwise, this market resolves "No".

A qualifying action is a formal US government action that has the effect of a removal of general public access to a previously publicly available AI model within the US. Such an action qualifies, regardless of its stated purpose or nominal target. An action directed at other parties qualifies if, in effect, it causes a general removal of public access to the model within the US (e.g., a ban on the provision of a model to foreign citizens or governments would qualify if, due to the ban, the providing company generally removed public access to the model within the US). A general removal of public access to a qualifying model qualifies even if it does not apply to limited groups or organizations (e.g., whitelisted firms or individuals with security clearance). To qualify, ordinary public access to the model must be eliminated across ordinary public channels within the US; removal from a single channel is not sufficient. Removals of general public access not caused by any formal US government action will not qualify.

"Major Chinese AI model" refers to a flagship, general-purpose large language or multimodal foundation model developed by one of the following companies: DeepSeek, Baidu (ERNIE), Alibaba, ByteDance, Moonshot AI, MiniMax, Tencent (Hunyuan) and Zhipu AI (Z.ai). Narrow or special-purpose models (e.g., embedding, moderation, or single-modality media generation models) and deprecated, research-only, or preview-only models will not qualify.

The action may target a single model or a slate of models, so long as at least one major Chinese AI model is generally removed from public access within the US as a result of the action.

The removal of access for any amount of time qualifies. An action that has been enacted or issued, but which has not effected the removal of general public access to a major Chinese model by the resolution date, will not qualify.

The resolution source for this market is official information and announcements from the United States government and the relevant AI company. However, a consensus of credible reporting may also be used.

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：No 当前交易价为 84.5%，但我们的 AI 测算其公允价值仅为 83.9%，形成 -0.6% 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 Yes 识别为盘面上最具价值的机会。市场仅给予其 15.5% 的交易概率，而我们 AI 的公允价值评估为 16.1%——形成可观的 +0.6% EV 差。