
Will Russia capture all of Kupiansk by...?
核心摘要
根据「Will Russia capture all of Kupiansk by...?」的最新预测市场数据,交易者已形成强烈共识。
目前,December 31 以压倒性的 5.3% 获胜概率主导市场。该市场的下注量已达 $2.1M,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
- December 31 (5.3%):December 31 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 5¢,显示出市场的高度确信。仅该合约就已产生 $109.0K 的成交量。
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 | December 31 | 5.3% | $109.0K | 5¢ | 95¢ |
裁决规则
This market will resolve to “Yes” if, according to the ISW map, Russia captures the entirety of Kupiansk by November 30, 2025, at 11:59 PM ET.
Kupiansk will be considered captured if the entirety of the municipality is shaded red on the ISW map (https://storymaps.arcgis.com/stories/36a7f6a6f5a9448496de641cf64bd375) by the resolution date. If the area is not shaded red by November 30, 2025, 11:59 PM ET, the market will resolve to “No”.
The territory of the municipality is shaded in light grey and is distinguished from bordering municipalities such as "Moskovka" with a darker grey line. If all area within the municipality is shaded in red, but the shading does not precisely match up with the border, such that there is a tiny amount of grey along the border of the city, this will still qualify for a "Yes" resolution.
For the purpose of this market, areas separated from the main municipality through a darker grey line, such as in the southeast of Kupiansk (https://polymarket-upload.s3.us-east-2.amazonaws.com/h-b99a52275d.png), will not count towards the municipality.
Once Russia captures Kupiansk, any subsequent loss of control will not be considered towards the resolution of this market.
Kupiansk Location: https://polymarket-upload.s3.us-east-2.amazonaws.com/Kupiansk+location.jpeg
Location on Google maps: https://maps.app.goo.gl/ngCjTi39GSjbzaC46
The primary resolution source for this market will be the ISW Ukraine map. If the ISW map is rendered unavailable, information from DeepStateMap (https://deepstatemap.live/) may be used. If information from both the ISW and DeepStateMap are rendered permanently unavailable, a consensus of credible reporting may be used.
Note: Any temporary glitches or errors in the map which will not be considered.
If Russia comes into control of this territory as a result of a negotiated settlement, this will qualify for a 'Yes' resolution, regardless of whether it is shaded red in the ISW map. An announcement of a negotiated settlement that gives Russia de jure control will not qualify. Actual control must be established.
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:
- 最佳价值标的(最高 EV):我们的模型将 December 31 识别为盘面上最具价值的机会。市场仅给予其 5.3% 的交易概率,而我们 AI 的公允价值评估为 15.4%——形成可观的 +10.1% EV 差。
| Market | Trade Value | Fair Value | EV Gap |
|---|---|---|---|
| December 31Best EV | 5.3% | 15.4% | +10.1% |
交易动态
以下是该事件的交易动态。
Aug 21, 2026
- 12:19 PMPPPPMT$28.80
Sold 30 No for Will Russia capture all of Kupiansk by December 31? at 0.96
- 11:57 AMAJAJSV$1.63
Bought 40.681817 Yes for Will Russia capture all of Kupiansk by December 31? at 0.04
Aug 20, 2026
- 10:48 AMBVBVN5THER$5.56
Sold 5.91 No for Will Russia capture all of Kupiansk by December 31? at 0.94
- 10:48 AMK5K567U45$5.01
Sold 5.33 No for Will Russia capture all of Kupiansk by December 31? at 0.94
- 10:48 AMVCVCBTR$5.56
Sold 5.91 No for Will Russia capture all of Kupiansk by December 31? at 0.94
- 10:48 AM0X0xf5fdf33A8Bc18678B573348DF3101B3Da765A5c5-1763923932222$5.66
Sold 6.02 No for Will Russia capture all of Kupiansk by December 31? at 0.94
- 10:48 AMVTVTRHTRJ34$1.01
Sold 1.07 No for Will Russia capture all of Kupiansk by December 31? at 0.94
- 10:48 AMCBCBFHNTYE$5.56
Sold 5.91 No for Will Russia capture all of Kupiansk by December 31? at 0.94
- 10:48 AM0X0x6Cc0BC441d21271E39AB7e41307Fe8eD2C497E3D-1763923864373$5.56
Sold 5.91 No for Will Russia capture all of Kupiansk by December 31? at 0.94
Aug 18, 2026
- 12:34 PMALAlAhmeda$40.85
Sold 43 No for Will Russia capture all of Kupiansk by December 31? at 0.95
- 11:40 AM0X0x2cAd7b$28.42
Bought 568.4 Yes for Will Russia capture all of Kupiansk by December 31? at 0.05
- 11:40 AM0X0xAB5324$28.42
Bought 568.4 Yes for Will Russia capture all of Kupiansk by December 31? at 0.05
正在押注该事件的鲸鱼钱包
常见问题
当前市场对「Will Russia capture all of Kupiansk by...?」的共识是什么?
截至最新更新,December 31 以 5.3% 的获胜概率领跑。该市场总成交量已达 $2.1M,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,December 31 是最显著的错误定价。市场对其隐含概率仅给到 5.3%,而我们的 AI 测算其公允价值为 15.4%——形成 +10.1% 的期望值差,是该市场中最具价值的标的。
