
Will Russia capture all of Vovchansk by...?
核心摘要
根据「Will Russia capture all of Vovchansk 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 38.5% 获胜概率主导市场;September 30 以 10.5% 位居第二。该市场的下注量已达 $927.9K,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 (38.5%):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 39¢,显示出市场的高度确信。仅该合约就已产生 $20.9K 的成交量。
🥈 第二梯队:主要挑战者
- September 30 (10.5%):作为最可行的替代选项,September 30 保持着 10.5% 的成真概率,其「Buy Yes」份额目前成交价为 11¢。
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 | 38.5% | $20.9K | 39¢ | 62¢ |
| 2 | September 30 | 10.5% | $51.3K | 11¢ | 90¢ |
裁决规则
This market will resolve to “Yes” if, according to the ISW map, Russia captures the entirety of Vovchansk by November 30, 2025, 11:59 PM ET.
Vovchansk 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”.
If the territory of municipality is shaded light grey, and is distinguished from bordering municipalities such as "Vovchanski Khutory" with a darker grey line. If all area within the municipality is shaded in red, however, 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.
Once Russia captures Vovchansk, any subsequent loss of control will not be considered towards the resolution of this market.
Vovchansk Location: https://polymarket-upload.s3.us-east-2.amazonaws.com/Vovchansk.png
Location on Google Maps: https://maps.app.goo.gl/pEumzu6kdCPQ2sYt7
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 is rendered permanently unavailable, a consensus of credible reporting may be used.
Note: Any temporary glitches or errors in the map 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 if 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:
- 最被高估的结果:December 31 当前交易价为 38.5%,但我们的 AI 测算其公允价值仅为 37.3%,形成 -1.2% 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 September 30 识别为盘面上最具价值的机会。市场仅给予其 10.5% 的交易概率,而我们 AI 的公允价值评估为 12%——形成可观的 +1.5% EV 差。
| Market | Trade Value | Fair Value | EV Gap |
|---|---|---|---|
| December 31 | 38.5% | 37.3% | -1.2% |
| September 30Best EV | 10.5% | 12.0% | +1.5% |
交易动态
以下是该事件的交易动态。
Aug 21, 2026
- 05:18 PM0X0xd823721597A464008050819ECC2d6C2c43E512fE-1782111812111$3.90
Sold 10 Yes for Will Russia capture all of Vovchansk by December 31? at 0.39
- 05:00 PMLOlolzzzlol$3.90
Sold 10 Yes for Will Russia capture all of Vovchansk by December 31? at 0.39
- 04:57 PM0X0xd10A59fCC18955EeAebd06D1234Cc3BD1e3fB9cD-1782111984332$1.95
Sold 5 Yes for Will Russia capture all of Vovchansk by December 31? at 0.39
- 04:56 PM0X0x00cDEa4d807710807cdBC54AD34cFAFCd992c0aE-1782010404295$1.95
Sold 5 Yes for Will Russia capture all of Vovchansk by December 31? at 0.39
Aug 19, 2026
- 12:43 PM0X0xA8868E0180062e41b3E784BCf8ccC327DA896555-1775599921157$19.00
Bought 30.64516 No for Will Russia capture all of Vovchansk by December 31? at 0.62
- 11:00 AMANAnonnnn2409$0.60
Sold 0.67 No for Will Russia capture all of Vovchansk by September 30? at 0.89
- 11:00 AMGEgeonb$6.00
Bought 6.66666 No for Will Russia capture all of Vovchansk by September 30? at 0.9
Aug 18, 2026
- 09:34 PMVIVitalx$1.04
Sold 1.17 No for Will Russia capture all of Vovchansk by September 30? at 0.89
- 04:09 PMASasterley$10.33
Bought 17.5 No for Will Russia capture all of Vovchansk by December 31? at 0.59
- 04:08 PMSHshoobadooba18$4.30
Bought 10 Yes for Will Russia capture all of Vovchansk by December 31? at 0.43
- 04:08 PMANAnonnnn2409$2.88
Bought 4.881353 No for Will Russia capture all of Vovchansk by December 31? at 0.59
- 04:08 PM1515billionplus$20.30
Sold 35 No for Will Russia capture all of Vovchansk by December 31? at 0.58
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 Vovchansk by...?」的共识是什么?
截至最新更新,December 31 以 38.5% 的获胜概率领跑,其次是 September 30(10.5%)。该市场总成交量已达 $927.9K,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,September 30 是最显著的错误定价。市场对其隐含概率仅给到 10.5%,而我们的 AI 测算其公允价值为 12%——形成 +1.5% 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 December 31 存在明显的反应过度。人群把其实时交易价值推高至 38.5%,但我们的公允价值评估认为其真实概率仅为 37.3%,形成 -1.2% 的负 EV 差,表明该合约被高估。
