OpenAI’s valuation end of September 2026?

$21.3K Vol
2026年9月30日
Active
機率趨勢
$900B-$1.00T 59.0%
$800-$900B 29.0%
$1.00-$1.10T 4.7%
$1.20-$1.30T 4.2%
$1.30T+ 0.9%

核心摘要

根據「OpenAI’s valuation end of September 2026?」的最新預測市場資料,交易者已形成強烈共識。

目前,$900B-$1.00T 以壓倒性的 5,900% 獲勝機率主導市場;$800-$900B 以 2,900% 位居第二,$1.00-$1.10T 以 465% 排名第三。該市場的下注量已達 $21.3K,反映出市場的高度關注。

競爭梯隊拆解

為了更好地評估各潛在結果的位置,可依據隱含機率與合約定價將市場劃分為三個明顯的交易梯隊:

🥇 第一梯隊:絕對領跑者

  • $900B-$1.00T (5,900%):$900B-$1.00T 目前擁有最高機率,深受訂單簿青睞。看好該結果的交易者面對的「Buy Yes」合約價為 5,900¢,顯示出市場的高度確信。僅該合約就已產生 $3.4K 的成交量。

🥈 第二梯隊:主要挑戰者

  • $800-$900B (2,900%):作為最可行的替代選項,$800-$900B 保持著 2,900% 的成真機率,其「Buy Yes」份額目前成交價為 2,900¢。
  • $1.00-$1.10T (465%):以 465% 的機率位列第三,市場對 $1.00-$1.10T 持謹慎懷疑態度,除非勢頭轉變,否則視其為外圍黑馬。

🥉 第三梯隊:長尾選項(合計約 0%)

在前三名之外,還有大量宏觀變數與冷門結果被持續追蹤。儘管單個機率偏低,但它們是投機交易者的重要對沖:

  • 替代選項:包括 $1.20-$1.30T (420%)、$1.30T+ (85%),以及 $1.10-$1.20T (65%)。
  • 投機成交:儘管統計機率偏低,像 $700-$800B 這類長尾合約仍吸引著可觀的關注。

完整訂單簿與定價面板

下表列出了該預測池中所有結果的合約價格、機率與市場深度的完整拆解:

排名預測結果獲勝機率成交量買入 Yes(成本)買入 No(成本)
1$900B-$1.00T5900.0%$3.4K5900¢-5800¢
2$800-$900B2900.0%$9.6K2900¢-2800¢
3$1.00-$1.10T465.0%$1.9K465¢-365¢
4$1.20-$1.30T420.0%$1.4K420¢-320¢
5$1.30T+85.0%$1.3K85¢15¢
6$1.10-$1.20T65.0%$1.4K65¢35¢
7$700-$800B15.0%$83115¢85¢
8<$600B5.0%$80895¢
9$600-$700B5.0%$62795¢

裁決規則

This market will resolve according to OpenAI's private market valuation, as measured by the NPM Price reported by Nasdaq Private Market, LLC (NPM) for the last trading day of the specified month.

If the determined value falls exactly on the boundary between two brackets, this market will resolve to the higher bracket.

NPM Prices are published for trading days only and are updated once daily at 1:00 PM ET on the following calendar day.

If NPM has not published relevant data for the last trading day of the specified month by 1:00 PM ET on the day following the last trading day of the specified month, this market may remain open until 11:59 PM ET on the third business day following the last trading day of the specified month. If no further data is released by that time, the market will resolve according to the data available.

If NPM ceases publishing relevant data prior to the end of the specified period, this market will resolve based on the NPM data published for the period prior to the cessation of coverage, as well as any applicable public market capitalization data following an IPO or direct listing.

If the company completes an IPO or direct listing before the end of the specified period, this market will consider the company’s public market capitalization on the last trading day of the specified month.

Public market capitalization will be determined through appropriate calculation using the final official regular-hours closing prices published for the company's listed equities on its primary exchange for the last trading day of the specified month, multiplied by the company's total number of shares outstanding at the relevant time. If necessary, to accurately capture the company’s total market capitalization, rather than a stock-class-specific market capitalization, the calculation will include all outstanding share classes and apply any stated conversion ratios to the publicly traded class. Where no conversion right exists, such shares will be counted at their stated outstanding amount without discount, unless official filings explicitly specify differently. The number of outstanding shares will be determined from official company filings or disclosures (e.g., SEC filings).

If the listed company merges with or acquires another entity and remains the parent company, no change to resolution methodology applies.

If the listed company is acquired, merges into another entity and is no longer the surviving parent company, or otherwise ceases to exist as an independent entity prior to the end of the period, only NPM valuations and applicable public market capitalizations achieved prior to completion of the transaction will be considered for resolution. No transaction, acquisition, or merger consideration will be considered for resolution.

The resolution source for this market is NPM data published here: https://fe.secondmarket.com/companies/company-30839e0b-2730-4495-839f-1bf638fa9cca/data. The resolution source for any period following an IPO, direct listing, or relevant corporate action, will be official exchange trading data and publicly reported share counts.

Revisions to previously published NPM data made after their initial release will not be considered, unless made to correct clearly erroneous data.

常見問題

目前市場對「OpenAI’s valuation end of September 2026?」的共識是什麼?

截至最新更新,$900B-$1.00T 以 5,900% 的獲勝機率領跑,其次是 $800-$900B(2,900%),以及 $1.00-$1.10T(465%)。該市場總成交量已達 $21.3K,顯示出充足的流動性與高交易參與度。

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