
What will Kevin Warsh say during September Press Conference?
核心摘要
根據「What will Kevin Warsh say during September Press Conference?」的最新預測市場資料,交易者已形成強烈共識。
目前,Good Day 以壓倒性的 90.5% 獲勝機率主導市場;AI / Artificial Intelligence 以 90% 位居第二,Productivity 以 89.5% 排名第三。該市場的下注量已達 $108.8K,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
- Good Day (90.5%):Good Day 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 91¢,顯示出市場的高度確信。僅該合約就已產生 $15.1K 的成交量。
🥈 第二梯隊:主要挑戰者
- AI / Artificial Intelligence (90%):作為最可行的替代選項,AI / Artificial Intelligence 保持著 90% 的成真機率,其「Buy Yes」份額目前成交價為 90¢。
- Productivity (89.5%):以 89.5% 的機率位列第三,市場對 Productivity 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 Balance Sheet (87%)、Projection (83.5%),以及 Inflation 20+ times (82%)。
- 投機成交:儘管統計機率偏低,像 Bet / Betting 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 | Good Day | 90.5% | $15.1K | 91¢ | 10¢ |
| 2 | AI / Artificial Intelligence | 90.0% | $6.4K | 90¢ | 10¢ |
| 3 | Productivity | 89.5% | $698 | 90¢ | 11¢ |
| 4 | Balance Sheet | 87.0% | $650 | 87¢ | 13¢ |
| 5 | Projection | 83.5% | $4.0K | 84¢ | 17¢ |
| 6 | Inflation 20+ times | 82.0% | $7.0K | 82¢ | 18¢ |
| 7 | Bet / Betting | 63.0% | $1.7K | 63¢ | 37¢ |
| 8 | Echo | 48.5% | $2.6K | 49¢ | 52¢ |
| 9 | Pressure | 47.5% | $1.6K | 48¢ | 53¢ |
| 10 | Scenario | 46.0% | $1.1K | 46¢ | 54¢ |
| 11 | Gas / Gasoline / Natural Gas | 45.5% | $9.8K | 46¢ | 55¢ |
| 12 | Task Force 10+ times | 39.0% | $1.8K | 39¢ | 61¢ |
| 13 | Labor Force | 39.0% | $2.9K | 39¢ | 61¢ |
| 14 | Pandemic | 39.0% | $5.9K | 39¢ | 61¢ |
| 15 | Luck / Lucky | 38.5% | $349 | 39¢ | 62¢ |
| 16 | Software | 37.0% | $2.6K | 37¢ | 63¢ |
| 17 | Anchor / Anchored | 28.5% | $4.9K | 28¢ | 72¢ |
| 18 | Inflation 40+ times | 19.5% | $4.8K | 20¢ | 81¢ |
| 19 | Dissent | 12.0% | $2.6K | 12¢ | 88¢ |
| 20 | Trump | 9.0% | $26.3K | 9¢ | 91¢ |
| 21 | Good Afternoon | 6.0% | $5.5K | 6¢ | 94¢ |
| 22 | -No Qualifying Event- | 0.7% | $3.0K | 1¢ | 99¢ |
裁決規則
Kevin Warsh is currently scheduled to give an FOMC Introductory Statement and press conference on September 16, 2026, at 2:30 PM ET. This market pertains to his Introductory Statement as well as the following Q&A session.
This market will resolve to "Yes" if Warsh says the listed term during the FOMC Press Conference. Otherwise, this market will resolve to "No".
If no such statement by Warsh happens by September 17, 2026, 11:59 PM ET, "-No Qualifying Event-" will resolve to "Yes" and all other brackets will resolve to "No".
The resolution source will be video and transcripts of the FOMC Press conference.
For full rules, see: https://polymarket-upload.s3.us-east-2.amazonaws.com/market_products/Mentions/Event+Mentions+Contract+DeFi.pdf
AI 估值分析:發現市場錯誤定價與 EV 差
人群共識與投機成交塑造了更宏觀的預測市場,而我們的量化演算法提供了資料驅動的反向視角。透過分析基本面訊號、底層趨勢與歷史分布,我們的 AI 估值模型為每個結果獨立測算出一個「公允價值」機率。
將該公允價值與當前交易價值對比,可揭示出重大背離——即期望值(EV)差。正 EV 差代表統計上被低估的結果,而負 EV 差則提示市場可能存在反應過度。
頂級 AI Alpha 與錯誤定價套利機會
根據最新一輪資料模型測算,以下幾個關鍵合約存在顯著偏離:
- 最被高估的結果:Software 當前交易價為 37%,但我們的 AI 測算其公允價值僅為 22.6%,形成 -14.4% 的較大負 EV 差,表明人群可能過度炒作該結果、把溢價推得過高。
- 最佳價值標的(最高 EV):我們的模型將 Pressure 識別為盤面上最具價值的機會。市場僅給予其 47.5% 的交易機率,而我們 AI 的公允價值評估為 56.7%——形成可觀的 +9.2% EV 差。
- 被忽視的黑馬:其他值得注意的偏離包括 Bet / Betting(EV 差:+6.8%)以及 Balance Sheet(EV 差:+5.5%)。儘管我們的預測模型給予更強的統計支撐,這些長尾機會仍被即時訂單簿大幅低估。
| Market | Trade Value | Fair Value | EV Gap |
|---|---|---|---|
| Good Day | 90.5% | 91.7% | +1.2% |
| AI / Artificial Intelligence | 90.0% | 93.0% | +3.0% |
| Productivity | 89.5% | 91.2% | +1.7% |
| Balance Sheet | 87.0% | 92.5% | +5.5% |
| Projection | 83.5% | 82.7% | -0.8% |
| Inflation 20+ times | 82.0% | 79.7% | -2.3% |
| Bet / Betting | 63.0% | 69.8% | +6.8% |
| Echo | 48.5% | 49.2% | +0.7% |
| PressureBest EV | 47.5% | 56.7% | +9.2% |
| Scenario | 46.0% | 44.0% | -2.0% |
| Gas / Gasoline / Natural Gas | 45.5% | 45.0% | -0.5% |
| Task Force 10+ times | 39.0% | 34.2% | -4.8% |
| Labor Force | 39.0% | 33.4% | -5.6% |
| Pandemic | 39.0% | 40.8% | +1.8% |
| Luck / Lucky | 38.5% | 38.7% | +0.2% |
| Software | 37.0% | 22.6% | -14.4% |
| Anchor / Anchored | 28.5% | 25.9% | -2.5% |
| Inflation 40+ times | 19.5% | 19.4% | -0.1% |
| Dissent | 12.0% | 15.5% | +3.5% |
| Trump | 9.0% | 6.1% | -2.9% |
| Good Afternoon | 6.0% | 4.4% | -1.6% |
| -No Qualifying Event- | 0.7% | 0.8% | +0.1% |
交易動態
以下是該事件的交易動態。
Sep 16, 2026
- 10:07 AM——$1.20
Bought 2.033897 No for Will Warsh say "Pandemic" during September Press Conference? at 0.59
- 10:06 AM——$1.00
Bought 1.694914 No for Will Warsh say "Pandemic" during September Press Conference? at 0.59
- 10:05 AM——$1.77
Bought 4.214286 Yes for Will Warsh say "Pandemic" during September Press Conference? at 0.42
- 10:05 AM——$2.49
Bought 4.220339 No for Will Warsh say "Pandemic" during September Press Conference? at 0.59
- 10:05 AM——$1.00
Bought 1.694914 No for Will Warsh say "Pandemic" during September Press Conference? at 0.59
- 10:01 AMPEpeter012$2.86
Sold 35.71 No for Will Warsh say "AI" or "Artificial Intelligence" during September Press Conference? at 0.08
- 09:51 AMGAGarmonbozia$79.98
Bought 93 No for Will Warsh say "Dissent" during September Press Conference? at 0.86
- 09:48 AMRTRT-Portfolio$137.76
Bought 237.52 No for Will Warsh say "Pandemic" during September Press Conference? at 0.58
- 09:46 AMRTRT-Portfolio$96.00
Bought 200 Yes for Will Warsh say "Gas" or "Gasoline" or "Natural Gas" during September Press Conference? at 0.48
- 09:42 AMV4V4grant$1.00
Bought 14.285715 Yes for Will Warsh say "Good Afternoon" during September Press Conference? at 0.07
- 09:41 AMV4V4grant$5.05
Bought 21.956522 No for Will Warsh say "Inflation" 20+ times during September Press Conference? at 0.23
- 09:40 AM0X0xfB925fa6639114534737dFd41247d07A09a83781-1770293647905$3.60
Bought 360.047143 Yes for Will no statement by Warsh happen during September Press Conference? at 0.01
正在押注該事件的鯨魚錢包
常見問題
目前市場對「What will Kevin Warsh say during September Press Conference?」的共識是什麼?
截至最新更新,Good Day 以 90.5% 的獲勝機率領跑,其次是 AI / Artificial Intelligence(90%),以及 Productivity(89.5%)。該市場總成交量已達 $108.8K,顯示出充足的流動性與高交易參與度。
AI 公允價值與即時市場交易價值有何不同?
即時市場交易價值反映的是公眾情緒、訂單簿動能與投機資金。我們的 AI 公允價值則由量化模型獨立計算,剔除情緒炒作、專注底層數據。兩者出現顯著背離時即形成 EV 差,提示市場對某個結果可能存在錯誤定價。
目前哪個結果的期望值(EV)最高?
最新一輪測算顯示,Pressure 是最顯著的錯誤定價。市場對其隱含機率僅給到 47.5%,而我們的 AI 測算其公允價值為 56.7%——形成 +9.2% 的期望值差,是該市場中最具價值的標的。
市場共識是否對某個結果反應過度?
是的——資料顯示市場對 Software 存在明顯的反應過度。人群把其即時交易價值推高至 37%,但我們的公允價值評估認為其真實機率僅為 22.6%,形成 -14.4% 的負 EV 差,表明該合約被高估。
長尾資料中是否藏有高價值的黑馬選項?
當然有。除了頭部結果之外,我們的模型在排名靠後的選項中發現了被低估的潛力。Bet / Betting 擁有 +6.8% 的正 EV 差,Balance Sheet 則為 +5.5%。儘管量化層面更有支撐,這些合約仍被即時訂單簿低估。
