
Will Russia capture all of Vovchansk by...?
核心摘要
根據「Will Russia capture all of Vovchansk by...?」的最新預測市場資料,交易者已形成強烈共識。
目前,December 31 以壓倒性的 38.5% 獲勝機率主導市場;September 30 以 10.5% 位居第二。該市場的下注量已達 $927.9K,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
- December 31 (38.5%):December 31 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 39¢,顯示出市場的高度確信。僅該合約就已產生 $20.9K 的成交量。
🥈 第二梯隊:主要挑戰者
- September 30 (10.5%):作為最可行的替代選項,September 30 保持著 10.5% 的成真機率,其「Buy Yes」份額目前成交價為 11¢。
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 | December 31 | 38.5% | $20.9K | 39¢ | 62¢ |
| 2 | September 30 | 10.5% | $51.3K | 11¢ | 90¢ |
裁決規則
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: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:December 31 當前交易價為 38.5%,但我們的 AI 測算其公允價值僅為 37.3%,形成 -1.2% 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 September 30 識別為盤面上最具價值的機會。市場僅給予其 10.5% 的交易機率,而我們 AI 的公允價值評估為 12%——形成可觀的 +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% |
交易動態
以下是該事件的交易動態。
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
正在押注該事件的鯨魚錢包
常見問題
目前市場對「Will Russia capture all of Vovchansk by...?」的共識是什麼?
截至最新更新,December 31 以 38.5% 的獲勝機率領跑,其次是 September 30(10.5%)。該市場總成交量已達 $927.9K,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,September 30 是最顯著的錯誤定價。市場對其隱含機率僅給到 10.5%,而我們的 AI 測算其公允價值為 12%——形成 +1.5% 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 December 31 存在明顯的反應過度。人群把其即時交易價值推高至 38.5%,但我們的公允價值評估認為其真實機率僅為 37.3%,形成 -1.2% 的負 EV 差,表明該合約被高估。
