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作者是最近在媒体上很红的538.com网主Nate Silver. 这位老兄本来是在搞棒球统计,据说创造了一套模组可以 成功的预测棒球选手的表现。今年三月建了538.com,成功 的预测了民主党初选的结果,因此一炮而红。 他在民调解读跟分析上看来很有一套,最近才因为把左格比 民调批的体无完肤而惹的左格比老兄不太高兴。他的网站提供 的资讯还有一个特殊的地方,就是他不仅仅是把民调平均起来 呈现结果,他会把不同的民调做不同的加权(近期的民调加权 比较重),再参考全国的民调趋势估计出各州两位主要候选人可 能的得票率,然後再按照程式模拟民调因为误差或采样错误而 产生的各种可能结果,来算出各候选人在各州的胜选机率如何。 ncyc大认为Silver的计算给马侃在FA 33%跟NC 41%对欧巴马的选 情过度乐观,是否如此我不清楚,事後也恐怕很难证实这估计是不 是过份有利於欧巴马。马侃如果明天早上拿下FA或NC, 你也不能说他不准,毕竟33%跟41%还是很有可能发生。 不过目前针对提前投票的选民的民调显示欧巴马在这两州的提前 投票动员有不小的领先优势,差距大概是15%以上。目前FA已经有 4,272,280位选民投完票,上届总票数的55.9%(上届提前投票的比 例36.1%),NC有2,597,650位选民完成投票,上届总票数的73.1%( 上届提前投票的比例30.8%)。马侃需要在剩下未投票的选民中获 得大胜才能扳回局势。 当然你可以争论提前投票不过是让本来就会投你的选民早一点投给你 而已,毫无意义。不过对於打组织战的地面部队来讲,只要确认选民 早一刻把票投进去,他们就可以把这些选民的名字从动员名单上划掉 ,不用再浪费时间催促他们投票;在你的对手还在花工夫打电话催己 方阵营的忠实选民投票时,你可以把精力集中在其他意向不那麽坚定 的选票上。这或许会在极接近的选战中造成影响。从这点来看欧巴马 在这两州的胜算应该都至少稍大於50%。反驳的理论还是有,不过不论 哪种理论都只是对现象的主观诠释,再过十几个小时我们会知道结果。 http://www.newsweek.com/id/167186 What to Watch For An hour-by-hour guide to election night. In 2000 and 2004, the outcome of the presidential race was unknown into the wee hours of the morning (and indeed for several weeks thereafter in 2000). This time, it is possible that we will be able to guess the winner of the presidential race relatively early in the evening. Regardless, there will be plenty to watch Tuesday night, particularly for those who can appreciate a good slugfest in the Senate. And lest we count John McCain out, we need only remember the polling disasters that befell states like New Hampshire in this year's primaries. Here, then, is what I will be watching each hour on election night. 6 PM EST. Polls close in portions of Indiana and Kentucky. Traditionally, these are the first states to get called by the networks, spotting the Republicans a quick 19 points in the Electoral College. This year, however, is liable to be a little bit different. Indiana is far more competitive than usual, and is probably the state with the greatest disparity in ground games: the Obama campaign has 42 field offices open there, whereas McCain neglected the state entirely until recently. The responsible thing to do would be for the networks to hold off until at least 7 PM to project Indiana, when polls have closed in Gary and the northwestern part of the state just across the border from Chicago—where Obama hopes to rack up huge margins among black and working-class voters. If for some reason the state is called before 7 PM for John McCain, that probably means we're in for a long night. If, on the other hand, the state is called for Obama in the first hour after the polls close, that could indicate that the force of Obama's field operation has been underestimated, and that McCain is in for a catastrophically poor evening. (Speaking of which, Indiana's equivalent on the Senate side of things might in fact be Kentucky, where Mitch McConnell remains the favorite but where he could be vulnerable in the event of an anti-incumbent wave.) 7 PM EST. Polls close in Virginia and Georgia, as well as most of Florida and most of New Hampshire. Virginia, for my money, is the most important state in this election. If John McCain loses it, his path to victory is exceptionally narrow—he would need to pull out an upset in Pennsylvania, while holding on to Florida and Ohio, and avoiding a sweep out West. Barack Obama has considerably more ways to win without Virginia, but a failure to close out the state would suggest at best a more circuitous route to victory. As Obama remains about five points ahead in most polls of Virginia, what we're really looking for is a quick call on anything before 8 PM that would indicate that the map has indeed changed from 2004, and not in McCain's favor. Georgia and New Hampshire are a bit less essential electorally, but they may tell us the most about whether the polls are off in this election. If there's one state where Obama is likely to overperform his polls, it's in Georgia, where 35 percent of early voters are African-American, and where almost 30 percent of them did not vote in 2004. These are the sorts of voters that may erroneously be screened out by "likely voter" models that rely on past voting history. Obama could not only carry the state, but he might help boost Jim Martin to victory in the U.S. Senate race there—giving the Democrats a plausible path to a 60-seat caucus. On the other hand, if there is any state where the polls might overestimate Obama's numbers, it's in New Hampshire, where nearly the entirely electorate is white and where Obama was famously upset by Hillary Clinton during the primaries. If McCain holds Obama to within about five points in New Hampshire —closer than any current polls—we may need to be worried about some sort of Bradley Effect. 7:30 PM EST. Polls close in Ohio and North Carolina. The dynamic to look for in these states involves early voting: more than twice as many people have voted early in North Carolina as did in 2004, and nearly three times as many in Cuyahoga County (Cleveland), Ohio. Recent polling indicates that Obama may have a lead of 20-30 points among early voters in Ohio and a 10-20 point lead in North Carolina. If Republican turnout is at all depressed on Election Day—because of anything from bad weather to low morale—that may be too large a deficit for McCain to make up. 8 PM EST. Polls close in Pennsylvania, Michigan and Missouri. Use caution when interpreting the results from these three states; Missouri in particular is notorious for nearly having been called prematurely both in the 2006 senate race and in this year's Democratic primary. In each state, Barack Obama will rack up huge vote totals in the cities (Philadelphia, Detroit and St. Louis respectively) while trying to hold his own in the rest of the state. If the city numbers come in first, Obama's margins will be exaggerated. If the rural numbers come in first, Obama's prospects will be much better than they appear. But Pennsylvania in particular is the one to watch. If Barack Obama holds onto Pennsylvania—the only state where John McCain seems to have been closing the gap over the last week of the campaign—then winning virtually any red state (Virginia, Florida, Ohio, Colorado, Missouri) would probably clinch the election for him. 9 PM EST. Polls close in Colorado, New Mexico, Wisconsin and Minnesota. Wisconsin and Minnesota should be called fairly quickly for Obama; if they aren't, that's a sign that something has gone truly wrong for the Democratic ticket. New Mexico looks like a safe Obama-state too, but since its vote-counting is notoriously slow, it may take longer to call. The key number to watch in Minnesota should be the difference between Obama's margin of victory and Al Franken's tally in his Senate race against Norm Coleman. If Franken is staying within 5-7 points of Obama as the vote begins to roll in— say, for example, Franken leads by 2 while Obama leads by 7—then Obama's coattails should carry Franken into the Senate. If not, the race may be Norm Coleman's to lose. Colorado, meanwhile, is the last of what I'd characterize as this year's "Big Three" states (the others are Pennsylvania and Virginia). If Pennsylvania and Virginia have split their votes (and Obama hasn't picked up Ohio or Florida), then Obama probably wins if he wins Colorado, and loses if he doesn't. 10 PM EST. Polls close in Nevada, Iowa, Montana and New York. This is the earliest point at which the race might be officially called for Barack Obama—there just aren't enough electoral votes out there, even if he's swept every swing state, to get him to 270 until New York's 31 come in. But assuming that we don't know the outcome of the election by this time, Nevada, where Obama has expanded his lead and where much of the state has already voted, could be Obama's ace in the hole—possibly offsetting a loss in Pennsylvania if paired with other pickups like Colorado and Virginia. The key area to watch in Nevada is Washoe County (Reno), which John Kerry lost by 4 points in 2004 but where the Obama campaign has registered thousands of new voters. If Obama wins Washoe, that means the state—and probably the country— is his. 11 PM EST. Polls close in California, Oregon and Washington. None of these states are in play in the presidential contest this year. The status of the race, however, could have a potential impact on California's Proposition 8, which seeks to strike down same-sex marriage. If Obama appears as though he's headed toward a landslide victory, crestfallen conservatives might not bother heading for the polls to vote for Prop 8. Finally, even if the presidential race has been called by that point, Democrats looking for a little schadenfreude may want to stay up late until the midnight poll close in Alaska, where Ted Stevens is almost certain to be bounced from his Senate seat by Democratic challenger Mark Begich. Should the Democrats pull out an upset in Georgia or Kentucky, it may be Stevens' seat that gets them over the top to a 60-man majority. Nate Silver is the creator of FiveThirtyEight.com, a popular political blog. 本文愿意开放自由转载 -- Obama doesn't need extra votes, especially votes in safe bule states like California or Vermont. Vote Nader, vote your conscience, give those arrogant Democratics who take your votes for granted a warning! --



※ 发信站: 批踢踢实业坊(ptt.cc)
◆ From: 122.127.66.160 ※ 编辑: swallow73 来自: 122.127.66.160 (11/04 20:50)
1F:推 ncyc:按照RCP平均,我个人认为NC的机率与MO相近 11/04 20:50
2F:→ ncyc:FL+1.2还是太过接近,应该算Toss up 11/04 20:52
※ 编辑: swallow73 来自: 122.127.66.160 (11/04 20:58)
3F:→ swallow73:这样看的确是有道理,不过MO没有如此大规模的提前投票 11/04 20:59
4F:→ swallow73:(网页上没资料,不知是否是今年没有这项措施),理论上 11/04 21:00
5F:推 ncyc:目前最刺激的就是没有提前投票的PA 11/04 21:00
6F:→ swallow73:这有可能造成在动员困难度上的差距 11/04 21:00
7F:推 ncyc:民调基本上没有去管提前或是落後的,另外左克比民调起伏太大 11/04 21:02
8F:→ ncyc:名声到是在04年大选就毁了 11/04 21:03
9F:→ swallow73:有些州层级的民调有特别在问选民是否提前投下选票 11/04 21:05
10F:→ ncyc:拉斯穆森最终报告是Obama+5,我倾向这个数字或+/-1 11/04 21:05
11F:→ swallow73:另外上面的数字印象中来源是PPP,当然你可以说PPP的数字 11/04 21:06
12F:→ swallow73:对民主党候选人比较有利... 11/04 21:06
13F:→ swallow73:再加上我先前批评左格比呈现马侃领先的一日样本太小, 11/04 21:07
14F:→ swallow73:同样的批评当然也可以用在提前投票上,这些选民只是总样 11/04 21:07
15F:→ swallow73:本的一部份(虽然在FA跟NC可能是比较大的一块),误差当然 11/04 21:08
16F:→ swallow73:也会较大 11/04 21:08
17F:推 Dan100:MO 没有提前投票 (只有 absentee ballot) 11/04 21:24
18F:→ Dan100:另外,提前投票的大幅领先,有可能造成西瓜效应 11/04 21:25
19F:→ Dan100:如果 McCain 选民觉得赢不了,留在家里的机率会变大 11/04 21:27
20F:→ Dan100:如果 McCain 选民觉得赢不了,不去投票的机率会比较大 11/04 21:28
21F:→ Dan100:所以即使民调接近,欧巴马拿下NC跟FL的机率还是比拿下MO大 11/04 21:29
22F:→ swallow73:V大说过这反而会激起另一边选民的危机意识,这也很有道理 11/04 21:33
23F:→ swallow73:事前你无法知道哪个有道理的现象解释会发生,或哪个效应 11/04 21:34
24F:→ swallow73:比较强. 11/04 21:34
25F:→ swallow73:就像布莱德雷效应一样,根据Pollster.com对所谓专家的调 11/04 21:36
26F:→ Dan100:的确,不过危机意识在某一边(看来)大幅领先时比较不容易产 11/04 21:36
27F:→ swallow73:查,越是立场偏保守的专家越倾向认为这会影响选情,立场 11/04 21:36
28F:→ swallow73:越自由派的则相反.这多少都夹杂着主观期待在. 11/04 21:37
29F:→ Dan100:生。加上两边组织动员跟运作能力像是小学生跟博士班的差距 11/04 21:38
30F:→ Dan100:Bradley 效应我觉得是保守派的最後一丝希望,所以他们把发 11/04 21:39
31F:→ Dan100:生的可能性放大了。昨天晚上很多共和党的操盘手都承认, 11/04 21:40
32F:→ Dan100:看不出有 McCain 胜选的可能(然後开始找下台阶跟代罪羔羊) 11/04 21:41
33F:推 ncyc:马侃想赢需要神蹟 11/04 21:42
34F:→ swallow73:至少马侃不会缺保守派教会的虔诚祷告. 11/04 21:45
35F:推 Dan100:哈...的确。听说真的有教会的人在投票所前面祷告 11/04 21:47
36F:→ Dan100:说要等开完票 McCain 胜利才走 11/04 21:47
37F:推 Vieira:CNN直拨 O似乎在芝加哥正在投票 11/04 21:51
38F:→ swallow73:对了,不晓得NC现在的天气如何.先前看的预报好像气候不太 11/04 21:54
39F:→ swallow73:好,对众多支持者还没投票的阵营可能会比较吃亏 11/04 21:55
40F:→ Vieira:Biden也投完了 McCain之後也会投 11/04 21:58
41F:→ Dan100:MO 现在天气很好,白天温度大概是摄氏十几二十度 11/04 22:01
42F:推 aoishingo: 我太嫩了 看不懂这篇... 11/08 16:45







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