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学术前沿|UTD期刊中的“数字商科”相关研究 第五十一期

1. 赞助搜索拍卖的非参数估计及广告质量对搜索收入的影响

原标题:Nonparametric Estimation of Sponsored Search Auctions and Impact of Ad Quality on Search Revenue

期刊:Management Science

作者:Dongwoo Kim, Pallavi Pal

出版时间:2025-04-15

DOI:10.1287/mnsc.2023.02052

摘要:

本文提出了一个赞助搜索拍卖的实证模型,其中广告商根据出价和广告质量进行排名。我们的模型是在“不完全信息”设置下建立的,具有一般的质量评分规则。我们建立了广告主估价及其分布的非参数辨识,并引入了新的非参数估计器。使用雅虎搜索拍卖数据,估计价值分布,研究不同产品类别的竞价行为。我们还进行了反事实分析,以评估不同的质量评分规则对拍卖商收入的影响。针对特定产品的评分规则最多能使拍卖商的收入提高24.3%,而广告商的利润(- 28.3%)和消费者的福利(- 30.2%)则受到损害。收益最大化评分规则取决于市场竞争力。

Abstract: 

This paper presents an empirical model of sponsored search auctions where advertisers are ranked by bid and ad quality. Our model is developed under the “incomplete information” setting with a general quality scoring rule. We establish nonparametric identification of the advertiser’s valuation and its distribution given observed bids and introduce novel nonparametric estimators. Using Yahoo! search auction data, we estimate value distributions and study the bidding behavior across product categories. We also conduct a counterfactual analysis to evaluate the impact of different quality scoring rules on the auctioneer’s revenue. Product-specific scoring rules can enhance auctioneer revenue by at most 24.3% at the expense of advertiser profit (−28.3%) and consumer welfare (−30.2%). The revenue-maximizing scoring rule depends on market competitiveness.


2. 央行数字货币的采用

原标题:The Adoption of Central Bank Digital Currency

期刊:Management Science

作者:Emilio Barucci, Matteo Brachetta, Daniele Marazzina

出版时间:2025-04-03

DOI:10.1287/mnsc.2023.01504

摘要:

我们在部分均衡环境下调查央行数字货币(CBDC)的采用情况,重点关注四个关键特征:薪酬、货币激励、互操作性和架构。代理人对采用CBDC感兴趣,因为他们偏爱数字支付,央行可能会通过补贴和平台开发来鼓励采用,可能会与私营部门合作。我们的研究结果显示,薪酬方案和货币激励均显著影响采用率和交易量。通过对数字欧元案例研究的模型进行校准,我们发现,只要平台生产力得到大幅提升,使用CBDC的人口达到60%的目标是可以实现的。虽然这个目标在单层架构中是可行的,但在双层架构中,它变得更加具有挑战性。CBDC很可能会在与stablecoins的收养战中获胜,但在与借记卡的竞争中可能会失败。

Abstract: 

We investigate the adoption of Central Bank digital currency (CBDC) in a partial equilibrium setting, focusing on four key features: remuneration, monetary incentives, interoperability, and architecture. Agents are interested in adopting CBDC because they have a preference for digital payments, and the Central Bank may incentivize adoption through subsidies and platform development, potentially in collaboration with the private sector. Our results demonstrate that both the remuneration scheme and monetary incentives significantly influence the adoption rate and transaction volume. Calibrating the model for the digital euro case study, we show that the target of 60% of the population using CBDC can be achieved, provided that platform productivity is substantially enhanced. Although this target is feasible within a one-layer architecture, it becomes significantly more challenging in a two-layer setting. CBDC is likely to win the adoption battle against stablecoins but is likely to lose it against debit cards.


3. 全球虚拟工作:回顾、整合框架与未来研究机会

原标题:Global virtual work: a review, integrative framework, and future research opportunities

期刊:Journal of International Business Studies

作者:Fabian Jintae Froese, Tobias Blay, Jose Benitez

出版时间:2025-03-10

DOI:10.1057/s41267-025-00775-1

摘要:

数字化和全球干扰从根本上改变了我们对待工作的方式。近年来,全球虚拟工作变得越来越普遍,往往取代或补充传统的外派和国际商务旅行。为了推进对这一现象的理解,我们系统梳理了全球虚拟工作的文献,将其分为三个领域:全球虚拟团队、分布式工作和数字技术的使用。对于每个领域,我们研究了关键参与者、他们的目标、基本理论、方法和发现。第一个域提供了对全球虚拟团队有效性的前因、调节者和中介的洞察。第二个领域探索了针对不同分布式工作安排的个人和组织研究,如离岸外包、全球平台和全球游牧民。第三个领域涉及数字技术在促进全球虚拟工作中发挥的授权和调节作用。综合之前的研究,我们开发了一个多层次的概念框架,集成了全球虚拟工作的输入、过程和结果,提供了新颖的视角。我们概述了未来研究的四大主题:人、技术、背景和时间。此外,我们还研究了我们的发现对政策制定者、管理者和个体劳动者在全球虚拟工作不断演变的环境中的实际影响。

Abstract: 

Digitalization and global disruptions have fundamentally changed how we approach work. Global virtual work has become increasingly widespread in recent years, often replacing or complementing traditional expatriation and international business travel. To advance our understanding of this phenomenon, we systematically reviewed the literature on global virtual work, distinguishing it into three domains: global virtual teams, distributed work, and the use of digital technologies. For each domain, we examined key actors, their objectives, underlying theories, methodologies, and findings. The first domain provides insights into the antecedents, moderators, and mediators of the effectiveness of global virtual teams. The second domain explores individual and organizational research on diverse distributed work arrangements, such as offshoring, global platforms, and global nomads. The third domain addresses the enabling and moderating roles that digital technologies play in facilitating global virtual work. Synthesizing prior research, we developed a multilevel conceptual framework that integrates inputs, processes, and outcomes of global virtual work, offering novel perspectives. We outlined promising opportunities for future research across four themes: people, technology, context, and time. Additionally, we examined the practical implications of our findings for policymakers, managers, and individual workers as they navigate the evolving landscape of global virtual work.


4. “雪龙”与平台信息政策

原标题:“Sherlocking” and Platform Information Policy

期刊:Management Science

作者:Jay Pil Choi, Kyungmin Kim, Arijit Mukherjee

出版时间:2025-04-07

DOI:10.1287/mnsc.2024.05215

摘要:

平台运营市场可能会利用第三方卖家的数据开发竞争产品,但未来竞争的威胁可能会阻止卖家进入。我们将探讨这种权衡如何影响平台进入市场,以及它向第三方卖家收取的转介费。我们首先刻画了平台在不同承诺度下对自身进入政策的最优费用。我们发现,完全承诺不仅使平台的收益最大化,还使消费者剩余最大化,因为相关费用诱导卖家最大化进入。接下来,我们将展示平台关于其市场和产品部门之间信息共享的政策如何以及何时可以替代其进入承诺。我们描述了平台的最优信息政策,并研究了它如何与平台的费用结构相互作用。我们表明,彻底禁止平台各部门之间的信息共享可能会降低消费者福利,因为这可能会导致更高的转介费,阻碍卖家进入。我们的研究结果突显了在市场监管政策辩论中,将平台收费结构作为战略应对的重要性。

Abstract: 

Platform-run marketplaces may exploit third-party sellers’ data to develop competing products, but the threat of future competition can deter sellers’ entry. We explore how this trade-off affects the platform’s entry on the marketplace and the referral fee it charges to the third-party sellers. We first characterize the platform’s optimal fee under different degrees of commitment on its own entry policy. We show that full commitment maximizes not only the platform’s payoff but also consumer surplus, as the associated fee induces maximal entry by the sellers. Next, we show how and when the platform’s policy on information sharing between its marketplace and product divisions can substitute for its commitment to entry. We characterize the platform’s optimal information policy and examine how it interacts with the platform’s fee structure. We show that an outright ban on information sharing between the platform’s divisions can reduce consumer welfare as it may lead to a higher referral fee that thwarts sellers’ entry. Our findings highlight the importance of considering the platform’s fee structure as a strategic response in the policy debates on marketplace regulation.


5. Beyond Digital vs.IT:从组织逻辑的角度看他们关系的不为人知的故事

原标题:Beyond Digital vs. IT: The Untold Story of Their Relationship from an Organizing Logic Perspective

期刊:Information Systems Research

作者:Abayomi Baiyere, Markus P. Zimmer, Kalina S. Staykova, Jan Jöhnk

出版时间:2025-04-15

DOI:10.1287/isre.2021.0230

摘要:

数字和信息技术(IT)是学者和从业者用来指代围绕技术组织的两个概念。虽然有些人认为这些概念是同义词,但也有人认为它们不同。相关地,在许多旨在将数字技术纳入客户服务和运营流程的组织中,越来越多地发现数字和IT部门。这种共存表明,围绕数字和IT组织的基本逻辑存在质的差异。尽管此前的研究侧重于探索数字和IT在概念上的区别,但有人承认,它们在实践中作为词汇共存。事实上,数字和IT不仅共存,它们还相互作用,产生了迄今为止尚未被神化的关系。我们脱离了对数字与IT的关注,以digitalcumIT的视角来揭示这些关系及其对围绕技术组织的影响。基于组织逻辑的视角,我们将之前的文献综合成一个概念框架,实证研究数字转型的三个民族志研究中数字和IT单元之间的互动。在此基础上,我们识别并理论化了数字和IT相互依赖、互锁和面对的三种关系,并进一步解释了这些关系为什么会出现,以及它们如何在不同的动态中表现出来。由此产生的理论为理解围绕技术组织的关系本质提供了研究议程。

Abstract: 

Digital and information technology (IT) are two concepts that scholars and practitioners use to refer to organizing around technology. Although some consider these concepts synonymous, others consider them distinct. Relatedly, both digital and IT units are increasingly found in many organizations aiming to incorporate digital technologies into their customer offerings and operational processes. This coexistence suggests a qualitative difference in the underpinning logic of organizing around digital and IT. Although prior studies have focused on exploring how digital and IT are conceptually distinct, there is an acknowledgment that they coexist as vocabulary in practice. Indeed, not only do digital and IT coexist, they also interact, giving rise to relationships that have hitherto remained untheorized. We depart from the focus on digital versus IT and take a digital cum IT perspective to uncover these relationships and their implications for organizing around technology. Building on an organizing logic perspective, we synthesize prior literature into a conceptual framework to empirically investigate interactions between digital and IT units in three ethnographic studies of digital transformation. From this, we identify and theorize three relationships between digital and IT—interdepending, interlocking, and interfacing—and further explain why these relationships emerge and how they manifest in different dynamics. The resulting theorizing informs a research agenda for understanding the relational nature of organizing around technology.


6. 关系共振与内容创造

原标题:Relational Resonance and Content Creation

期刊:Management Science

作者:Tingting Song, Yi-Chun (Chad) Ho

出版时间:2024-12-17

DOI:10.1287/mnsc.2023.00830

摘要:

这项研究调查了领带形成如何影响社交媒体上用户生成内容的生产,为增强用户参与度和缓解社交媒体疲劳提供了见解。我们将tie形成概念化为一个涉及tie发起人和应答人的关系协同发展过程。在借鉴社会心理学文献的基础上,我们提出了一个框架,追踪发起者的社会认知如何在这个过程中演变,从主动扩展诱人的社会关系到获得回应的社会关系。我们框架的核心是一种我们称之为关系共振的感知机制,它培养内在动机,并促使发起者调整内容创作。利用YouTube的数据,我们开发了一个贝叶斯层次模型,以确定单个创作者的内容调整,通过视频量和观众参与度的变化来衡量。我们的结果显示,虽然发起者往往在收到响应性领带后减少内容制作,但他们创建的视频产生了更高的参与度,“赞”和“订阅”率分别提高了1.1和2.9个百分点。值得注意的是,收到响应性领带后,即使考虑到视频量的减少,每周平均也会增加66个赞和183个订阅,强化了内容创作策略中的“质量高于数量”原则。一项在线实验进一步阐明了观察到的调整行为背后的机制,为我们提出的框架提供了稳健的验证。讨论了对研究和实践的启示。

Abstract: 

This study investigates how tie formation shapes the production of user-generated content on social media, offering insights into enhancing user engagement and alleviating social media fatigue. We conceptualize tie formation as a relationship codevelopment process involving a tie initiator and a respondent. Drawing on social psychology literature, we propose a framework that traces how initiators’ social cognition evolves throughout this process—from proactively extending an inviting social tie to receiving a responsive one in return. Central to our framework is a perceptual mechanism we term relational resonance, which fosters intrinsic motivation and prompts initiators to adjust their content creation. Using data from YouTube, we develop a Bayesian hierarchical model to identify individual creators’ content adjustments, measured by changes in video volume and viewer engagement. Our results reveal that while initiators tend to reduce content production after receiving a responsive tie, the videos they create generate higher engagement, with “like” and “subscribe” rates increasing by 1.1 and 2.9 percentage points, respectively. Remarkably, the receipt of a responsive tie leads to average weekly increases of 66 likes and 183 subscriptions even after accounting for the decrease in video volume, reinforcing the “quality over quantity” principle in content creation strategies. An online experiment further elucidates the mechanism underlying the observed adjustment behavior, providing robust validation for our proposed framework. Implications for research and practice are discussed.


7. 提供算法性能信息能促进人类的库存订购行为吗?

原标题:Can Providing Algorithmic Performance Information Facilitate Humans’ Inventory Ordering Behaviors?

期刊:Information Systems Research

作者:Yingda Lu, Xueming Luo, Liqiang Huang, Danni Wang

出版时间:2025-04-11

DOI:10.1287/isre.2022.0621

摘要:

近年来,公司越来越多地采用算法决策系统(ADS)来取代人类。在本文中,我们关注的是在库存订购决策的背景下,ADS如何促进人力经理的决策,而不是完全取代人,特别是向人力经理提供ADS绩效信息的效果。通过一对实地实验,我们的研究结果表明,提供ADS性能信息可以改善他们的库存订购决策。有趣的是,提供正面和负面的ADS业绩信息可以增强人力经理的库存订购决策,后者被证明更加有效。我们的分析显示,合规和审议是ADS业绩透明度影响库存订购决策的两种机制。此外,我们探索了异质效应,发现披露广告业绩信息更有助于人力经理监管销售额较低、不确定性较高的产品,从而解决人力经理最依赖算法建议的痛点。我们的研究结果还显示,ADS业绩信息作为一种均衡器,对业绩较差的管理者更有利。这些结果证明了算法性能透明度在人类采用ADS中的重要性,并阐明了在企业内部使用ADS的管理含义。

Abstract: 

Over recent years, companies have been increasingly adopting algorithmic decision systems (ADS) to replace humans. In this paper, we focus on how ADS facilitates human managers’ decision making rather than replacing humans altogether in the context of inventory ordering decisions, specifically on the effect of providing ADS performance information to human managers. Using a pair of field experiments, our results suggest that providing ADS performance information can improve their inventory ordering decisions. Interestingly, providing both positive and negative ADS performance information enhances human managers’ inventory ordering decisions, with the latter proving even more effective. Our analyses reveal that compliance and deliberation are two mechanisms through which ADS performance transparency influences inventory ordering decisions. Furthermore, we explore the heterogeneous effect and find that disclosing ADS performance information is more helpful for human managers overseeing products with lower sales and higher uncertainty, thus solving the pain points where human managers rely on algorithmic recommendations the most. Our results also show that ADS performance information serves as an equalizer that benefits low-performing managers more. These results demonstrate the importance of algorithm performance transparency in the human adoption of ADS and shed light on the managerial implications of using ADS within corporations.