【摘要】 数字经济时代，数字平台生态系统是当前业界及学界关注的热点。现有研究已发现数据驱动对数字平台生态系统竞争优势有促进作用，但对具体作用机制缺乏分析。本文在明确数据驱动构成要素及其相互作用的基础上，厘清数据驱动提升数字平台生态系统竞争优势的机制，并进一步阐明该机制在数字交易平台与数字创新平台中的区别。本文认为：（1）数据驱动是数据、机器学习算法与算力和人3种要素协同作用释放数据价值的过程；（2）数据驱动提升数字平台生态系统竞争优势的机制存在两个阶段：第一阶段，数据驱动与数字平台生态系统中的多种主体持续互动，形成数据网络效应；第二阶段，数据网络效应促进数字平台规模化和差异化，提升生态系统竞争优势；（3）上述机制在数字交易平台与数字创新平台间存在差异，数字交易平台在第一阶段启动成本更低、用户和互补者互动更多，在第二阶段更多通过规模化提升生态系统竞争优势；数字创新平台在第一阶段涉及数字平台企业和互补者互动更多，在第二阶段更多通过差异化提升生态系统竞争优势。本文对数字平台生态系统利用数据驱动提升竞争优势有启示意义。更多还原

【Abstract】 In the era of digital economy,digital platform ecosystem is a hot topic in current practice and academia.Existing research has recognized the promoting effect of data driven on competitive advantage of digital platform ecosystem,but there is a lack of analysis of its mechanism.On the basis of defining data-driven components and their interactions,the mechanism of data driven enhancing digital platform ecosystem competitive advantage is clarified,and differences between the digital transaction platform and the digital innovation platform are further clarified.The findings are as follows:(1) Data driven is a process in which the three elements-data,machine learning algorithms and computing power,and human-match and interact to release the value of data;(2) The mechanism of data driven enhancing digital platform ecosystem competitive advantage can be divided into two stages.In the first stage,data driven interacts continuously with multiple agents in a digital platform ecosystem to form data network effect.In the second stage,data network effect enhances ecosystem competitive advantage through the scale and differentiation of digital platform;(3) The above mechanisms are different between the digital transaction platform and the digital innovation platform.The digital transaction platform has lower start-up costs and more interactions between users and complementors in the first stage,and is more likely to enhance ecosystem competitive advantage through scale in the second stage.The digital innovation platform involves more interaction between the digital platform firms and complementors in the first stage,and is more likely to enhance ecosystem competitive advantage through differentiation in the second stage.The study has implications for digital platform ecosystem to use data driven to enhance competitive advantage.更多还原