摘要
以2011—2014年中国互联网上市公司为样本,采用面板数据固定效应回归模型,考察了企业业务战略对信息技术(IT)投资效果的驱动作用。研究发现,移动互联业务的开展对互联网企业IT投资与运营效率之间的关系具有显著的调节作用。在企业开展移动互联业务之初,信息技术投资整体上表现为增加成本、降低运营效率的不利影响;随着移动互联业务的深入开展,IT资源的配置效率以及相关的组织能力得到增强,此时信息技术投资将明显表现出提升企业效率的积极效果。结果表明,新业务的成功开展能够扩展IT资源运用空间、积累新的运用经验,是发挥企业IT投资价值的重要驱动因素。
This paper examines whether new business development is a driving factor in realizing the potential of IT investment and facilitating the business-IT alignment. The sample contains listed Chinese internet companies over the period of 2011 to 2014. Data are collected mainly from annual reports and databases such as CSMAR Fixed-effect model regression allowing heterogeneous intercepts is used to deal with unobservable firm-specific indi- vidual effects. The paper finds that mobile intemet business helps increase intemet firms＇ efficiency, and more im- portantly, the development of mobile internet business also has a significant effect on the relationship between IT investment and firm efficiency. The results show that IT investment has a negative effect on efficiency for firms in the early development of mobile internet business, but has a positive impact on efficiency for firms with higher proportions of mobile intemet business. These findings suggest that in the process of launching and opera- ting a new business, the net effect of IT investment is initially negative, but becomes positive when newly inves- ted IT resources and complementary organizational capabilities reach a satisfactory level.
作者
段霄
武常岐
DUAN Xiao WU Changqi(Guanghua School of Management, Peking University, Beijing 100871, China)
出处
《科学学与科学技术管理》
CSSCI
CSCD
北大核心
2017年第3期70-82,共13页
Science of Science and Management of S.& T.
基金
国家科技重大专项(2013ZX03002010)
中国博士后科学基金资助项目(2015M580020)
