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竞争隔离PSM-DID框架在平台干预评估中的应用
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本文提出了一种新的因果框架Competitive Isolation PSM-DID,用于评估搜索型双边市场中的平台干预措施,有效降低了系统性效应导致的偏差,并成功应用于大规模市场。

arXiv:2511.01329v1 Announce Type: new Abstract: Evaluating platform-level interventions in search-based two-sided marketplaces is fundamentally challenged by systemic effects such as spillovers and network interference. While widely used for causal inference, the PSM (Propensity Score Matching) - DID (Difference-in-Differences) framework remains susceptible to selection bias and cross-unit interference from unaccounted spillovers. In this paper, we introduced Competitive Isolation PSM-DID, a novel causal framework that integrates propensity score matching with competitive isolation to enable platform-level effect measurement (e.g., order volume, GMV) instead of item-level metrics in search systems. Our approach provides theoretically guaranteed unbiased estimation under mutual exclusion conditions, with an open dataset released to support reproducible research on marketplace interference (github.com/xxxx). Extensive experiments demonstrate significant reductions in interference effects and estimation variance compared to baseline methods. Successful deployment in a large-scale marketplace confirms the framework's practical utility for platform-level causal inference.

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双边市场 平台干预 因果推断 PSM-DID 竞争隔离
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