[1]CYERT R M,MARCH J G.A behavioral theory of the firm[M].NJ:Englewood Cliffs,1963.
[2]HAYNES K T,HILLMAN A.The effect of board capital and CEO power on strategic change[J].Strategic Management Journal,2010,31(11):11451163.
[3]LIM E N,MCCANN B T.Performance feedback and firm risk taking:the moderating effects of CEO and outside director stock options[J].Organization Science,2013,25(1):262282.
[4]PARK K M.Antecedents of convergence and divergence in strategic positioning:the effects of performance and aspiration on the direction of strategic change[J].Organization Science,2007,18(3):386402.
[5]GREVE H R.A behavioral theory of R&D expenditures and innovations:evidence from shipbuilding[J].Academy of Management Journal,2003,46(6):685702.
[6]JOSEPH J,KLINGEBIEL R,WILSON A J.Organizational structure and performance feedback:centralization,aspirations,and termination decisions[J].Organization Science,2016,27(5):10651083.
[7]王菁,程博,孙元欣.期望绩效反馈效果对企业研发和慈善捐赠行为的影响[J].管理世界,2014(8):115133.
[8]PARK K M.Antecedents of convergence and divergence in strategic positioning:the effects of performance and aspiration on the direction of strategic change[J].Organization Science,2007,18(3):386402.
[9]KUUSELA P,KEIL T,MAULA M.Driven by aspirations,but in what direction? performance shortfalls,slack resources,and resourceconsuming vs.resource‐freeing organizational change[J].Strategic Management Journal,2017,38(5):11011120.
[10]CROSSLAND C,ZYUNG J,HILLER N J,et al.CEO career variety:effects on firmlevel strategic and social novelty[J].Academy of Management Journal,2014,57(3):652674.
[11]WOWAK A J,MANNOR M J,ARRFELT M,et al.Earthquake or glacier? how CEO charisma manifests in firm strategy over time[J].Strategic Management Journal,2016,37(3):586603.
[12]KACPERCZYK A,BECKMAN C M,MOLITERNO T P.Disentangling risk and change:internal and external social comparison in the mutual fund industry[J].Administrative Science Quarterly,2015,60(2):228262.
[13]GREVE H R.Performance,aspirations,and risky organizational change[J].Administrative Science Quarterly,1998(5):5886.
[14]连燕玲,贺小刚,高皓.业绩期望差距与企业战略调整——基于中国上市公司的实证研究[J].管理世界,2014(11):119132.
[15]MCDONALD M L,WESTPHAL J D.Getting by with the advice of their friends:CEOs' advice networks and firms' strategic responses to poor performance[J].Administrative Science Quarterly,2003,48(1):132.
[16]SEMADENI M,ANDERSON B S.The follower's dilemma:innovation and imitation in the professional services industry[J].Academy of Management Journal,2010,53(5):11751193.
[17]DESAI V M.The behavioral theory of the (governed) firm:corporate board influences on organizations' responses to performance shortfalls[J].Academy of Management Journal,2016,59(3):860879.
[18]WOMACK K L.Do brokerage analysts' recommendations have investment value[J].The Journal of Finance,1996,51(1):137167.
[19]DOUKAS J A,KIM C F,PANTZALIS C.The two faces of analyst coverage[J].Financial Management,2005,34(2):99125.
[20]韩洁,田高良,封华.分析师跟进对并购绩效的影响研究[J].系统工程理论与实践,2016,36(2):400412.
[21]LITOV L P,MORETON P,ZENGER T R.Corporate strategy,analyst coverage,and the uniqueness paradox[J].Management Science,2012,58(10):17971815.
[22]RAO H,GREVE H R,DAVIS G F.Fool's gold:social proof in the initiation and abandonment of coverage by Wall Street analysts[J].Administrative Science Quarterly,2001,46(3):502526.
[23]BENNER M J.Securities analysts and incumbent response to radical technological change:evidence from digital photography and internet telephony[J].Organization Science,2010,21(1):4262.
[24]HONG H,KUBIK J D.Analyzing the analysts:career concerns and biased earnings forecasts[J].The Journal of Finance,2003,58(1):313351.
[25]DURU A,REEB D M.International diversification and analysts' forecast accuracy and bias[J].The Accounting Review,2002,77(2):415433.
[26]BHUSHAN R.Firm characteristics and analyst following[J].Journal of Accounting and Economics,1989,11(2):255274.
[27]WOWAK A J,MANNOR M J,ARRFELT M,et al.Earthquake or glacier? how CEO charisma manifests in firm strategy over time[J].Strategic Management Journal,2016,37(3):586603.
[28]DESAI V M.Constrained growth:how experience,legitimacy,and age influence risk taking in organizations[J].Organization Science,2008,19(4):594608.
[29]BROMILEY P,HARRIS J D.A comparison of alternative measures of organizational aspirations[J].Strategic Management Journal,2014,35(3):338357.
[30]GENTRY R J,SHEN W.The impacts of performance relative to analyst forecasts and analyst coverage on firm R&D intensity[J].Strategic Management Journal,2013,34(1):121130.
[31]O'BRIEN J P,DAVID P.Reciprocity and R&D search:applying the behavioral theory of the firm to a communitarian context[J].Strategic Management Journal,2014,35(4):550565.
[32]HIMMELBERG C P,HUBBARD R G,PALIA D.Understanding the determinants of managerial ownership and the link between ownership and performance[J].Journal of Financial Economics,1999,53(3):353384.
[33]ZHOU K Z,GAO G Y,ZHAO H.State ownership and firm innovation in China:an integrated view of institutional and efficiency logics[J].Administrative Science Quarterly,2017,62(2):375404.
[34]ZHANG Y,QU H.The impact of CEO succession with gender change on firm performance and successor early departure:evidence from China's publicly listed companies in 19972010[J].Academy of Management Journal,2016,59(5):18451868. |