arXiv:2603.19167cs.CL2026-03中稿 · ACL

测试大模型在反事实博弈中的真实策略推理能力。

Evaluating Counterfactual Strategic Reasoning in Large Language Models

  • 设计反事实版囚徒困境和剪刀石头布游戏
  • 发现模型对奖励变化不敏感,泛化能力差
  • 适合研究模型是否真会策略思考的学者

我们在重复博弈场景中评估大语言模型(LLMs)的表现,以判断其策略行为是源于真实推理,还是依赖记忆模式。针对经典的囚徒困境(PD)和剪刀石头布(RPS)游戏,我们引入反事实变体,改变收益结构与动作标签,打破原有对称性和占优关系。通过多指标评估框架,对比默认版本与反事实版本的表现,揭示了模型在激励敏感性、结构泛化性和反事实环境下的策略推理能力存在明显局限。

原文摘要 · Abstract (English)

We evaluate Large Language Models (LLMs) in repeated game-theoretic settings to assess whether strategic performance reflects genuine reasoning or reliance on memorized patterns. We consider two canonical games, Prisoner's Dilemma (PD) and Rock-Paper-Scissors (RPS), upon which we introduce counterfactual variants that alter payoff structures and action labels, breaking familiar symmetries and dominance relations. Our multi-metric evaluation framework compares default and counterfactual instantiations, showcasing LLM limitations in incentive sensitivity, structural generalization and strategic reasoning within counterfactual environments.

博弈推理大模型评估反事实

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