Graph neural networks (GNNs), as the de-facto model class for representation learning on graphs, are built upon the multi-layer perceptrons (MLP) architecture with additional message passing layers to allow features to flow across nodes. While conventional wisdom largely attributes the success of GNNs to their advanced expressivity for learning desired functions on nodes' ego-graphs, we conjecture that this is \emph{not} the main cause of GNNs' superiority in node prediction tasks. This paper pinpoints the major source of GNNs' performance gain to their intrinsic generalization capabilities, by introducing an intermediate model class dubbed as P(ropagational)MLP, which is identical to standard MLP in training, and then adopt GNN's architecture in testing. Intriguingly, we observe that PMLPs consistently perform on par with (or even exceed) their GNN counterparts across ten benchmarks and different experimental settings, despite the fact that PMLPs share the same (trained) weights with poorly-performed MLP. This critical finding opens a door to a brand new perspective for understanding the power of GNNs, and allow bridging GNNs and MLPs for dissecting their generalization behaviors. As an initial step to analyze PMLP, we show its essential difference with MLP at infinite-width limit lies in the NTK feature map in the post-training stage. Moreover, though MLP and PMLP cannot extrapolate non-linear functions for extreme OOD data, PMLP has more freedom to generalize near the training support.

本文通过引入中间模型PMLP，揭示了GNN的性能提升主要源于其本质上的泛化能力，而非原理层面上的增强表现力。同时，本文发现PMLP表现与GNN相当，但训练效率更高。该发现为解析GNN相关问题提供了新的视角。

图神经网络是内在良好的泛化器：通过建立GNN和MLP之间的联系进行深入探究