Nassetta 认为酒店需求与非住宅固定投资高度相关,后者增速近两倍于长期均值,因此看好2026年之后的需求。
展望2026年之后,我们对不断增强的需求背景保持乐观,尤其是我们所在细分市场的酒店需求与非住宅固定投资(NRFI)高度相关。过去6个季度(即将是第7个季度)NRFI的增速接近此前20年平均水平的2倍,为我们的业务提供了异常强劲且持久的宏观环境。原文 (en)
Looking beyond 2026, we remain optimistic about the strengthening demand backdrop particularly given the close correlation between hotel demand in our segments and non residential fixed investment or NRFI. NRFI growth for the past 6 and soon to be 7 quarters has been growing nearly 2x faster than the average rate over the prior 20 years, providing an unusually strong and durable macroeconomic for our business.