Nassetta 将酒店需求与 AI 驱动的投资周期挂钩,预计至少持续几年。
他表示,非住宅固定投资连续六个季度的增速接近其20年均值的两倍,酒店需求与之密切相关。他举出 AI 基础设施、数据中心、能源、桥梁和公路等需要商务出行的项目,并预计这种投资驱动的需求至少持续几年。原文 (en)
He said non-residential fixed investment has grown nearly twice as fast as its 20-year average for six quarters, and that hotel demand closely tracks it. He cited AI infrastructure, data centers, energy, bridges, and highways as projects that require business travel, often by middle-class workers, and said he expects that investment-driven demand to continue for at least a couple of years.