Harry Seekings：欧洲需要‘重新布线’以满足能源需求

关键论点

• 欧洲正在经历类似于北美的全球工业复兴，基础设施投资需求甚至更大。
• 欧洲是一个发达市场，需要重大重新布线以促进能源需求、能源转型和数字化。
• 利率结构性上升和通胀更具粘性的宏观经济变化导致融资成本更高。
• 需要创造性方法弥合股权所有者感知价值与当前利率环境现实之间的差距。

对应原文证据

1. It’s a developed market that needs significant rewiring. Apart from anything else, in order to facilitate Energy Demand, Energy Transition, and also Digitization. · medium-term
2. There’s been a change in the macroeconomics where interest rates are now structurally higher. We’re seeing stickier inflation. And what that means is financing is more expensive. · medium-term
3. And bridging the gap between sometimes the perception of value on the behalf of equity owners and the reality of value in the current interest rate environment requires a level of creativity, I think Apollo is best placed to provide. · medium-term