<div id="readability-page-1">AI hardware bet: Evercore kept Amphenol as a top pick, citing its key role in AI data center connectivity and strong revenue growth from strategic acquisitions. Energy merger boost: Devon Energy was upgraded after its merger with Coterra, with Evercore forecasting $600 million in synergies next year and disciplined capital spending. Investor implications: Both calls reflect Evercore’s focus on structural growth themes, offering investors exposure to AI infrastructure and energy sector consolidation.</div>

CTRA

戴文能源

安费诺

<p>Evercore 对安费诺保持乐观展望，并升级了戴文能源的评级。安费诺因其在人工智能数据中心连接中的关键角色以及通过收购实现的收入增长而被保留为首选股票。戴文能源在与 Coterra 合并后被升级，Evercore 预计明年将实现 6 亿美元的协同效应，同时保持有序的资本支出。这些建议突显了人工智能基础设施和能源行业整合中的结构性增长主题</p>

Evercore 对安费诺和戴文能源持乐观态度