<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

安費諾

<p>Evercore 對安費諾保持樂觀展望，並升級了戴文能源的評級。安費諾因其在人工智能數據中心連接中的關鍵角色以及通過收購實現的收入增長而被保留為首選股票。戴文能源在與 Coterra 合併後被升級，Evercore 預計明年將實現 6 億美元的協同效應，同時保持有序的資本支出。這些建議突顯了人工智能基礎設施和能源行業整合中的結構性增長主題</p>

Evercore 對安費諾和戴文能源持樂觀態度