日本化工：亚洲投资者调研反馈-生成式 AI 相关个股（含后端、CCL 领域）关注度高-Japan Chemicals_ Specialty_ Asia investor visit feedback_ High interest in gen-AI related stocks, including back-end_CCL

26 January 2026 | 6:58AM JST Equity Research Japan Chemicals: Specialty: Asia investor visit feedback: High interest in gen-AI related stocks, including back-end/CCL From January 21-23, we visited Asia (Hong Kong) and had the opportunity to meet with about 30 investors over three days. We summarize the key takeaways within. Overall, we note that interest was concentrated on generative AI-related materials, and our impression was that investor views were more positive compared with our last visit. There was ...