Column: 25 is the “Sengoku period” of autonomous driving, and President-elect Trump is the accelerator12/31/2024 8:08 AM GMT+9
Competition for autonomous driving will begin in earnest in 2025. Automobile manufacturers, starting with US Tesla, are on the offensive in the market where McKinsey estimates that it will be on a scale of 40 billion dollars by 35, but it may not be easy to obtain the benefits.
Cars that don't require humans to put their hands on the steering wheel are appearing. In the industry, autonomous driving technology is classified at levels 0 to 5, from partial support functions such as warnings to fully autonomous driving that does not require human involvement. Waymo in the American alphabet, China's Pony AI (Pony AI), and Baidu are already driving level 4 rentable cars called robot taxis without a driver in the test zone. According to Canalis, among the cars sold in '24, only 5.5% are level-2+ cars that automatically perform cruise control and lane changes to maintain a constant speed during driving.
The next US President Trump may be the detonator. According to the US newspaper Washington Post, he is AI (artificial intelligence...

$S&P 500 Index (.SPX.US)$It surged by over 50% from early 2023 to the end of 2024, with a market cap increase of 18 trillion dollars. However, Wall Street is currently monitoring the potential factor that could ultimately inhibit this rise.Factors that could ultimately inhibit this riseas observed by Wall Street, the possibility of "US bond yields exceeding 5%"as observed by Wall Street, the possibility of "US bond yields exceeding 5%"from interfering with this increase.
Only 6 trading days have passed in the US stock market since the beginning of 2025, and the S&P 500 index has plummeted as if it 'returned to its original level' in no time.is in effect.The closing price last Friday hit the lowest level since November 5 last year, completely offsetting the post-election gains.The US bond market is under selling pressure, with the yield on 10-year US Treasury approaching a peak of 5%.。
For several months, stock traders have been focusing on the tax cuts promised by the incoming President Trump and the endless potential of Artificial Intelligence (AI). However, last weekU.S. bond yields reached an ominous leveland as stock prices fell, interest in this risk began to increase.
$U.S. 20-Year Treasury Bonds Yield (US20Y.BD)$The yield temporarily exceeded 5% last Wednesday and reached the highest level since November 2, 2023, on Friday. The...

$Mitsubishi UFJ Financial Group (8306.JP)$In the presidential election.

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