ティアフォー上場で注目集まる自動運転銘柄／骨太の方針にも重要戦略分野に指定／30年度に自動運転のバスやタクシーなど1万台目標｜注目銘柄：アイサンテクや日産自、いすゞなど【和島英樹氏｜日本株の銘柄選び】

✅The stock prices, indices, and other figures displayed on the screen are as of the broadcast date of July 22, 2026. 🔍Unlimited access to information useful for investment decisions! 👀 ▼Investment points interpreted by professionals are here▼ https://www.nikkei-cnbc.co.jp/guide/#... 🎥 Four programs on weekdays! Listen to expert commentary exclusively for members! ▼ Nikkei CNBC One Coin (490 yen/month, tax included)    / @nikkeicnbc   ────────────────── 🔔Please subscribe, like, and support us! ▼Nikkei CNBC YouTube    / @nikkeicnbc   ────────────────── 📺Watch Nikkei CNBC! "au Hikari TV Service" Up to 2 months free campaign underway! https://auhikari.tv/?utm_source=CNBC&... "Interest in Autonomous Driving Related Industries Increases with Tier IV's IPO" Commentary: Hideki Wajima (Nikkei CNBC Commentator) Moderator: Sasaki Manami (Nikkei CNBC Caster) 〈Table of Contents〉 00:00 July 22nd Tier IV IPO Started trading below the offering price Development and sales of autonomous vehicles utilizing open-source autonomous driving software Aiming for Level 4 autonomous driving (fully automated except for some parts) 03:17 The government also mentions autonomous driving in its "Basic Policy Guidelines" Investment plan of 8.2 trillion yen by 2040 Ministry of Land, Infrastructure, Transport and Tourism sets a target of increasing the number of Level 4 autonomous buses, etc. to 10,000 by FY2030 05:40 Autonomous driving related company: Turing Raised 12.6 billion yen Achieve 30 minutes of autonomous driving without human intervention by 2025 06:35 Aisan Technology (4667) Development of surveying software and sales of surveying equipment Strengthening the autonomous driving field by leveraging technology 07:50 SOM PO Holdings (8630) Capital and business alliance with Tier IV in 2019, additional investments in 2020 and 2022 Currently the largest shareholder with 24.12% ownership, and an equity-method affiliate Development of autonomous driving infrastructure in sparsely populated areas 08:45 Isuzu Motors (7202) Capital and business alliance with Tier IV in 2024 Collaboration on the development of autonomous driving systems in the route bus sector Aiming to provide solutions using route buses equipped with autonomous driving systems 09:36 GO (581A) Waymo, Nihon Kotsu, and Tier IV have formed a strategic partnership Aiming to provide Japan's first autonomous driving service 10:39 Nissan Motor (7201) Public demonstration of E2E autonomous driving technology in Ginza in September 2025 Targeting installation in commercially available vehicles in FY2027 📢 Nikkei CNBC's recommended videos are here!! ●Learning from Shigeru Fujimoto: "Investment Techniques That Go Behind the Scenes"    • 【89歳現役トレーダー・藤本茂さんに学ぶ「人の裏を行く投資術」】投資歴70年・資産2...   ●Stock Selection Tips 🫛 "What is the Optoelectronic Fusion CPO that Will Lead the Next Generation?"    • 注目の技術「光電融合」関連銘柄／光技術はAI社会支える基幹インフラ／エヌビディアも光...   ▼Stock Market Outlook▼ ・Ryoji Musha (Representative, Musha Research)    • 【AIでアメリカと中国の力関係が変わる｜武者陵司氏】日韓台は中国とアメリカに対して貿...   ・Yasuji Yajima (Nissei Basic Research Institute)    • 【高市政権の成長戦略と金利上昇の綱引き｜ニッセイ基礎研究所 矢嶋康次氏】衆院選で政策...   ・Shingo Ide (Nissei Basic Research Institute)    • 【イラン情勢が描く「3つの株価シナリオ」│井出 真吾氏】①短期収束②長期化③中東全面...   ・Eiji Kinouchi (Daiwa Securities)    • 【日経平均6万円でも実感ない上昇──続くK字相場とAI主導の構造│大和証券 木野内栄...   ▼Foreign Exchange/Dollar-Yen Exchange Rate Commentary▼ ・Ogawa Masaki Wajima (Sony Financial Group)    • 【選挙後、なぜ円高？市場が見た「通貨の信認」｜ソニーフィナンシャルグループ 尾河 眞...   Yoshio Iguchi (Traders Securities)    • 【中東リスク後も円安が続く理由──介入は効くのか？｜トレイダーズ証券 井口 喜雄氏】...   ▼Financial and Economic Commentary▼ Toshihiro Nagahama (Daiichi Life Asset Management Economic Research Institute)    • 責任ある積極財政の財源をどうする【サナエノミクス徹底解説│第一ライフ資産運用経済研究...   ▼US Economy▼ Ryo Ono (Mizuho Research Institute)    • 【米国経済が抱える4つの課題│小野 亮氏】雇用状況は縮小均衡化？／SaaSの死から米...   #Hideki Wajima #Autonomous Driving #Automotive Sector #Tier IV #IPO #Level 4 #E2E #Autowear #Mobility DX #Robotaxi