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● AI Transformation Samsung Overhauls Work

Samsung Electronics Fully Summarizes the Promotion of Maximizing Work Productivity through AI Innovation

1. Large-Scale Organizational Restructuring and Establishment of AI Productivity Innovation Group

Samsung Electronics has embarked on a large-scale organizational restructuring to improve employee work productivity.
The core of this restructuring is the establishment of the AI Productivity Innovation Group within the Device Experience Division.
This group will lead company-wide AI infrastructure development, system optimization, and AI-driven work innovation.
It is one of the four new groups established under the Management Innovation Center, and a managing director-level AI expert will lead the group.

2. Roles by Group and AI Productivity Innovation Tasks for Each Business Unit

An AI Productivity Innovation Office will be established separately within each business unit.
It will focus on discovering and executing AI innovation tasks tailored to the characteristics of each business unit.
This will allow for the concrete execution of AI-based work efficiency and productivity improvement strategies for each department.
The emphasis is on increasing the AI utilization rate of the entire organization.

3. Introduction of Field-Oriented AI Crews and Strengthening Execution Capabilities

The AI Crew system, which directly discovers and executes AI tasks in the field, is being introduced.
Composed of approximately 300 members, it will recruit and operate talent from each business unit.
The AI Crew will enhance the effectiveness of AI innovation tasks and accelerate Samsung Electronics’ AI transformation.

4. Upgrading Employee Training System and Utilizing Samsung Gauss Porter

Samsung Electronics plans to provide not only basic education but also advanced courses to enhance employees’ AI understanding and execution capabilities.
This will support individual employees in directly developing AI services and leading work efficiency improvements.
In addition, Samsung Gauss Portal, a self-developed generative AI service introduced in December of last year, is being used to support tasks such as document summarization, translation, and email writing, and is continuously being upgraded.
The possibility of introducing external generative AI is also being internally reviewed.

5. Digital Transformation and Future Competitiveness Securing Strategy

This organizational restructuring and AI innovation strategy are core strategies that Samsung Electronics is pursuing to strengthen digital transformation and future competitiveness.
Company-wide AI productivity improvement, AI infrastructure development, and work innovation are being carried out in parallel.
It is expected to serve as an important stepping stone for maintaining competitiveness in the global economic market.
In particular, Samsung Electronics’ moves in the areas of AI innovation and productivity improvement are expected to have a significant impact on the industry as a whole.

Summary

Samsung Electronics is deploying strategies such as establishing an AI Productivity Innovation Group to improve employee work productivity, establishing AI Innovation Offices in each business unit, introducing AI Crews, and upgrading the AI education system for employees.
It is already realizing AI-based work support through Samsung Gauss Porter and is focusing on AI infrastructure and system optimization to secure digital transformation and future competitiveness.
All of these strategies are being carried out focusing on key economic keywords such as AI innovation, productivity improvement, and AI infrastructure development in the global economic market.

[Related Articles…]

Global AI Innovation Trends

Digital Transformation and Future Industry

*Source : [서울경제TV] “직원 300명에 AI 장착”…삼성전자, 일하는 방식 완전히 바꾼다

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● Tesla’s Model 2 – Unveiled?

Tesla Secret Car Spotted, AI Robot Innovation, and Future Business Transformation

In today’s article, we will quickly and easily summarize the recent spotting of an unidentified new car (rumored Model 2?) at the Texas Gigafactory, Tesla’s push for Optimus AI robot innovation, future vision compared to Nvidia, and how low-cost electric vehicles and robotaxis are expected to bring about significant changes to Tesla and the global economy, all in chronological order.
We will cover where Tesla is headed with AI and data, autonomous driving, and manufacturing reshoring.
Reading this article will give you insights into next week’s global investment trends, Tesla’s stock price, and the landscape of the electric vehicle/robot business.

1. Tesla Stock Price and Short-Term Trends

• Tesla (TSLA) stock price fell 1.42% today, recording $341.73.
• Adjustment phase after six consecutive days of increase. Volatility is increasing.
• From a short-term investment perspective, attention should be paid to Tesla’s stock price volatility and profit-taking pressure.

2. Tesla Optimus and AI, Data Strategy

• Elon Musk: “Optimus is not yet in its final form.”
• Large-scale recruitment of data collection operators for Optimus (collecting human motion data with motion capture + VR).
• AI/robot data talent black hole with an hourly wage of $48 (over 60,000 KRW).
• Tesla robots continue to evolve with real-time environmental and motion data, accelerating AI internalization.
• Growing into the first manufacturing/tech company to connect data, robots, and AI.
• Jensen Huang (NVDA CEO) predicted the era of CPU/GPU transition → Goldman Sachs and others are also paying attention to the AI/robot business.

3. Learning from the Past: Nvidia’s Case and Tesla’s Vision

• In 2009, Nvidia’s market cap was $5 billion, Intel’s was $90 billion → Jensen Huang, who said “the future is GPU,” was ridiculed.
• As of 2025, Nvidia’s market cap is 2,856 trillion KRW, 30 times that of Intel.
• Like the CPU/GPU debate, Elon Musk, who says “robots will change the world,” is being laughed at now, but the future can change as data accumulates.
• When robots enter daily life, factories, and service areas, manufacturing reshoring, productivity revolution, and labor cost reduction are expected to follow.

4. Gigafactory Texas New Car (Model 2/Model Q/New Secret Car) Spotted

• Prototype car covered in camouflage spotted at Gigafactory Texas.
• Considering the wheelbase, silhouette, and size, it is smaller than Model Y → “Low-cost” Model 2/Model Q are likely candidates.
• Actually, it is estimated to be in the final stage of last-mile testing and road durability/battery efficiency check.
• Elon Musk announced the release of an affordable electric car in the first half of 2025 → spotting the actual car is a sign of imminent release.

5. Low-Cost Tesla, a Game Changer in the Global Electric Vehicle Market

• When Tesla’s low-cost electric car (Model 2/Model Q) comes out, it will enter popular markets such as China, India, and South America.
• Explosive sales growth opportunity for Tesla, which has only sold premium electric vehicles until now.
• Key to achieving the goal of producing 20 million units per year by 2030.
• Low-cost electric vehicles are connected to the robotaxi/autonomous driving (Robotaxi) platform, transforming into a service model where one vehicle generates lifetime revenue.
• Tesla is evolving from simple manufacturing to a full-fledged Mobility + AI + Platform business.

6. Expandability of Robotaxi and AI-Based Innovation

• Data + AI + Robotics come together to build a superbrain → infinitely expandable to autonomous driving, smart homes, manufacturing plants, space exploration, etc.
• Vehicle and robot data monopolized by Tesla can influence global technology hegemony.
• In the future, Tesla is expected to play the role of a platform for the future industry of mankind, not just an electric vehicle company.
• Like Nvidia, which was ridiculed for its vision alone and grew 30 times in market capitalization, Tesla can go in a similar direction.

 

< Summary >

• New car (Model 2 or Q) paparazzied at Tesla Gigafactory Texas just before release, low-cost electric car announced by Elon Musk is about to become a reality.
• Optimus robot project is evolving into a future innovation company with a data-based AI learning structure.
• Following the example of Nvidia in the past, vision + data + technology = super-gap, restructuring the global industry from simple cars to AI, robots, and platforms.
• Low-cost electric vehicles and autonomous robotaxis are the core of Tesla’s future revenue model.
• Future prospects using key words such as economy, AI, data, electric vehicles, and innovative business.

 

[Related Articles…]

• Tesla’s Low-Cost Model 2 Imminent Release to Change the Electric Vehicle Market Landscape
• AI and Industrial Revolution: Tesla’s Robot Strategy and Economic Paradigm Shift

*YouTube Source: [오늘의 테슬라 뉴스]

– “충격 포착! 테슬라 기가팩토리에서 완전 위장 차량 등장… 모델2 실물 드디어 공개되나?”

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● **Election Result – Market Shock?**

Practical Analysis of Changes in the Korean Stock Market and Leading Stocks Before and After the 2024 Presidential Election: Tournament Variables, Policy Expectations, and Investment Strategies All in One Place

Key Points to Check in This Article

– A complete summary of KOSPI and KOSDAQ trends immediately after presidential elections from the 16th election to the present
– The Korean stock market’s pattern of focusing on overseas economies, which is different from overseas stock markets such as the United States
– Recent leading stocks (shipbuilding, defense, etc.) and prospects by tariff and supply-demand issues
– The reality of ‘policy momentum’ expected regardless of who becomes president
– Resolving the Korea Discount, core pledges of low PBR stocks, and beneficiary stocks
– A complete summary of strategies and sector-specific investment ideas for the second half of the year

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1. The Presidential Election and the Korean Stock Market: Patterns and Lessons

Will the KOSPI and KOSDAQ fall or rise after the presidential election? Data shows there is no pattern.
The rate of return has varied in each presidential election from the 16th to the most recent, and the keyword is ‘economy, not politics.’
Unlike the US market, which cheers for political events, Korea is overwhelmingly influenced by external variables such as exports, the global economy, and exchange rates.
In other words, even if the government changes, the Korean stock market only rises if export conditions are good, which is the lesson of the market.

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2. Recent Leading Stock Trends: From Shipbuilding/Defense to Tariff Beneficiary/Victim Stocks

The difficult stock market in 2023 has seen the KOSPI recover 9-10% in 2024.
Until recently, shipbuilding and defense were leading, and there are signs of a re-shift in market interest toward ocean-related industries (semiconductors, automobiles, secondary batteries, etc.) after tariff negotiations.
In particular, the possibility of a rebound in “tariff victim stocks” is emphasized, accelerating rotation between industries.
Shipbuilding and defense have been strong based on performance and order backlog, and analysts evaluate the visibility of operating profit as high.

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3. The Lifespan of Leading Stocks: ‘End’ If There Are No Profits

Leading stocks last longer only when supported by profit increases.
No matter how high the valuation (PER, PBR), the stock price plummets the moment profits decline.
Recently, shipbuilding and defense have the possibility of a ‘surprise’ in second-quarter earnings, but uncertainty is increasing in the third and fourth quarters.
From a short-term perspective of 2-3 months, defense and shipbuilding are still effective as safe havens.

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4. Tariff Uncertainty: Foreign/Institutional Supply-Demand and Market Impact

Foreign and institutional investors are heavily invested in shipbuilding and defense.
Conversely, semiconductors, etc., continue to face price pressure due to net selling pressure from foreigners.
Depending on the direction of tariffs and renegotiations in the second half of the year, there may be signs of a change in leading stocks.
For the time being, if the tariff headwinds ease for shipbuilding and defense, opportunities arise in semiconductors, secondary batteries, and automobiles.

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5. Election-Related Policies: Key to Resolving the Korea Discount

The real point of interest in this election is “policy.”
As the proportion of individual investors (=voters) exceeds 30%, policy momentum is growing, including stock market revitalization, shareholder returns, and revisions to the Commercial Act.
Both parties are competing with pledges to resolve low PBR stocks and the Korea Discount.
Expectations are high for capital market policies such as the Commercial Act, treasury stock cancellation, dividend expansion, and separate taxation of dividend income.
Low PBR industries such as holding companies, bank stocks, and securities stocks are expected to be key beneficiaries.

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6. Commercial Act/Governance and Low PBR Stock Supply-Demand War

The focus is on government regulations, dividends, and treasury stock cancellations for companies with a PBR of 0.1-0.5x or less.
Temporary rally in low PBR stocks (holding companies, banks, some securities firms, etc.).
However, breakthrough sustainability requires support from operating profit and ROE growth.
Forced treasury stock cancellation directly benefits EPS and ROE improvement!
Policy momentum may be short-lived; checking performance is essential in the long term.

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7. Economic Stimulus and Opportunities in Domestic Demand Industries

A favorable environment for implementing stimulus measures such as tariff easing, won appreciation, and interest rate cuts.
Expectations for supplementary budgets and fiscal expansion will continue for the time being.
Momentum is building for low-point buying in domestic demand stocks (distribution, construction, department stores, etc.) compared to export stocks (shipbuilding, semiconductors, etc.).
Drivers for stock price increases in domestic demand, such as rebound in birth rate and improvement in retail sales.
Within domestic demand stocks, cyclical stocks such as distribution and construction are expected to have larger rebound margins.

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8. Market Outlook and Strategy for the Second Half: 2,900 Is More Realistic Than 3,000

The KOSPI will remain in a box range of 2,700 for 2-3 months, with the possibility of re-challenging the previous high (2,890) in the third quarter (July-September).
If second-quarter earnings uncertainty is digested, the atmosphere is expected to turn ‘positive’ from the third quarter.
Without a strong rally in large-cap stocks such as Samsung Electronics, 3,000 is limited for now.
Recommended portfolio: Maintain short-term shipbuilding/defense, then partially expand low PBR stocks/domestic demand/distribution/construction stocks related to policy, and wait for semiconductor rebound.

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9. Conclusion: No Matter Who Wins the Election, Stock Policies Will Be Strengthened!

Policy momentum, foreign supply and demand, economic stimulus, low PBR stock rally, opportunities in domestic demand stocks – diversification by sector is essential.
Regime change is just a short-term trigger; in the end, performance and the global economy (especially export and exchange rate trends) determine everything.
More than the election results, it is necessary to check policy changes, export conditions, and the trend of strengthening shareholder returns from structural low growth.

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< Summary >

– The Korean stock market’s flow after the presidential election reacts more sensitively to external variables such as export conditions than political events.
– Maintain short-term leading stocks (shipbuilding/defense) in 2023-24, and it is time to pay attention to semiconductors/secondary batteries if tariffs are eased
– As the proportion of individual investors increases, expectations for policy momentum (resolving the Korea Discount) after the election are growing.
– Pay attention to short-term shipbuilding/defense, mid- to long-term low PBR stocks (holding companies, banks, securities), and policy beneficiary stocks
– There is a possibility of additional rallies in economic stimulus and domestic demand stocks (distribution, construction, etc.), requiring a diversification strategy

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[Related Articles…]

• [Complete Summary of Stock Market Keywords for the First Half of 2024 and Investment Direction for the Second Half]
• [The Impact of Policy Changes on the Stock Market and Analysis of 2024 Election Policy Beneficiary Stocks]

*YouTube Source: [이효석아카데미]

– 대선 결과가 투자에 미치는 영향은?ㅣ키움증권 한지영 연구원