OpenAI’s ‘Deep Research’ Launch and Its Significance

Recently, OpenAI launched a new AI feature called ‘Deep Research.’ This feature is gaining attention not just for simple text generation but as an AI capable of conducting in-depth research and analysis. In particular, its performance is so outstanding that actual experts have evaluated the reports written by the AI to be at a similar level to those written by doctoral students.

1. What is Deep Research?

‘Deep Research’ operates differently from the existing ChatGPT. It is not simply about generating quick answers, but rather an AI feature that conducts in-depth research by referencing various external materials and then organizing the results.

1-1. Key Features

In-depth Research: While the existing ChatGPT provided quick answers, Deep Research searches and analyzes vast amounts of data to provide optimal responses.
Document Analysis Function: Can generate responses by referring to research papers, reports, etc., uploaded by users.
Professional Report Generation: AI can write in-depth documents such as economic reports, industry analyses, and medical research.

2. How Can Deep Research Be Utilized?

2-1. Academic Research and Thesis Writing

A professor at UPenn (University of Pennsylvania) requested AI to conduct research on his field of study and assessed that the output was at the level of a first-year doctoral student.
It is expected to greatly help researchers gather reference materials and create draft papers.

2-2. Medical and Healthcare Analysis

An OpenAI employee was concerned about whether his wife should undergo radiation therapy after breast cancer surgery.
After uploading the pathology report, he asked the AI for its opinion, and the AI generated a comprehensive report based on existing research papers and expert analysis results.
As a result, they were able to obtain more in-depth prior information before consulting with healthcare professionals.

2-3. Patent and Legal Document Writing

A medical doctor requested AI to draft a patent application document related to cancer research.
As a result, he was able to create a 25-page patent document, which usually costs at least $10,000 (approximately 13 million KRW) if written through a patent attorney.
It shows the possibility that AI can automatically generate legal documents, contracts, patents, etc.

2-4. Financial/Investment Report Writing

A YouTuber requested AI to conduct stock research on NVIDIA.
The AI wrote a stock investment report in 13 minutes, and actual stock experts evaluated the accuracy of the analysis as very high.
Given that AI can perform analyses that take existing analysts hours to days in just a few minutes, it is likely to bring significant changes to the financial industry.

3. How Can Deep Research Be Used?

3-1. How to Use

Currently, the ‘Deep Research’ feature is only available through OpenAI’s paid subscription plans.

$20/month (approximately 30,000 KRW): General ChatGPT usage available
$200/month (approximately 300,000 KRW): Deep Research feature included (up to 100 questions per user per month)

3-2. Actual Usage Procedure

Access the OpenAI website.
Select the Language Model (O3 Mini or O3 Pro) in the top left menu.
Activate the Deep Research option.
Enter the desired research topic and set additional details (report format, etc.).
Once the analysis is complete, the AI provides the report.

4. Changes Brought About by Deep Research

4-1. Changes in Knowledge Workers

The roles of consultants, analysts, researchers, etc., who previously performed tasks such as analysis, report writing, and document summarization are highly likely to be largely replaced by AI.
The important thing will be how well the AI’s output is interpreted and utilized.

4-2. Changes in the Working Methods of Professionals

Healthcare professionals, patent attorneys, analysts, etc., will need work changes in the form of reviewing and modifying drafts generated by AI.
The value of experts who can collaborate with AI to achieve higher productivity may increase.

5. Limitations and Future Prospects of Deep Research

5-1. Limitations

Limited Data Access: AI cannot access paid papers or data from specific sites.
Possibility of Slight Errors: The information provided by AI may not be 100% accurate, and users need to verify it.
Cost Issue: The current price of $200 (approximately 300,000 KRW) may be burdensome, so initial adoption is more likely to occur in companies and research institutions rather than general users.

5-2. Future Prospects

As AI learns more diverse documents and data in real-time, it is expected to have more sophisticated analytical capabilities in fields such as research, finance, and law.
It is currently in its early stages, and as time passes, AI is likely to become more powerful and costs will decrease.
Just as the internet spread rapidly after its initial release, AI-based research technology is highly likely to be widely adopted within the next 5-10 years.

Conclusion

OpenAI’s ‘Deep Research’ is an AI with much more powerful research and analysis capabilities than the existing ChatGPT. It is already producing expert-level results in various fields such as academia, medicine, finance, and law, and is highly likely to change the landscape of the knowledge labor market. However, since it is still in its early stages, it is expensive and not perfect, so it seems necessary for human experts to approach it by reviewing and utilizing the AI’s analysis results.

Now, an era has opened where AI goes beyond simply summarizing information and replaces real “research.” It is expected that the paradigm of knowledge labor will change rapidly as AI-based research tools develop further in the coming years.

[Related Articles at Next-Korea.com]

OpenAI Deep Research, Innovation in AI Research
👉 https://Next-Korea.com?s=딥리서치
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👉 https://Next-Korea.com?s=지식노동

*Source : [내일은 투자왕 – 김단테] 새로운 괴물 인공지능이 나타났다! 딥 리서치! 당신의 직업을 ‘삭제’ 합니다 ㄷㄷㄷ

Here's the English translation of the provided Korean text, with the requested changes:

Trump 2.0 Era: Changes in Asset Markets and Leading Stocks

Financial Policy Changes and the Outlook for Financial Stocks

In the Trump 2.0 era, a policy of financial easing is likely to be key.
Trump eased financial regulations and implemented policies favorable to the banking and investment banking (IB) industries.
Large banks like JP Morgan and Goldman Sachs can generate profits amid financial easing policies.
In particular, there is room for expansion of the financial sector's revenue model depending on policy changes related to digital assets such as Bitcoin.

Investment Outlook for AI and the Energy Industry

Policies to expand AI investment centered on the United States are expected, and the expansion of AI-based infrastructure within the U.S. is anticipated.
Investment in the power and energy sectors will continue due to increased power demand from data centers.
The construction of nuclear power and natural gas power plants is likely to become more active, and related companies (Vistra, Oklo, etc.) are expected to benefit.
With the recent increase in AI investment and energy infrastructure expansion, attention should be paid to the tech stocks of related industries.

Highlighting the LNG Industry and Future Outlook

The expansion of U.S. LNG exports is expected, and the movement to replace Russian gas is expected to accelerate.
The construction of liquefied natural gas (LNG) infrastructure will become active, and LNG exporting companies (EQT, etc.) are likely to benefit.
The increase in demand for U.S. LNG carriers (transport ships) is also expected to benefit the Korean shipbuilding industry (Samsung Heavy Industries, Daewoo Shipbuilding, etc.).

Cyclical Consumer Stocks and the Travel & Airline Industries

Trump's economic stimulus policies will be linked to consumer recovery, which will have a positive impact on the cruise, airline, and resort industries.
Due to the strong dollar, U.S. consumers may increase overseas consumption, and travel and tourism-related companies may receive attention as a result.
Payment companies such as VISA and American Express (AMEX) can also expect positive revenue increases due to increased overseas payments.

Carbon Reduction vs. Fossil Fuel Investment

Trump is passive in ESG (environmental, social, and governance) policies, and funds are likely to flow out of carbon reduction projects.
Large U.S. banks are withdrawing from ESG-related policies and focusing on expanding fossil fuel investment.
The maintenance of ESG investment by domestic institutional investors and the withdrawal movement of the U.S. financial sector are in contrast.

Opportunities for Nuclear Power and Korean Companies

As the U.S. expands SMR (small modular reactor) and nuclear power generation, Korean companies (Doosan Enerbility, etc.) may benefit.
Korea possesses shipbuilding and nuclear power technology, and can maintain competitiveness in the global energy market by utilizing these technologies.
As the U.S. pursues a strategy focused on domestic design in the nuclear and LNG sectors, Korea is expected to play an important role as a manufacturing and technology cooperation partner.

Conclusion

In the Trump 2.0 era, financial easing, AI and energy infrastructure investment, LNG export expansion, economic stimulus, and consumer recovery will be key keywords.
Investors should pay attention to financial stocks, nuclear power and LNG-related companies, and the airline and consumer sectors.
Korea should leverage its strengths in the nuclear power and shipbuilding industries, and policy support is needed.
It is necessary to recognize the institutional differences between the U.S. and Korea from an ESG-focused investment perspective and make investment decisions accordingly.

< Summary >

The Trump 2.0 era is centered on financial easing, economic stimulus, and energy investments such as nuclear power and LNG.
Financial Stocks: Pay attention to JP Morgan, Goldman Sachs, and companies related to Bitcoin financial services.
AI and Energy Infrastructure: Increased data center and power demand due to U.S. AI investment expansion.
LNG Industry: Increased LNG exports create opportunities for related companies and the Korean shipbuilding industry.
Consumption, Aviation, Travel: Overseas consumption is expected to increase due to economic recovery and the strong dollar effect.
ESG and Fossil Fuels: U.S. financial companies reduce ESG investment, with institutional differences compared to Korea.
Nuclear Power and Korean Industry: Expansion of the SMR business highlights opportunities for the Korean nuclear power and shipbuilding industries.

[More…]

Financial Policy Changes and Investment Strategies in the Trump Era
https://nextgeninsight.net/?s=%ED%8A%B8%EB%9F%BC%ED%94%84%EA%B8%88%EC%9C%B5
The Future of the LNG Industry and Opportunities for the Korean Shipbuilding Industry
https://nextgeninsight.net/?s=LNG

*YouTube Source: [경제 읽어주는 남자(김광석TV)]

– ‘주도주 대이동’이 보인다. 트럼프발 자산 쏠림, 투자의 패러다임이 바뀐다 | 경읽남과 토론합시다 | 김기훈 대표 2편

U.S. Stock Market Trends: Market Rebound Amid Tech Stock Declines

1. Causes of Tech Stock Decline and Market Reaction

Google and AMD's earnings fell short of expectations, leading to a decline centered on tech stocks.
However, the three major U.S. indices (Dow Jones, S&P 500, Nasdaq) generally showed an upward trend.

1.1 Google Stock Plunge

Google's cloud revenue was lower than expected, causing a sharp drop of over 7%.
Underperforming earnings and increased spending due to expanded AI investments (50 billion dollars → 75 billion dollars) acted as negative factors.
The stock price once fell from 207 dollars to 188 dollars.

1.2 AMD Stock Decline

The stock price fell by over 6% as data center sector revenue was announced to be below expectations.
It once fell to 106 dollars, with no clear sign of when the decline would bottom out.
The market share competition is intensifying amid the strength of NVIDIA and Broadcom in the AI semiconductor market.

2. Tesla Stock and Sales Decline in Europe

2.1 Decline in the European Market

Tesla's stock price fell by over 3%.
New car sales in Germany in January were 177 units, a 60% decrease compared to the previous month.
Sales also decreased by 63% in the French market, and while the UK electric vehicle market grew by 42%, Tesla alone experienced a 12% contraction.

2.2 Tesla's Future Prospects

Tesla CEO Elon Musk's involvement in various countries' political issues is increasing political risks.
However, investment institutions still expect Tesla's year-end target stock price to be above 500 dollars.
Artificial intelligence (AI) and new car launch plans are likely to act as factors for Tesla's future rise.

3. Artificial Intelligence (AI) Semiconductor Market Competition

3.1 NVIDIA vs AMD vs Broadcom

AMD: Increasing its share in the data center AI semiconductor market, but entry barriers are high due to NVIDIA's CUDA platform dominance.
Broadcom: Rapidly growing in the AI semiconductor and customized semiconductor markets, with its stock price rising to 232 dollars.
As major tech companies like Microsoft, Amazon, and Meta begin to develop customized semiconductors in earnest, competition among semiconductor companies is intensifying.
Broadcom aims for 90 billion dollars in AI revenue by 2027, with high long-term growth potential.

3.2 NVIDIA Stock Trend

NVIDIA rose more than 5% on the day, rebounding to 124 dollars.
In the past, it has shown strong rebounds after short-term corrections due to semiconductor supply issues and U.S.-China trade conflicts.
It is likely to maintain its dominance in the AI semiconductor market in the long term.

4. Impact of U.S.-China Trade Conflict on Tech Stocks

As the United States imposes additional sanctions on China, China is considering retaliatory measures against Apple, Google, etc.
Apple's stock price is also showing unstable movements due to news of China's investigation into Apple's App Store policies.
If the U.S.-China trade war prolongs, the volatility of major tech stocks could increase.

5. Other Major Stock Movements

5.1 Palantir (PLTR)

Palantir's stock, which had surged 23% the previous day, fell 2% on the day, adjusting to 100 dollars.
However, the widespread adoption of AI technology is increasing its long-term growth potential.

5.2 Bitcoin (BTC)

Bitcoin, which had surpassed 100,000 dollars, adjusted to 96,000 dollars on the day.
Despite global economic uncertainties, it is likely to maintain its long-term upward trend.

5.3 Uber

The stock price fell by 7% as earnings fell short of market expectations.

5.4 Pinduoduo

It fell 3% after the U.S. Postal Service announced the suspension of parcel deliveries from China and Hong Kong.

5.5 Johnson Controls

The stock price surged more than 12% due to earnings announcements that greatly exceeded market expectations.

5.6 Workday

The stock price rose 5% after announcing plans to cut 1,750 jobs.

< Summary >

Tech stocks adjusted due to poor performance by Google and AMD, but the three major U.S. indices showed strength.
Tesla fell due to sales declines in Europe and political risks, but the year-end target of 500 dollars was maintained.
Competition is intensifying among NVIDIA, AMD, and Broadcom in the AI semiconductor market.
U.S.-China trade conflicts are increasing the volatility of tech stocks, and the Chinese government is putting pressure on Apple and Google.
Among other major stocks, Palantir, Bitcoin, Uber, etc., showed highly volatile trends.