[키움 미국전략/주식 김승혁]
🌏US Daily (10/26)
(10/23 종가기준)
- 주요 지수 수익률
S&P500 7,623.68 / -0.52%
NASDAQ 종합 25,955.34 / -0.21%
다우산업 52,215.16 / -1.23%
러셀2000 2,775.90 / -0.29%
필라델피아 반도체 10,779.46 / 0.44%
- 섹터별 수익률
High 3: 에너지 (2.51%), 소프트웨어 (1.03%), 부동산 (0.50%)
Low 3: 통신 (-4.21%), 가정용품 (-2.58%), 호텔/레저 (-2.37%)
- 세부 업종별 수익률
에너지 2.51%
소프트웨어 1.03%
부동산 0.50%
반도체 및 장비 0.18%
하드웨어 -0.02%
유틸리티 -0.66%
헬스케어 -0.68%
상업 및 전문서비스 -0.76%
자동차 및 부품 -0.79%
소재 -0.99%
은행 -1.09%
엔터/미디어 -1.15%
자본재 -1.18%
내구소비재/의류 -1.30%
금융 -1.31%
유통 -1.32%
제약 -1.33%
식료품 -1.59%
음식료 및 담배 -1.72%
보험 -1.86%
운송 -2.11%
호텔/레저 -2.37%
가정용품 -2.58%
- 종목별 수익률
High 3: CCI (9.06%), CRWD (8.25%), PANW (7.22%)
Low 3: BE (-11.24%), FIX (-9.26%), GL (-8.09%)
- 팩터별 수익률
Momentum -0.08%
Growth -0.49%
Quality -1.02%
High Dividend -0.52%
Low Votality -1.00%
Enhanced value -1.46%
Value -0.56%
High Beta -0.60%
- 주요 뉴스
▶️ Anthropic's Claude accessed public US state of Georgia voter information, Axios reports
https://www.reuters.com/world/us/anthropics-claude-accessed-public-us-state-georgia-voter-information-axios-2026-10-25/
▶️ China urges US to halt proposed expansion of outbound investment curbs
https://www.reuters.com/world/china/china-urges-us-halt-proposed-expansion-outbound-investment-curbs-2026-10-24/
▶️ Trump's diesel price relief efforts grow costlier as election nears
https://www.reuters.com/business/energy/trumps-diesel-price-relief-efforts-grow-costlier-election-nears-2026-10-23/
▶️ Trump ends tariffs on some Canadian products, as Senator Collins faces close race
https://www.reuters.com/business/us-expected-remove-50-tariffs-some-canadian-agricultural-forestry-goods-wsj-2026-10-23/
▶️ Boeing supplier dispute has halted 777 freighter production for two months, sources say
https://www.reuters.com/business/aerospace-defense/boeing-supplier-dispute-has-halted-777-freighter-production-two-months-sources-2026-10-23/
▶️ Johnson & Johnson's prostate cancer drug shrinks tumors in early-stage trial
https://www.reuters.com/business/healthcare-pharmaceuticals/johnson-johnsons-prostate-cancer-drug-shrinks-tumors-early-stage-trial-2026-10-24/
▶️ Amazon cloud capacity sold out through 2027, CEO Jassy says
https://www.reuters.com/business/retail-consumer/amazon-cloud-capacity-sold-out-through-2027-ceo-jassy-says-2026-10-23/
▶️ US consumer sentiment near record low ahead of midterm elections
https://www.reuters.com/business/us-consumer-sentiment-near-record-low-ahead-midterm-elections-2026-10-23/