[키움 미국전략/주식 김승혁]
🌏US Daily (10/7)
(10/6 종가기준)
- 주요 지수 수익률
S&P500 7,818.93 / 0.58%
NASDAQ 종합 27,599.79 / 0.45%
다우산업 51,521.28 / 0.49%
러셀2000 2,830.30 / -0.59%
필라델피아 반도체 13,217.82 / 0.34%
- 섹터별 수익률
High 3: 유틸리티 (3.01%), 유통 (1.82%), 식료품 (1.60%)
Low 3: 헬스케어 (-0.60%), 운송 (-0.14%), 은행 (-0.10%)
- 세부 업종별 수익률
유틸리티 3.01%
유통 1.82%
식료품 1.60%
가정용품 1.48%
자본재 1.17%
부동산 1.15%
호텔/레저 0.96%
소프트웨어 0.96%
내구소비재/의류 0.79%
자동차 및 부품 0.65%
소재 0.65%
하드웨어 0.58%
통신 0.47%
에너지 0.44%
보험 0.43%
상업 및 전문서비스 0.35%
반도체 및 장비 0.32%
금융 0.26%
음식료 및 담배 0.23%
엔터/미디어 0.14%
제약 0.06%
은행 -0.10%
운송 -0.14%
- 종목별 수익률
High 3: CIEN (13.85%), CEG (12.25%), VST (10.77%)
Low 3: STX (-9.18%), MRNA (-7.75%), WDC (-6.93%)
- 팩터별 수익률
Momentum -0.12%
Growth 0.65%
Quality 0.07%
High Dividend 0.41%
Low Votality 0.93%
Enhanced value 0.37%
Value 0.49%
High Beta 0.80%
- 주요 뉴스
▶️ Anthropic's Amodei made $18 million last year, middle of the tech CEO pack
https://www.reuters.com/technology/anthropics-amodei-made-18-million-last-year-middle-tech-ceo-pack-2026-10-06/
▶️ New Maryland defense shipyard gets $6.6 billion commitment and Trump visit
https://www.reuters.com/business/aerospace-defense/anduril-us-navy-invest-66-bln-boost-submarine-parts-production-2026-10-06/
▶️ US trade balance sinks deeper into the red as imports hit record high despite tariffs
https://www.reuters.com/business/us-trade-deficit-widens-august-amid-strong-imports-2026-10-06/
▶️ Nvidia-backed Lambda targets $4 billion raise ahead of planned IPO, WSJ reports
https://www.reuters.com/technology/nvidia-backed-lambda-targets-4-billion-raise-ahead-planned-ipo-wsj-reports-2026-10-06/
▶️ Slowdown in money-fund cash flow hits short-term Treasuries
https://www.reuters.com/business/slowdown-money-fund-cash-flow-hits-short-term-treasuries-2026-10-06/
▶️ The world has nearly burned through its oil stockpile buffer, executives say
https://www.reuters.com/business/energy/world-has-nearly-burned-through-its-oil-stockpile-buffer-executives-say-2026-10-06/
▶️ US power use to beat record highs in 2026 and 2027 as AI use surges, EIA says
https://www.reuters.com/business/energy/us-power-use-beat-record-highs-2026-2027-ai-use-surges-eia-says-2026-10-06/
▶️ New York Fed says supply chain pressures rose last month relative to August
https://www.reuters.com/business/new-york-fed-says-supply-chain-pressures-rose-last-month-relative-august-2026-10-06/