[키움 미국전략/주식 김승혁]
🌏US Daily (11/4)
(11/3 종가기준)
-주요 지수 수익률
S&P500 7,568.92 / 0.36%
NASDAQ 종합 25,372.01 / 0.83%
다우산업 51,786.72 / -0.38%
러셀2000 2,812.45 / 0.23%
필라델피아 반도체 10,600.40 / 2.63%
-섹터별 수익률
High 3: 반도체 및 장비 (2.46%), 자본재 (1.58%), 소프트웨어 (1.49%)
Low 3: 식료품 (-2.42%), 내구소비재/의류 (-2.21%), 소재 (-1.93%)
-세부 업종별 수익률
반도체 및 장비 2.46%
자본재 1.58%
소프트웨어 1.49%
엔터/미디어 1.05%
유통 0.93%
헬스케어 0.30%
부동산 0.25%
금융 -0.50%
유틸리티 -0.55%
하드웨어 -0.57%
제약 -0.58%
통신 -0.61%
은행 -0.62%
운송 -0.62%
에너지 -0.84%
호텔/레저 -0.89%
보험 -0.95%
가정용품 -0.99%
상업 및 전문서비스 -1.06%
자동차 및 부품 -1.42%
음식료 및 담배 -1.42%
소재 -1.93%
내구소비재/의류 -2.21%
식료품 -2.42%
-종목별 수익률
High 3: FISV (12.46%), BE (9.05%), DD (8.61%)
Low 3: IT (-13.19%), SYY (-9.33%), ZBRA (-8.76%)
-팩터별 수익률
Momentum -2.82%
Growth -1.05%
Quality 0.26%
High Dividend 1.07%
Low Votality 1.13%
Enhanced value 0.66%
Value 0.11%
High Beta -1.80%
-주요 뉴스
▶️US midterm elections 2026: Final hours of voting as Americans cast verdict on Trump and Congress
https://www.reuters.com/live/us-midterm-elections-2026-live-american-voters-cast-verdict-trump-congress-2026-11-03/
▶️OpenAI employees warned about operational security lapses for years, sources say
https://www.reuters.com/business/openai-employees-warned-about-operational-security-lapses-years-sources-say-2026-11-03/
▶️Nasdaq ends higher as AI heavyweights rebound ahead of midterm results
https://www.reuters.com/business/retail-consumer/us-stock-futures-mixed-apple-slides-midterms-loom-2026-11-03/
▶️US job openings jump in September; layoffs lowest in 1-1/2 years
https://www.reuters.com/business/us-job-openings-increase-sharply-september-2026-11-03/
▶️Amgen posts higher-than-expected third quarter results, but shares dip
https://www.reuters.com/legal/litigation/amgen-third-quarter-sales-rise-8-led-by-cholesterol-cancer-drugs-2026-11-03/
▶️Prediction markets face US midterms test as election bets soar
https://www.reuters.com/business/finance/prediction-markets-face-us-midterms-test-election-bets-soar-2026-11-03/
▶️Apple shares slide as Ternus sounds alarm on memory costs
https://www.reuters.com/business/retail-consumer/apple-shares-slide-higher-memory-costs-fuel-margin-concerns-2026-11-03/
▶️SK Hynix's New York chip plans hit snag over US restrictions on China, sources say
https://www.reuters.com/world/china/sk-hynixs-new-york-chip-plans-hit-snag-over-us-restrictions-china-sources-say-2026-11-03/