[키움 미국전략/주식 김승혁]
🌏US Daily (11/6)
(11/5 종가기준)
-주요 지수 수익률
S&P500 7,353.73 / -4.36%
NASDAQ 종합 24,315.00 / -5.52%
다우산업 51,523.06 / -3.44%
러셀2000 2,729.89 / -4.45%
필라델피아 반도체 9,011.14 / -12.25%
-섹터별 수익률
High 3: 상업 및 전문서비스 (0.64%), 통신 (0.15%), 가정용품 (-0.12%)
Low 3: 반도체 및 장비 (-11.39%), 자동차 및 부품 (-9.85%), 자본재 (-4.97%)
-세부 업종별 수익률
상업 및 전문서비스 0.64%
통신 0.15%
가정용품 -0.12%
식료품 -0.23%
내구소비재/의류 -0.53%
유틸리티 -0.71%
보험 -0.81%
음식료 및 담배 -1.29%
헬스케어 -1.42%
부동산 -1.77%
엔터/미디어 -2.06%
유통 -2.23%
소재 -2.69%
금융 -2.76%
호텔/레저 -2.79%
에너지 -2.81%
제약 -3.03%
운송 -3.30%
은행 -3.69%
하드웨어 -4.30%
소프트웨어 -4.32%
자본재 -4.97%
자동차 및 부품 -9.85%
반도체 및 장비 -11.39%
-종목별 수익률
High 3: APP (31.04%), TPR (7.07%), VRSK (6.88%)
Low 3: SNDK (-22.26%), LITE (-18.68%), MU (-17.46%)
-팩터별 수익률
Momentum -0.91%
Growth 1.20%
Quality 1.51%
High Dividend 2.91%
Low Votality 2.08%
Enhanced value 2.01%
Value 2.02%
High Beta -0.73%
-주요 뉴스
▶Nasdaq posts biggest daily drop in 19 months on fears of AI regulations
https://www.reuters.com/business/sp-500-futures-steady-after-midterm-rally-nasdaq-lags-chip-weakness-2026-11-05/
▶SpaceX, Tesla extend losses as midterm results cloud data center, merger outlook
https://www.reuters.com/business/media-telecom/spacex-tesla-extend-losses-midterm-results-cloud-data-center-merger-outlook-2026-11-05/
▶US weekly jobless claims at 57-year lows; worker productivity surges in third quarter
https://www.reuters.com/business/world-at-work/us-weekly-jobless-claims-57-year-lows-amid-low-layoffs-2026-11-05/
▶Google plans $17 billion Wyoming data center amid rising threats of curbs
https://www.reuters.com/world/us/google-plans-17-billion-wyoming-data-center-amid-rising-threats-curbs-2026-11-05/
▶Binance hack prompted US regulators to check in on bank systems, sources say
https://www.reuters.com/legal/government/binance-hack-prompted-us-regulators-check-bank-systems-sources-say-2026-11-05/
▶Midterms upended Congress but Trump still commands foreign policy
https://www.reuters.com/world/us/midterms-upended-congress-trump-still-commands-foreign-policy-2026-11-05/
▶Anthropic's models improving nearly twice as fast with help from AI, study finds
https://www.reuters.com/technology/anthropics-models-improving-nearly-twice-fast-with-help-ai-study-finds-2026-11-05/
▶Google, Meta, TikTok sue to block California youth social media law
https://www.reuters.com/world/us/google-meta-tiktok-sue-block-california-youth-social-media-law-2026-11-05/