[키움 미국전략/주식 김승혁]
🌏US Daily (9/2)
(9/1 종가기준)
- 주요 지수 수익률
S&P500 7,631.47 / -0.71%
NASDAQ 종합 26,099.77 / -1.03%
다우산업 52,766.88 / -0.79%
러셀2000 2,920.13 / -1.23%
필라델피아 반도체 11,288.61 / -2.14%
- 섹터별 수익률
High 3: 에너지 (1.54%), 하드웨어 (1.26%), 유틸리티 (0.85%)
Low 3: 자동차 및 부품 (-2.92%), 운송 (-2.39%), 소프트웨어 (-2.27%)
- 세부 업종별 수익률
에너지 1.54%
하드웨어 1.26%
유틸리티 0.85%
제약 0.77%
식료품 0.66%
헬스케어 0.46%
통신 0.28%
가정용품 0.16%
보험 0.01%
부동산 -0.07%
음식료 및 담배 -0.10%
은행 -0.14%
상업 및 전문서비스 -0.58%
엔터/미디어 -0.61%
자본재 -1.28%
호텔/레저 -1.32%
소재 -1.36%
금융 -1.44%
반도체 및 장비 -1.66%
유통 -1.70%
내구소비재/의류 -2.12%
소프트웨어 -2.27%
운송 -2.39%
- 종목별 수익률
High 3: MRNA (9.93%), EIX (8.93%), PCG (5.95%)
Low 3: AXON (-8.52%), CDNS (-7.60%), IBKR (-7.09%)
- 팩터별 수익률
Momentum -1.04%
Growth -1.03%
Quality -1.10%
High Dividend -0.20%
Low Votality -0.18%
Enhanced value 0.54%
Value -0.33%
High Beta -2.07%
- 주요 뉴스
▶ US factory activity slows in August; input prices remain elevated
https://www.reuters.com/business/us-manufacturing-activity-slows-august-input-prices-still-elevated-2026-09-01/
▶ Bessent says U.S. likely to announce Iran bank sanctions this week
https://www.reuters.com/world/china/bessent-says-us-likely-announce-iran-bank-sanctions-this-week-2026-09-01/
▶ Canada's Carney says US needs to start being serious before trade talks can resume
https://www.reuters.com/world/canadas-carney-says-us-needs-start-being-serious-before-trade-talks-can-resume-2026-09-01/
▶ Dell again lifts forecasts as AI demand powers record results
https://www.reuters.com/business/dell-again-lifts-forecasts-ai-demand-powers-record-results-2026-09-01/
▶ Texas' halt on powering data centers reflects US reckoning over 'ghost' demand
https://www.reuters.com/business/texas-halt-powering-data-centers-reflects-us-reckoning-over-ghost-demand-2026-09-01/
▶ Goldman Sachs, BofA and others plan to issue dollar stablecoin together in 2027
https://www.reuters.com/business/finance/goldman-sachs-bofa-others-plan-issue-dollar-stablecoin-together-2027-2026-09-01/
▶ OpenAI says upcoming model is so capable it requires stronger guardrails
https://www.reuters.com/business/openai-says-upcoming-model-is-so-capable-it-requires-stronger-guardrails-2026-09-01/
▶ US urges G20 to cut trade imbalances, focus on China
https://www.reuters.com/world/china/us-pushes-g20-cut-trade-imbalances-focus-china-2026-09-01/
September 1, 2026 1.8K 2
