[키움 미국전략/주식 김승혁]
🌏US Daily (9/3)
(9/2 종가기준)
- 주요 지수 수익률
S&P500 7,666.60 / 0.46%
NASDAQ 종합 26,217.83 / 0.45%
다우산업 53,061.95 / 0.56%
러셀2000 2,953.17 / 1.13%
필라델피아 반도체 11,339.25 / 0.45%
- 섹터별 수익률
High 3: 반도체 및 장비 (1.66%), 소재 (1.53%), 은행 (1.22%)
Low 3: 소프트웨어 (-1.70%), 상업 및 전문서비스 (-0.95%), 부동산 (-0.74%)
- 세부 업종별 수익률
반도체 및 장비 1.66%
소재 1.53%
은행 1.22%
엔터/미디어 1.22%
가정용품 0.98%
제약 0.91%
보험 0.68%
호텔/레저 0.66%
통신 0.62%
금융 0.59%
헬스케어 0.55%
내구소비재/의류 0.43%
음식료 및 담배 0.41%
에너지 0.33%
자동차 및 부품 0.27%
운송 0.26%
유틸리티 0.19%
자본재 0.09%
하드웨어 0.06%
유통 0.00%
식료품 -0.45%
부동산 -0.74%
상업 및 전문서비스 -0.95%
- 종목별 수익률
High 3: DELL (15.81%), RDDT (9.31%), CHTR (8.74%)
Low 3: PANW (-9.28%), DDOG (-6.53%), EIX (-6.14%)
- 팩터별 수익률
Momentum 0.53%
Growth 0.50%
Quality 0.32%
High Dividend 0.45%
Low Votality 0.17%
Enhanced value 0.91%
Value 0.41%
High Beta 0.75%
- 주요 뉴스
▶ Rising Treasury yields could rattle US stocks as earnings season ends
https://www.reuters.com/legal/transactional/rising-treasury-yields-could-rattle-us-stocks-earnings-season-ends-2026-09-02/
▶ Bond selloff deepens as oil prices and public debt fears jolt markets
https://www.reuters.com/world/asia-pacific/bond-selloff-deepens-inflation-oil-prices-jolt-markets-2026-09-02/
▶ Fed survey shows economic activity edged up, prices rose moderately in recent weeks
https://www.reuters.com/business/economic-activity-edged-up-prices-rose-moderately-recent-weeks-fed-survey-shows-2026-09-02/
▶ Microsoft reveals Azure cloud sales in financial reporting shift
https://www.reuters.com/business/retail-consumer/microsoft-reveal-azure-cloud-sales-financial-reporting-shift-2026-09-02/
▶ Trump pledged fiscal restraint. Instead, debt tops $40 trillion as borrowing costs rise
https://www.reuters.com/world/us/trump-pledged-fiscal-restraint-instead-debt-tops-40-trillion-borrowing-costs-2026-09-02/
▶ Chevron, Eni commit to expand oil projects in Venezuela under US eye
https://www.reuters.com/business/energy/chevron-keo-capital-eni-primavera-sign-energy-pacts-venezuela-soon-sources-say-2026-09-02/
▶ US Commerce chief says Anthropic back on 'right side' with Trump, Axios reports
https://www.reuters.com/world/anthropic-back-right-side-with-trump-administration-us-commerce-secretary-says-2026-09-02/
▶ Warsh's Jackson Hole encore may put Trump's inflation record under a microscope
https://www.reuters.com/business/warshs-jackson-hole-encore-may-put-trumps-inflation-record-under-microscope-2026-09-02/
September 2, 2026 806 3
