[키움 미국전략/주식 김승혁]
🌏US Daily (9/7)
(9/4 종가기준)
- 주요 지수 수익률
S&P500 7,718.60 / -0.38%
NASDAQ 종합 26,506.99 / -0.29%
다우산업 53,414.25 / -0.51%
러셀2000 2,975.65 / 0.25%
필라델피아 반도체 11,735.26 / 3.37%
- 섹터별 수익률
High 3: 반도체 및 장비 (2.14%), 자본재 (0.67%), 운송 (0.37%)
Low 3: 자동차 및 부품 (-5.08%), 소프트웨어 (-2.11%), 상업 및 전문서비스 (-1.59%)
- 세부 업종별 수익률
반도체 및 장비 2.14%
자본재 0.67%
운송 0.37%
유통 0.06%
유틸리티 0.04%
소재 -0.42%
은행 -0.43%
가정용품 -0.55%
하드웨어 -0.73%
금융 -0.75%
헬스케어 -0.79%
부동산 -0.84%
식료품 -0.88%
엔터/미디어 -0.88%
에너지 -0.98%
제약 -1.17%
음식료 및 담배 -1.20%
내구소비재/의류 -1.20%
호텔/레저 -1.32%
보험 -1.51%
통신 -1.57%
상업 및 전문서비스 -1.59%
소프트웨어 -2.11%
- 종목별 수익률
High 3: SNDK (11.90%), KLAC (7.32%), MRVL (7.05%)
Low 3: LULU (-17.38%), FICO (-16.68%), ADSK (-8.26%)
- 팩터별 수익률
Momentum 1.60%
Growth -0.11%
Quality 0.23%
High Dividend -0.62%
Low Votality -0.66%
Enhanced value -0.60%
Value -0.70%
High Beta 1.50%
- 주요 뉴스
▶ Americans hit with record-high Labor Day Weekend gasoline prices
https://www.reuters.com/business/energy/americans-hit-with-record-high-labor-day-weekend-gasoline-prices-2026-09-05/
▶ Anthropic IPO launch shifts toward mid-October
https://www.reuters.com/world/anthropic-ipo-launch-shifts-toward-mid-october-sources-say-2026-09-04/
▶ US nonfarm payrolls blow past expectations in August; unemployment rate steady at 4.1%
https://www.reuters.com/business/us-nonfarm-payrolls-surge-august-unemployment-rate-steady-41-2026-09-04/
▶ Strong job gains signal Fed hike as Trump levels new rate-cut demand
https://www.reuters.com/business/fed-rate-hike-back-focus-after-strong-jobs-report-2026-09-04/
▶ US, China gear up for mid-September AI safety talks
https://www.reuters.com/legal/litigation/us-china-gear-up-mid-september-ai-safety-dialogue-2026-09-04/
▶ Trump's bid to shield chip supply chain could backfire in Tennessee
https://www.reuters.com/business/trumps-bid-shield-chip-supply-chain-could-backfire-tennessee-2026-09-04/
▶ Norway's $2 trillion sovereign fund proposes deep cuts to US Treasury holdings
https://www.reuters.com/business/norways-2-trillion-sovereign-fund-proposes-deep-cuts-us-treasury-holdings-2026-09-04/
▶ China's Xi seeks to bring large CEO delegation on US visit, sources say
https://www.reuters.com/business/retail-consumer/exclusive-chinas-xi-bring-large-ceo-delegation-us-visit-sources-say-2026-09-04/
September 6, 2026 1.3K 4
