[키움 미국전략/주식 김승혁]

🌏US Daily (9/29) (9/28 종가기준) - 주요 지수 수익률 S&P500 7,683.69 / -0.77% NASDAQ 종합 26,820.38 / -0.92% 다우산업 51,481.51 / -0.67% 러셀2000 2,817.91 / -0.69% 필라델피아 반도체 12,465.24 / -1.61% - 섹터별 수익률 High 3: 가정용품 (1.31%), 식료품 (0.45%), 제약 (0.37%) Low 3: 자동차 및 부품 (-3.78%), 은행 (-1.89%), 엔터/미디어 (-1.73%) - 세부 업종별 수익률 가정용품 1.31% 식료품 0.45% 제약 0.37% 에너지 0.21% 헬스케어 0.14% 내구소비재/의류 -0.01% 음식료 및 담배 -0.02% 부동산 -0.25% 운송 -0.30% 보험 -0.39% 반도체 및 장비 -0.42% 상업 및 전문서비스 -0.48% 호텔/레저 -0.56% 유틸리티 -0.65% 소재 -0.74% 하드웨어 -0.91% 통신 -0.93% 금융 -0.95% 소프트웨어 -1.00% 자본재 -1.19% 유통 -1.22% 엔터/미디어 -1.73% 은행 -1.89% - 종목별 수익률 High 3: PANW (4.63%), PSKY (3.21%), CRWD (2.82%) Low 3: BE (-8.95%), DASH (-7.74%), QCOM (-7.17%) - 팩터별 수익률 Momentum -1.13% Growth -0.80% Quality -0.62% High Dividend -0.66% Low Votality -0.20% Enhanced value -0.97% Value -0.74% High Beta -1.75% - 주요 뉴스 ▶️ Nvidia sets biggest-ever buyback plan as AI chip competition weighs on stock performance https://www.reuters.com/business/nvidia-adds-150-billion-existing-share-repurchase-plan-2026-09-28/ ▶️ China, US pledge tariff cuts on $60 billion of goods including agriculture, toys, toasters https://www.reuters.com/business/aerospace-defense/china-says-us-trade-truce-extension-creates-space-advance-talks-2026-09-28/ ▶️ SpaceX's Starship makes orbital debut deploying Starlinks before early ending https://www.reuters.com/business/media-telecom/spacexs-starship-launches-14th-flight-first-headed-orbit-2026-09-28/ ▶️ Trump's AI meeting with tech CEOs to focus on finding balance, US House speaker says https://www.reuters.com/legal/government/trumps-ai-meeting-with-tech-ceos-focus-finding-balance-us-house-speaker-says-2026-09-28/ ▶️ Pentagon awards RTX's Raytheon $20.7 billion contract for AMRAAM missiles amid stockpile concerns https://www.reuters.com/business/aerospace-defense/pentagon-awards-rtxs-raytheon-207-billion-contract-amraam-missiles-amid-2026-09-28/ ▶️ OpenAI shelves new AI model after internal safety tests, WSJ reports https://www.reuters.com/business/openai-shelves-new-ai-model-after-internal-safety-tests-wsj-reports-2026-09-28/ ▶️ US finalizes new lower fuel economy standards in boost for gas-powered vehicles https://www.reuters.com/business/autos-transportation/us-finalizes-new-lower-fuel-economy-standards-2026-09-28/ ▶️ Fed's Cook sees further inflationary pressures ahead https://www.reuters.com/business/feds-cook-sees-further-inflationary-pressures-ahead-2026-09-28/