[키움 미국전략/주식 김승혁]

🌏US Daily (9/10) (9/9 종가기준) - 주요 지수 수익률 S&P500 7,636.36 / -0.48% NASDAQ 종합 26,253.34 / -0.64% 다우산업 52,380.66 / -0.77% 러셀2000 2,921.23 / -1.32% 필라델피아 반도체 11,931.32 / 0.37% - 섹터별 수익률 High 3: 에너지 (1.09%), 은행 (0.39%), 엔터/미디어 (-0.02%) Low 3: 통신 (-2.50%), 가정용품 (-2.06%), 호텔/레저 (-1.70%) - 세부 업종별 수익률 에너지 1.09% 은행 0.39% 엔터/미디어 -0.02% 반도체 및 장비 -0.06% 하드웨어 -0.13% 제약 -0.29% 음식료 및 담배 -0.37% 소프트웨어 -0.39% 자동차 및 부품 -0.44% 헬스케어 -0.51% 보험 -0.66% 상업 및 전문서비스 -0.74% 금융 -0.77% 소재 -0.85% 부동산 -1.08% 식료품 -1.09% 유틸리티 -1.17% 내구소비재/의류 -1.33% 운송 -1.50% 자본재 -1.60% 유통 -1.63% 호텔/레저 -1.70% 가정용품 -2.06% - 종목별 수익률 High 3: DDOG (7.15%), META (6.55%), FICO (5.35%) Low 3: CASY (-14.24%), VRT (-9.61%), CHTR (-8.13%) - 팩터별 수익률 Momentum -0.14% Growth -0.39% Quality -0.78% High Dividend -1.46% Low Votality -0.75% Enhanced value -0.64% Value -0.60% High Beta -0.84% - 주요 뉴스 ▶ Apple joins foldable phone race with $1,999 passport-shaped iPhone Duo https://www.reuters.com/business/retail-consumer/apple-expected-unveil-first-folding-phone-with-new-ceo-ternus-command-2026-09-09/ ▶ Oil pushes past $100 as wave of US-Iran attacks exposes dwindling safety net https://www.reuters.com/business/energy/brent-oil-tops-100-middle-east-conflict-intensifies-stoking-supply-fears-2026-09-09/ ▶ TPG explores $5 billion sale of healthcare software company Lyric, sources say https://www.reuters.com/world/tpg-explores-5-billion-sale-healthcare-software-company-lyric-sources-say-2026-09-09/ ▶ GE Aerospace bets on 'black art' of castings to secure jet engine supply https://www.reuters.com/business/aerospace-defense/ge-aerospace-bets-black-art-casting-secure-jet-engine-supply-2026-09-09/ ▶ Amazon lends boost to Europe's Ariane at Paris space gathering https://www.reuters.com/business/media-telecom/europes-ariane-wins-amazon-boost-space-gathering-2026-09-09/ ▶ Democratic senators urge Delta to remain neutral in union organizing effort https://www.reuters.com/world/democratic-senators-urge-delta-remain-neutral-union-organizing-effort-2026-09-09/ ▶ US Treasury to buy up to $6 billion in Sept 10 buyback operation https://www.reuters.com/world/us-treasury-buy-up-6-billion-sept-10-buyback-operation-2026-09-09/ ▶ Crypto, banks take lobbying war to US senators' home states ahead of key vote https://www.reuters.com/legal/government/crypto-banks-take-lobbying-war-us-senators-home-states-ahead-key-vote-2026-09-09/