[키움 미국전략/주식 김승혁]

🌏US Daily (9/9) (9/8 종가기준) - 주요 지수 수익률 S&P500 7,673.52 / -0.58% NASDAQ 종합 26,421.41 / -0.32% 다우산업 52,786.07 / -1.18% 러셀2000 2,960.20 / -0.52% 필라델피아 반도체 11,887.87 / 1.30% - 섹터별 수익률 High 3: 자동차 및 부품 (3.06%), 에너지 (1.01%), 유틸리티 (0.86%) Low 3: 제약 (-2.73%), 호텔/레저 (-2.67%), 헬스케어 (-2.21%) - 세부 업종별 수익률 자동차 및 부품 3.06% 에너지 1.01% 유틸리티 0.86% 반도체 및 장비 0.45% 음식료 및 담배 0.22% 부동산 0.19% 통신 0.01% 자본재 -0.12% 하드웨어 -0.15% 엔터/미디어 -0.32% 유통 -0.89% 가정용품 -0.89% 소재 -0.91% 식료품 -1.11% 은행 -1.26% 금융 -1.37% 소프트웨어 -1.40% 운송 -1.45% 내구소비재/의류 -2.02% 보험 -2.10% 상업 및 전문서비스 -2.11% 헬스케어 -2.21% 호텔/레저 -2.67% - 종목별 수익률 High 3: LITE (11.04%), INTC (9.05%), HPE (7.75%) Low 3: HWM (-10.70%), AMGN (-10.08%), SYK (-8.81%) - 팩터별 수익률 Momentum 0.49% Growth -0.54% Quality -0.30% High Dividend -0.93% Low Votality -0.28% Enhanced value -1.01% Value -0.64% High Beta 0.66% - 주요 뉴스 ▶ Canada's retaliatory tariffs take effect as US trade talks stall https://www.reuters.com/business/autos-transportation/canadas-retaliatory-tariffs-take-effect-us-trade-talks-stall-2026-09-08/ ▶ Rubio says US wants to wrap trade deals with Colombia, Peru, Ecuador soon https://www.reuters.com/world/americas/rubio-says-us-wants-wrap-trade-deals-with-colombia-peru-ecuador-soon-2026-09-08/ ▶ GE Aerospace to buy castings supplier for nearly $12 billion to tackle engine bottleneck https://www.reuters.com/legal/transactional/ge-aerospace-buy-castings-maker-cpp-nearly-12-billion-2026-09-08/ ▶ Qualcomm strikes AI chip deal with Amazon, offers right to buy about $4 billion in stock https://www.reuters.com/technology/qualcomm-amazon-develop-custom-chips-ai-data-centers-2026-09-08/ ▶ Meta launches AI agent that can access other apps to send emails, make payments https://www.reuters.com/business/meta-launches-ai-agent-that-can-access-other-apps-send-emails-make-payments-2026-09-08/ ▶ Cognition AI raises $2 billion at $48 billion valuation https://www.reuters.com/technology/cognition-ai-raises-2-billion-48-billion-valuation-2026-09-08/ ▶ Chime to buy nationally chartered Stride Bank for $590 million, shares jump https://www.reuters.com/legal/transactional/chime-buy-nationally-chartered-stride-bank-590-million-shares-jump-2026-09-08/ ▶ Verizon signs optical fiber deal with Corning to expand broadband, support AI growth https://www.reuters.com/business/media-telecom/verizon-signs-optical-fiber-deal-with-corning-expand-broadband-support-ai-growth-2026-09-08/