[키움 미국전략/주식 김승혁]

🌏US Daily (9/4) (9/3 종가기준) - 주요 지수 수익률 S&P500 7,747.71 / 1.06% NASDAQ 종합 26,584.06 / 1.40% 다우산업 53,686.11 / 1.18% 러셀2000 2,968.27 / 0.51% 필라델피아 반도체 11,352.13 / 0.11% - 섹터별 수익률 High 3: 자동차 및 부품 (5.06%), 소프트웨어 (2.97%), 금융 (1.68%) Low 3: 에너지 (-0.72%), 호텔/레저 (-0.66%), 음식료 및 담배 (-0.54%) - 세부 업종별 수익률 자동차 및 부품 5.06% 소프트웨어 2.97% 금융 1.68% 엔터/미디어 1.61% 보험 1.50% 은행 1.33% 자본재 1.19% 유통 1.17% 상업 및 전문서비스 1.17% 부동산 1.14% 유틸리티 0.85% 내구소비재/의류 0.85% 하드웨어 0.84% 식료품 0.82% 반도체 및 장비 0.55% 통신 0.52% 제약 0.31% 운송 0.22% 헬스케어 -0.04% 소재 -0.46% 가정용품 -0.50% 음식료 및 담배 -0.54% 호텔/레저 -0.66% - 종목별 수익률 High 3: HOOD (16.57%), COIN (10.14%), PLTR (7.71%) Low 3: CIEN (-10.36%), TSN (-7.26%), CHTR (-4.77%) - 팩터별 수익률 Momentum 0.73% Growth 1.32% Quality 0.39% High Dividend 0.25% Low Votality 0.73% Enhanced value 0.82% Value 0.74% High Beta 1.29% - 주요 뉴스 ▶ Greer says agriculture, non-tariff barrier announcements likely during Xi visit https://www.reuters.com/business/autos-transportation/greer-says-agriculture-non-tariff-barrier-announcements-likely-during-xi-visit-2026-09-03/ ▶ Nvidia bets $13 billion on open AI models with Hugging Face deal https://www.reuters.com/business/nvidia-buy-hugging-face-nearly-13-billion-big-bet-open-ai-models-2026-09-03/ ▶ Canada ready for US trade deal that benefits both countries, Carney says https://www.reuters.com/world/canada-ready-us-trade-deal-that-benefits-both-countries-carney-says-2026-09-03/ ▶ US labor market remains stable; services input price rises point to elevated inflation https://www.reuters.com/business/world-at-work/us-weekly-jobless-claims-rise-marginally-amid-stable-labor-market-2026-09-03/ ▶ Coinbase files for SEC approval to offer equity perpetuals https://www.reuters.com/business/coinbase-files-sec-approval-offer-equity-perpetuals-2026-09-03/ ▶ Nvidia sets October launch for RTX Spark AI PCs https://www.reuters.com/world/china/nvidia-sets-october-launch-rtx-spark-ai-pcs-2026-09-03/ ▶ Texas Republicans turn against data centers, putting big tech on notice https://www.reuters.com/legal/government/texas-republicans-turn-against-data-centers-putting-big-tech-notice-2026-09-03/ ▶ US convenience stores say looming healthy food rule puts food stamps use at risk https://www.reuters.com/business/retail-consumer/us-convenience-stores-say-looming-healthy-food-rule-puts-food-stamps-use-risk-2026-09-03/