[키움 미국전략/주식 김승혁]

🌏US Daily (9/1) (8/31 종가기준) - 주요 지수 수익률 S&P500 7,686.14 / -0.33% NASDAQ 종합 26,370.89 / -0.12% 다우산업 53,185.90 / -0.70% 러셀2000 2,956.45 / -0.54% 필라델피아 반도체 11,535.05 / 0.57% - 섹터별 수익률 High 3: 자동차 및 부품 (4.82%), 에너지 (2.10%), 반도체 및 장비 (1.11%) Low 3: 호텔/레저 (-2.07%), 유통 (-2.00%), 운송 (-1.93%) - 세부 업종별 수익률 자동차 및 부품 4.82% 에너지 2.10% 반도체 및 장비 1.11% 식료품 0.55% 가정용품 0.02% 헬스케어 -0.36% 소프트웨어 -0.37% 하드웨어 -0.38% 제약 -0.45% 금융 -0.51% 상업 및 전문서비스 -0.53% 통신 -0.56% 부동산 -0.68% 은행 -0.69% 소재 -0.84% 자본재 -1.08% 음식료 및 담배 -1.18% 유틸리티 -1.18% 내구소비재/의류 -1.32% 보험 -1.60% 엔터/미디어 -1.73% 운송 -1.93% 유통 -2.00% - 종목별 수익률 High 3: CRWD (5.77%), TSLA (5.51%), SNDK (5.50%) Low 3: EIX (-23.07%), PCG (-20.06%), AON (-9.53%) - 팩터별 수익률 Momentum 0.17% Growth -0.29% Quality -0.32% High Dividend -0.88% Low Votality -0.56% Enhanced value -0.83% Value -0.38% High Beta 0.04% - 주요 뉴스 ▶ Trump administration announces drug pricing deals with CSL, Astellas and others https://www.reuters.com/legal/litigation/trump-administration-announce-drug-pricing-deals-2026-08-31/ ▶ At Jackson Hole, global central bankers glimpse dystopian AI future https://www.reuters.com/business/finance/jackson-hole-global-central-bankers-glimpse-dystopian-ai-future-2026-08-31/ ▶ OpenAI's ad business hits $1 billion annualized revenue run rate https://www.reuters.com/business/media-telecom/openais-ad-business-hits-1-billion-annualized-revenue-run-rate-2026-08-31/ ▶ Trump says Exxon is 'going in' to Venezuela as US pushes oil deals https://www.reuters.com/legal/government/anthropic-plans-publicly-unveil-ipo-prospectus-after-labor-day-information-2026-08-27/ ▶ US jobless claims dip in latest week; goods trade deficit widens in July https://www.reuters.com/business/energy/trump-says-exxon-is-going-in-venezuela-us-pushes-oil-deals-2026-08-31/ ▶ Trump to host oil executives after accusing refiners of gouging consumers https://www.reuters.com/legal/legalindustry/trump-host-oil-executives-after-accusing-refiners-gouging-consumers-2026-08-31/ ▶ Bessent expects Japan to take action to boost yen, signals BOJ rate-hike chance https://www.reuters.com/world/asia-pacific/bessent-says-he-believes-japan-will-take-action-leading-stronger-yen-2026-08-31/ ▶ Truth Social fund firm Yorkville America plans acquisition, more ETF launches https://www.reuters.com/legal/transactional/truth-social-fund-firm-yorkville-america-plans-acquisition-more-etf-launches-2026-08-31/