[키움 미국전략/주식 김승혁]

🌏US Daily (8/27) (8/26 종가기준) - 주요 지수 수익률 S&P500 7,675.70 / -0.02% NASDAQ 종합 26,130.20 / -0.08% 다우산업 53,463.88 / -0.21% 러셀2000 3,005.90 / -0.14% 필라델피아 반도체 11,611.24 / 0.20% - 섹터별 수익률 High 3: 하드웨어 (1.60%), 자본재 (1.48%), 소프트웨어 (0.77%) Low 3: 제약 (-1.54%), 자동차 및 부품 (-1.09%), 엔터/미디어 (-0.78%) - 세부 업종별 수익률 하드웨어 1.60% 자본재 1.48% 소프트웨어 0.77% 유틸리티 0.47% 에너지 0.27% 보험 0.27% 은행 0.10% 헬스케어 0.02% 소재 -0.02% 통신 -0.02% 운송 -0.12% 가정용품 -0.14% 상업 및 전문서비스 -0.19% 금융 -0.30% 음식료 및 담배 -0.32% 호텔/레저 -0.32% 부동산 -0.51% 유통 -0.55% 반도체 및 장비 -0.61% 식료품 -0.64% 내구소비재/의류 -0.72% 엔터/미디어 -0.78% 자동차 및 부품 -1.09% - 종목별 수익률 High 3: LITE (6.04%), ANET (5.92%), CHRW (5.62%) Low 3: MRNA (-5.77%), RDDT (-4.36%), GDDY (-4.26%) - 팩터별 수익률 Momentum 0.08% Growth -0.16% Quality 0.51% High Dividend 0.03% Low Votality 0.32% Enhanced value 0.35% Value 0.14% High Beta 0.48% - 주요 뉴스 ▶ US inflation remains elevated as GDP growth outlook brightens https://www.reuters.com/business/us-inflation-remains-sticky-july-2nd-quarter-gdp-unrevised-15-2026-08-26/ ▶ Anthropic to rent AI computing power from Nscale for $45 billion, source says https://www.reuters.com/technology/anthropic-pay-nscale-45-billion-rent-ai-computing-power-bloomberg-news-reports-2026-08-26/ ▶ Apple to launch next iPhone on September 9 in first major event under new CEO Ternus https://www.reuters.com/technology/apple-sets-sept-9-date-next-iphone-launch-event-2026-08-26/ ▶ Fed seen a bit more likely to hike after inflation data https://www.reuters.com/business/fed-seen-bit-more-likely-hike-after-inflation-data-2026-08-26/ ▶ White House to announce new drug pricing deals with biotechs, Bloomberg News reports https://www.reuters.com/world/white-house-announce-new-drug-pricing-deals-with-biotechs-bloomberg-news-reports-2026-08-26/ ▶ Momentum, leveraged trading keep software stocks on roller coaster https://www.reuters.com/business/momentum-leveraged-trading-keep-software-stocks-roller-coaster-2026-08-26/ ▶ Nvidia forecasts quarterly revenue above estimates, shares rise https://www.reuters.com/business/media-telecom/nvidia-forecasts-quarterly-revenue-above-estimates-2026-08-26/ ▶ CrowdStrike raises annual revenue forecast on strong cybersecurity demand https://www.reuters.com/technology/crowdstrike-raises-annual-revenue-forecast-strong-cybersecurity-demand-2026-08-26/