[키움 미국전략/주식 김승혁]

🌏US Daily (8/24) (8/21 종가기준) - 주요 지수 수익률 S&P500 7,674.37 / 0.43% NASDAQ 종합 26,180.46 / 0.43% 다우산업 53,277.01 / 0.98% 러셀2000 3,017.87 / 0.85% 필라델피아 반도체 11,740.37 / -0.51% - 섹터별 수익률 High 3: 자동차 및 부품 (4.80%), 소재 (2.20%), 금융 (1.58%) Low 3: 유틸리티 (-2.31%), 반도체 및 장비 (-0.50%), 유통 (-0.33%) - 세부 업종별 수익률 자동차 및 부품 4.80% 소재 2.20% 금융 1.58% 가정용품 1.38% 제약 1.32% 헬스케어 1.31% 내구소비재/의류 1.10% 식료품 1.08% 소프트웨어 0.99% 호텔/레저 0.93% 엔터/미디어 0.87% 통신 0.79% 운송 0.73% 상업 및 전문서비스 0.26% 은행 0.22% 자본재 0.21% 보험 0.17% 부동산 -0.05% 음식료 및 담배 -0.13% 하드웨어 -0.18% 에너지 -0.23% 유통 -0.33% 반도체 및 장비 -0.50% - 종목별 수익률 High 3: HOOD (13.70%), MRNA (8.86%), COIN (8.20%) Low 3: MRVL (-5.57%), SRE (-5.14%), EIX (-4.11%) - 팩터별 수익률 Momentum 0.34% Growth 0.39% Quality 0.50% High Dividend 0.25% Low Votality -0.43% Enhanced value 0.60% Value 0.49% High Beta 1.52% - 주요 뉴스 ▶ US hits Canadian goods with 50% tariffs after trade talks fail https://www.reuters.com/world/americas/us-canadian-trade-teams-meet-again-tariffs-deadline-looms-2026-08-21/ ▶ Tesla and others begin record vehicle recall in China https://www.reuters.com/world/tesla-fix-software-millions-china-made-imported-evs-china-2026-08-21/ ▶ Nvidia customers notified about AI-related price hikes above 15%, Bloomberg News reports https://www.reuters.com/business/nvidia-customers-notified-about-ai-related-price-hikes-above-15-bloomberg-news-2026-08-22/ ▶ Trump says he did not direct Bessent to intervene in bond market https://www.reuters.com/business/trump-says-he-did-not-direct-bessent-intervene-bond-market-2026-08-21/ ▶ US Treasury Secretary Bessent to hold press conference on Monday https://www.reuters.com/world/us-treasury-secretary-bessent-to-hold-press-conference-monday-2026-08-21/ ▶ OpenAI cuts developer pricing for frontier GPT-5.6 Sol model by more than 20% https://www.reuters.com/technology/openai-cuts-developer-pricing-frontier-gpt-56-sol-model-by-more-than-20-2026-08-21/ ▶ Nvidia invests in data center developer Cloverleaf Infrastructure https://www.reuters.com/technology/nvidia-invests-data-center-developer-cloverleaf-infrastructure-2026-08-21/ ▶ US shoppers tighten budgets, but still find room for treats and splurges https://www.reuters.com/business/retail-consumer/us-shoppers-tighten-budgets-still-find-room-treats-splurges-2026-08-21/