[키움 미국전략/주식 김승혁]

🌏US Daily (6/26) (6/25 종가기준) - 주요 지수 수익률 S&P500 7,357.49 / -0.01% NASDAQ 종합 25,358.60 / -0.46% 다우산업 51,920.62 / 0.14% 러셀2000 3,007.86 / 0.71% 필라델피아 반도체 13,940.87 / 3.59% - 섹터별 수익률 High 3: 자본재 (2.60%), 반도체 및 장비 (2.31%), 운송 (1.72%) Low 3: 소프트웨어 (-2.66%), 유통 (-2.58%), 하드웨어 (-2.32%) - 세부 업종별 수익률 자본재 2.60% 반도체 및 장비 2.31% 운송 1.72% 제약 1.60% 소재 1.39% 헬스케어 1.27% 에너지 0.98% 은행 0.89% 유틸리티 0.63% 통신 0.49% 부동산 0.16% 음식료 및 담배 0.07% 자동차 및 부품 -0.01% 상업 및 전문서비스 -0.93% 내구소비재/의류 -0.94% 금융 -1.00% 엔터/미디어 -1.16% 보험 -1.25% 호텔/레저 -1.49% 가정용품 -1.57% 식료품 -2.12% 하드웨어 -2.32% 유통 -2.58% - 종목별 수익률 High 3: SNDK (21.97%), TECH (20.08%), MU (15.74%) Low 3: AAPL (-6.12%), TJX (-6.04%), ROST (-5.89%) - 팩터별 수익률 Momentum 3.77% Growth 0.07% Quality 1.72% High Dividend 0.80% Low Votality 0.28% Enhanced value 0.58% Value -0.10% High Beta 2.21% - 주요 뉴스 ▶️ BHP-backed I-Pulse wins $250 million US CHIPS award for silicon-carbide semiconductors https://www.reuters.com/business/energy/bhp-backed-i-pulse-wins-250-million-us-chips-award-silicon-carbide-2026-06-25/ ▶️ Onsemi to buy Synaptics in $7 billion all-stock deal https://www.reuters.com/legal/transactional/onsemi-buy-synaptics-7-billion-all-stock-deal-2026-06-25/ ▶️ SpaceX plans to build 'Starpipe' natural gas pipeline to fuel Starship rockets https://www.reuters.com/business/energy/spacex-plans-build-starpipe-natural-gas-pipeline-fuel-starship-rockets-2026-06-25/ ▶️ Titan Mining signs lease with US Army for graphite processing https://www.reuters.com/world/china/titan-mining-signs-lease-with-us-army-graphite-processing-2026-06-25/ ▶️ May US PCE inflation tops 4%, leaves Fed hike on the table https://www.reuters.com/markets/us/us-pce-inflation-measure-tops-40-may-consumer-spending-strong-2026-06-25/ ▶️ Micron overtakes Meta, Tesla in market value amid relentless AI infrastructure demand https://www.reuters.com/business/micron-overtakes-meta-market-value-amid-relentless-ai-infrastructure-demand-2026-06-25/ ▶️ US weekly jobless claims drop more than expected https://www.reuters.com/business/us-weekly-jobless-claims-drop-more-than-expected-2026-06-25/ ▶️ US first-quarter GDP revised sharply higher; but consumer spending nearly stalls https://www.reuters.com/business/us-first-quarter-gdp-revised-sharply-higher-consumer-spending-nearly-stalls-2026-06-25/