[키움 미국전략 김승혁]

🌏US Daily (6/24) (6/23 종가기준) - 주요 지수 수익률 S&P500 7,365.46 / -1.44% NASDAQ 종합 25,587.04 / -2.21% 다우산업 51,666.84 / -0.09% 러셀2000 2,975.48 / -0.96% 필라델피아 반도체 13,482.51 / -7.87% - 섹터별 수익률 High 3: 통신 (2.86%), 가정용품 (2.33%), 보험 (2.27%) Low 3: 반도체 및 장비 (-6.18%), 자동차 및 부품 (-5.32%), 자본재 (-2.62%) - 세부 업종별 수익률 통신 2.86% 가정용품 2.33% 보험 2.27% 음식료 및 담배 1.84% 상업 및 전문서비스 1.70% 식료품 1.43% 제약 1.39% 헬스케어 1.32% 부동산 1.29% 소프트웨어 0.97% 은행 0.84% 유틸리티 0.83% 에너지 0.69% 유통 0.34% 호텔/레저 0.29% 내구소비재/의류 -0.24% 금융 -0.31% 엔터/미디어 -0.61% 운송 -0.90% 소재 -1.60% 하드웨어 -2.48% 자본재 -2.62% 자동차 및 부품 -5.32% - 종목별 수익률 High 3: AXON (5.61%), CDW (5.25%), GEHC (5.08%) Low 3: SNDK (-13.64%), MU (-13.18%), VRT (-11.07%) - 팩터별 수익률 Momentum -4.54% Growth -2.35% Quality -2.89% High Dividend 0.95% Low Votality 1.25% Enhanced value 1.06% Value -0.33% High Beta -4.11% - 주요 뉴스 ▶ US announces $17.5 billion in loans for nuclear power supply chain https://www.reuters.com/business/energy/us-announces-175-billion-conditional-loans-nuclear-power-2026-06-23/ ▶ Cerebras shares drop on earnings debut, with margins below AI chip rivals https://www.reuters.com/technology/cerebras-posts-rise-quarterly-revenue-first-report-post-ipo-2026-06-23/ ▶ US manufacturing rises on front-loading of orders, but factory employment tumbles to six-year low https://www.reuters.com/business/us-manufacturing-rises-front-loading-orders-factory-employment-tumbles-six-year-2026-06-23/ ▶ US consumers favor homebuying over renting for first time since 2023, BofA study shows https://www.reuters.com/business/finance/us-consumers-favor-homebuying-over-renting-first-time-since-2023-bofa-study-2026-06-23/ ▶ Meta launches cheaper range of AI smart glasses starting at $299 https://www.reuters.com/technology/meta-announces-new-range-smart-glasses-starting-299-2026-06-23/ ▶ Constellation Energy to supply nuclear power to Walmart facility under 15-year deal https://www.reuters.com/business/energy/constellation-energy-supply-nuclear-power-walmart-facility-under-15-year-deal-2026-06-23/ ▶ SoFi deepens AI-powered trading ambitions with Composer deal https://www.reuters.com/technology/sofi-deepens-ai-powered-trading-ambitions-with-composer-deal-2026-06-23/ ▶ Trump, Iran at odds over nuclear inspections and frozen assets in deal to end war https://www.reuters.com/world/asia-pacific/us-waives-iran-sanctions-trump-says-he-will-do-what-i-have-to-if-tehran-2026-06-23/