[키움 미국전략 김승혁]

🌏US Daily (6/23) (6/22 종가기준) - 주요 지수 수익률 S&P500 7,472.79 / -0.37% NASDAQ 종합 26,166.60 / -1.32% 다우산업 51,712.71 / 0.29% 러셀2000 3,004.40 / 0.83% 필라델피아 반도체 14,634.72 / 2.04% - 섹터별 수익률 High 3: 은행 (1.78%), 부동산 (1.52%), 제약 (1.36%) Low 3: 엔터/미디어 (-4.14%), 유통 (-3.76%), 소프트웨어 (-2.65%) - 세부 업종별 수익률 은행 1.78% 부동산 1.52% 제약 1.36% 에너지 1.24% 자동차 및 부품 1.11% 자본재 0.94% 운송 0.88% 하드웨어 0.72% 반도체 및 장비 0.63% 유틸리티 0.50% 보험 0.44% 소재 0.07% 헬스케어 0.01% 금융 -0.05% 통신 -0.11% 식료품 -0.13% 음식료 및 담배 -0.73% 상업 및 전문서비스 -1.32% 내구소비재/의류 -1.37% 가정용품 -1.70% 호텔/레저 -2.09% 소프트웨어 -2.65% 유통 -3.76% - 종목별 수익률 High 3: SMCI (15.66%), COHR (9.22%), ON (8.16%) Low 3: MRNA (-7.22%), PLTR (-6.98%), VRSN (-6.40%) - 팩터별 수익률 Momentum 1.15% Growth -0.84% Quality 0.42% High Dividend 0.50% Low Votality 0.43% Enhanced value 0.79% Value 0.21% High Beta 1.30% - 주요 뉴스 ▶ US proposes to slash costs for energy drillers on federal lands https://www.reuters.com/business/energy/us-proposes-slash-costs-energy-drillers-federal-lands-2026-06-22/ ▶ SpaceX turns to bond market to raise capital, reports $100.8 billion cash https://www.reuters.com/business/media-telecom/spacex-launches-notes-offering-discloses-1008-billion-cash-balance-2026-06-22/ ▶ IBM partners with OpenAI on enterprise security AI https://www.reuters.com/technology/ibm-partners-with-openai-enterprise-security-ai-2026-06-22/ ▶ Micron, Anthropic sign AI infrastructure supply agreement https://www.reuters.com/business/micron-anthropic-sign-ai-infrastructure-supply-agreement-2026-06-22/ ▶ Qualcomm nearing deal for AI chip startup Modular, Bloomberg News reports https://www.reuters.com/legal/transactional/qualcomm-nearing-deal-ai-chip-startup-modular-bloomberg-news-reports-2026-06-22/ ▶ Solar manufacturing group seeks US trade probe of Korea cell imports https://www.reuters.com/business/energy/solar-manufacturing-group-seeks-us-tariff-probe-into-korean-imports-2026-06-22/ ▶ AI startup Reflection signs computing power deal with SpaceX https://www.reuters.com/business/media-telecom/ai-startup-reflection-signs-computing-power-deal-with-spacex-2026-06-22/ ▶ Chevron signs power supply deal with Microsoft for Texas data center https://www.reuters.com/legal/litigation/chevron-signs-power-supply-deal-with-microsoft-texas-data-center-2026-06-22/