[키움 미국전략 김승혁]

🌏US Daily (6/10) (6/9 종가기준) - 주요 지수 수익률 S&P500 7,386.65 / -0.26% NASDAQ 종합 25,678.82 / -0.97% 다우산업 50,872.11 / 0.17% 러셀2000 2,867.02 / 0.41% 필라델피아 반도체 12,657.81 / -1.93% - 섹터별 수익률 High 3: 내구소비재/의류 (3.13%), 가정용품 (2.39%), 부동산 (2.09%) Low 3: 하드웨어 (-3.15%), 자동차 및 부품 (-2.68%), 소프트웨어 (-2.33%) - 세부 업종별 수익률 내구소비재/의류 3.13% 가정용품 2.39% 부동산 2.09% 상업 및 전문서비스 1.91% 헬스케어 1.91% 소재 1.72% 호텔/레저 1.58% 음식료 및 담배 1.56% 운송 1.18% 유틸리티 1.14% 자본재 1.07% 은행 1.03% 보험 0.97% 제약 0.91% 금융 0.90% 통신 0.72% 유통 0.52% 엔터/미디어 0.11% 식료품 -0.30% 반도체 및 장비 -0.79% 에너지 -1.60% 소프트웨어 -2.33% 자동차 및 부품 -2.68% - 종목별 수익률 High 3: SJM (10.44%), APH (7.29%), POOL (6.34%) Low 3: COHR (-11.44%), LITE (-8.22%), SMCI (-7.62%) - 팩터별 수익률 Momentum -0.22% Growth -0.65% Quality 0.18% High Dividend 1.12% Low Votality 1.55% Enhanced value 0.49% Value 0.22% High Beta -0.59% - 주요 뉴스 ▶ Musk’s xAI, SpaceX hit with class action over data center ‘nuisance’ https://www.reuters.com/legal/government/musks-xai-spacex-hit-with-class-action-over-data-center-nuisance-2026-06-09/ ▶ Oil inventories headed toward multi-decade lows, US EIA warns https://www.reuters.com/business/energy/oil-inventories-are-headed-toward-multi-decade-lows-us-eia-warns-2026-06-09/ ▶ GSK boosts cancer portfolio with $10.6 billion Nuvalent takeover https://www.reuters.com/business/healthcare-pharmaceuticals/uks-gsk-buy-us-based-cancer-drugmaker-nuvalent-106-billion-2026-06-09/ ▶ Record petroleum exports help to shrink US trade deficit in April https://www.reuters.com/markets/us/us-trade-deficit-narrows-april-amid-surging-exports-2026-06-09/ ▶ SpaceX aims to launch orbital AI computing tests by end of next year, sources say https://www.reuters.com/business/media-telecom/spacex-aims-launch-orbital-ai-computing-tests-by-end-next-year-sources-say-2026-06-09/ ▶ Amazon issues record-setting Canadian dollar-denominated corporate bond deal https://www.reuters.com/business/retail-consumer/amazon-issues-record-setting-canadian-dollar-denominated-corporate-bond-deal-2026-06-09/ ▶ US Fed to release 2026 bank stress test results on June 24 https://www.reuters.com/business/finance/us-fed-release-2026-bank-stress-test-results-june-24-2026-06-09/ ▶ Apollo, Blackstone back Anthropic's $35 billion capacity expansion in new Broadcom tie-up https://www.reuters.com/business/apollo-blackstone-back-anthropics-35-billion-capacity-expansion-new-broadcom-tie-2026-06-09/