[키움 미국전략 김승혁]

🌏US Daily (6/9) (6/8 종가기준) - 주요 지수 수익률 S&P500 7,405.73 / 0.30% NASDAQ 종합 25,929.66 / 0.86% 다우산업 50,786.01 / -0.16% 러셀2000 2,855.42 / 0.77% 필라델피아 반도체 12,906.69 / 5.61% - 섹터별 수익률 High 3: 자동차 및 부품 (4.21%), 반도체 및 장비 (3.85%), 에너지 (1.14%) Low 3: 유틸리티 (-1.92%), 상업 및 전문서비스 (-1.84%), 부동산 (-1.70%) - 세부 업종별 수익률 자동차 및 부품 4.21% 반도체 및 장비 3.85% 에너지 1.14% 식료품 0.51% 내구소비재/의류 0.21% 헬스케어 0.05% 자본재 -0.16% 통신 -0.29% 운송 -0.34% 은행 -0.36% 유통 -0.38% 제약 -0.38% 하드웨어 -0.40% 금융 -0.42% 음식료 및 담배 -0.70% 소프트웨어 -0.85% 호텔/레저 -1.09% 가정용품 -1.13% 엔터/미디어 -1.14% 소재 -1.28% 보험 -1.70% 부동산 -1.70% 상업 및 전문서비스 -1.84% - 종목별 수익률 High 3: INTC (11.19%), MU (9.87%), KLAC (9.27%) Low 3: AKAM (-4.99%), HSY (-4.70%), CIEN (-4.41%) - 팩터별 수익률 Momentum 2.55% Growth 0.70% Quality 0.59% High Dividend -0.44% Low Votality -1.29% Enhanced value 0.09% Value -0.18% High Beta 1.88% - 주요 뉴스 ▶ OpenAI files for US IPO after Anthropic as AI giants head to public markets https://www.reuters.com/technology/openai-files-us-ipo-after-anthropic-ai-giants-head-public-markets-2026-06-08/ ▶ Apple bets on overdue Siri fix to close AI gap https://www.reuters.com/business/apples-wwdc-conference-kicks-off-investors-want-know-if-ai-will-save-siri-2026-06-08/ ▶ Meta funds skilled trades jobs program for AI data center buildout https://www.reuters.com/business/meta-funds-skilled-trades-jobs-program-ai-data-center-buildout-2026-06-08/ ▶ Applied Digital signs $5.2 billion AI data center lease with U.S. hyperscaler https://www.reuters.com/technology/applied-digital-signs-52-billion-ai-data-center-lease-with-us-hyperscaler-2026-06-08/ ▶ Nvidia's AI PC push banks on unproven demand beyond niche users https://www.reuters.com/world/china/nvidias-ai-pc-push-banks-unproven-demand-beyond-niche-users-2026-06-08/ ▶ US public's inflation expectations largely unchanged in May, New York Fed survey shows https://www.reuters.com/business/new-york-fed-survey-finds-stable-inflation-expectations-may-2026-06-08/ ▶ Alphabet taps Intel to make three million in-house chips, The Information reports https://www.reuters.com/business/google-nvidia-consider-intel-backup-chip-manufacturer-information-reports-2026-06-08/ ▶ Amazon, Corning sign multi-billion-dollar deal to boost fiber optics manufacturing in US https://www.reuters.com/technology/amazon-corning-sign-multi-billion-dollar-deal-boost-fiber-optics-manufacturing-2026-06-08/