[키움 미국전략 김승혁]

🌏US Daily (6/8) (6/5 종가기준) - 주요 지수 수익률 S&P500 7,383.74 / -2.64% NASDAQ 종합 25,709.43 / -4.18% 다우산업 50,866.78 / -1.35% 러셀2000 2,833.50 / -3.47% 필라델피아 반도체 12,220.76 / -10.26% - 섹터별 수익률 High 3: 가정용품 (4.02%), 보험 (3.05%), 음식료 및 담배 (1.70%) Low 3: 반도체 및 장비 (-8.25%), 자동차 및 부품 (-6.09%), 소프트웨어 (-3.52%) - 세부 업종별 수익률 가정용품 4.02% 보험 3.05% 음식료 및 담배 1.70% 헬스케어 0.89% 통신 0.82% 유틸리티 0.80% 부동산 0.72% 운송 0.60% 호텔/레저 0.54% 제약 0.52% 식료품 0.51% 상업 및 전문서비스 0.45% 은행 -0.03% 금융 -0.43% 내구소비재/의류 -1.28% 자본재 -1.61% 에너지 -1.77% 엔터/미디어 -1.86% 유통 -1.99% 소재 -2.04% 하드웨어 -3.50% 소프트웨어 -3.52% 자동차 및 부품 -6.09% - 종목별 수익률 High 3: COO (8.58%), FDXF (6.42%), KMB (4.84%) Low 3: MU (-13.25%), TER (-12.03%), FSLR (-11.41%) - 팩터별 수익률 Momentum -5.60% Growth -3.83% Quality -2.22% High Dividend 0.16% Low Votality 1.38% Enhanced value 0.02% Value -1.19% High Beta -5.73% - 주요 뉴스 ▶ Resilient US economy posts third straight month of strong job growth https://www.reuters.com/business/world-at-work/us-posts-another-month-strong-job-gains-may-unemployment-rate-steady-43-2026-06-05/ ▶ SpaceX lands Google AI compute deal after Anthropic pact ahead of IPO https://www.reuters.com/business/media-telecom/spacex-signs-cloud-deal-with-google-2026-06-05/ ▶ Chip slump erases $1.3 trillion in stock market value https://www.reuters.com/business/media-telecom/chip-selloff-erases-over-1-trillion-stock-market-value-2026-06-05/ ▶ SpaceX IPO running at two times oversubscribed, sources say https://www.reuters.com/business/finance/spacex-ipo-running-two-times-oversubscribed-sources-say-2026-06-05/ ▶ OpenAI plans ChatGPT 'superapp' overhaul ahead of listing, FT reports https://www.reuters.com/business/openai-plans-chatgpt-superapp-overhaul-ahead-listing-ft-reports-2026-06-07/ ▶ Cryptocurrency exchange Bybit to open SpaceX tokenized IPO access https://www.reuters.com/legal/government/cryptocurrency-exchange-bybit-open-spacex-tokenized-ipo-access-2026-06-07/ ▶ NASA to wear Prada as luxury group pushes into space industry https://www.reuters.com/science/nasa-wear-prada-luxury-group-pushes-into-space-industry-2026-06-07/ ▶ Oil prices rise more than $2 on Israel strikes on Lebanon https://www.reuters.com/business/energy/oil-prices-rise-more-than-2-israel-strikes-lebanon-2026-06-07/