[키움 미국전략 김승혁]

🌏US Daily (6/1) (5/29 종가기준) - 주요 지수 수익률 S&P500 7,580.06 / 0.22% NASDAQ 종합 26,972.62 / 0.20% 다우산업 51,032.46 / 0.72% 러셀2000 2,919.34 / -0.59% 필라델피아 반도체 12,829.38 / 0.00% - 섹터별 수익률 High 3: 소프트웨어 (6.37%), 은행 (0.99%), 하드웨어 (0.84%) Low 3: 식료품 (-2.78%), 가정용품 (-1.85%), 엔터/미디어 (-1.80%) - 세부 업종별 수익률 소프트웨어 6.37% 은행 0.99% 하드웨어 0.84% 금융 0.66% 반도체 및 장비 0.23% 소재 -0.38% 상업 및 전문서비스 -0.39% 자본재 -0.43% 유틸리티 -0.46% 운송 -0.50% 통신 -0.57% 호텔/레저 -0.74% 내구소비재/의류 -0.78% 보험 -0.84% 헬스케어 -0.84% 제약 -0.89% 부동산 -0.97% 자동차 및 부품 -1.05% 에너지 -1.07% 유통 -1.15% 음식료 및 담배 -1.36% 엔터/미디어 -1.80% 가정용품 -1.85% - 종목별 수익률 High 3: DELL (32.76%), NTAP (22.39%), NOW (14.38%) Low 3: CLX (-6.42%), RMD (-6.32%), INTC (-5.14%) - 팩터별 수익률 Momentum 0.28% Growth 0.51% Quality -0.11% High Dividend -0.60% Low Votality -0.98% Enhanced value -0.16% Value -0.15% High Beta 1.42% - 주요 뉴스 ▶ US takes step to halt Nvidia AI chip shipments to Chinese firms outside China https://www.reuters.com/world/china/us-takes-step-halt-nvidia-ai-chip-shipments-chinese-firms-outside-china-2026-05-31/ ▶ Blue Origin faces months of delays after rocket explosion damages launch pad https://www.reuters.com/business/aerospace-defense/blue-origin-faces-months-delays-after-rocket-explosion-damages-launch-pad-2026-05-30/ ▶ First Windows PC powered by Nvidia chips to debut next week, Axios reports https://www.reuters.com/business/first-windows-pc-powered-by-nvidia-chips-debut-next-week-axios-reports-2026-05-30/ ▶ Stablecoin demand may soon fade, BoE's Greene says https://www.reuters.com/business/finance/stablecoin-demand-may-soon-fade-boes-greene-says-2026-05-31/ ▶ SpaceX wins $4.16 billion US Space Force contract for threat-detection satellites https://www.reuters.com/science/us-space-force-awards-spacex-416-billion-deal-2026-05-29/ ▶ Trump administration wants to raise North American auto content to 82%, with half from US https://www.reuters.com/business/autos-transportation/trump-administration-wants-raise-north-american-auto-content-82-with-half-us-2026-05-29/ ▶ Rising exports lower US goods trade deficit in April https://www.reuters.com/markets/us/us-goods-trade-deficit-narrows-april-strong-exports-2026-05-29/ ▶ Coinbase, Kalshi bring regulated perpetual crypto futures to US investors https://www.reuters.com/legal/government/coinbase-kalshi-bring-regulated-perpetual-crypto-futures-us-investors-2026-05-29/