[키움 미국전략 김승혁]

🌏US Daily (5/29) (5/28 종가기준) - 주요 지수 수익률 S&P500 7,563.63 / 0.58% NASDAQ 종합 26,917.47 / 0.91% 다우산업 50,668.97 / 0.05% 러셀2000 2,936.57 / 0.57% 필라델피아 반도체 12,829.14 / 1.00% - 섹터별 수익률 High 3: 소프트웨어 (3.35%), 제약 (2.10%), 반도체 및 장비 (0.86%) Low 3: 운송 (-1.28%), 보험 (-1.15%), 유틸리티 (-1.13%) - 세부 업종별 수익률 소프트웨어 3.35% 제약 2.10% 반도체 및 장비 0.86% 유통 0.68% 내구소비재/의류 0.64% 자동차 및 부품 0.61% 상업 및 전문서비스 0.52% 하드웨어 0.50% 소재 0.24% 헬스케어 0.18% 식료품 0.17% 엔터/미디어 0.16% 금융 0.03% 호텔/레저 -0.08% 에너지 -0.14% 자본재 -0.15% 통신 -0.38% 부동산 -0.40% 은행 -0.54% 가정용품 -0.70% 음식료 및 담배 -1.00% 유틸리티 -1.13% 보험 -1.15% - 종목별 수익률 High 3: DLTR (17.87%), A (16.87%), BBY (15.80%) Low 3: SNPS (-8.61%), TSN (-6.09%), NSC (-5.47%) - 팩터별 수익률 Momentum 0.41% Growth 0.94% Quality -0.06% High Dividend 0.14% Low Votality -0.90% Enhanced value -0.06% Value 0.13% High Beta 1.16% - 주요 뉴스 ▶ Warsh's preferred inflation measure is cooling. A big pinch of salt is advised https://www.reuters.com/markets/us/fed-chair-warshs-preferred-inflation-measure-is-cooling-big-pinch-salt-is-2026-05-28/ ▶ Anthropic's valuation surges to $965 billion, surpassing OpenAI https://www.reuters.com/business/anthropic-raises-65-billion-now-valued-965-billion-2026-05-28/ ▶ US weekly jobless claims increase marginally amid low layoffs https://www.reuters.com/business/us-weekly-jobless-claims-increase-marginally-amid-low-layoffs-2026-05-28/ ▶ Hedgeye launches ETF focusing on index inclusion candidates https://www.reuters.com/legal/government/hedgeye-launches-etf-focusing-index-inclusion-candidates-2026-05-28/ ▶ US first-quarter GDP growth revised lower to 1.6% pace https://www.reuters.com/business/us-first-quarter-gdp-growth-revised-lower-16-pace-2026-05-28/ ▶ Brazil rare earths miner Viridis to sell to US, European buyers, not China, CEO says https://www.reuters.com/world/china/brazil-rare-earths-miner-viridis-sell-us-european-buyers-not-china-ceo-says-2026-05-28/ ▶ Meta commits $13 million in additional funding for oversight board until 2028 https://www.reuters.com/business/media-telecom/meta-commits-extra-funding-oversight-board-until-2028-2026-05-28/ ▶ Key US inflation measure posts largest annual increase in three years https://www.reuters.com/business/us-pce-inflation-firmer-april-2026-05-28/