[키움 미국전략 김승혁]

🌏US Daily (5/28) (5/27 종가기준) - 주요 지수 수익률 S&P500 7,520.36 / 0.02% NASDAQ 종합 26,674.73 / 0.07% 다우산업 50,644.28 / 0.36% 러셀2000 2,919.94 / -0.02% 필라델피아 반도체 12,702.19 / -1.36% - 섹터별 수익률 High 3: 가정용품 (2.68%), 운송 (2.15%), 유통 (1.96%) Low 3: 은행 (-1.76%), 에너지 (-1.52%), 보험 (-1.39%) - 세부 업종별 수익률 가정용품 2.68% 운송 2.15% 유통 1.96% 자동차 및 부품 1.89% 호텔/레저 1.87% 음식료 및 담배 1.07% 내구소비재/의류 1.00% 제약 0.82% 엔터/미디어 0.81% 하드웨어 0.54% 식료품 0.10% 소재 -0.01% 금융 -0.25% 부동산 -0.33% 통신 -0.33% 자본재 -0.35% 상업 및 전문서비스 -0.48% 유틸리티 -0.48% 소프트웨어 -0.74% 반도체 및 장비 -0.77% 헬스케어 -0.83% 보험 -1.39% 에너지 -1.52% - 종목별 수익률 High 3: APP (10.42%), MGM (9.10%), UAL (6.33%) Low 3: BSX (-12.46%), QCOM (-6.20%), SWKS (-5.68%) - 팩터별 수익률 Momentum -0.15% Growth -0.02% Quality -0.16% High Dividend 0.19% Low Votality -0.34% Enhanced value -0.09% Value 0.06% High Beta 0.23% - 주요 뉴스 ▶ Global firms use AI at Indian hubs to bring more ad work in-house https://www.reuters.com/business/media-telecom/global-firms-use-ai-indian-hubs-bring-more-ad-work-in-house-2026-05-27/ ▶ Fed's Cook says she is prepared to raise rates if inflation doesn't ease https://www.reuters.com/business/feds-cook-says-she-is-prepared-raise-rates-if-inflation-doesnt-ease-2026-05-27/ ▶ Salesforce sees quarterly revenue below estimates amid AI disruption fears https://www.reuters.com/business/salesforce-beats-first-quarter-revenue-estimates-2026-05-27/ ▶ Pentagon awards Microsoft $9.7 billion deal in bid to cut costs, end license sprawl https://www.reuters.com/business/pentagon-awards-microsoft-97-billion-deal-bid-cut-costs-end-license-sprawl-2026-05-27/ ▶ Synopsys raises annual forecast on demand for AI chip design software https://www.reuters.com/business/synopsys-raises-annual-forecast-demand-ai-chip-design-software-2026-05-27/ ▶ Defence-driven demand powers surge in US listings by mining firms https://www.reuters.com/business/defence-driven-demand-powers-surge-us-listings-by-mining-firms-2026-05-27/ ▶ Snowflake boosts forecast, signs $6 billion AWS deal as enterprise AI adoption grows https://www.reuters.com/business/snowflake-raises-annual-product-revenue-forecast-enterprises-ramp-up-ai-2026-05-27/ ▶ US mortgage rate rises to nine-month high, worsening affordability again https://www.reuters.com/business/us-mortgage-rate-rises-nine-month-high-2026-05-27/