[키움 미국전략 김승혁]

🌏US Daily (5/27) (5/26 종가기준) - 주요 지수 수익률 S&P500 7,519.12 / 0.61% NASDAQ 종합 26,656.18 / 1.19% 다우산업 50,461.68 / -0.23% 러셀2000 2,920.54 / 1.79% 필라델피아 반도체 12,876.91 / 5.53% - 섹터별 수익률 High 3: 반도체 및 장비 (3.32%), 자본재 (1.80%), 자동차 및 부품 (1.79%) Low 3: 에너지 (-2.80%), 음식료 및 담배 (-1.98%), 식료품 (-1.86%) - 세부 업종별 수익률 반도체 및 장비 3.32% 자본재 1.80% 자동차 및 부품 1.79% 운송 1.47% 소재 1.35% 엔터/미디어 0.97% 내구소비재/의류 0.77% 하드웨어 0.70% 은행 0.67% 부동산 0.49% 호텔/레저 0.13% 유틸리티 -0.03% 통신 -0.26% 소프트웨어 -0.40% 금융 -0.40% 유통 -0.53% 보험 -0.74% 가정용품 -0.84% 제약 -0.85% 헬스케어 -1.31% 상업 및 전문서비스 -1.36% 식료품 -1.86% 음식료 및 담배 -1.98% - 종목별 수익률 High 3: MU (19.29%), ON (9.29%), TER (8.56%) Low 3: AZO (-8.99%), TSCO (-5.76%), INTU (-4.87%) - 팩터별 수익률 Momentum 3.35% Growth 1.20% Quality 1.14% High Dividend -0.25% Low Votality -0.33% Enhanced value -0.73% Value -0.10% High Beta 2.78% - 주요 뉴스 ▶ S&P 500, Nasdaq hit record closing highs on AI optimism, Micron joins $1 trillion club https://www.reuters.com/business/wall-st-futures-gain-us-iran-peace-talk-hopes-2026-05-26/ ▶ US single-family home prices edge up in March, FHFA says https://www.reuters.com/markets/us/us-single-family-home-prices-edge-up-march-fhfa-says-2026-05-26/ ▶ Inflation worries weigh on US consumer confidence in May https://www.reuters.com/business/us-consumer-confidence-ebbs-may-inflation-worries-mount-2026-05-26/ ▶ Micron joins $1 trillion club as AI race powers memory chip boom https://www.reuters.com/world/china/micron-joins-1-trillion-club-ai-race-powers-memory-chip-boom-2026-05-26/ ▶ SpaceX set for fast entry into US, global indexes under new FTSE rules https://www.reuters.com/legal/government/spacex-set-fast-entry-into-us-global-indexes-under-new-ftse-rules-2026-05-26/ ▶ US to seek public comment on Chinese goods eligible for tariff cuts https://www.reuters.com/world/asia-pacific/us-seek-public-comment-chinese-goods-eligible-tariff-cuts-2026-05-26/ ▶ US plans tariffs on USMCA countries, has issues with Canada https://www.reuters.com/business/us-plans-tariffs-usmca-countries-has-issues-with-canada-2026-05-26/ ▶ OpenAI's Altman says AI unlikely to lead to 'jobs apocalypse' https://www.reuters.com/world/asia-pacific/openais-altman-says-ai-unlikely-lead-jobs-apocalypse-2026-05-26/