[키움 미국전략 김승혁]

🌏US Daily (5/21) (5/20 종가기준) - 주요 지수 수익률 S&P500 7,432.97 / 1.08% NASDAQ 종합 26,270.36 / 1.54% 다우산업 50,009.35 / 1.31% 러셀2000 2,817.37 / 2.56% 필라델피아 반도체 11,813.29 / 4.49% - 섹터별 수익률 High 3: 내구소비재/의류 (3.57%), 자동차 및 부품 (3.26%), 반도체 및 장비 (2.70%) Low 3: 에너지 (-2.59%), 식료품 (-2.04%), 음식료 및 담배 (-0.65%) - 세부 업종별 수익률 내구소비재/의류 3.57% 자동차 및 부품 3.26% 반도체 및 장비 2.70% 유통 2.38% 은행 2.12% 호텔/레저 1.66% 소재 1.39% 자본재 1.35% 운송 1.31% 소프트웨어 1.17% 부동산 1.12% 하드웨어 1.03% 가정용품 0.85% 금융 0.84% 유틸리티 0.40% 엔터/미디어 0.19% 제약 0.05% 보험 -0.04% 통신 -0.23% 헬스케어 -0.26% 상업 및 전문서비스 -0.33% 음식료 및 담배 -0.65% 식료품 -2.04% - 종목별 수익률 High 3: UAL (9.99%), SMCI (9.49%), DAL (9.39%) Low 3: HAS (-8.83%), CME (-4.05%), INTU (-3.95%) - 팩터별 수익률 Momentum 1.93% Growth 1.43% Quality 1.41% High Dividend 0.39% Low Votality 0.17% Enhanced value -0.07% Value 0.66% High Beta 3.06% - 주요 뉴스 ▶ Bound for Mars, Elon Musk's SpaceX unveils filing for blockbuster IPO https://www.reuters.com/legal/transactional/bound-mars-elon-musks-spacex-unveils-filing-blockbuster-ipo-2026-05-20/ ▶ Nvidia forecasts revenue above estimates, announces $80 billion share buyback https://www.reuters.com/business/retail-consumer/nvidia-forecasts-quarterly-revenue-above-estimates-announces-80-billion-share-2026-05-20/ ▶ More gasoline price shocks might hit US drivers this summer travel season https://www.reuters.com/business/energy/more-gasoline-price-shocks-might-hit-us-drivers-this-summer-travel-season-2026-05-20/ ▶ Trump to sign order on AI oversight as security fears mount among supporters https://www.reuters.com/legal/litigation/trump-sign-order-ai-oversight-security-fears-mount-among-supporters-2026-05-20/ ▶ Fed proposes limited payment accounts for fintechs, others https://www.reuters.com/business/finance/fed-proposes-establish-limited-payment-accounts-2026-05-20/ ▶ NextEra to buy Quantum-backed energy firm Caliber, set up US shale JV, sources say https://www.reuters.com/legal/litigation/nextera-buy-quantum-backed-energy-firm-caliber-set-up-us-shale-jv-sources-say-2026-05-20/ ▶ Devon Energy dominates record $4 billion US government oil and gas auction https://www.reuters.com/legal/litigation/us-oil-gas-auction-new-mexico-leases-draws-record-4-billion-bids-2026-05-20/ ▶ Fears of unfettered hacking spurred by Anthropic's Mythos AI model overstated https://www.reuters.com/business/fears-unfettered-hacking-spurred-by-anthropics-mythos-ai-model-overstated-2026-05-20/