[키움 미국전략 김승혁]

🌏US Daily (5/20) (5/19 종가기준) - 주요 지수 수익률 S&P500 7,353.61 / -0.67% NASDAQ 종합 25,870.71 / -0.84% 다우산업 49,363.88 / -0.65% 러셀2000 2,747.07 / -1.01% 필라델피아 반도체 11,305.50 / 0.03% - 섹터별 수익률 High 3: 통신 (1.61%), 제약 (1.56%), 식료품 (1.16%) Low 3: 소재 (-2.28%), 엔터/미디어 (-1.86%), 금융 (-1.54%) - 세부 업종별 수익률 통신 1.61% 제약 1.56% 식료품 1.16% 에너지 1.03% 유틸리티 0.99% 부동산 0.56% 헬스케어 0.28% 음식료 및 담배 0.10% 하드웨어 -0.03% 내구소비재/의류 -0.23% 보험 -0.45% 상업 및 전문서비스 -0.66% 운송 -0.70% 가정용품 -0.72% 반도체 및 장비 -0.82% 은행 -0.93% 호텔/레저 -1.10% 소프트웨어 -1.23% 자동차 및 부품 -1.32% 자본재 -1.33% 유통 -1.46% 금융 -1.54% 엔터/미디어 -1.86% - 종목별 수익률 High 3: EQT (4.04%), SNDK (3.77%), HAS (3.69%) Low 3: AKAM (-6.25%), BLDR (-5.40%), FSLR (-5.11%) - 팩터별 수익률 Momentum -0.56% Growth -1.01% Quality -0.70% High Dividend 0.14% Low Votality 0.14% Enhanced value 0.09% Value -0.25% High Beta -1.49% - 주요 뉴스 ▶ Nvidia shares set for $350 billion price swing after earnings, options show https://www.reuters.com/business/finance/nvidia-shares-set-350-billion-price-swing-after-earnings-options-show-2026-05-19/ ▶ US lawmakers seek to undercut Chinese AI and tech sales abroad https://www.reuters.com/legal/government/us-lawmakers-seek-undercut-chinese-ai-tech-sales-abroad-2026-05-19/ ▶ Scale, online push and loyalty fees: how Walmart won the year of the tariffs https://www.reuters.com/business/retail-consumer/scale-online-push-loyalty-fees-how-walmart-won-year-tariffs-2026-05-19/ ▶ GM to start assembling Chevrolet Groove and Aveo in Mexico, in shift away from China https://www.reuters.com/business/autos-transportation/gm-start-assembling-chevrolet-groove-aveo-mexico-shift-away-china-2026-05-19/ ▶ SpaceX's upgraded Starship V3 ready for debut launch ahead of IPO https://www.reuters.com/business/aerospace-defense/spacexs-upgraded-starship-v3-ready-debut-launch-ahead-ipo-2026-05-19/ ▶ Google courts coders and consumers at I/O, touts cheaper AI model for enterprises https://www.reuters.com/business/google-expected-court-coders-consumers-io-conference-2026-05-19/ ▶ NY Fed's Perli says rate control toolkit can navigate lower reserve demand https://www.reuters.com/business/finance/ny-feds-perli-says-rate-control-toolkit-can-navigate-lower-reserve-demand-2026-05-19/ ▶ US pending home sales increase further; higher mortgage rates remain a constraint https://www.reuters.com/business/us-pending-home-sales-increase-third-straight-month-2026-05-19/