[키움 미국전략 김승혁]

🌏US Daily (4/30) (4/29 종가기준) - 주요 지수 수익률 S&P500 7,135.95 / -0.04% NASDAQ 종합 24,673.24 / 0.04% 다우산업 48,861.81 / -0.57% 러셀2000 2,739.47 / -0.60% 필라델피아 반도체 10,271.30 / 2.35% - 섹터별 수익률 High 3: 상업 및 전문서비스 (2.41%), 에너지 (2.35%), 하드웨어 (0.83%) Low 3: 내구소비재/의류 (-1.94%), 가정용품 (-1.75%), 유틸리티 (-1.23%) - 세부 업종별 수익률 상업 및 전문서비스 2.41% 에너지 2.35% 하드웨어 0.83% 금융 0.60% 유통 0.52% 호텔/레저 0.47% 반도체 및 장비 0.39% 식료품 0.31% 엔터/미디어 -0.12% 음식료 및 담배 -0.12% 통신 -0.45% 은행 -0.46% 부동산 -0.50% 제약 -0.64% 운송 -0.69% 헬스케어 -0.78% 소프트웨어 -0.92% 자본재 -0.95% 보험 -1.00% 자동차 및 부품 -1.01% 소재 -1.10% 유틸리티 -1.23% 가정용품 -1.75% - 종목별 수익률 High 3: NXPI (25.55%), GNRC (16.49%), INTC (12.10%) Low 3: TER (-19.41%), HOOD (-13.24%), GEHC (-13.16%) - 팩터별 수익률 Momentum 0.63% Growth -0.31% Quality 0.39% High Dividend -0.15% Low Votality -0.33% Enhanced value 0.36% Value 0.28% High Beta 0.11% - 주요 뉴스 ▶ Fed holds rates steady amid sharp divide over policy easing bias https://www.reuters.com/business/fed-likely-hold-rates-steady-what-may-be-last-meeting-powell-era-2026-04-29/ ▶ Amazon tops cloud expectations on strong AI demand, shares rise https://www.reuters.com/business/retail-consumer/amazon-beats-quarterly-cloud-growth-estimates-2026-04-29/ ▶ Meta lifts spending forecast, flags legal scrutiny, shares fall https://www.reuters.com/business/meta-lifts-capital-expenditure-forecast-doubling-down-ai-push-2026-04-29/ ▶ Microsoft's cloud revenue growth disappoints investors, shares drop 2% https://www.reuters.com/business/retail-consumer/microsoft-reports-cloud-growth-line-with-expectations-2026-04-29/ ▶ GM earmarks over $1 billion toward gas-engine output in US, Canada https://www.reuters.com/business/autos-transportation/gm-earmarks-over-1-billion-toward-gas-engine-output-us-canada-2026-04-29/ ▶ Ford raises profit outlook for 2026 despite nagging aluminum supply costs https://www.reuters.com/business/autos-transportation/ford-raises-profit-outlook-2026-despite-nagging-aluminum-supply-costs-2026-04-29/ ▶ Senators propose legislation to tighten US ban on Chinese vehicles https://www.reuters.com/world/senators-propose-legislation-tighten-us-ban-chinese-vehicles-2026-04-29/ ▶ Qualcomm quarterly forecast underwhelms, but signs of market recovery lift shares https://www.reuters.com/world/asia-pacific/qualcomm-quarterly-forecast-underwhelms-ceo-says-worst-memory-crunch-over-2026-04-29/