[키움 미국전략 김승혁]

🌏US Daily (4/28) (4/27 종가기준) - 주요 지수 수익률 S&P500 7,173.91 / 0.12% NASDAQ 종합 24,887.10 / 0.20% 다우산업 49,167.79 / -0.13% 러셀2000 2,788.19 / 0.04% 필라델피아 반도체 10,408.04 / -1.00% - 섹터별 수익률 High 3: 반도체 및 장비 (1.54%), 엔터/미디어 (1.12%), 은행 (1.10%) Low 3: 호텔/레저 (-1.85%), 식료품 (-1.53%), 음식료 및 담배 (-1.34%) - 종목별 수익률 High 3: SNDK (8.11%), ALB (5.95%), MU (5.60%) Low 3: DPZ (-8.84%), DLTR (-5.54%), GLW (-4.48%) - 팩터별 수익률 Momentum 1.93% Growth 1.80% Quality 0.65% High Dividend -0.52% Low Votality -0.46% Enhanced value -0.20% Value 0.17% High Beta 1.14% - 주요 뉴스 ▶ Fed likely to hold rates steady as Powell prepares for possible swan song https://www.reuters.com/business/fed-likely-hold-rates-steady-powell-prepares-possible-swan-song-2026-04-27/ ▶ Elon Musk trial against Sam Altman to reveal OpenAI power struggle https://www.reuters.com/business/elon-musks-trial-against-sam-altman-reveal-ongoing-power-struggle-openai-2026-04-27/ ▶ OpenAI breaks off Microsoft exclusivity, Amazon CEO says OpenAI models coming to AWS soon https://www.reuters.com/legal/litigation/microsoft-end-exclusive-license-openais-technology-2026-04-27/ ▶ Nucor beats quarterly revenue estimates on steel mills strength https://www.reuters.com/business/nucor-beats-quarterly-revenue-estimates-steel-mills-strength-2026-04-27/ ▶ Fund finance market reaches $1 trillion driven by private credit, Moody's says https://www.reuters.com/legal/transactional/fund-finance-market-reaches-1-trillion-driven-by-private-credit-moodys-says-2026-04-27/ ▶ US to end more offshore wind leases in exchange for fossil fuel investments https://www.reuters.com/business/energy/us-reaches-deal-end-two-more-offshore-wind-leases-2026-04-27/ ▶ Meta pokes holes in China's great AI firewall https://www.reuters.com/business/finance/meta-pokes-holes-chinas-great-ai-firewall-2026-04-27/ ▶ J&J sees AI halving the time to generate drug development leads https://www.reuters.com/business/healthcare-pharmaceuticals/jj-sees-ai-halving-time-generate-drug-development-leads-2026-04-27/