[키움 미국전략 김승혁]

🌏US Daily (4/24) (4/23 종가기준) - 주요 지수 수익률 S&P500 7,108.40 / -0.41% NASDAQ 종합 24,438.50 / -0.89% 다우산업 49,310.32 / -0.36% 러셀2000 2,775.10 / -0.37% 필라델피아 반도체 10,078.57 / 1.71% - 섹터별 수익률 High 3: 통신 (3.54%), 운송 (3.17%), 유틸리티 (2.80%) Low 3: 소프트웨어 (-5.09%), 자동차 및 부품 (-3.26%), 금융 (-1.29%) - 세부 업종별 수익률 통신 3.54% 운송 3.17% 유틸리티 2.80% 음식료 및 담배 2.30% 가정용품 1.73% 자본재 1.60% 부동산 1.52% 식료품 1.17% 에너지 0.76% 상업 및 전문서비스 0.64% 보험 0.60% 헬스케어 0.45% 하드웨어 -0.17% 반도체 및 장비 -0.18% 유통 -0.18% 소재 -0.22% 은행 -0.42% 제약 -0.42% 내구소비재/의류 -0.73% 엔터/미디어 -0.76% 호텔/레저 -0.83% 금융 -1.29% 자동차 및 부품 -3.26% - 종목별 수익률 High 3: URI (22.92%), TXN (19.43%), WST (12.86%) Low 3: NOW (-17.75%), LULU (-13.33%), FCX (-12.62%) - 팩터별 수익률 Momentum 0.06% Growth -1.04% Quality 0.09% High Dividend 0.88% Low Votality 1.49% Enhanced value 0.84% Value 0.33% High Beta -0.93% - 주요 뉴스 ▶ Intel forecasts second-quarter revenue above estimates, shares jump 19% https://www.reuters.com/legal/transactional/intel-forecasts-second-quarter-revenue-above-estimates-2026-04-23/ ▶ US to loosen marijuana rules in major shift for $47 billion industry https://www.reuters.com/legal/litigation/doj-reclassifies-fda-approved-state-licensed-marijuana-less-dangerous-drug-2026-04-23/ ▶ Struggling Nike will cut around 1,400 jobs in efficiency push https://www.reuters.com/business/nike-cut-1400-jobs-2026-04-23/ ▶ Musk sounds cautious tone on robotaxis amid slower-than-expected rollout https://www.reuters.com/business/autos-transportation/musk-sounds-cautious-tone-robotaxis-amid-slower-than-expected-rollout-2026-04-23/ ▶ Trump on gas prices: Americans should expect to pay more 'for a little while' https://www.reuters.com/business/energy/trump-gas-prices-americans-should-expect-pay-more-for-little-while-2026-04-23/ ▶ US labor market stable despite war, but inflation pressures building up https://www.reuters.com/business/us-weekly-jobless-claims-increase-marginally-labor-market-remains-stable-2026-04-23/ ▶ Newmont beats Q1 profit estimates, flags weaker output and higher costs in Q2 https://www.reuters.com/business/gold-miner-newmont-beats-first-quarter-profit-estimates-2026-04-23/ ▶ US business activity recovers in April, war with Iran is boosting prices, S&P Global survey shows https://www.reuters.com/business/us-business-activity-recovers-april-war-with-iran-is-boosting-prices-sp-global-2026-04-23/