[키움 미국전략 김승혁]

🌏US Daily (4/22) (4/21 종가기준) - 주요 지수 수익률 S&P500 7,064.01 / -0.63% NASDAQ 종합 24,259.96 / -0.59% 다우산업 49,149.38 / -0.59% 러셀2000 2,764.97 / -1.00% 필라델피아 반도체 9,647.21 / 0.50% - 섹터별 수익률 High 3: 에너지 (1.31%), 소프트웨어 (1.11%), 식료품 (0.90%) Low 3: 부동산 (-1.93%), 가정용품 (-1.76%), 유틸리티 (-1.75%) - 세부 업종별 수익률 에너지 1.31% 소프트웨어 1.11% 식료품 0.90% 보험 0.45% 내구소비재/의류 0.14% 유통 0.12% 반도체 및 장비 -0.31% 상업 및 전문서비스 -0.44% 운송 -0.46% 헬스케어 -0.51% 금융 -0.78% 은행 -0.82% 통신 -1.15% 소재 -1.23% 엔터/미디어 -1.25% 음식료 및 담배 -1.28% 제약 -1.30% 하드웨어 -1.36% 호텔/레저 -1.48% 자동차 및 부품 -1.52% 자본재 -1.68% 유틸리티 -1.75% 가정용품 -1.76% - 종목별 수익률 High 3: NTRS (8.02%), HPQ (7.66%), UNH (6.96%) Low 3: TSCO (-11.69%), SATS (-8.33%), COIN (-7.41%) - 팩터별 수익률 Momentum -0.73% Growth -0.67% Quality -0.99% High Dividend -0.72% Low Votality -1.12% Enhanced value 0.41% Value -0.60% High Beta -0.34% - 주요 뉴스 ▶️ Exclusive: SpaceX says unproven AI space data centers may not be commercially viable, filing shows https://www.reuters.com/world/spacex-says-unproven-ai-space-data-centers-may-not-be-commercially-viable-filing-2026-04-21/ ▶️ Adobe announces $25 billion stock buyback amid AI disruption fears https://www.reuters.com/technology/adobe-announces-25-billion-stock-buyback-2026-04-21/ ▶️ United Airlines echoes industry caution as Iran war fuel surge squeezes margins https://www.reuters.com/business/united-airlines-sees-weak-q2-full-year-profit-fuel-shock-squeezes-margins-2026-04-21/ ▶️ GM delays next-gen EV truck program, Crain's Detroit reports https://www.reuters.com/business/autos-transportation/gm-delays-next-gen-ev-truck-program-crains-detroit-reports-2026-04-21/ ▶️ Capital One quarterly profit misses estimates as bad loan provisions rise https://www.reuters.com/legal/transactional/capital-one-quarterly-profit-misses-estimates-bad-loan-provisions-rise-2026-04-21/ ▶️ Meta breaks ground on over $1 billion data center in Oklahoma's Tulsa https://www.reuters.com/technology/meta-breaks-ground-over-1-billion-data-center-oklahomas-tulsa-2026-04-21/ ▶️ Deutsche Telekom exploring merger with T-Mobile, Bloomberg News reports https://www.reuters.com/business/media-telecom/deutsche-telekom-exploring-merger-with-t-mobile-bloomberg-news-reports-2026-04-21/ ▶️ Apple's Ternus era hints at renewed hardware focus, AI growth push https://www.reuters.com/business/apples-post-cook-future-hinges-whether-ternus-can-ignite-ai-growth-2026-04-21/