[키움 미국전략 김승혁]

🌏US Daily (4/21) (4/20 종가기준) - 주요 지수 수익률 S&P500 7,109.14 / -0.24% NASDAQ 종합 24,404.39 / -0.26% 다우산업 49,442.56 / -0.01% 러셀2000 2,792.96 / 0.58% 필라델피아 반도체 9,599.21 / 0.45% - 섹터별 수익률 High 3: 은행 (1.19%), 하드웨어 (1.00%), 소재 (0.56%) Low 3: 자동차 및 부품 (-1.85%), 엔터/미디어 (-1.52%), 가정용품 (-1.44%) - 세부 업종별 수익률 은행 1.19% 하드웨어 1.00% 소재 0.56% 내구소비재/의류 0.47% 운송 0.44% 상업 및 전문서비스 0.33% 부동산 0.25% 에너지 0.21% 식료품 0.21% 자본재 0.11% 금융 0.02% 보험 -0.06% 소프트웨어 -0.11% 음식료 및 담배 -0.12% 호텔/레저 -0.13% 통신 -0.36% 반도체 및 장비 -0.45% 유통 -0.48% 헬스케어 -0.88% 유틸리티 -0.91% 제약 -0.96% 가정용품 -1.44% 엔터/미디어 -1.52% - 종목별 수익률 High 3: TTD (7.03%), SWK (5.30%), HPE (5.18%) Low 3: NRG (-6.29%), BSX (-5.04%), INTC (-4.09%) - 팩터별 수익률 Momentum -0.54% Growth -0.52% Quality -0.12% High Dividend 0.32% Low Votality -0.32% Enhanced value 0.15% Value 0.09% High Beta 0.68% - 주요 뉴스 ▶ Fed chief nominee Warsh commits to central bank's independence, with limits https://www.reuters.com/world/us/fed-chair-nominee-warsh-commits-independence-with-limits-2026-04-20/ ▶ Apple names insider John Ternus as CEO, Cook to become executive chairman https://www.reuters.com/technology/john-ternus-become-apple-ceo-tim-cook-become-executive-chairman-2026-04-20/ ▶ Anthropic to spend over $100 billion over a decade on Amazon's cloud tech https://www.reuters.com/technology/anthropic-spend-over-100-billion-amazons-cloud-technology-2026-04-20/ ▶ US low-cost airlines seek temporary tax relief to address soaring fuel costs https://www.reuters.com/business/us-low-cost-airlines-seek-temporary-tax-relief-address-soaring-fuel-costs-2026-04-20/ ▶ Tariff refund system launches as thousands of companies file claims https://www.reuters.com/business/tariff-refund-system-launches-thousands-companies-file-claims-2026-04-20/ ▶ US regulator orders Blue Origin to probe its second-stage rocket failure https://www.reuters.com/business/media-telecom/faa-orders-investigation-into-blue-origin-flight-mishap-2026-04-20/ ▶ Adobe launches AI suite for corporate clients as competition heats up https://www.reuters.com/business/retail-consumer/adobe-launches-ai-suite-corporate-clients-competition-heats-up-2026-04-20/ ▶ USA Rare Earth buys Brazil's Serra Verde for $2.8 billion, extending takeover spree https://www.reuters.com/business/usa-rare-earth-acquire-brazils-serra-verde-28-bln-2026-04-20/