[키움 미국전략 김승혁]

🌏US Daily (4/15) (4/14 종가기준) - 주요 지수 수익률 S&P500 6,967.38 / 1.18% NASDAQ 종합 23,639.08 / 1.96% 다우산업 48,535.99 / 0.66% 러셀2000 2,705.67 / 1.32% 필라델피아 반도체 9,224.12 / 2.04% - 섹터별 수익률 High 3: 엔터/미디어 (3.51%), 자동차 및 부품 (3.35%), 유통 (2.83%) Low 3: 에너지 (-2.16%), 은행 (-0.89%), 음식료 및 담배 (-0.79%) - 세부 업종별 수익률 엔터/미디어 3.51% 자동차 및 부품 3.35% 유통 2.83% 반도체 및 장비 2.62% 소프트웨어 1.63% 호텔/레저 1.22% 운송 1.10% 금융 0.94% 부동산 0.85% 내구소비재/의류 0.78% 가정용품 0.60% 제약 0.60% 헬스케어 0.32% 자본재 0.25% 유틸리티 0.18% 하드웨어 0.10% 식료품 0.01% 통신 -0.09% 상업 및 전문서비스 -0.24% 소재 -0.33% 보험 -0.62% 음식료 및 담배 -0.79% 은행 -0.89% - 종목별 수익률 High 3: HOOD (10.35%), MU (9.17%), DAL (6.94%) Low 3: AKAM (-6.43%), APA (-6.23%), WFC (-5.70%) - 팩터별 수익률 Momentum 1.67% Growth 2.06% Quality 0.47% High Dividend 0.13% Low Votality 0.12% Enhanced value -0.54% Value 0.18% High Beta 1.59% - 주요 뉴스 ▶ Amazon to buy satellite firm Globalstar in $11.57 billion deal to take on Musk's Starlink https://www.reuters.com/business/media-telecom/amazon-signs-1157-billion-deal-satellite-firm-globalstar-challenge-starlink-2026-04-14/ ▶ Meta extends custom chips deal with Broadcom to power AI ambitions https://www.reuters.com/business/meta-inks-deal-with-broadcom-custom-ai-chips-2026-04-14/ ▶ OpenAI unveils GPT-5.4-Cyber a week after rival's announcement of AI model https://www.reuters.com/technology/openai-unveils-gpt-54-cyber-week-after-rivals-announcement-ai-model-2026-04-14/ ▶ US set to launch tariff refund system on April 20 https://www.reuters.com/legal/transactional/us-set-launch-tariff-refund-system-april-20-2026-04-14/ ▶ US producer inflation rises below expectations in March, but war fires up energy prices https://www.reuters.com/business/energy/us-producer-prices-increase-less-than-expected-march-2026-04-14/ ▶ Meta poised to surpass Google in digital ad revenue for first time, report says https://www.reuters.com/business/media-telecom/meta-poised-surpass-google-digital-ad-revenue-first-time-report-says-2026-04-13/ ▶ Goldman Sachs files for its first bitcoin ETF product https://www.reuters.com/legal/transactional/goldman-sachs-files-its-first-bitcoin-etf-product-2026-04-14/ ▶ Bessent disparages IMF, World Bank forecasts, says US will quickly cycle through higher prices https://www.reuters.com/business/bessent-disparages-imf-world-bank-forecasts-says-us-will-quickly-cycle-through-2026-04-14/