[키움 미국전략 김승혁]

🌏US Daily (4/7) (4/6 종가기준) - 주요 지수 수익률 S&P500 6,611.83 / 0.44% NASDAQ 종합 21,996.34 / 0.54% 다우산업 46,669.88 / 0.36% 러셀2000 2,540.64 / 0.42% 필라델피아 반도체 7,916.10 / 1.06% - 섹터별 수익률 High 3: 호텔/레저 (1.87%), 유통 (1.39%), 내구소비재/의류 (1.37%) Low 3: 자동차 및 부품 (-1.86%), 제약 (-0.71%), 통신 (-0.57%) - 세부 업종별 수익률 호텔/레저 1.87% 유통 1.39% 내구소비재/의류 1.37% 하드웨어 0.94% 은행 0.91% 음식료 및 담배 0.88% 식료품 0.83% 에너지 0.77% 엔터/미디어 0.72% 자본재 0.68% 반도체 및 장비 0.58% 금융 0.53% 보험 0.40% 헬스케어 0.24% 부동산 0.23% 운송 0.16% 가정용품 0.05% 소프트웨어 -0.13% 소재 -0.35% 상업 및 전문서비스 -0.40% 유틸리티 -0.42% 통신 -0.57% 제약 -0.71% - 종목별 수익률 High 3: APP (6.81%), VRSN (5.64%), STX (5.58%) Low 3: LITE (-6.60%), IVZ (-5.22%), SMCI (-5.04%) - 팩터별 수익률 Momentum 0.82% Growth 0.44% Quality 0.78% High Dividend 0.20% Low Votality 0.09% Enhanced value 0.46% Value 0.45% High Beta 0.67% - 주요 뉴스 ▶ Trump's shipping waiver does not boost oil flows within US; fuel exports soar https://www.reuters.com/business/energy/trumps-shipping-waiver-does-not-boost-oil-flows-within-us-fuel-exports-soar-2026-04-06/ ▶ US service sector cools in March, inflation heating up amid Iran war https://www.reuters.com/business/us-service-sector-cools-march-price-paid-measure-highest-3-12-years-2026-04-06/ ▶ Trump proposes to cut 9,400 TSA workers, $1.5 billion from budget https://www.reuters.com/legal/government/trump-proposes-cut-9400-tsa-workers-15-billion-budget-2026-04-06/ ▶ Nvidia acquisition of SchedMD sparks worry among AI specialists about software access https://www.reuters.com/technology/nvidia-acquisition-schedmd-sparks-worry-among-ai-specialists-about-software-2026-04-06/ ▶ US to raise Medicare Advantage payments to insurers by 2.48% in 2027, insurance stocks surge https://www.reuters.com/legal/litigation/us-finalizes-248-medicare-advantage-payment-hike-above-near-flat-january-2026-04-06/ ▶ Phillips 66 faces $900 million loss as Iran crisis lifts oil prices https://www.reuters.com/business/energy/phillips-66-says-q1-results-hit-by-900-million-mark-to-market-losses-2026-04-06/ ▶ Neurocrine expands into metabolic diseases with $2.9 billion Soleno buyout https://www.reuters.com/business/healthcare-pharmaceuticals/neurocrine-buy-soleno-therapeutics-29-billion-2026-04-06/ ▶ US ends probe into Tesla remote driving feature after software updates https://www.reuters.com/business/autos-transportation/us-auto-safety-regulator-closes-probe-into-teslas-driver-assistance-feature-2026-04-06/