[키움 미국전략 김승혁]

🌏US Daily (3/26) (3/25 종가기준) - 주요 지수 수익률 S&P500 6,591.90 / 0.54% NASDAQ 종합 21,929.83 / 0.77% 다우산업 46,429.49 / 0.66% 러셀2000 2,536.38 / 1.23% 필라델피아 반도체 7,967.75 / 1.21% - 섹터별 수익률 High 3: 소재 (1.97%), 유통 (1.75%), 제약 (1.32%) Low 3: 통신 (-0.71%), 보험 (-0.63%), 에너지 (-0.53%) - 세부 업종별 수익률 소재 1.97% 유통 1.75% 제약 1.32% 반도체 및 장비 1.25% 은행 0.80% 자본재 0.79% 가정용품 0.70% 운송 0.67% 자동차 및 부품 0.63% 음식료 및 담배 0.54% 하드웨어 0.48% 호텔/레저 0.47% 식료품 0.42% 헬스케어 0.38% 엔터/미디어 0.31% 유틸리티 0.30% 내구소비재/의류 0.00% 금융 -0.05% 부동산 -0.09% 상업 및 전문서비스 -0.28% 소프트웨어 -0.48% 에너지 -0.53% 보험 -0.63% - 종목별 수익률 High 3: SMCI (8.19%), HPE (7.87%), SATS (7.43%) Low 3: VRSK (-4.97%), PODD (-4.21%), SNDK (-3.50%) - 주요 뉴스 ▶ Wall Street advances as investors bet on Mideast de-escalation https://www.reuters.com/business/us-stock-futures-rise-mideast-ceasefire-prospects-lift-sentiment-2026-03-25/ ▶ US import prices post biggest increase in four years amid broad rise in goods https://www.reuters.com/business/us-import-prices-post-largest-gain-nearly-four-years-february-2026-03-25/ ▶ Iran says it is reviewing US proposal but has no interest in holding talks https://www.reuters.com/world/asia-pacific/israel-strikes-tehran-trump-says-us-negotiating-end-war-2026-03-25/ ▶ Microsoft to rent Texas data center dropped by Oracle and OpenAI, Bloomberg News reports https://www.reuters.com/world/asia-pacific/israel-strikes-tehran-trump-says-us-negotiating-end-war-2026-03-25/ ▶ Super Micro sued by shareholders over China-related criminal case against co-founder, others https://www.reuters.com/sustainability/boards-policy-regulation/super-micro-sued-by-shareholders-over-china-related-criminal-case-against-co-2026-03-25/ ▶ Meta, Google lose US case over social media harm to kids https://www.reuters.com/legal/litigation/jury-reaches-verdict-meta-google-trial-social-media-addiction-2026-03-25/ ▶ US links security guarantees to Ukraine giving up Donbas, Zelenskiy says https://www.reuters.com/business/aerospace-defense/us-links-security-guarantees-ukraine-giving-up-donbas-zelenskiy-says-2026-03-25/ ▶ Jefferies profit rises on dealmaking but misses estimates from losses on First Brands, MFS https://www.reuters.com/legal/transactional/jefferies-profit-rises-dealmaking-strength-takes-hit-first-brands-mfs-2026-03-25/