[키움 미국전략 김승혁]

🌏US Daily (3/24) (3/23 종가기준) - 주요 지수 수익률 S&P500 6,581.00 / 1.15% NASDAQ 종합 21,946.76 / 1.38% 다우산업 46,208.47 / 1.38% 러셀2000 2,494.23 / 2.29% 필라델피아 반도체 7,773.13 / 1.34% - 섹터별 수익률 High 3: 자동차 및 부품 (3.48%), 내구소비재/의류 (2.36%), 유통 (2.36%) Low 3: 헬스케어 (-0.41%), 가정용품 (-0.29%), 상업 및 전문서비스 (-0.19%) - 세부 업종별 수익률 자동차 및 부품 3.48% 내구소비재/의류 2.36% 유통 2.36% 호텔/레저 1.62% 하드웨어 1.62% 반도체 및 장비 1.57% 소재 1.49% 운송 1.37% 자본재 1.29% 은행 1.16% 에너지 1.14% 소프트웨어 1.13% 유틸리티 1.03% 통신 0.95% 금융 0.81% 엔터/미디어 0.66% 부동산 0.55% 음식료 및 담배 0.53% 식료품 0.50% 보험 0.48% 제약 0.28% 상업 및 전문서비스 -0.19% 가정용품 -0.29% - 종목별 수익률 High 3: ALB (6.93%), SW (6.88%), Q (6.81%) Low 3: EL (-7.72%), FICO (-5.70%), CNC (-4.62%) - 팩터별 수익률 Momentum 1.00% Growth 1.31% Quality 1.12% High Dividend 0.94% Low Votality 0.40% Enhanced value 0.84% Value 0.96% High Beta 2.12% - 주요 뉴스 ▶ Oil falls over 13% on Trump postponing military strikes on Iran energy infrastructure https://www.reuters.com/business/energy/oil-falls-over-13-trump-postponing-military-strikes-iran-energy-infrastructure-2026-03-23/ ▶ Wall Street indexes rally after Trump postpones strikes on Iran's power plants https://www.reuters.com/business/us-stock-futures-fall-escalating-iran-conflict-dims-rate-cut-hopes-2026-03-23/ ▶ Gilead to buy biotech firm Ouro Medicines in over $2 billion deal https://www.reuters.com/legal/transactional/gilead-buy-biotech-firm-ouro-medicines-over-2-billion-deal-2026-03-23/ ▶ US construction spending unexpectedly falls in January https://www.reuters.com/business/us-construction-spending-unexpectedly-falls-january-2026-03-23/ ▶ TotalEnergies abandons US offshore wind, will invest $1 billion in fossil fuel projects https://www.reuters.com/business/energy/ceraweek-us-totalenergies-shift-1-billion-wind-oil-gas-2026-03-23/ ▶ China's open-source dominance threatens US AI lead, US advisory body warns https://www.reuters.com/business/autos-transportation/chinas-open-source-dominance-threatens-us-ai-lead-us-advisory-body-warns-2026-03-23/ ▶ DoorDash rolls out emergency relief as surging pump prices hit US gig workers https://www.reuters.com/business/doordash-rolls-out-emergency-relief-program-surging-pump-prices-hit-gig-workers-2026-03-23/ ▶ Freeport-McMoRan confident in copper demand despite Iran conflict, CEO says https://www.reuters.com/world/americas/ceraweek-freeport-mcmoran-confident-copper-demand-despite-iran-conflict-ceo-says-2026-03-23/