[키움 미국전략 김승혁]

🌏US Daily (3/20) (3/19 종가기준) - 주요 지수 수익률 S&P500 6,606.49 / -0.27% NASDAQ 종합 22,090.69 / -0.28% 다우산업 46,021.43 / -0.44% 러셀2000 2,494.71 / 0.65% 필라델피아 반도체 7,863.30 / 0.87% - 섹터별 수익률 High 3: 에너지 (1.48%), 통신 (0.55%), 하드웨어 (0.34%) Low 3: 자동차 및 부품 (-2.89%), 소재 (-1.55%), 가정용품 (-1.26%) - 세부 업종별 수익률 에너지 1.48% 통신 0.55% 하드웨어 0.34% 내구소비재/의류 0.34% 은행 0.27% 금융 0.02% 소프트웨어 -0.12% 반도체 및 장비 -0.12% 제약 -0.15% 상업 및 전문서비스 -0.20% 부동산 -0.21% 호텔/레저 -0.29% 유통 -0.35% 보험 -0.44% 유틸리티 -0.47% 운송 -0.50% 식료품 -0.66% 엔터/미디어 -0.71% 자본재 -0.76% 헬스케어 -0.80% 음식료 및 담배 -0.83% 가정용품 -1.26% 소재 -1.55% - 종목별 수익률 High 3: CIEN (7.09%), STX (6.84%), BKR (5.62%) Low 3: FICO (-7.52%), NEM (-6.89%), MOS (-5.69%) - 주요 뉴스 ▶ High-speed combat drone production starts at new US Anduril plant in days https://www.reuters.com/business/aerospace-defense/high-speed-combat-drone-production-starts-new-us-anduril-plant-days-2026-03-19/ ▶ FedEx sees no jet fuel supply impact from Iran war, forecasts upbeat fiscal 2026 profit https://www.reuters.com/business/fedex-raises-full-year-forecast-after-solid-holiday-quarter-2026-03-19/ ▶ Nvidia to sell 1 million chips to Amazon by end of 2027 in cloud deal https://www.reuters.com/business/retail-consumer/nvidia-sell-1-million-chips-amazon-by-end-2027-cloud-deal-2026-03-19/ ▶ Low US weekly jobless claims signal stable labor market https://www.reuters.com/world/us/us-weekly-jobless-claims-unexpectedly-fall-amid-low-layoffs-2026-03-19/ ▶ US, Japan to focus rare earths cooperation on select group of minerals at first https://www.reuters.com/business/aerospace-defense/us-japan-focus-rare-earths-cooperation-select-group-minerals-first-2026-03-19/ ▶ Uber to invest up to $1.25 billion in Rivian as part of robotaxi deal https://www.reuters.com/business/autos-transportation/uber-invest-up-125-billion-rivian-part-robotaxi-deal-2026-03-19/ ▶ US wholesale inventories fall sharply in January https://www.reuters.com/business/us-wholesale-inventories-fall-sharply-january-2026-03-19/ ▶ Jeff Bezos aims to raise $100 billion to buy, revamp manufacturing firms with AI, WSJ reports https://www.reuters.com/business/retail-consumer/jeff-bezos-aims-raise-100-billion-buy-revamp-manufacturing-firms-with-ai-wsj-2026-03-19/