[키움 미국전략 김승혁]

🌏US Daily (3/19) (3/18 종가기준) - 주요 지수 수익률 S&P500 6,624.70 / -1.36% NASDAQ 종합 22,152.42 / -1.46% 다우산업 46,225.15 / -1.63% 러셀2000 2,478.64 / -1.64% 필라델피아 반도체 7,795.13 / -0.53% - 섹터별 수익률 High 3: 에너지 (-0.16%), 은행 (-0.17%), 자본재 (-0.49%) Low 3: 가정용품 (-2.84%), 호텔/레저 (-2.70%), 음식료 및 담배 (-2.57%) - 세부 업종별 수익률 에너지 -0.16% 은행 -0.17% 자본재 -0.49% 반도체 및 장비 -0.76% 유틸리티 -0.80% 엔터/미디어 -0.96% 보험 -1.36% 헬스케어 -1.37% 하드웨어 -1.56% 운송 -1.56% 자동차 및 부품 -1.57% 부동산 -1.58% 금융 -1.62% 상업 및 전문서비스 -1.65% 소프트웨어 -1.67% 제약 -1.75% 내구소비재/의류 -2.08% 식료품 -2.10% 소재 -2.25% 유통 -2.51% 통신 -2.53% 음식료 및 담배 -2.57% 호텔/레저 -2.70% - 종목별 수익률 High 3: LYB (5.62%), SNDK (4.65%), CIEN (4.11%) Low 3: CVNA (-7.49%), OTIS (-6.67%), CHTR (-6.08%) - 주요 뉴스 ▶ Fed leaves interest rates unchanged, expects inflation to rise https://www.reuters.com/business/fed-likely-hold-rates-steady-iran-war-shocks-policy-debate-2026-03-18/ ▶ US producer inflation runs hotter in February, expected to accelerate further amid Iran war https://www.reuters.com/business/us-producer-prices-surge-february-services-2026-03-18/ ▶ Micron forecasts strong revenue on AI boom, shares fall on higher spending plan https://www.reuters.com/world/china/micron-beats-quarterly-revenue-estimates-2026-03-18/ ▶ Samsung Elec and AMD sign MoU on AI memory, explore foundry partnership https://www.reuters.com/world/asia-pacific/samsung-elec-amd-sign-mou-ai-memory-explore-foundry-partnership-2026-03-18/ ▶ Nvidia gets Beijing's nod for H200 chip sales, adapts Groq chip for China, sources say https://www.reuters.com/world/china/chinese-authorities-approve-nvidias-h200-ai-chip-sales-source-says-2026-03-18/ ▶ Samsung Elec plans to produce Tesla chips starting late 2027 https://www.reuters.com/business/autos-transportation/samsung-elec-plans-produce-tesla-chips-starting-late-2027-2026-03-18/ ▶ Fed's Treasury bill buying on track to moderate, amid work to rejigger bond holdings https://www.reuters.com/business/feds-treasury-bill-buying-track-moderate-amid-work-rejigger-bond-holdings-2026-03-18/ ▶ US factory orders barely rise in January https://www.reuters.com/business/us-factory-orders-barely-rise-january-2026-03-18/