[키움 미국전략 김승혁]

🌏US Daily (3/18) (3/17 종가기준) - 주요 지수 수익률 S&P500 6,716.09 / 0.25% NASDAQ 종합 22,479.53 / 0.47% 다우산업 46,993.26 / 0.10% 러셀2000 2,519.99 / 0.67% 필라델피아 반도체 7,836.83 / 0.52% - 섹터별 수익률 High 3: 운송 (1.68%), 호텔/레저 (1.10%), 에너지 (1.02%) Low 3: 제약 (-1.50%), 식료품 (-0.70%), 통신 (-0.43%) - 세부 업종별 수익률 운송 1.68% 호텔/레저 1.10% 에너지 1.02% 자동차 및 부품 1.00% 유통 0.99% 엔터/미디어 0.80% 금융 0.71% 하드웨어 0.64% 내구소비재/의류 0.62% 은행 0.46% 소프트웨어 0.30% 소재 0.18% 상업 및 전문서비스 0.16% 부동산 0.16% 헬스케어 0.10% 자본재 -0.03% 반도체 및 장비 -0.11% 보험 -0.22% 유틸리티 -0.26% 음식료 및 담배 -0.34% 가정용품 -0.34% 통신 -0.43% 식료품 -0.70% - 종목별 수익률 High 3: WDC (9.64%), DAL (6.56%), GPN (6.42%) Low 3: TTD (-7.42%), LLY (-5.94%), CPAY (-3.96%) - 주요 뉴스 ▶ Nvidia restarting manufacturing of China AI chip variant, CEO says https://www.reuters.com/business/nvidia-sales-opportunity-blackwell-rubin-chips-more-than-1-trillion-by-2027-2026-03-17/ ▶ US securities regulator issues long-awaited crypto guidance https://www.reuters.com/world/us-securities-regulator-issues-long-awaited-crypto-guidance-2026-03-17/ ▶ US 'transitory' inflation turns five and is still a big brat https://www.reuters.com/world/us/us-transitory-inflation-turns-five-is-still-big-brat-2026-03-17/ ▶ Big drugmakers must face US overcharge claims on medications for low-income patients https://www.reuters.com/legal/government/big-drugmakers-must-face-us-overcharge-claims-medications-low-income-patients-2026-03-17/ ▶ GM, LG retool Tennessee battery plant for energy storage batteries, recall laid-off workers https://www.reuters.com/business/energy/gm-lg-retool-tennessee-battery-plant-energy-storage-batteries-recall-laid-off-2026-03-17/ ▶ Honeywell, Howmet juggle rising defense demand and commercial aerospace boom https://www.reuters.com/business/aerospace-defense/honeywell-howmet-juggle-rising-defense-demand-commercial-aerospace-boom-2026-03-17/ ▶ Qualcomm unveils $20 billion stock buyback program https://www.reuters.com/business/chipmaker-qualcomm-unveils-20-billion-stock-buyback-program-2026-03-17/ ▶ US government confirms Tesla and LG Energy Solution's $4.3 billion battery deal https://www.reuters.com/business/energy/us-government-confirms-tesla-lg-energy-solutions-43-billion-battery-deal-2026-03-17/