[키움 미국전략 김승혁]

🌏US Daily (3/11) (3/10 종가기준) - 주요 지수 수익률 S&P500 6,781.48 / -0.21% NASDAQ 종합 22,697.10 / 0.01% 다우산업 47,706.51 / -0.07% 러셀2000 2,548.08 / -0.22% 필라델피아 반도체 7,865.12 / 0.70% - 섹터별 수익률 High 3: 반도체 및 장비 (0.82%), 하드웨어 (0.72%), 통신 (0.50%) Low 3: 상업 및 전문서비스 (-3.10%), 헬스케어 (-1.79%), 소프트웨어 (-1.67%) - 세부 업종별 수익률 반도체 및 장비 0.82% 하드웨어 0.72% 통신 0.50% 유통 0.38% 엔터/미디어 0.24% 가정용품 0.20% 자동차 및 부품 0.14% 은행 0.13% 부동산 -0.02% 식료품 -0.04% 제약 -0.12% 자본재 -0.12% 소재 -0.14% 음식료 및 담배 -0.36% 유틸리티 -0.65% 내구소비재/의류 -0.67% 금융 -0.80% 보험 -0.84% 운송 -1.13% 호텔/레저 -1.15% 에너지 -1.32% 소프트웨어 -1.67% 헬스케어 -1.79% - 종목별 수익률 High 3: VRTX (8.31%), CIEN (5.91%), GLW (5.56%) Low 3: CNC (-15.97%), FICO (-10.83%), APP (-7.70%) - 주요 뉴스 ▶ Oracle sees AI boom through at least 2027, sending shares up 8% https://www.reuters.com/technology/oracle-beats-quarterly-revenue-estimates-2026-03-10/ ▶ US existing home sales unexpectedly increase as mortgage rates decline https://www.reuters.com/business/us-existing-home-sales-unexpectedly-increase-february-2026-03-10/ ▶ Applied Materials forges partnerships with Micron and SK Hynix for AI memory chips https://www.reuters.com/technology/applied-materials-sk-hynix-partner-next-gen-ai-memory-development-2026-03-10/ ▶ Trump announces opening of oil refinery in Texas https://www.reuters.com/business/energy/trump-announces-opening-oil-refinery-texas-2026-03-10/ ▶ Meta to charge advertisers a fee to offset Europe's digital taxes https://www.reuters.com/business/media-telecom/meta-charge-advertisers-fee-offset-europes-digital-taxes-2026-03-10/ ▶ Boeing signs $289 million Israel contract for 5,000 smart bombs, source says https://www.reuters.com/world/middle-east/boeing-signs-289-million-israel-contract-5000-smart-bombs-bloomberg-news-reports-2026-03-10/ ▶ Amazon launches healthcare AI assistant on its website, app https://www.reuters.com/legal/litigation/amazon-launches-healthcare-ai-assistant-its-website-app-2026-03-10/ ▶ AT&T outlines $250 billion US investment plan to boost infrastructure in AI age https://www.reuters.com/business/media-telecom/att-invest-250-billion-over-five-years-us-boost-infrastructure-2026-03-10/