[키움 미국전략 김승혁]

🌏US Daily (3/10) (3/9 종가기준) - 주요 지수 수익률 S&P500 6,795.99 / 0.83% NASDAQ 종합 22,695.95 / 1.38% 다우산업 47,740.80 / 0.50% 러셀2000 2,553.67 / 1.12% 필라델피아 반도체 7,810.40 / 3.93% - 섹터별 수익률 High 3: 반도체 및 장비 (3.54%), 엔터/미디어 (1.56%), 하드웨어 (1.26%) Low 3: 통신 (-2.47%), 보험 (-1.75%), 상업 및 전문서비스 (-1.04%) - 세부 업종별 수익률 반도체 및 장비 3.54% 엔터/미디어 1.56% 하드웨어 1.26% 제약 1.09% 자본재 0.88% 음식료 및 담배 0.80% 헬스케어 0.69% 가정용품 0.43% 자동차 및 부품 0.42% 호텔/레저 0.39% 식료품 0.37% 소재 0.31% 부동산 0.24% 유틸리티 0.19% 운송 0.04% 유통 -0.06% 내구소비재/의류 -0.23% 금융 -0.23% 소프트웨어 -0.25% 에너지 -0.43% 은행 -0.51% 상업 및 전문서비스 -1.04% 보험 -1.75% - 종목별 수익률 High 3: SNDK (11.64%), TER (8.57%), CIEN (8.28%) Low 3: PSKY (-6.67%), AJG (-4.54%), CF (-4.09%) - 팩터별 수익률 Momentum 0.88% Growth 1.54% Quality 0.86% High Dividend -0.68% Low Votality -0.27% Enhanced value -0.75% Value 0.06% High Beta 1.76% - 주요 뉴스 ▶ Iran war boosts oil price, but oil major shares are stuck on the sidelines https://www.reuters.com/sustainability/sustainable-finance-reporting/iran-war-boosts-oil-price-oil-major-shares-are-stuck-sidelines-2026-03-09/ ▶ US considering selling oil from strategic reserve, US energy chief says https://www.reuters.com/business/energy/us-considering-selling-oil-strategic-reserve-us-energy-chief-says-2026-03-09/ ▶ US Senator urges BLS to analyze inflation impact of Middle East conflict https://www.reuters.com/sustainability/boards-policy-regulation/us-senator-urges-bls-analyze-inflation-impact-middle-east-conflict-2026-03-09/ ▶ Brazil farmers face diesel cost jump as Middle East conflict lifts oil prices https://www.reuters.com/world/americas/brazil-farmers-face-diesel-cost-jump-middle-east-conflict-lifts-oil-prices-2026-03-09/ ▶ Novo Nordisk strikes deal for Hims to sell Wegovy and Ozempic, drops lawsuit https://www.reuters.com/legal/litigation/novo-nordisk-strikes-deal-hims-sell-wegovy-ozempic-drops-lawsuit-2026-03-09/ ▶ Venture Global pledges on-time LNG deliveries amid Middle East conflict https://www.reuters.com/business/energy/venture-global-pledges-on-time-lng-deliveries-amid-middle-east-conflict-2026-03-09/ ▶ Cboe to launch prediction market contracts beyond binary bets, offering partial payouts https://www.reuters.com/business/cboe-launch-prediction-market-contracts-beyond-binary-bets-offering-partial-2026-03-09/ ▶ Microsoft taps Anthropic for Copilot Cowork in push for AI agents https://www.reuters.com/business/microsoft-taps-anthropic-copilot-cowork-push-ai-agents-2026-03-09/