[키움 미국전략 김승혁]

🌏US Daily (3/6) (3/5 종가기준) - 주요 지수 수익률 S&P500 6,830.71 / -0.56% NASDAQ 종합 22,748.99 / -0.26% 다우산업 47,954.74 / -1.61% 러셀2000 2,585.57 / -1.91% 필라델피아 반도체 7,821.76 / -1.17% - 섹터별 수익률 High 3: 소프트웨어 (1.84%), 호텔/레저 (1.37%), 상업 및 전문서비스 (0.97%) Low 3: 운송 (-3.04%), 식료품 (-2.54%), 자본재 (-2.44%) - 세부 업종별 수익률 소프트웨어 1.84% 호텔/레저 1.37% 상업 및 전문서비스 0.97% 에너지 0.59% 유통 0.41% 반도체 및 장비 0.34% 금융 0.04% 통신 -0.24% 자동차 및 부품 -0.42% 보험 -0.45% 엔터/미디어 -0.70% 유틸리티 -0.76% 하드웨어 -1.03% 부동산 -1.11% 은행 -1.65% 헬스케어 -1.92% 제약 -2.01% 내구소비재/의류 -2.20% 소재 -2.27% 음식료 및 담배 -2.34% 가정용품 -2.40% 자본재 -2.44% 식료품 -2.54% - 종목별 수익률 High 3: TTD (18.36%), EXPE (13.44%), BKNG (8.46%) Low 3: CIEN (-12.88%), GLW (-6.97%), LUV (-6.89%) - 주요 뉴스 ▶ US mulls new rules for AI chip exports, including requiring investments by foreign firms in the US https://www.reuters.com/world/us-mulls-new-rules-ai-chip-exports-including-requiring-investments-by-foreign-2026-03-05/ ▶ US labor market holding steady; worker productivity still strong in Q4 https://www.reuters.com/world/us/us-weekly-jobless-claims-unchanged-layoffs-decline-55-february-2026-03-05/ ▶ China in talks with Iran to allow safe oil and gas passage through Hormuz, sources say https://www.reuters.com/business/energy/china-talks-with-iran-allow-safe-oil-gas-passage-through-hormuz-sources-say-2026-03-05/ ▶ US proposes to loosen bonding requirements for offshore oil, gas companies https://www.reuters.com/business/energy/us-proposes-loosen-bonding-requirements-offshore-oil-gas-companies-2026-03-05/ ▶ Costco Wholesale beats holiday-quarter comparable sales estimates on resilient demand https://www.reuters.com/business/retail-consumer/costco-wholesale-beats-quarterly-comparable-sales-estimates-2026-03-05/ ▶ US regulators say banks won't face extra capital charges on tokenized securities https://www.reuters.com/legal/government/us-regulators-say-banks-wont-face-extra-capital-charges-tokenized-securities-2026-03-05/ ▶ Amazon down for thousands of users in US, Downdetector shows https://www.reuters.com/business/retail-consumer/amazon-down-thousands-users-us-downdetector-shows-2026-03-05/ ▶ Fed terminates enforcement action imposed on Wells Fargo due to fake accounts scandal https://www.reuters.com/sustainability/boards-policy-regulation/fed-terminates-enforcement-action-imposed-wells-fargo-due-fake-accounts-scandal-2026-03-05/