[키움 미국전략 김승혁]

🌏US Daily (3/5) (3/4 종가기준) - 주요 지수 수익률 S&P500 6,869.50 / 0.78% NASDAQ 종합 22,807.48 / 1.29% 다우산업 48,739.41 / 0.49% 러셀2000 2,636.01 / 1.06% 필라델피아 반도체 7,914.48 / 1.93% - 섹터별 수익률 High 3: 자동차 및 부품 (3.23%), 유통 (2.87%), 반도체 및 장비 (1.97%) Low 3: 음식료 및 담배 (-0.78%), 에너지 (-0.73%), 가정용품 (-0.66%) - 세부 업종별 수익률 자동차 및 부품 3.23% 유통 2.87% 반도체 및 장비 1.97% 통신 1.27% 소프트웨어 1.12% 금융 0.90% 엔터/미디어 0.50% 자본재 0.48% 유틸리티 0.41% 제약 0.36% 하드웨어 0.35% 은행 0.32% 부동산 0.13% 호텔/레저 0.04% 운송 -0.05% 소재 -0.07% 헬스케어 -0.10% 식료품 -0.19% 보험 -0.27% 상업 및 전문서비스 -0.30% 내구소비재/의류 -0.43% 가정용품 -0.66% 에너지 -0.73% - 종목별 수익률 High 3: MRNA (15.99%), COIN (14.57%), APP (10.01%) Low 3: BF/B (-6.65%), RCL (-4.68%), ROK (-3.80%) - 주요 뉴스 ▶ Gulf shipping crisis deepens as tankers stranded for fifth day, US sinks Iranian warship https://www.reuters.com/business/energy/hormuz-shutdown-worsens-after-us-hits-iranian-warship-tankers-stranded-fifth-day-2026-03-04/ ▶ Nvidia CEO hints at end of investments in OpenAI, Anthropic https://www.reuters.com/business/nvidia-will-not-be-able-invest-100-billion-openai-due-ipo-ceo-jensen-says-2026-03-04/ ▶ Amazon cuts more jobs; this time in robotics unit https://www.reuters.com/business/world-at-work/amazon-cuts-more-jobs-this-time-robotics-unit-2026-03-04/ ▶ Palantir faces challenge to remove Anthropic from Pentagon's AI software https://www.reuters.com/technology/palantir-faces-challenge-remove-anthropic-pentagons-ai-software-2026-03-04/ ▶ US services sector activity hits more than 3-1/2-year high in February https://www.reuters.com/business/us-private-payrolls-increase-february-adp-says-2026-03-04/ ▶ Broadcom sees revenue above estimates as AI fuels custom chip demand https://www.reuters.com/technology/broadcom-forecasts-second-quarter-revenue-above-estimates-2026-03-04/ ▶ Judge orders Trump administration to finalize goods entering US without assessing tariffs that were struck down https://www.reuters.com/world/us/judge-orders-trump-administration-finalize-goods-entering-us-without-assessing-2026-03-04/ ▶ Exclusive: Big Tech group tells Pentagon's Hegseth they are 'concerned' about Anthropic supply-chain risk designation https://www.reuters.com/business/retail-consumer/big-tech-group-tells-pentagons-hegseth-they-are-concerned-about-declaring-2026-03-04/