[키움 미국전략 김승혁]

🌏US Daily (3/4) (3/3 종가기준) - 주요 지수 수익률 S&P500 6,816.63 / -0.94% NASDAQ 종합 22,516.69 / -1.02% 다우산업 48,501.27 / -0.83% 러셀2000 2,608.36 / -1.79% 필라델피아 반도체 7,764.88 / -4.58% - 섹터별 수익률 High 3: 통신 (1.65%), 소프트웨어 (1.58%), 식료품 (0.64%) Low 3: 소재 (-2.69%), 자동차 및 부품 (-2.67%), 자본재 (-2.59%) - 세부 업종별 수익률 통신 1.65% 소프트웨어 1.58% 식료품 0.64% 상업 및 전문서비스 0.24% 은행 0.16% 금융 -0.22% 운송 -0.24% 유통 -0.25% 호텔/레저 -0.27% 엔터/미디어 -0.49% 부동산 -0.62% 유틸리티 -0.65% 보험 -0.71% 에너지 -0.94% 헬스케어 -1.13% 제약 -1.14% 하드웨어 -1.25% 내구소비재/의류 -1.65% 음식료 및 담배 -1.73% 가정용품 -2.46% 반도체 및 장비 -2.57% 자본재 -2.59% 자동차 및 부품 -2.67% - 종목별 수익률 High 3: WDAY (7.16%), BBY (7.08%), TGT (6.74%) Low 3: SNDK (-8.67%), MU (-7.99%), NEM (-7.93%) - 주요 뉴스 ▶ US banks on high alert for cyberattacks as Iran war escalates https://www.reuters.com/business/finance/us-banks-high-alert-cyberattacks-iran-war-escalates-2026-03-03/ ▶ CrowdStrike forecasts fiscal 2027 revenue above estimates on cybersecurity tools demand https://www.reuters.com/technology/crowdstrike-forecasts-fiscal-2027-revenue-above-estimates-cybersecurity-tools-2026-03-03/ ▶ US Treasury vows 'fresh look' at bank liquidity rules https://www.reuters.com/sustainability/boards-policy-regulation/us-treasury-vows-fresh-look-bank-liquidity-rules-2026-03-03/ ▶ Moderna agrees to pay up to $2.25 billion to settle COVID vaccine patent dispute https://www.reuters.com/legal/litigation/moderna-agrees-pay-up-225-billion-settle-covid-vaccine-patent-dispute-2026-03-03/ ▶ US FDA warns Novo for second time about misleading drug advertising https://www.reuters.com/business/healthcare-pharmaceuticals/us-fda-warns-novo-second-time-about-misleading-ozempic-advertising-2026-03-03/ ▶ US defense firm Anduril set to double its valuation with $4 billion funding, source says https://www.reuters.com/business/anduril-set-double-its-valuation-with-4-billion-funding-round-source-says-2026-03-03/ ▶ Investors brace for energy shock, inflation fears from prolonged Iran conflict https://www.reuters.com/world/middle-east/investors-brace-energy-shock-inflation-fears-prolonged-iran-conflict-2026-03-03/ ▶ AI contract restrictions could threaten military missions, US official says https://www.reuters.com/business/ai-contract-restrictions-could-threaten-military-missions-us-official-says-2026-03-03/