[키움 미국전략 김승혁]

🌏US Daily (3/3) (3/2 종가기준) - 주요 지수 수익률 S&P500 6,881.62 / 0.04% NASDAQ 종합 22,748.86 / 0.36% 다우산업 48,904.78 / -0.15% 러셀2000 2,655.94 / 0.90% 필라델피아 반도체 8,137.36 / 0.48% - 섹터별 수익률 High 3: 에너지 (1.95%), 소프트웨어 (1.41%), 반도체 및 장비 (1.36%) Low 3: 가정용품 (-2.23%), 호텔/레저 (-2.11%), 내구소비재/의류 (-1.83%) - 세부 업종별 수익률 에너지 1.95% 소프트웨어 1.41% 반도체 및 장비 1.36% 자본재 1.19% 상업 및 전문서비스 0.70% 보험 0.57% 부동산 0.30% 운송 0.16% 은행 0.05% 자동차 및 부품 -0.12% 통신 -0.26% 하드웨어 -0.30% 소재 -0.42% 헬스케어 -0.58% 금융 -0.65% 엔터/미디어 -0.73% 유틸리티 -0.77% 식료품 -0.78% 유통 -1.04% 제약 -1.25% 음식료 및 담배 -1.46% 내구소비재/의류 -1.83% 호텔/레저 -2.11% - 종목별 수익률 High 3: NOC (6.02%), MPC (5.86%), PLTR (5.82%) Low 3: AES (-17.77%), NCLH (-10.53%), EL (-8.48%) - 주요 뉴스 ▶ Iran war poses new risk to US economic resilience https://www.reuters.com/world/middle-east/iran-conflict-poses-new-risk-us-economic-resilience-2026-03-02/ ▶ US manufacturing activity steady, factory gate inflation surges https://www.reuters.com/business/us-manufacturing-grows-steadily-february-input-prices-surge-2026-03-02/ ▶ Elon Musk's X, xAI plan to repay $17.5 billion in debt in full, Bloomberg News reports https://www.reuters.com/business/elon-musks-xai-repay-3-billion-debt-early-bloomberg-news-reports-2026-03-02/ ▶ US gasoline crosses $3 per gallon mark in test of Trump's Iran war https://www.reuters.com/business/energy/us-gasoline-crosses-3-per-gallon-mark-test-trumps-iran-war-2026-03-02/ ▶ Rare earths company REalloys receives Pentagon funding https://www.reuters.com/business/rare-earths-company-realloys-receives-pentagon-funding-2026-03-02/ ▶ US tariff lawsuits returned to trade court to determine next steps https://www.reuters.com/world/us-tariff-lawsuits-returned-trade-court-determine-next-steps-2026-03-02/ ▶ Amazon's AWS reports outage after UAE data center struck by 'objects' https://www.reuters.com/world/middle-east/amazon-cloud-unit-flags-issues-bahrain-uae-data-centers-amid-iran-strikes-2026-03-02/ ▶ Nvidia to invest $2 billion each in Lumentum, Coherent to bolster AI processors https://www.reuters.com/technology/nvidia-invest-2-billion-photonic-product-maker-lumentum-2026-03-02/