[키움 미국전략/주식 김승혁/조민주]

🌏US Daily (2/26) (2/25 종가기준) - 주요 지수 수익률 S&P500 6,946.13 / 0.81% NASDAQ 종합 23,152.08 / 1.26% 다우산업 49,482.15 / 0.63% 러셀2000 2,663.33 / 0.41% 필라델피아 반도체 8,467.43 / 1.62% - 섹터별 수익률 High 3: 소프트웨어 (2.86%), 은행 (2.39%), 자동차 및 부품 (1.87%) Low 3: 통신 (-1.68%), 내구소비재/의류 (-1.47%), 가정용품 (-1.26%) - 세부 업종별 수익률 소프트웨어 2.86% 은행 2.39% 자동차 및 부품 1.87% 금융 1.67% 반도체 및 장비 1.56% 엔터/미디어 1.27% 하드웨어 1.18% 호텔/레저 1.14% 헬스케어 1.01% 상업 및 전문서비스 0.86% 유틸리티 0.36% 보험 0.29% 유통 -0.10% 음식료 및 담배 -0.22% 운송 -0.36% 에너지 -0.42% 소재 -0.43% 부동산 -0.59% 제약 -0.60% 식료품 -0.66% 자본재 -1.07% 가정용품 -1.26% 내구소비재/의류 -1.47% - 종목별 수익률 High 3: AXON (17.55%), COIN (13.52%), SMCI (7.93%) Low 3: GDDY (-14.28%), FSLR (-13.61%), CSGP (-8.89%) - 주요 뉴스 ▶ IMF sees steady US growth, calls for deficit reduction https://www.reuters.com/world/imf-sees-steady-us-growth-calls-deficit-reduction-2026-02-25/ ▶ Nvidia forecasts upbeat sales on AI chip demand, talks up long-term prospects https://www.reuters.com/world/asia-pacific/nvidia-forecasts-first-quarter-sales-above-estimates-2026-02-25/ ▶ Government spending lifts global debt to a record $348 trillion in 2025, says IIF https://www.reuters.com/business/finance/government-spending-lifts-global-debt-record-348-trillion-2025-says-iif-2026-02-25/ ▶ Americans trust vaccines, school mandates, rejecting Trump agenda, Reuters/Ipsos poll finds https://www.reuters.com/business/healthcare-pharmaceuticals/americans-trust-vaccines-school-mandates-rejecting-trump-agenda-reutersipsos-2026-02-25/ ▶ Canada tells OpenAI to boost safety measures or be forced to by government https://www.reuters.com/sustainability/society-equity/canada-tells-openai-boost-safety-measures-or-be-forced-by-government-2026-02-25/ ▶ Oil settles little changed, supply worries persist despite large US crude stock build https://www.reuters.com/business/energy/oil-prices-hover-near-seven-month-highs-ahead-us-iran-talks-2026-02-25/ ▶ US primary credit market competition hits record high as bond demand surges, report shows https://www.reuters.com/business/finance/us-primary-credit-market-competition-hits-record-high-bond-demand-surges-report-2026-02-25/ ▶ AT&T settles New York City lawsuit, to let shareholders vote on diversity proposal https://www.reuters.com/sustainability/society-equity/att-settles-new-york-city-lawsuit-over-diversity-proposal-2026-02-25/