[키움 미국전략/주식 김승혁]

🌏US Daily (10/26) (10/23 종가기준) - 주요 지수 수익률 S&P500 7,623.68 / -0.52% NASDAQ 종합 25,955.34 / -0.21% 다우산업 52,215.16 / -1.23% 러셀2000 2,775.90 / -0.29% 필라델피아 반도체 10,779.46 / 0.44% - 섹터별 수익률 High 3: 에너지 (2.51%), 소프트웨어 (1.03%), 부동산 (0.50%) Low 3: 통신 (-4.21%), 가정용품 (-2.58%), 호텔/레저 (-2.37%) - 세부 업종별 수익률 에너지 2.51% 소프트웨어 1.03% 부동산 0.50% 반도체 및 장비 0.18% 하드웨어 -0.02% 유틸리티 -0.66% 헬스케어 -0.68% 상업 및 전문서비스 -0.76% 자동차 및 부품 -0.79% 소재 -0.99% 은행 -1.09% 엔터/미디어 -1.15% 자본재 -1.18% 내구소비재/의류 -1.30% 금융 -1.31% 유통 -1.32% 제약 -1.33% 식료품 -1.59% 음식료 및 담배 -1.72% 보험 -1.86% 운송 -2.11% 호텔/레저 -2.37% 가정용품 -2.58% - 종목별 수익률 High 3: CCI (9.06%), CRWD (8.25%), PANW (7.22%) Low 3: BE (-11.24%), FIX (-9.26%), GL (-8.09%) - 팩터별 수익률 Momentum -0.08% Growth -0.49% Quality -1.02% High Dividend -0.52% Low Votality -1.00% Enhanced value -1.46% Value -0.56% High Beta -0.60% - 주요 뉴스 ▶️ Anthropic's Claude accessed public US state of Georgia voter information, Axios reports https://www.reuters.com/world/us/anthropics-claude-accessed-public-us-state-georgia-voter-information-axios-2026-10-25/ ▶️ China urges US to halt proposed expansion of outbound investment curbs https://www.reuters.com/world/china/china-urges-us-halt-proposed-expansion-outbound-investment-curbs-2026-10-24/ ▶️ Trump's diesel price relief efforts grow costlier as election nears https://www.reuters.com/business/energy/trumps-diesel-price-relief-efforts-grow-costlier-election-nears-2026-10-23/ ▶️ Trump ends tariffs on some Canadian products, as Senator Collins faces close race https://www.reuters.com/business/us-expected-remove-50-tariffs-some-canadian-agricultural-forestry-goods-wsj-2026-10-23/ ▶️ Boeing supplier dispute has halted 777 freighter production for two months, sources say https://www.reuters.com/business/aerospace-defense/boeing-supplier-dispute-has-halted-777-freighter-production-two-months-sources-2026-10-23/ ▶️ Johnson & Johnson's prostate cancer drug shrinks tumors in early-stage trial https://www.reuters.com/business/healthcare-pharmaceuticals/johnson-johnsons-prostate-cancer-drug-shrinks-tumors-early-stage-trial-2026-10-24/ ▶️ Amazon cloud capacity sold out through 2027, CEO Jassy says https://www.reuters.com/business/retail-consumer/amazon-cloud-capacity-sold-out-through-2027-ceo-jassy-says-2026-10-23/ ▶️ US consumer sentiment near record low ahead of midterm elections https://www.reuters.com/business/us-consumer-sentiment-near-record-low-ahead-midterm-elections-2026-10-23/