Post #22332

[키움 미국전략 김승혁] 🌏US Daily (3/23) (3/20 종가기준) - 주요 지수 수익률 S&P500 6,506.48 / -1.51% NASDAQ 종합 21,647.61 / -2.01% 다우산업 45,577.47 / -0.96% 러셀2000 2,438.45 / -2.26% 필라델피아 반도체 7,670.61 / -2.45% - 섹터별 수익률 High 3: 통신 (1.18%), 보험 (0.88%), 금융 (0.09%) Low 3: 유틸리티 (-4.12%), 부동산 (-3.29%), 자동차 및 부품 (-3.03%) - 세부 업종별 수익률 통신 1.18% 보험 0.88% 금융 0.09% 은행 0.07% 에너지 0.01% 가정용품 -0.33% 상업 및 전문서비스 -0.74% 운송 -0.81% 제약 -0.83% 식료품 -0.95% 헬스케어 -0.99% 음식료 및 담배 -1.04% 호텔/레저 -1.18% 하드웨어 -1.42% 소재 -1.53% 유통 -1.60% 자본재 -1.73% 엔터/미디어 -1.81% 소프트웨어 -1.86% 내구소비재/의류 -2.18% 반도체 및 장비 -2.91% 자동차 및 부품 -3.03% 부동산 -3.29% - 종목별 수익률 High 3: MRSH (3.26%), APA (2.76%), AON (2.73%) Low 3: SMCI (-33.32%), VST (-12.76%), CEG (-10.90%) - 팩터별 수익률 Momentum -1.89% Growth -1.99% Quality -1.02% High Dividend -1.55% Low Votality -1.48% Enhanced value -0.31% Value -0.99% High Beta -2.77% - 주요 뉴스 ▶ Musk says SpaceX and Tesla to build advanced chip factories in Austin https://www.reuters.com/business/autos-transportation/musk-says-spacex-tesla-build-advanced-chip-factories-austin-2026-03-22/ ▶ Iran war's energy impact forces world to pay up, cut consumption https://www.reuters.com/business/energy/iran-wars-energy-impact-forces-world-pay-up-cut-consumption-2026-03-21/ ▶ CBS News to lay off 6% of workforce, source says https://www.reuters.com/business/media-telecom/cbs-news-lay-off-6-workforce-source-says-2026-03-20/ ▶ Roblox to overhaul ad policies, introduce revenue sharing in 2027 https://www.reuters.com/business/media-telecom/roblox-overhaul-ad-policies-introduce-revenue-sharing-2027-2026-03-20/ ▶ Super Micro's Liaw exits board following AI chip smuggling charges https://www.reuters.com/sustainability/boards-policy-regulation/super-micro-co-founder-yih-shyan-liaw-resigns-its-board-2026-03-20/ ▶ Nuclear reactor developer X‑Energy files for US IPO https://www.reuters.com/business/energy/nuclear-reactor-developer-xenergy-files-us-ipo-2026-03-20/ ▶ AI's demand for data could cause tight storage chip supplies, Solidigm executive says https://www.reuters.com/world/asia-pacific/ais-demand-data-could-cause-tight-storage-chip-supplies-solidigm-executive-says-2026-03-20/ ▶ Global bond rout deepens with concern over war-driven inflation https://www.reuters.com/world/europe/global-bond-rout-deepens-with-concern-over-war-driven-inflation-2026-03-20/