Post #22354

[키움 미국전략 김승혁] 🌏US Daily (3/25) (3/24 종가기준) - 주요 지수 수익률 S&P500 6,556.37 / -0.37% NASDAQ 종합 21,761.89 / -0.84% 다우산업 46,124.06 / -0.18% 러셀2000 2,505.44 / 0.45% 필라델피아 반도체 7,872.71 / 1.28% - 섹터별 수익률 High 3: 에너지 (2.05%), 소재 (1.67%), 은행 (1.21%) Low 3: 소프트웨어 (-3.39%), 엔터/미디어 (-2.87%), 상업 및 전문서비스 (-1.93%) - 세부 업종별 수익률 에너지 2.05% 소재 1.67% 은행 1.21% 자본재 1.08% 하드웨어 0.76% 유틸리티 0.74% 식료품 0.69% 통신 0.66% 자동차 및 부품 0.60% 제약 0.13% 내구소비재/의류 0.10% 반도체 및 장비 0.07% 음식료 및 담배 -0.02% 보험 -0.09% 헬스케어 -0.13% 운송 -0.41% 금융 -0.46% 부동산 -0.67% 유통 -0.87% 가정용품 -0.98% 호텔/레저 -1.09% 상업 및 전문서비스 -1.93% 엔터/미디어 -2.87% - 종목별 수익률 High 3: LITE (10.02%), GLW (8.43%), HPE (7.08%) Low 3: AXON (-9.99%), EL (-9.85%), COIN (-9.76%) - 팩터별 수익률 Momentum 0.23% Growth -0.95% Quality 0.55% High Dividend 0.50% Low Votality -0.03% Enhanced value 1.19% Value 0.26% High Beta 0.32% - 주요 뉴스 ▶ OpenAI discontinues Sora video platform to sharpen focus on enterprise products https://www.reuters.com/technology/openai-set-discontinue-sora-video-platform-app-wsj-reports-2026-03-24/ ▶ Arm unveils new AI chip, expects it to add billions in annual revenue https://www.reuters.com/business/media-telecom/arm-unveils-new-ai-chip-expects-it-add-billions-annual-revenue-2026-03-24/ ▶ Robinhood announces $1.5 billion share buyback https://www.reuters.com/business/robinhood-announces-15-billion-share-buyback-2026-03-24/ ▶ Microsoft to rent Texas data center dropped by Oracle and OpenAI, Bloomberg News reports https://www.reuters.com/business/microsoft-rent-texas-data-center-dropped-by-oracle-openai-bloomberg-news-reports-2026-03-24/ ▶ US business activity slips to 11-month low in March amid Iran war, S&P Global survey shows https://www.reuters.com/business/us-business-activity-slips-11-month-low-march-amid-iran-war-sp-global-survey-2026-03-24/ ▶ OpenAI's nonprofit arm names leaders, plans to spend at least $1 billion over next year https://www.reuters.com/business/openai-non-profit-names-leaders-plans-spend-1-billion-this-year-bloomberg-news-2026-03-24/ ▶ US fourth-quarter productivity growth revised down, but trend remains solid https://www.reuters.com/business/us-fourth-quarter-productivity-growth-revised-sharply-lower-2026-03-24/ ▶ Co-founder of defense tech firm Anduril says US legislative failures are giving China a strategic edge https://www.reuters.com/world/us/co-founder-defense-tech-firm-anduril-says-us-legislative-failures-are-giving-2026-03-24/