Post #22863

[키움 미국전략 김승혁] 🌏US Daily (5/13) (5/12 종가기준) - 주요 지수 수익률 S&P500 7,400.96 / -0.16% NASDAQ 종합 26,088.20 / -0.71% 다우산업 49,760.56 / 0.11% 러셀2000 2,842.83 / -0.97% 필라델피아 반도체 11,717.26 / -3.01% - 섹터별 수익률 High 3: 헬스케어 (2.57%), 식료품 (1.89%), 제약 (1.57%) Low 3: 자동차 및 부품 (-2.31%), 반도체 및 장비 (-1.41%), 소프트웨어 (-1.26%) - 세부 업종별 수익률 헬스케어 2.57% 식료품 1.89% 제약 1.57% 음식료 및 담배 1.55% 통신 1.11% 은행 1.03% 가정용품 0.80% 에너지 0.71% 보험 0.66% 상업 및 전문서비스 0.64% 금융 0.58% 부동산 0.15% 유틸리티 0.10% 하드웨어 0.00% 호텔/레저 0.00% 엔터/미디어 0.00% 소재 -0.14% 운송 -0.29% 자본재 -0.53% 유통 -0.86% 내구소비재/의류 -1.19% 소프트웨어 -1.26% 반도체 및 장비 -1.41% - 종목별 수익률 High 3: ZBRA (11.44%), Q (9.87%), HUM (7.69%) Low 3: QCOM (-11.46%), INTC (-6.82%), SNDK (-6.17%) - 팩터별 수익률 Momentum -1.12% Growth -0.34% Quality -0.55% High Dividend 0.29% Low Votality 0.55% Enhanced value 1.00% Value 0.06% High Beta -1.47% - 주요 뉴스 ▶ SpaceX eyes global spaceports as Starship launch ambitions grow ahead of IPO https://www.reuters.com/business/spacex-eyes-global-spaceports-starship-launch-ambitions-grow-ahead-ipo-2026-05-12/ ▶ Governments worldwide shield households from rising energy costs https://www.reuters.com/sustainability/boards-policy-regulation/governments-worldwide-shield-households-rising-energy-costs-2026-05-12/ ▶ US tariff refunds start rolling out as Oshkosh, Basic Fun report receiving payments https://www.reuters.com/business/us-tariff-refunds-start-rolling-out-oshkosh-basic-fun-report-receiving-payments-2026-05-12/ ▶ Anthropic's Mythos sends US banks rushing to plug cyber holes https://www.reuters.com/business/finance/anthropics-mythos-sends-us-banks-rushing-plug-cyber-holes-2026-05-12/ ▶ Blue Owl retail private credit fund inflows shrink amid investor nerves https://www.reuters.com/legal/transactional/blue-owl-retail-private-credit-fund-inflows-shrink-amid-investor-nerves-2026-05-12/ ▶ Senate confirms Warsh to Fed Board, with Fed chair vote likely Wednesday https://www.reuters.com/world/us/senate-confirms-warsh-fed-board-with-fed-chair-vote-likely-wednesday-2026-05-12/ ▶ FCC approves $40 billion sale of EchoStar spectrum to SpaceX, AT&T https://www.reuters.com/business/media-telecom/fcc-approves-echostar-sales-65-megahertz-spectrum-spacex-50-megahertz-att-2026-05-12/ ▶ Leidos receives $2.7 billion hypersonic weapons contract https://www.reuters.com/business/aerospace-defense/leidos-receives-27-billion-hypersonic-weapons-contract-2026-05-12/