Post #22878

[키움 미국전략 김승혁] 🌏US Daily (5/14) (5/13 종가기준) - 주요 지수 수익률 S&P500 7,444.25 / 0.58% NASDAQ 종합 26,402.34 / 1.20% 다우산업 49,693.20 / -0.14% 러셀2000 2,843.93 / 0.04% 필라델피아 반도체 12,017.98 / 2.57% - 섹터별 수익률 High 3: 엔터/미디어 (3.01%), 자동차 및 부품 (2.87%), 반도체 및 장비 (1.66%) Low 3: 은행 (-1.93%), 상업 및 전문서비스 (-1.85%), 통신 (-1.39%) - 종목별 수익률 High 3: F (13.18%), ON (11.14%), COHR (7.94%) Low 3: APP (-7.57%), FDS (-6.51%), CEG (-6.37%) - 세부 업종별 수익률 엔터/미디어 3.01% 자동차 및 부품 2.87% 반도체 및 장비 1.66% 하드웨어 1.34% 식료품 0.89% 제약 0.81% 유통 0.56% 헬스케어 0.33% 에너지 0.16% 음식료 및 담배 0.15% 소재 0.00% 자본재 -0.20% 금융 -0.61% 가정용품 -0.79% 운송 -0.80% 부동산 -0.82% 소프트웨어 -0.87% 호텔/레저 -0.97% 내구소비재/의류 -1.08% 유틸리티 -1.26% 보험 -1.33% 통신 -1.39% 상업 및 전문서비스 -1.85% - 팩터별 수익률 Momentum 1.26% Growth 1.13% Quality -0.19% High Dividend -0.43% Low Votality -0.51% Enhanced value -0.27% Value -0.08% High Beta -0.05% - 주요 뉴스 ▶ Trump lands in China for Xi summit with Nvidia CEO in tow https://www.reuters.com/world/china/nvidia-ceo-joins-trumps-mission-open-up-china-2026-05-13/ ▶ QUOTE BOX Warsh wins confirmation as Fed chair, with inflation on the march https://www.reuters.com/business/quote-box-warsh-wins-confirmation-fed-chair-with-inflation-march-2026-05-13/ ▶ Cerebras prices IPO at $185 per share to raise $5.55 billion, sources say https://www.reuters.com/legal/government/cerebras-prices-ipo-185-per-share-raise-555-billion-sources-say-2026-05-13/ ▶ Cisco to cut about 4,000 jobs in AI-focused restructuring as orders surge https://www.reuters.com/technology/cisco-raises-annual-revenue-forecast-2026-05-13/ ▶ Ford stock surges 13% on investor optimism for new energy storage business https://www.reuters.com/business/autos-transportation/ford-stock-surges-13-investor-optimism-new-energy-storage-business-2026-05-13/ ▶ US producer prices surprise with largest increase in four years https://www.reuters.com/business/us-producer-prices-post-biggest-gain-four-years-april-2026-05-13/ ▶ AI cloud firm Nebius reports near eightfold revenue surge, shares jump https://www.reuters.com/technology/nebius-reports-higher-quarterly-capex-ai-cloud-expansion-2026-05-13/ ▶ Trump, Xi to weigh tariff cuts on $30 billion of imports in managed trade push https://www.reuters.com/business/autos-transportation/trump-xi-weigh-tariff-cuts-30-billion-imports-managed-trade-push-2026-05-13/