[키움 미국전략/주식 김승혁]

🌏US Daily (6/25) (6/24 종가기준) - 주요 지수 수익률 S&P500 7,358.22 / -0.10% NASDAQ 종합 25,476.63 / -0.43% 다우산업 51,848.90 / 0.35% 러셀2000 2,986.63 / 0.37% 필라델피아 반도체 13,458.19 / -0.18% - 섹터별 수익률 High 3: 내구소비재/의류 (2.75%), 호텔/레저 (2.45%), 운송 (1.77%) Low 3: 통신 (-1.88%), 소프트웨어 (-1.75%), 에너지 (-1.73%) - 세부 업종별 수익률 내구소비재/의류 2.75% 호텔/레저 2.45% 운송 1.77% 상업 및 전문서비스 1.17% 제약 1.12% 자본재 1.07% 유틸리티 1.05% 가정용품 1.00% 유통 0.96% 보험 0.68% 음식료 및 담배 0.46% 식료품 0.46% 소재 0.33% 헬스케어 0.20% 은행 -0.12% 반도체 및 장비 -0.26% 부동산 -0.40% 하드웨어 -0.47% 엔터/미디어 -0.49% 금융 -0.62% 자동차 및 부품 -1.48% 에너지 -1.73% 소프트웨어 -1.75% - 종목별 수익률 High 3: BLDR (11.31%), IQV (8.37%), CRL (8.31%) Low 3: APO (-6.13%), BX (-5.90%), HOOD (-5.87%) - 팩터별 수익률 Momentum -0.30% Growth -0.25% Quality 0.06% High Dividend 0.25% Low Votality 0.64% Enhanced value 0.32% Value 0.09% High Beta 0.38% - 주요 뉴스 ▶ Micron forecasts strong quarterly results on soaring memory chip demand https://www.reuters.com/business/micron-forecasts-quarterly-revenue-above-estimates-2026-06-24/ ▶ Trump to meet munitions makers amid push to replenish weapons stockpiles https://www.reuters.com/business/aerospace-defense/trump-meet-munitions-makers-amid-push-replenish-weapons-stockpiles-2026-06-24/ ▶ Qualcomm forecasts $15 billion data center chip sales by 2029, shares soar https://www.reuters.com/business/retail-consumer/qualcomm-bets-ai-chips-break-smartphone-reliance-faces-crowded-race-2026-06-24/ ▶ Apple-Intel chip deal makes strategic sense but production is years away https://www.reuters.com/world/china/apple-intel-chip-deal-makes-strategic-sense-production-is-years-away-2026-06-24/ ▶ Lithium producers bet on battery storage as demand shifts beyond EVs https://www.reuters.com/world/asia-pacific/lithium-producers-bet-battery-storage-demand-shifts-beyond-evs-2026-06-24/ ▶ US homebuilders advance after Congress passes affordable housing bill https://www.reuters.com/world/us/us-homebuilders-advance-after-congress-passes-affordable-housing-bill-2026-06-24/ ▶ US dollar strengthens to 13-month high on Fed rate hike expectations https://www.reuters.com/world/asia-pacific/dollar-13-month-high-rate-hike-bets-stock-rout-boost-demand-2026-06-24/ ▶ SK Hynix targets $29 billion US listing as AI demand surges https://www.reuters.com/world/asia-pacific/south-koreas-sk-hynix-says-raise-29-bln-us-adr-listing-2026-06-24/