[種目]9/19(목) 미국 뉴스관련주 정리

○ 9/19(목) 미국 뉴스관련주 정리

● 금융
연준의 대규모 금리 인하 이후 주식 랠리가 속도를 높입니다: 마켓 랩 (https://finance.yahoo.com/news/stocks-bonds-rangebound-traders-digest-225041397.htmlhttps://finance.yahoo.com/news/stocks-bonds-rangebound-traders-digest-225041397.html)
손해 보험: HIG, ALL ▲, PGR, ACGL, CB, CINF, TRV, WRB
자산관리 및 수탁은행: KKR, BK, BX, STT ▲, BLK, NTRS, AMP
지역 은행: KEY, MTB, PNC, RF, HBAN ▲
거래 및 결제 처리 서비스: FI, FIS, PYPL, CPAY, MA
소비자 금융: AXP, DFS ▲, SYF, COF ▲
금융 거래소 및 데이터: NDAQ, ICE, MCO, SPGI
보험 중개인: BRO, WTW, AJG, AON
생명 및 건강 보험: AFL, MET, PRU
종합 은행: FITB, USB
종합 보험: AIZ

● 산업재
두 번째 폭발 장치로 이스라엘-레바논 분쟁 확대 우려 제기 (https://www.reuters.com/world/middle-east/israel-planted-explosives-hezbollahs-taiwan-made-pagers-say-sources-2024-09-18/https://www.reuters.com/world/middle-east/israel-planted-explosives-hezbollahs-taiwan-made-pagers-say-sources-2024-09-18/)
항공우주 및 국방: HWM, AXON, GE, RTX, TDG, LMT, NOC, GD, HII
건축 자재: CARR, TT, JCI, MAS, ALLE
산업용 기계, 공급품 및 부품: PH, PNR, GWW, IR, DOV
건설 기계 및 중장비 운송: WAB, CMI, CAT ▲
항공 화물 및 물류: CHRW, FDX
다양한 지원 서비스: CTAS, LDOS
인적 자원 및 고용 서비스: ADP, PAYX
철도 운송: UNP, NSC
건설 및 엔지니어링: PWR ▲
환경 및 시설 서비스: ROL
산업 복합기업: MMM
연구 및 컨설팅 서비스: EFX
무역 회사 및 유통업체: URI

● 유틸리티
바이낸스 CEO, 암호화폐 거래소, 올해 기관 및 기업 투자자가 40% 성장 (https://www.cnbc.com/2024/09/19/binance-ceo-40percent-growth-in-institutional-corporate-investors.htmlhttps://www.cnbc.com/2024/09/19/binance-ceo-40percent-growth-in-institutional-corporate-investors.html)
전기 유틸리티: VST, PEG, AEP, ETR, PPL, SO, EIX, DUK ▼, ES, WEC, LNT, EVRG, FE
복합 유틸리티: NEE, NI, CMS, D, PCG, PNW, AEE, ED ▼, SRE, DTE
가스 유틸리티: ATO
독립 발전 및 에너지 거래: NRG
수도 유틸리티: AWK

● 헬스케어
헬스케어 장비: RMD ▼, ISRG, BSX, RVTY, HOLX, SYK
생명공학: REGN, ABBV, AMGN
헬스케어 서비스: DVA, CI, DGX
제약: CTLT, LLY, VTRS
헬스케어 시설: UHS, HCA
헬스케어 유통업체: CAH
헬스케어 용품: COO
생명 과학 도구 및 서비스: DHR

● 정보기술
중국 알리바바, 100개 이상의 새로운 오픈소스 AI 모델 출시 (https://www.cnbc.com/2024/09/19/alibaba-launches-over-100-new-ai-models-releases-text-to-video-generation.htmlhttps://www.cnbc.com/2024/09/19/alibaba-launches-over-100-new-ai-models-releases-text-to-video-generation.html)
중국은 국내 엔비디아 라이벌을 좋아할 것 (https://www.cnbc.com/2024/09/19/china-looks-for-domestic-nvidia-rival-but-thats-proving-challenging.htmlhttps://www.cnbc.com/2024/09/19/china-looks-for-domestic-nvidia-rival-but-thats-proving-challenging.html)
통신 장비: MSI, ANET, FFIV, JNPR
반도체: MPWR, TXN, AVGO, FSLR ▲
시스템 소프트웨어: NOW, FTNT, GEN, MSFT
애플리케이션 소프트웨어: FICO, ORCL, TYL
IT 컨설팅 및 기타 서비스: IBM, IT
전자 부품: GLW
전자 장비 및 기기: ZBRA
인터넷 서비스 및 인프라: GDDY

● 부동산
싱가포르 증시, 금리 기대감과 배당에 17년 만에 최고치 경신 (https://www.bloomberg.com/news/articles/2024-09-19/singapore-stocks-head-for-17-year-high-on-rate-hopes-dividendshttps://www.bloomberg.com/news/articles/2024-09-19/singapore-stocks-head-for-17-year-high-on-rate-hopes-dividends)
다가구 주거용 리츠: ESS, AVB, CPT, EQR, UDR, MAA
소매 리츠: SPG, FRT, O, REG
헬스케어 리츠: VTR, WELL, DOC
셀프 스토리지 리츠: PSA, EXR
데이터센터 리츠: DLR
기타 전문 리츠: IRM
부동산 서비스: CBRE

● 임의소비재
Z 세대의 할인점에 대한 사랑 (https://www.businessinsider.in/stock-market/news/gen-zs-love-of-discount-stores-could-send-these-3-retail-stocks-soaring-as-much-as-18-bank-of-america-says/amp_articleshow/113468758.cmshttps://www.businessinsider.in/stock-market/news/gen-zs-love-of-discount-stores-could-send-these-3-retail-stocks-soaring-as-much-as-18-bank-of-america-says/amp_articleshow/113468758.cms)
주택 건설: LEN, DHI, NVR, PHM
호텔, 리조트 및 크루즈 라인: RCL, HLT, BKNG
주택 개선 소매: LOW, HD
의류 소매: TJX
자동차 제조업체: GM
종합 소매: EBAY
컴퓨터 및 전자제품 소매: BBY
가정용 가구: MHK ▲
레저 제품: HAS
기타 전문 소매: TSCO

● 필수소비재
포장 식품 및 육류: K, CPB, MKC, TSN, CAG, GIS
필수소비재 상품 소매: WMT, COST
가정용품: CL, CLX
청량음료 및 비알코올 음료: KO, KDP
담배: PM, MO
식품 소매: KR
개인 관리 제품: PG

● 소재
특수 화학제품: SHW, IFF, EMN, ECL, DD
종이 및 플라스틱 포장 제품 및 재료: PKG, IP, AMCR
금: NEM

● 커뮤니케이션 서비스
방송: FOX, FOXA
종합 통신 서비스: T, VZ
광고: OMC
인터랙티브 미디어 및 서비스: META ▲
영화 및 엔터테인먼트: NFLX
무선 통신 서비스: TMUS

● 에너지
석유 및 가스 저장 및 운송: TRGP ▲, OKE, KMI, WMB