[키움 미국전략/주식 김승혁]

🌏US Daily (8/14) (8/13 종가기준) - 주요 지수 수익률 S&P500 7,798.99 / 0.65% NASDAQ 종합 26,803.03 / 0.81% 다우산업 53,839.99 / 0.13% 러셀2000 3,052.85 / 0.24% 필라델피아 반도체 12,456.00 / 0.46% - 섹터별 수익률 High 3: 자동차 및 부품 (3.30%), 통신 (2.40%), 소프트웨어 (1.72%) Low 3: 소재 (-0.73%), 내구소비재/의류 (-0.65%), 유통 (-0.53%) - 세부 업종별 수익률 자동차 및 부품 3.30% 통신 2.40% 소프트웨어 1.72% 엔터/미디어 1.48% 음식료 및 담배 1.42% 운송 1.38% 부동산 1.20% 금융 1.13% 상업 및 전문서비스 1.02% 반도체 및 장비 0.85% 식료품 0.54% 하드웨어 0.45% 보험 0.44% 유틸리티 0.38% 가정용품 0.36% 호텔/레저 0.25% 제약 0.19% 에너지 -0.09% 은행 -0.43% 자본재 -0.45% 헬스케어 -0.49% 유통 -0.53% 내구소비재/의류 -0.65% - 종목별 수익률 High 3: WDAY (17.78%), SNDK (13.67%), GDDY (9.45%) Low 3: TPR (-16.49%), CSCO (-8.40%), COHR (-7.99%) - 팩터별 수익률 Momentum 0.97% Growth 0.74% Quality 1.08% High Dividend 1.21% Low Votality 0.49% Enhanced value 0.73% Value 0.55% High Beta 0.91% - 주요 뉴스 ▶ US producer prices unchanged in July, further dimming rate hike odds https://www.reuters.com/world/us/us-weekly-jobless-claims-increase-moderately-point-stable-labor-market-2026-08-13/ ▶ Trump administration to impose tariffs on drone imports, White House says https://www.reuters.com/world/us/trump-administration-impose-tariffs-drone-imports-white-house-says-2026-08-13/ ▶ US court backs Trump's power to close 'de minimis' tariff exemption https://www.reuters.com/legal/government/us-court-backs-trumps-power-close-de-minimis-tariff-exemption-2026-08-13/ ▶ US extends Jones Act waiver 90 days, revises compliance rules https://www.reuters.com/business/energy/us-extends-jones-act-waiver-90-days-revises-compliance-rules-2026-08-13/ ▶ Google unveils Gemini 3.7 Flash AI model for coding, agent workflows https://www.reuters.com/business/google-unveils-gemini-37-flash-ai-model-coding-agent-workflows-2026-08-13/ ▶ Robinhood's second fund for retail investors eyeing private markets starts trading https://www.reuters.com/legal/transactional/robinhoods-second-venture-fund-debuts-drawing-retail-money-into-private-markets-2026-08-13/ ▶ DeepSeek releases official V4 Pro model as it steps up expansion https://www.reuters.com/world/china/deepseek-releases-official-v4-pro-model-it-steps-up-expansion-2026-08-13/ ▶ Heron Power plans $100 million factory for advanced electric grid equipment https://www.reuters.com/business/energy/heron-power-plans-100-million-factory-advanced-electric-grid-equipment-2026-08-13/