[키움 미국전략/주식 김승혁]

🌏US Daily (8/10) (8/7 종가기준) - 주요 지수 수익률 S&P500 7,757.64 / 0.62% NASDAQ 종합 26,690.62 / 1.30% 다우산업 54,036.93 / 0.28% 러셀2000 3,034.49 / 1.10% 필라델피아 반도체 12,356.79 / 2.56% - 섹터별 수익률 High 3: 자동차 및 부품 (2.64%), 반도체 및 장비 (1.81%), 내구소비재/의류 (1.65%) Low 3: 에너지 (-1.16%), 보험 (-0.93%), 금융 (-0.45%) - 세부 업종별 수익률 자동차 및 부품 2.64% 반도체 및 장비 1.81% 내구소비재/의류 1.65% 소재 1.52% 소프트웨어 1.35% 호텔/레저 1.25% 유통 0.98% 운송 0.89% 제약 0.84% 헬스케어 0.67% 상업 및 전문서비스 0.50% 유틸리티 0.48% 부동산 0.42% 은행 0.25% 하드웨어 0.22% 음식료 및 담배 0.19% 통신 0.04% 자본재 0.02% 식료품 -0.06% 가정용품 -0.27% 엔터/미디어 -0.38% 금융 -0.45% 보험 -0.93% - 종목별 수익률 High 3: ABNB (17.43%), MCHP (13.89%), COHR (13.44%) Low 3: TTD (-21.90%), AKAM (-6.76%), ZTS (-5.97%) - 팩터별 수익률 Momentum 0.42% Growth 0.70% Quality 0.20% High Dividend 0.82% Low Votality -0.10% Enhanced value 0.20% Value 0.52% High Beta 1.59% - 주요 뉴스 ▶ Nvidia to invest up to $3 billion in Stargate data center developer Lancium, the Information reports https://www.reuters.com/business/nvidia-invest-up-3-billion-lancium-information-reports-2026-08-08/ ▶ US Senate advances landmark crypto bill before heading on August recess https://www.reuters.com/legal/government/us-senate-advances-landmark-crypto-bill-before-heading-august-recess-2026-08-08/ ▶ Apple tests China's CXMT memory chips for iPhones and MacBooks, WSJ reports https://www.reuters.com/business/retail-consumer/apple-tests-chinas-cxmt-memory-chips-iphones-macbooks-wsj-reports-2026-08-09/ ▶ OpenAI flags possible critical cybersecurity risk in upcoming model https://www.reuters.com/legal/litigation/openai-flags-possible-critical-cybersecurity-risk-upcoming-model-tightens-2026-08-07/ ▶ US suffers unexpected job losses in July, markets dial back rate hike expectations https://www.reuters.com/business/us-nonfarm-payrolls-fall-july-unemployment-rate-eases-41-2026-08-07/ ▶ Trump administration to invest $3 billion in minerals projects to boost US defense supply chains https://www.reuters.com/business/aerospace-defense/trump-host-mining-ceos-administration-seeks-minerals-defense-supply-chains-2026-08-07/ ▶ Market cuts odds of Fed hike after jobs data, but economists still see case for tightening https://www.reuters.com/business/us-rate-futures-cut-chances-september-rate-hike-after-jobs-data-2026-08-07/ ▶ Trump administration to back three mineral projects with $58 million in financing https://www.reuters.com/business/trump-administration-back-three-mineral-projects-with-58-million-financing-2026-08-07/