[키움 미국전략/주식 김승혁]

🌏US Daily (8/7) (8/6 종가기준) - 주요 지수 수익률 S&P500 7,709.96 / -0.18% NASDAQ 종합 26,348.35 / -0.06% 다우산업 53,885.10 / -0.85% 러셀2000 3,001.55 / -0.58% 필라델피아 반도체 12,048.69 / 0.33% - 섹터별 수익률 High 3: 통신 (2.14%), 에너지 (1.59%), 상업 및 전문서비스 (1.13%) Low 3: 자본재 (-1.15%), 은행 (-1.08%), 엔터/미디어 (-0.98%) - 세부 업종별 수익률 통신 2.14% 에너지 1.59% 상업 및 전문서비스 1.13% 보험 0.95% 소프트웨어 0.84% 제약 0.30% 식료품 0.15% 반도체 및 장비 -0.06% 헬스케어 -0.17% 유통 -0.20% 음식료 및 담배 -0.22% 하드웨어 -0.32% 금융 -0.32% 호텔/레저 -0.35% 운송 -0.35% 가정용품 -0.45% 유틸리티 -0.63% 부동산 -0.76% 소재 -0.79% 내구소비재/의류 -0.84% 자동차 및 부품 -0.87% 엔터/미디어 -0.98% 은행 -1.08% - 종목별 수익률 High 3: MSI (8.20%), PH (7.31%), LDOS (6.63%) Low 3: HONA (-23.16%), APP (-19.66%), DDOG (-19.03%) - 팩터별 수익률 Momentum -0.73% Growth -0.09% Quality -0.95% High Dividend -0.78% Low Votality -0.09% Enhanced value -0.01% Value -0.28% High Beta -1.81% - 주요 뉴스 ▶ Trump unveils trade actions to protect key solar and semiconductor material https://www.reuters.com/world/asia-pacific/trump-signs-executive-order-protect-us-polysilicon-industry-2026-08-06/ ▶ Trump admin blocks tungsten, battery waste exports to boost US minerals supply https://www.reuters.com/world/asia-pacific/trump-admin-blocks-tungsten-battery-waste-exports-boost-us-minerals-supply-2026-08-06/ ▶ AMD deepens AI inference bet with Taalas deal as chip race heats up https://www.reuters.com/business/amd-deepens-ai-inference-bet-with-taalas-deal-chip-race-heats-up-2026-08-06/ ▶ Trump likely to reject US industry requests for quicker polysilicon tariff, source says https://www.reuters.com/world/china/trump-likely-reject-us-industry-requests-quicker-polysilicon-tariff-source-says-2026-08-06/ ▶ US workers' share of GDP skids to fresh record low https://www.reuters.com/business/us-workers-share-gdp-skids-fresh-record-low-2026-08-06/ ▶ US telecoms regulator chief says curbs on Chinese tech imports aim to spur production, counter security risks https://www.reuters.com/world/fcc-chair-says-robot-import-restrictions-aim-boost-us-production-2026-08-06/ ▶ US labor market stable; worker productivity accelerates in second quarter https://www.reuters.com/legal/litigation/us-weekly-jobless-claims-edge-up-planned-layoffs-decline-july-2026-08-06/ ▶ SpaceX, Tesla to initially spend $16.8 billion on Terafab chip plant in Texas https://www.reuters.com/business/media-telecom/spacex-says-terafab-be-built-texas-with-initial-investment-168-billion-2026-08-06/