[키움 미국전략/주식 김승혁]

🌏US Daily (8/6) (8/5 종가기준) - 주요 지수 수익률 S&P500 7,723.55 / -0.17% NASDAQ 종합 26,363.44 / -0.83% 다우산업 54,349.12 / 0.49% 러셀2000 3,019.19 / -0.59% 필라델피아 반도체 12,008.88 / -1.40% - 섹터별 수익률 High 3: 호텔/레저 (2.69%), 제약 (1.86%), 소재 (1.54%) Low 3: 엔터/미디어 (-2.49%), 에너지 (-2.03%), 자동차 및 부품 (-1.51%) - 세부 업종별 수익률 호텔/레저 2.69% 제약 1.86% 소재 1.54% 내구소비재/의류 0.69% 보험 0.60% 반도체 및 장비 0.56% 은행 0.47% 헬스케어 0.39% 자본재 0.28% 음식료 및 담배 0.19% 부동산 0.14% 금융 0.07% 식료품 0.03% 하드웨어 -0.05% 가정용품 -0.26% 상업 및 전문서비스 -0.64% 유통 -0.91% 소프트웨어 -0.93% 유틸리티 -1.01% 운송 -1.15% 통신 -1.19% 자동차 및 부품 -1.51% 에너지 -2.03% - 종목별 수익률 High 3: CRL (11.36%), IFF (8.88%), AIZ (7.20%) Low 3: PODD (-20.12%), DVA (-17.24%), CDW (-9.03%) - 팩터별 수익률 Momentum -0.59% Growth -0.16% Quality -0.52% High Dividend -0.60% Low Votality -0.04% Enhanced value -0.26% Value -0.18% High Beta -0.46% - 주요 뉴스 ▶ Trump administration to impose 15% tariff in polysilicon probe meant to counter China https://www.reuters.com/world/china/trump-administration-impose-15-tariff-polysilicon-sources-say-2026-08-05/ ▶ Fed's Cook ready to raise rates if inflation doesn't start easing https://www.reuters.com/business/feds-cook-says-ready-raise-rates-if-inflation-doesnt-start-easing-2026-08-05/ ▶ Meta launches new AI coding tool powered by Muse Spark 1.2 https://www.reuters.com/technology/meta-launches-new-ai-coding-tool-powered-by-muse-spark-12-2026-08-05/ ▶ Blue Origin zeroes in on rocket engine issue as source of New Glenn explosion https://www.reuters.com/science/blue-origin-zeroes-rocket-engine-issue-source-new-glenn-explosion-2026-08-05/ ▶ Anthropic to build in-house chip design team for Claude, hire engineers https://www.reuters.com/business/anthropic-build-in-house-chip-design-team-claude-hire-engineers-2026-08-05/ ▶ Samsung, SK Hynix test Chinese chip tools as hedge against US risks https://www.reuters.com/world/china/samsung-sk-hynix-test-chinese-chip-tools-hedge-against-us-risks-2026-08-05/ ▶ US services activity stays strong in July, input costs rise https://www.reuters.com/business/us-private-payrolls-increase-moderately-july-adp-says-2026-08-05/ ▶ Two regional Fed banks to launch pilot survey of private credit market https://www.reuters.com/world/two-regional-fed-banks-launch-pilot-survey-private-credit-market-2026-08-05/