[키움 미국전략/주식 김승혁]

🌏US Daily (8/3) (7/31 종가기준) - 주요 지수 수익률 S&P500 7,489.72 / 0.70% NASDAQ 종합 25,373.85 / 1.00% 다우산업 52,485.03 / 0.53% 러셀2000 2,931.34 / -0.50% 필라델피아 반도체 11,311.08 / 0.07% - 섹터별 수익률 High 3: 유통 (10.51%), 엔터/미디어 (4.97%), 소프트웨어 (2.28%) Low 3: 하드웨어 (-4.61%), 소재 (-2.71%), 내구소비재/의류 (-1.37%) - 세부 업종별 수익률 유통 10.51% 엔터/미디어 4.97% 소프트웨어 2.28% 자본재 1.06% 에너지 0.77% 통신 0.76% 반도체 및 장비 0.62% 자동차 및 부품 0.59% 은행 0.33% 가정용품 0.08% 운송 0.02% 식료품 -0.05% 상업 및 전문서비스 -0.17% 금융 -0.24% 제약 -0.47% 호텔/레저 -0.53% 부동산 -0.63% 보험 -0.64% 헬스케어 -0.70% 유틸리티 -0.74% 음식료 및 담배 -0.81% 내구소비재/의류 -1.37% 소재 -2.71% - 종목별 수익률 High 3: AMZN (15.32%), DXCM (11.95%), MPWR (8.35%) Low 3: GDDY (-16.70%), CTVA (-11.90%), COIN (-10.59%) - 팩터별 수익률 Momentum 0.21% Growth 1.45% Quality -0.44% High Dividend -0.47% Low Votality -0.24% Enhanced value -0.12% Value -0.18% High Beta 0.01% - 주요 뉴스 ▶ Japan to vow coordination with US on weak yen in historic battle https://www.reuters.com/world/asia-pacific/japan-vow-coordination-with-us-weak-yen-historic-battle-2026-08-02/ ▶ China draws 'red lines' around its economic model ahead of EU, US trade talks https://www.reuters.com/world/china/china-draws-red-lines-around-its-economic-model-ahead-eu-us-trade-talks-2026-08-02/ ▶ US bars imports from 43 more companies over China's alleged forced labor involving Uyghurs https://www.reuters.com/world/china/us-bars-imports-43-more-companies-over-chinas-alleged-forced-labor-involving-2026-07-31/ ▶ US auto safety regulator probes 1.2 million Tesla vehicles over suspension failure risks https://www.reuters.com/sustainability/us-auto-safety-regulator-probes-12-million-tesla-vehicles-over-suspension-2026-07-31/ ▶ FTC approves IonQ acquisition of SkyWater semiconductor ‍foundry https://www.reuters.com/legal/litigation/ftc-approves-ionq-acquisition-skywater-semiconductor-foundry-2026-07-31/ ▶ Top US data center-serving utility Dominion tops profit estimates https://www.reuters.com/business/energy/top-us-data-center-serving-utility-dominion-tops-profit-estimates-2026-07-31/ ▶ Moonshot has Nvidia chip cluster from Alibaba computing deal, Bloomberg News reports https://www.reuters.com/business/retail-consumer/moonshot-has-nvidia-chip-cluster-alibaba-computing-deal-bloomberg-news-reports-2026-07-31/ ▶ Nuclear firm Westinghouse confidentially files for US IPO https://www.reuters.com/business/nuclear-company-westinghouse-confidentially-files-us-ipo-2026-07-31/