[키움 미국전략/주식 김승혁]

🌏US Daily (7/31) (7/30 종가기준) - 주요 지수 수익률 S&P500 7,437.63 / 1.66% NASDAQ 종합 25,122.18 / 2.78% 다우산업 52,208.06 / 1.19% 러셀2000 2,946.10 / 1.37% 필라델피아 반도체 11,302.99 / 8.19% - 섹터별 수익률 High 3: 소프트웨어 (8.10%), 반도체 및 장비 (6.47%), 자동차 및 부품 (2.73%) Low 3: 상업 및 전문서비스 (-4.00%), 통신 (-3.15%), 음식료 및 담배 (-2.54%) - 세부 업종별 수익률 소프트웨어 8.10% 반도체 및 장비 6.47% 자동차 및 부품 2.73% 자본재 2.03% 유통 2.01% 은행 1.54% 하드웨어 1.30% 금융 0.84% 에너지 0.52% 소재 0.21% 호텔/레저 -0.25% 유틸리티 -0.53% 내구소비재/의류 -0.67% 운송 -0.86% 헬스케어 -1.03% 부동산 -1.31% 가정용품 -1.66% 제약 -1.98% 식료품 -2.15% 보험 -2.38% 엔터/미디어 -2.46% 음식료 및 담배 -2.54% 통신 -3.15% - 종목별 수익률 High 3: SNDK (25.99%), EME (19.32%), MU (18.36%) Low 3: FICO (-17.01%), CHRW (-15.44%), NCLH (-9.78%) - 팩터별 수익률 Momentum 5.25% Growth 3.19% Quality 2.24% High Dividend -1.37% Low Votality -1.52% Enhanced value -0.73% Value -0.06% High Beta 4.01% - 주요 뉴스 ▶ Amazon lifts capex plan after strong cloud sales; shares jump https://www.reuters.com/business/retail-consumer/amazon-beats-estimates-quarterly-cloud-revenue-growth-2026-07-30/ ▶ BOJ to keep rates steady, deliver hawkish signal as price pressures mount https://www.reuters.com/world/asia-pacific/boj-keep-rates-steady-deliver-hawkish-signal-price-pressures-mount-2026-07-30/ ▶ Imports hold back US economic growth in Q2, but domestic demand robust https://www.reuters.com/world/us/us-economic-growth-slows-second-quarter-domestic-demand-robust-2026-07-30/ ▶ Banks in talks to lend $15 billion for Anthropic data center backed by Google, WSJ reports https://www.reuters.com/legal/litigation/banks-talks-lend-15-billion-anthropic-data-center-backed-by-google-wsj-reports-2026-07-30/ ▶ US sugar demand up, corn syrup down, as consumers pick fewer processed foods, report says https://www.reuters.com/business/us-sugar-demand-up-corn-syrup-down-consumers-pick-less-processed-foods-report-2026-07-30/ ▶ Qualcomm shares slide as higher costs, Apple-related weakness cloud profit forecast https://www.reuters.com/business/retail-consumer/qualcomm-shares-slide-higher-costs-apple-related-weakness-cloud-profit-forecast-2026-07-30/ ▶ Crypto exchange Coinbase logs third straight quarterly loss on trading slowdown https://www.reuters.com/business/finance/crypto-exchange-coinbase-reports-third-straight-quarterly-loss-trading-slowdown-2026-07-30/ ▶ Blue Owl suffers credit outflows, data centers power growth elsewhere https://www.reuters.com/business/finance/blue-owls-second-quarter-profit-rises-aum-reaches-319-billion-2026-07-30/