[키움 미국전략/주식 김승혁]

🌏US Daily (7/30) (7/29 종가기준) - 주요 지수 수익률 S&P500 7,316.15 / -1.52% NASDAQ 종합 24,442.94 / -1.74% 다우산업 51,594.14 / -2.19% 러셀2000 2,906.31 / -1.61% 필라델피아 반도체 10,447.49 / -5.33% - 섹터별 수익률 High 3: 에너지 (1.98%), 내구소비재/의류 (1.41%), 식료품 (0.94%) Low 3: 반도체 및 장비 (-4.63%), 자본재 (-4.19%), 은행 (-3.03%) - 세부 업종별 수익률 에너지 1.98% 내구소비재/의류 1.41% 식료품 0.94% 상업 및 전문서비스 0.78% 엔터/미디어 0.36% 호텔/레저 0.28% 음식료 및 담배 0.24% 소프트웨어 0.01% 보험 -0.07% 부동산 -0.20% 헬스케어 -0.57% 제약 -0.63% 운송 -0.96% 가정용품 -1.09% 소재 -1.10% 금융 -1.20% 하드웨어 -1.21% 유틸리티 -1.35% 통신 -1.46% 유통 -1.46% 자동차 및 부품 -2.51% 은행 -3.03% 자본재 -4.19% - 종목별 수익률 High 3: GRMN (16.24%), GEHC (12.15%), CTSH (11.25%) Low 3: LII (-20.97%), VRT (-17.26%), MAS (-11.09%) - 팩터별 수익률 Momentum -3.21% Growth -2.07% Quality -1.53% High Dividend -0.22% Low Votality -0.51% Enhanced value -1.06% Value -0.89% High Beta -3.28% - 주요 뉴스 ▶ Warsh vows not to 'waver' on inflation as divided Fed leaves rates unchanged https://www.reuters.com/markets/us/uncertainty-creeps-into-feds-rate-decision-warsh-keeps-his-cards-hidden-2026-07-29/ ▶ Microsoft tops quarterly cloud growth estimates, easing spending concerns https://www.reuters.com/business/microsoft-tops-quarterly-cloud-growth-estimates-easing-spending-concerns-2026-07-29/ ▶ Meta cash flow craters as Zuckerberg's AI spending spree accelerates https://www.reuters.com/business/meta-narrows-annual-capex-forecast-ai-buildout-grows-2026-07-29/ ▶ US awards Lockheed Martin $58.6 billion in largest-ever Patriot missile deal https://www.reuters.com/business/aerospace-defense/army-awards-lockheed-martin-586-billion-largest-ever-pac-3-patriot-missile-deal-2026-07-29/ ▶ Robinhood beats quarterly profit estimates as trading activity remains robust https://www.reuters.com/business/finance/robinhood-quarterly-profit-rises-strong-trading-activity-2026-07-29/ ▶ Oil jumps 7% on escalating Middle East airstrikes https://www.reuters.com/business/energy/oil-prices-rebound-by-more-than-2-barrel-prospect-tightening-us-crude-supplies-2026-07-29/ ▶ "Ugly and rusty," Venezuela's refineries are relics that will be hard to revive https://www.reuters.com/business/energy/ugly-rusty-venezuelas-refineries-are-relics-that-will-be-hard-revive-2026-07-29/ ▶ Qualcomm wins BMW chip supply deal for future vehicle platforms https://www.reuters.com/business/qualcomm-wins-bmw-chip-supply-deal-future-vehicle-platforms-2026-07-29/